Digitalxu

🧠 Software & Systems Engineer
💰 Trader & Investor
🤖 AI Architect | Teaching Machines to Collaborate Intelligently
💪 Fitness Enthusiast in Gilbert, AZ.

[Digitalxu @DigitalXU]

@elonmusk

[Digitalxu @DigitalXU]

@kevinxu And more important, people’s emotions

[Remz @Remzztrades]

$RDDT

Major selling volume despite a decent earnings report, which isn’t uncommon to see in these types of market conditions.

As long as $120 holds, I don’t think this is a bad place to start scaling into a LT position.

If $120 fails over the next few weeks, I’d look for a short opportunity into that psychological $100 area.

[Kevin Xu @kevinxu]

Prepare yourself for a huge gap up Monday

[FreeFromMatrix @ViralMuzik1989]

🚨 Think about this for a second…

Citadel already owns:

• 12.0M $IREN shares (~$460M)

Leopold’s Situational Awareness owned:

• 11.7M $IREN shares (~$444M)

If Citadel’s acquisition included the full IREN position…

That’s 23.7M shares.

~$900M invested in $IREN.

Let that sink in. 👀

[Digitalxu @DigitalXU]

Very Bullish with related to Optical Transibershttps://photoncap.net/p/axt-inc-axti-deep-dive-the-hidden
$AXTI

[Burak Finance @burak_finance]

WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS

AI Utilities
• $IREN $105 (+184%)
• $NBIS $410 (+116%)
• $HUT $263 (+139%)
• $CORZ $55 (+139%)
• $CRWV $167 (+132%)
Photonics
• $AAOI $220 (+120%)
• $LITE $1,300 (+70%)
• $COHR $465 (+65%)
• $AEHR $125 (+64%)
Space
• $RKLB $150 (+134%)
• $ASTS $115 (+105%)
• $PL $53 (+159%)
• $LUNR $75 (+477%)
Quantum
• $IONQ $100 (+203%)
• $RGTI $40 (+186%)
• $QBTS $45 (+181%)
• $QUBT $30 (+275%)
Drones
• $AVAV $326 (+117%)
• $KTOS $150 (+219%)
• $MRCY $120 (+20%)
• $ONDS $25 (+213%)
Nuclear
• $OKLO $140 (+241%)
• $UUUU $32 (+191%)
• $SMR $25 (+213%)
• $LEU $390 (+138%)
CPU
• $AMD $1,250 (+162%)
• $INTC $200 (+122%)
• $ARM $500 (+92%)
• $AMKR $90 (+38%)
Physical AI
• $TSLA $600 (+93%)
• $AMZN $400 (+47%)
• $SYM $84 (+110%)
AI Power
• $EOSE $15 (+341%)
• $BE $390 (+88%)
• $NVTS $21 (+91%)
• $VRT $500 (+72%)
AI Connectivity
• $AVGO $630 (+62%)
• $ALAB $460 (+58%)
• $CRDO $350 (+66%)
• $MRVL $400 (+106%)
AI Hardware
• $NVDA $500 (+149%)
• $TSM $650 (+61%)
• $ASML $2,850 (+63%)
• $MU $2,200 (+167%)
• $SKHY $355 (+147%)
AI Applications
• $PLTR $230 (+87%)
• $NOW $248 (+151%)
• $CRWD $725 (+296%)
• $SNOW $370 (+38%)

[Digitalxu @DigitalXU]

https://t.co/n5ZhtwW5Qd

[Digitalxu @DigitalXU]

@aleabitoreddit That brings GLW (Corning) in the same play: it supplies the fiber that carries the light once the lasers (from Lumentum, Coherent, Sivers, etc.) generate it. 🚀🚀

[Serenity @aleabitoreddit]

$LITE CEO Michael Hurlston at the RAISE Summit warned that the supply gap for InP lasers for AI DCs:

Is facing a more severe supply chain crisis than memory.

And with Lumentum's 5 InP fabs, shipments would be more than 30%+ below customer demand.

This is especially visible with EMLs today but is already expanding to CW, especially as CPO ramps.

I've always been a fan of the laser chokepoint + bottleneck from $AAOI, $SIVE, $LITE, and $COHR. And glad this thesis is starting to see validation.

[Chris Camillo @ChrisCamillo]

Nice work @Apptronik and @GoogleDeepMind teams. Excited for the world to see what’s coming next yr.

[Digitalxu @DigitalXU]

Something I was reading about clean energy.

General Fusion just went public on Nasdaq under GFUZ via a SPAC merger. TAE Technologies is merging with Trump Media, ticker DJT, expected to close in Q4 twenty twenty-six. $GFUZ

[amit @amitisinvesting]

feels like we are either going to see a march 30th V shape or we are seeing a 2022 gradual decline

most peak to trough declines are either in line with what we saw in march (40-50%) or significantly worse

which would create the condition for a very sharp bounce (even if not back to ATHs) based on some fundamental catalyst like the war once again stopping

or, we are going to see a 2022 midterm year decline where we have a flush out (july) then have a small bounce but continue to decline as that bounce gets rejected because something structural (funds blowing up, leverage, AI trade deeply being questioned, rate hikes) continues to hurt sentiment

in 2022, it was declining earnings growth and rate hikes. in 2026, it seems to be the potential of rate hikes and the perception that earnings growth could top out due to capex being unsustainable or if capex increases then FCF goes negative and the market punished everyone for it

maybe it’s none of those scenarios and we are just seeing a market adjust to the reality of so much spend, so much hyperscaler debt, so much potential of technological advancement (as seen in earnings) but so little explanation of how that potential will materialize meaningfully and as a result, we all have to live through these digestion periods

time will tell…what do people think?

where do we go from here?

[Digitalxu @DigitalXU]

@aleabitoreddit But he had several edging positions , didn’t he?

[Digitalxu @DigitalXU]

Okay kiddo, gather ‘round the juice box…

Imagine Meta is a giant lemonade stand run by a guy named Zuck.

Today the lemonade stand sold way more lemonade than anyone expected. People were lined up around the block buying cup after cup. The cash register was going cha-ching cha-ching like crazy.
But then Zuck looked at the money and said:
“Cool… now I’m gonna take almost ALL of it… and also borrow a little more… and build the biggest, fanciest, most expensive lemonade robot factory the world has ever seen. It’s gonna make lemonade so smart it can talk to you and maybe even do your homework.”

The grown-ups who own little pieces of the lemonade stand (that’s the stock people) started screaming:
“YOU SPENT ALL THE LEMONADE MONEY ON ROBOTS AGAIN?!
We wanted our share of the lemonade money RIGHT NOW!!
Not in five years when the robots maybe, possibly, hopefully work!!”
And that’s why the stock went kaboom after they told everyone how much lemonade they sold.
They made more lemonade…
but they also spent like a kid who just discovered Amazon with Mom’s credit card.

Just like that 🤷🏻‍♂️

[Digitalxu @DigitalXU]

Meta’s Free Cash Flow Collapses to $784 Million from $8.6B One Year Ago

[Digitalxu @DigitalXU]

@StockSavvyShay Opportunity in my opinion

[Digitalxu @DigitalXU]

@RJCcapital lol that’s funny 😄

[Digitalxu @DigitalXU]

Power and being more than average will always exist

[Digitalxu @DigitalXU]

He was edging with some
Shorts

[Digitalxu @DigitalXU]

@amitisinvesting Market makers (Citadel) need to feed the feed into the retail traders and make them sell and fear to buy the dip