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[Dateline Resources Limited @Dateline_DTR]

@Dateline_DTR notes that the DOJ opposition motion in the NPCA case supports Dateline’s consistent position that the Colosseum Plan of Operations is valid and no new approvals are required.

Read the announcement: https://t.co/0drU8PVjMn

$DTREF $DTR.AU $YE1.FS

[Locksley Resources @Locksley_LKY]

$LKY.ax | $LKYRF Locksley Resources has advanced DeepSolv™ technology through our Rice University collaboration, demonstrating recovery of antimony oxide and metallic antimony products from ore and concentrates.

#ASX #Antimony #CriticalMinerals

[The Assembly @InTheAssembly]

President Trump just filed disclosures showing a purchase of up to $250,000 in $LMT.

In early April, he proposed increasing the US defense budget to $1.5 trillion.

Make of that what you wish.

[Next up @ifadeit]

@steve_hanke It’s a start

[Next up @ifadeit]

@itsm_hope 8

[Next up @ifadeit]

@LuisAdven @MarketOpenAUS @Locksley_LKY @nathanlude $LKYRF .0435 ask and no one wants it, smh. Desert antimony mine or a hole in the ground with a liar at the top? However, tax selling ends and they come with good news, like LOI the stock will be back to .15 imo

[Next up @ifadeit]

$LKYRF did anyone listen in to the call yesterday? I missed it but looking at the trading action last night and today it was not enough to overcome the tax loss selling if that is what we are seeing across the pond. We’ll know in july lol

[Next up @ifadeit]

@ballerbillions Got some in the .0482 range today, maybe their conference call tomorrow gives some updates that brings some interest, only sellers are active unfortunately

[Next up @ifadeit]

@abmarkman Absolutely beautiful

[Next up @ifadeit]

@ShaneLeup @Dateline_DTR $lkyrf .06 and no one wants it, no volume or interest on what I saw as good news the few releases. What gives?

[Rosanna Prestia, MBA @RosannaInvests]

🚨Everyone is still buying the chips. The bottleneck already moved.

A GPU that computes in nanoseconds and waits microseconds for data is a stranded asset. At 1.6T speeds, copper runs out of physics. The constraint on AI is no longer how fast you can think. It's how fast you can move what you thought.

Jensen has now said it twice in three months.

At GTC in March: "Is copper going to still be important? The answer is yes... Are you going to scale up optical? Yes. Are you going to scale out optical? Yes... We need a lot more capacity for copper. We need a lot more capacity for optics. We need a lot more capacity for CPO."

Last week at Computex, on Marvell's stage: "Optics where you must, copper where you can." Then he called Marvell the next trillion-dollar company and the optical complex repriced within days. The same keynote put a date on the handoff: 200G per lane is the last generation where copper is sufficient. After that, optics takes the rack.

Translation: not copper OR light. Copper now, light next, unprecedented amounts of both. 🔥

The chain is unavoidable: AI tokens are profitable → more GPUs → more bandwidth → copper hits its wall → photonics becomes the chokepoint.

And the smart money stopped debating. Follow the closed deals:

→ $NVDA has committed at least $6.5B to photonics in three months: $2B into Lumentum, $2B into Coherent, a $500M stake in Corning, and a piece of Ayar Labs' $500M round. Direct investments to secure its own light supply.
→ $MRVL paid $3.25B for Celestial AI, up to $5.5B with milestones, to build what its CEO calls a silicon photonics powerhouse.
→ $CRDO closed DustPhotonics two weeks ago. Ciena bought CPO startup Nubis for $270M.

North of $10B of strategic capital locked up one supply chain in under a year. Capital like that doesn't chase a theme. It secures a bottleneck.

LAYER 1: WAFER. Every laser starts as a crystal.
🟠 $AXTI: the InP substrate leader. The first chokepoint in the stack.
🟡 $IQE: compound-semi epiwafers feeding the laser makers. Speculative, but structurally upstream.

LAYER 2: LIGHT. Photons don't make themselves.
🟠 $LITE: revenue +90% YoY last quarter to $808M. EML shipments doubled and management says demand still exceeds supply across EMLs, pump lasers, and transceivers. NVIDIA just wired them $2B. OCS backlog past $400M plus a multi-hundred-million CPO order for 2027.
🟢 $SIVEF (Stockholm: SIVE): the external light source. CPO does not emit its own light. Every optical engine needs a continuous-wave InP laser feeding it, and that is the layer you cannot engineer around. ELS modules with POET hit production readiness end of this year. Disclosure: long.
🟣 $POET: the optical engine wildcard. Its Optical Interposer pairs with Sivers' lasers on external light sources for CPO, with a LITEON module deal stacked on top. Binary commercialization, real architecture.

