crypto

Common sense and humor

[crypto @cryptoG12345]

@Remzztrades Your life has changed for the better!!! Enjoy the ride!

[crypto @cryptoG12345]

$arm down 5% a day for 5 straight days. Have to love this market

[crypto @cryptoG12345]

@CKCapitalxx kospi

[InvestmentGuru @InvestmentGuru_]

11 stocks- my positioning in 11 layers of AI infrastructure.

Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.

Layer 2 — Memory
$MU — HBM demand exploding as AI workloads scale. Record earnings, strong guidance, and still trading at a valuation discount versus peers.

Layer 3 — Networking Silicon
$MRVL — Custom AI networking solutions powering hyperscaler infrastructure.

Layer 4 — High-Speed Connectivity
$CRDO — Terabit-speed connectivity between GPU clusters. AI performance depends on data movement.

Layer 5 — RF / Photonics Enablement
$SIVEF — Enabling the next generation of optical networking infrastructure.

Layer 6 — Co-Packaged Optics
$POET — Tackling power and bandwidth bottlenecks with optical interposer technology.

Layer 7 — Optical Transceivers
$AAOI — Positioned to benefit as hyperscale data centers accelerate optical deployments.

Layer 8 — NeoCloud Compute
$NBIS — AI-native cloud infrastructure built specifically for large-scale AI workloads.

Layer 9 — Space Connectivity
$RKLB — Building the launch and space infrastructure needed for global connectivity.

Layer 10 — Physical AI Perception
$OUST — Lidar technology enabling robotics, automation, smart infrastructure, and autonomous systems.

Layer 11 — Power
$OKLO — AI’s future ultimately depends on reliable, scalable energy. Power is the foundation beneath every layer above.

Substrate → Memory → Networking → Connectivity → RF → Optics → Transceivers → Compute → Space → Perception → Power

This isn’t a watchlist.

It’s an AI infrastructure roadmap.

The Silicon-to-Substation Thesis.

Not financial advice. Do your own research.

[crypto @cryptoG12345]

@KevInvestingYT Insiders continually selling non stop for months.

[crypto @cryptoG12345]

@mehdirhasan @RoKhanna Your right he's trading like Nancy

[crypto @cryptoG12345]

@RoKhanna you talk out both sides of your mouth. Social Security should follow your trading and would be totally solvent in on year

[AskLivermore @asklivermore]

My 2027 - 2028 stock predictions:

1. Chicken and protein will be essential and enter a new super-cycle, there will be supply chain shortages here

2. Japanese "matcha" will also enter a new supercycle, and supply chain and cafe's will benefit

3. Copper and uranium is going to be the next big thing

4. Asian-related influences will outperform in US markets - food, clothing, and products

5. Physical trade and manual craftsmanship will be highly sought after

6. Biotech is on the cusp of discovering cures for certain types cancer, especially with the help of quantum

7. Golf will enter a new super-cycle

8. Comfort will enter a new super-cycle. First-class. Clothing. Footwear. Taxi's.

9. Pharmaceutical infrastructure I think will be big

10. Water infrastructure I also think will be big. AI consumes a ton of water

11. Anti-aging and nursing homes - people want to live longer, look at REIT's with nursing homes in their portfolios

Some stocks in this list above, will make you multi-millions in the next few years.

[RonnieV @TheRonnieVShow]

The market is telling you exactly where money is flowing.

Most people just aren't listening.

[Athu @athuinvests]

⚡️ UPDATE: Photonics (watchlist)

1. Lasers/Transceivers/DSPs/PICs: $SIVE, $AAOI, $LITE, $MXL
2. Full-stack compounders: $COHR, $CRDO
3. Glass substrates: $LPK, $GLW
4. Foundry: $XFAB, $TSEM
5. PMA: $PENG
6. Substrates: $AXTI, $SOI, $IQE

Changes:

- Removed EMS - $JBL, $FLEX and $CLS - although they are great longs too. Prefer $CLS that is becoming an ODM (might add again in the future), or $JBL with their 1.6T program.

