[Happening Now] view from a balcony in Tehran.
Western media won’t show you because they want you to believe Iranians hate their leader! Yet, 20M people are here. This one city. They are still to go to where he was born: Mashhad! Before that, the coffin will pass by Iraq!
🚨BREAKING NEWS
A massive attack on Ukraine has begun.🇷🇺🚀🔥
Strategic bombers launched Kh-101 missiles. They will be in Ukrainian airspace at around 2:00 a.m. (Moscow time).
Kalibr cruise missiles were also launched by naval ships from the Novorossiysk area and are already en route to their targets.
Enemy monitoring resources report possible preparations for the launch of Tsirkon and Iskander ballistic missiles.
@Londy16Ndlovu@mongwe29@destinyzee Only once, when you sign a lease. So we deduct the security deposit from them R180 000 and then divide what's left by 6.
$GOOG might be the best «tech fund» in the world
Google Search, YouTube Ads, Google Subscriptions/Platforms/Devices (Play, YouTube Premium, Google One, Pixel), Google Cloud, Google Network (AdSense/AdMob), Waymo
Then they also have large stakes in $SPCX and Anthropic
All within one company
Many photonics names are down 30-40% from their highs.
A great time to revisit the photonics value chain and best positioned businesses:
Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS
Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE
• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH
Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS
Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV
The deep dive below covers these layers and companies in much more detail, along with many visuals to help you understand the technical concepts.
Enjoy!
The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $394. Down 21%.
$MU. ATH $1,255. Now $976. Down 22%.
$SNDK. ATH $2,350. Now $1,760. Down 25%.
$NBIS. ATH $299. Now $216. Down 28%.
$CRWV. ATH $166. Now $82. Down 51%.
$LITE. ATH $1,085. Now $725. Down 33%.
$MRVL. ATH $329. Now $245. Down 26%.
$AAOI. ATH $233. Now $121. Down 48%.
$QCOM. ATH $260. Now $177. Down 32%.
All down 18 to 51% while the index sits at records.
$META is reportedly finalizing a partnership to host Anthropic’s Claude AI models within its data centers as a new venture called Meta Compute.
This could generate billions in revenue from Meta's excess GPU capacity while helping Anthropic address severe resource limitations.