LAYER 3: OPTICS AND MODULES. Where light meets the rack.
🟠 $COHR: the volume anchor in transceivers, holding NVIDIA's other $2B check.
🔵 $AAOI: Q1 revenue +51% to a record $151M, datacenter revenue more than doubled, $124M of 800G orders plus a $200M+ 1.6T order in hand. Scaling Texas capacity toward 500K+ units a month by year-end, targeting $1B+ revenue this year. Domestic supply while everyone fights over offshore. Disclosure: long.
🟠 $FN: the foundry of optics. When Fabrinet is building, the orders already exist.

THE INTERCONNECT: the layer the rack cannot route around.
🔵 $CRDO: just closed DustPhotonics. SerDes → DSP → silicon photonics → system integration, one company, 800G through 3.2T. Electrical AND optical, end to end. FY26 revenue tripled to $1.34B at 68% gross margin. The toll booth on both roads. Disclosure: long.
🟠 $MRVL: $3.25B for Celestial AI, and Jensen's trillion-dollar nod on the Computex stage.
🟠 $AVGO: switch silicon, optical DSPs, CPO engines. They define the socket.
🟠 $ANET: the AI spine. 100K-GPU clusters get stitched together in light.

LAYER 4: PACKAGING, FIBER, FOUNDRY. Where photons get industrialized.
🔵 $TSEM: the neutral silicon photonics foundry. Prints wafers for whoever wins.
🟣 $LPKF: glass-substrate packaging for glass-based CPO. Real technology, binary commercialization.
🟠 $GLW: AI racks demand several times the fiber density of legacy cloud, and NVIDIA just took a $500M stake. Corning sells density.

LAYER 5: TEST AND THE ANALOG UNDERLAYER. Complexity is a tax paid in validation.
🔵 $AEHR: silicon photonics test, ramping with the cycle. '
🔵 $VIAV: every 800G and 1.6T transceiver gets validated before it ships. The gate the market prices like an accessory.
🔵 $SMTC: the drivers and TIAs that fire the lasers. Sits directly under the LPO trade.
🔵 $MTSI: the high-speed analog behind 1.6T engines.
🟠 $CIEN: transport. Even long-haul is buying light.

💡The counter-thesis, because every map needs one. The honest debate on this stack is whether these are genuine bottleneck assets or cyclical optics suppliers enjoying peak demand at peak multiples. Lumentum's May print showed +90% growth with the stock up roughly 1,400% over the prior year at a triple-digit trailing multiple. That is a price for perfection. Most of these names live or die on a handful of hyperscaler capex lines, and one digestion quarter hits the whole stack at once. CPO timing has already slipped once. Architecture risk is real: LPO, CPO, and stretched copper are still fighting for the same sockets. The cycle is real. So is the gravity. 🔥

But the bears have to explain one thing: $NVDA, $MRVL, $CRDO, and $CIEN just spent over $10B securing this supply chain with their own balance sheets. The people with the best information are paying up for the layers.

The market owns the top of this stack. The asymmetry is at the edges: wafer, light, packaging, test.

Own the layers, not the logo.

Bookmark this for the weekend. Then tag the one investor you know who's still all compute and no interconnect. 👀

[Next up @ifadeit]

@WOLF_Financial Requested 300 got 50 fidelity

[Michael | Hypermarkets @itsmichaelluu]

Biggest generational buying opportunity for $SPY is in June.

When $SPY crashes 10%-20% buy these:

1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.

2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.

3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.

4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.

5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.

6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.

7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.

8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.

9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.

10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.

11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.

12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.

13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.

14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.

15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.

16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.

17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

[Next up @ifadeit]

@itsmichaelluu good list, i have a few to add to it

[*Walter Bloomberg @DeItaone]

US PREMARKET MOVERS – JUNE 5, 2026

S&P 500 Index futures are down 0.5% at 7:51 a.m. in New York, as the AI trade continues to weaken. Nasdaq 100 futures fall 1.1%, while Dow Jones Industrial Average futures edge up 0.2%. The MSCI World Index is little changed.

Magnificent Seven
$NVDA -1.3% | $MSFT +0.4% | $TSLA +0.1% | $AAPL -0.1% | $GOOGL -0.4% | $AMZN -0.2% | $META -0.2%

Biggest Premarket Movers:Winners

• $MRLN +29% – Defense tech company surges after successful critical design review for its C-130J autonomy program with US Special Operations Command.
• $TTAN +15% – Software firm jumps on strong first-quarter revenue beat.
• $AGX +11% – Power-plant builder rallies after Q1 revenue topped analyst expectations.
• $GIII +8% – Apparel group gains on raised full-year EPS guidance.
• $COO +6% – Lens maker rises after Q2 sales and profit exceeded estimates.
• $CMG +2% – Chipotle climbs following JPMorgan upgrade to overweight, citing a “rare valuation opportunity.”