- $UMC, $GFS don't only do SiPh and have run a lot. Would prefer $XFAB or $TSEM today for exposure to photonics.

- Added $MXL and $CRDO that look like serious players here. $ALAB, not yet.

[AskLivermore @asklivermore]

Optical/photonics companies like $AAOI, $LITE, $COHR, and $FN are consolidating here.

Typically, after a large run up, you "rest" before trying again in the future.
Keep them on your watchlist!

Trends stay trends for a long-time!!!

[crypto @cryptoG12345]

@zerohedge I’ve been saying this for months

[crypto @cryptoG12345]

@Jake__Wujastyk Bitcoin is dead it will never have any value besides being a speculative asset. Been around over a decade and no real usage to date.

[crypto @cryptoG12345]

@KarenBassLA Never would guess that

[crypto @cryptoG12345]

@covie_93 neither have politicians

[crypto @cryptoG12345]

today's the day I was waiting for to buy but of course I bought all yesterday bc i couldn't wait any longer as everyone was making crazy money. You won't hear how great anyone is today

[crypto @cryptoG12345]

here comes the rug pull

[P Equity Research 📰 @pequityresearch]

Photonics Supply Chain: by @semivision_tw

Some well known names:

Lumentum $LITE
Broadcom $AVGO
Coherent $COHR
Zhongji Innolight $300308.SZ
Accelink Technologies $002281.SZ
Intel $INTC
Nvidia $NVDA
Credo $CRDO
Eoptolink Technology $300502.SZ
Cisco $CSCO
Marvell $MRVL
Applied Optoelectronics $AAOI
MACOM $MTSI
Sivers Semiconductor $SIVEF
Tokyo Electron $8035.T
Accretech $7729.T
ASMPT $0522.HK
SUSS Microtec $SHMN.DE
BE Semiconductor $BESIY
Advantest $6857.T
Keysight $KEYS
FormFactor $FORM
Corning $GLW
Furukawa Electric $5801.T
Sumitomo Electric $5802.T
Tower Semiconductor $TSEM
GlobalFoundries $GFS
Amphenol $APH
TE Connectivity $TEL

[Jason Luongo @JasonL_Capital]

You could buy 100 shares of $PLTR right now for $15,282.

Or you could buy the $150 call expiring January 2028 for roughly $50.00.

That's $5,000 for leveraged exposure to 100 shares of Palantir - 19 months out - for about 67% less capital.

Breakeven: $200.00

Why the setup is interesting:

- Q1 revenue $1.63B, up 85% YoY - strongest quarter as a public company
- U.S. Commercial revenue up 133% YoY, fastest growing segment
- Full-year 2026 guidance raised to $7.65B (71% growth), crushing the $7.27B consensus
- $10B U.S. Army enterprise agreement over a decade
- NATO acquired Palantir's Maven Smart System for allied operations
- Remaining deal value of $11.8B, up 98% YoY
- 88% gross margins, 60% operating margins, Rule of 40 score of 145%

If $PLTR hits $225 by expiration, the LEAP returns roughly 50% vs 47% on shares.
If $PLTR hits $250, the LEAP returns roughly 100% vs 64% on shares.
If $PLTR hits $300, the LEAP returns roughly 200% vs 96% on shares.

The max you can lose on a LEAP is the entire premium you paid. At ~$50/contract, that's a meaningful amount of capital at risk. If $PLTR drops or stays flat, this contract loses value every day.

The valuation is steep - roughly 80x forward earnings. This is a high-conviction play, not a casual position.

Not financial advice. I share these for education.

[Michael Sikand @michaelsikand]

TURN UP THE LIGHTS IN HERE BABY.

EXTRA BRIGHT I WANT Y'ALL TO SEE THIS!