Losers

• $GWRE -12% – Software company drops after Q4 subscription revenue guidance missed estimates.
• $LULU -10% – Lululemon slides following a lowered annual forecast due to weak North America performance.
• $DOCU -4% – Docusign falls after in-line Q2 revenue outlook; investors await progress on its AI-powered contract platform.
• $IOT -2% – Samsara slips after reporting first-quarter results.

Overall sentiment remains cautious with AI-related stocks under pressure.

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[Next up @ifadeit]

@LuisAdven Sooner the better

[Rosanna Prestia, MBA @RosannaInvests]

🏆Top 20 future-focused asymmetric setups dominating the AI + Space + Nuclear + Autonomy trade.

These aren't yesterday's winners. These are tomorrow's compound machines.

🥇 1/ $SIVE/ $SIVEF - Sole CW DFB laser source for ALL CPO winners. U.S.-Sweden TPD signed. MSCI inclusion May 29.

🥈 2/ $IREN - $NVDA $2.1B warrants at $70. $9.7B Microsoft + $3.4B NVIDIA + $5.8B Dell. 5GW power moat.

🥉 3/ $EOSE - Cerberus 32% + extended lock-up. $24.3B pipeline. Non-flammable chemistry mandatory for hyperscale.

⚛️ 4/ $IONQ - Q1 +755% YoY. RPO $470M. Missile Defense Agency + AWS/Azure/Google integrated.

🚀 5/ $RKLB - Backlog $2.2B doubled YoY. DoD $190M HASTE. Confidential customer 5 Neutron + 3 Electron through 2029.

📡 6/ $ASTS - 3,900 patents + 1,100 MHz spectrum irreplaceable. 60 MNO partners. 3B+ subscribers. FCC authorized.

🔬 7/ $AAOI - $200M single 1.6T order. $324M+ backlog. Mediacom DOCSIS 4.0. Vertical integration moat.

⚗️ 8/ $ASPI - Fermi America 11 GW HyperGrid. European reactor MOU. Multi-vertical: HALEU + medicine + helium + quantum.

☢️ 9/ $IMSR - Standard LEU fuel = no HALEU dependency. Riot Platforms MOU. 7.8 GW pipeline.

🛡️ 10/ $ONDS - Q1 +1,065% YoY. $457M backlog. DoD-aligned defense rail + drones.

🧠 11/ $PENG - AI biz >60% revenue. Memory inflection +53% YoY. Nokia exec joins board.

🚛 12/ $AUR - NVIDIA + Volvo + PACCAR partnerships. Hirschbach 500-truck deal 2027. $1.28B cash.

⚡ 13/ $DGXX - Cerebras $1.1B 10-year contract. Q1 EBITDA POSITIVE. Zero debt.

⚙️ 14/ $NVTS - Official NVIDIA 800V partner. GaN + SiC. Powers Kyber + Rubin Ultra.

📺 15/ $HLIT - 95% market share virtualized cable. $582M backlog (+87% YoY).

☀️ 16/ $TE - First profitable quarter continuing ops. Q1 +232%. G2_Austin Phase 1 Q4 2026.

🔋 17/ $IQEPF - MACOM £45M strategic investment + board seat. Lazard Strategic Review.

📊 18/ $WYFI - Phase 2 billing starts MAY 30. NC-1 99MW operational. $160M Paris B300 deal.

💎 19/ $ADEA - Q1 beat 13.5%. Recurring royalty IP model. Multi-vertical licensing.

🔌 20/ $CRDO - Q3 FY26 +201% YoY ($407M). DustPhotonics silicon photonics acquisition. >$500M FY27 optical revenue.

THREE KEY REASONS THESE LEAD:

1️⃣ STRUCTURAL CHOKEPOINTS capital can't solve. Pricing power compounds.

2️⃣ INSTITUTIONAL ANCHORS validating the thesis — NVIDIA, Cerberus, MACOM, Microsoft, DoD, AWS+Azure+Google, Cerebras, Hirschbach.

3️⃣ CONTRACTED REVENUE VISIBILITY through 2029 — $9.7B + $3.4B + $1.1B + $2.2B + $1.2B + $24.3B in stacked commitments.

The AI infrastructure capex cycle is feeding through compute, storage, power, packaging, launch, comms, and autonomy SIMULTANEOUSLY.

Position for the chokepoint compound. Hold through the multi-year inflection.

This is how generational wealth gets built.📈

[Next up @ifadeit]

@moonmarket Let’s go