J Æ X-27

[Bilaal- BD investing @bdinvestingg]

5 ETFs Dominating AI, Power, Space & Robotics

$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.

$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.

$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.

$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.

$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.

$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.

$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.

[Shay Boloor @StockSavvyShay]

THE PHOTONICS LAYER OF THE AI BUILDOUT

Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVDA Rubin Ultra NVL576.

The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects:

• $AEHR burn-in & reliability test systems for photonics and AI hardware
• $AAOI data center optical transceivers with in-house laser manufacturing
• $LITE high-speed lasers & optical components for data center transceivers
• $VIAV optical testing & measurement tools used to validate high-speed networks
• $COHR lasers, photonic components & materials used across optical networking systems
• $MRVL optical DSPs, custom interconnect silicon & networking chips for AI infrastructure
• $CRDO retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters

[Nick Essence @nick88886666]

중소형 투자 10 bagger 후보 진행 현황

$SATL
: +667% 진행 중, 소버린과 ���국방 수주 기다리는 중
$INV
- Accelsius : +97% 진행 중, 잠잠하나 원기옥 쌓고 있는 중 - 하반기에는 큰 폭발력이 있을 것으로 기대
$PDYN
: +1%, 진행 중, 스웜 기술의 검증 추가 검토 필요 - 경쟁 스웜 드론 기업들이 상장되�� 수급 분산, 증명해야 함
$ABCL
: +34% 진행 중, 하반기 임상 결과 기다리는 중
$EOSE
: +26% 진행 중, 미중 무역협의 상세 나와야 함, 기술력은 증명 되었으나 생산성 및 원가구조 증명 필요
$GCTS
: +132% 진행 중, 위성 칩셋 시장은 이제 시작, 하반기에는 더 많은 위성이 우주에 배치될 예정
$INFQ
: +19% 진행 중, 중성원자 양자컴 및 센싱, 특히 RF센싱 시장 폭발력 있을 수 있어 기대. (골든돔, 우주 지하자원 탐사), 양자컴 개발도 1단계는 엔비디아와 협력하여 개발 하고 있으며 소형화와 원가 구조에 있어 다른 양자컴 회사 보다 매우 유리

[매도]
$POET
: +100% 익절, 판단하기 어려운 기업으로 분류

* 주의 : 나스닥 중소형 기업은 돈을 벌지 못하므로 투자의 70% 이상이 마이너스 또는 파산하여 0으로 사라짐

[Noah @antibearthesis]

Trump is telling you to buy Quantum stocks

In 2025 he called:
$INTC at $20 → +500%

In 2026 he just bought:
$IBM at $230
$GFS at $70
$QBTS at $20
$RGTI at $16

Same movie again?

[J Æ X-27 @iijax18]

@Oatphrodite คนนี้ดีจริงครับ ไม่มีเม็ด เหมือนเพื่อนคุยกัน วันตลาดแดงๆดูช่องแกแล้วอุ่นใจ

[savi อินจุนนี่ @saviMelwood]

ในแอพกสิกร K-US500X-A(A)

[Shay Boloor @StockSavvyShay]

What $10K became in three years:

• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $ASTS ~$156,840
• $IREN ~$132,600
• $PLTR ~$130,490
• $ONDS ~$123,870
• $MU ~$113,140

[J Æ X-27 @iijax18]

ไม่มีคำหยาบสักคำ แต่ขนาดไม่ได���โดนด่าเอง ยังเจ็บแทนเลย😅

[¨̮ มี่ม่า ᙏ̤♡ @LOLIBLUE__MM]

ผมนี่ร้องซี้ดเลยยย คอมเม้นอจนายคนนั้นอะคั้บคนที่มีชีวิตดีๆอ่า 🤥

[J Æ X-27 @iijax18]

แบบนี้เข้าข่ายคุกคามมั้ย ลูหค้าชื่อweeyaรีวิวว่าไม่ว่าอาหารว้าว เลยเอาชื่อลูกค้าไปตั้งชื่อว่า วีญาไม่ว้าว

[น้องนินาเป็นแฮมสะเต้อของพี่จี 🤍 @xxxpjnch]

ปะหลาด เขาก็รีวิวดีๆ แค่บอกว่าไม่ว้าวเหมือนคนอื่น แล้วร้านต้อง���อาชื่อเขาไปค่อนขอดในเมนูเลยปะ

จากที่ฟังมา ก็ดูไม่มีอะไรว้าวเท่าการรับฟีดแบคของร้านแร้วคับเตง สัด

[ยกเลิกกฎหมายเยาวชน @Somtum_Tomyum]

พี่หน่วง ก็ของปลอม
รายการที่ชอบเอาคนขัดแย้งกระแสแรงมาออก
กลับปฏิเสธไม่เอา ด้วยข้ออ้าง"ละเอียดอ่อนในครอบครัว"
ถามว่า เมกเซนต์มั้ย?🤣
มึงเอาคนขัดแย้งในครอบครัวมาออกไม่น้อย,
คนรวยหรือคนรู้จักได้สิทธิยกเว้น? ปฏิเสธเรตติ้งเงินมหาศาล? หรือฝ่ายนั้นติดต่อมาจ่าย💰อย่ารับเคสนี้ #ทรายสก๊อต

[Sun Liao @sunxliao]

10 trending stocks explained FAST:

$ADEA. Patent licensing machine. They own 13,750+ patents across media and semiconductors, just inked multiyear deals with $AMD and $MSFT, and pulled $443M of 2025 revenue at 60% adjusted EBITDA margins.

$AEVA. The only public 4D FMCW lidar company. While everyone else builds time-of-flight lidar that just sees distance, Aeva measures velocity per pixel using frequency modulation, which is the technology $AAPL validated through commercial deals. The patent fortress around FMCW is years deep.

$BRUN. $940M of contracted customer revenue already on the books and $NVDA Exemplar Cloud status on Blackwell.

$FCEL. Carbonate fuel cells, which is the technology that can deliver behind the meter power to AI data centers... without the grid interconnect queue. Tri-gen platform produces power, hydrogen, and water simultaneously.

$KEEL. $533M of cash and equivalents, with three North American data center campuses in permitting. Clean balance sheet.

$OUST. Their digital lidar architecture is the only one in the public market with real volume shipments into industrial automation, smart infrastructure, and robotics. Every humanoid and autonomous platform needs eyes and they sell the eyes.

$PENG. The AI factory builder. Already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters, just got picked by Deepgram to architect their voice AI infrastructure, and has 25 years of HPC experience.

$SLNH. Behind the meter renewable power. They own the Briscoe Wind Farm outright for direct power supply to their Dorothy campus, have 4.3 GW of total pipeline announced, and Dorothy 3 is the planned 300+ MW AI compute campus.

$SUUN. Vertically integrated solar plus sustainable digital infrastructure developer.

$VPG. They make the precision sensors, load cells, and strain gauges that go into every industrial robot and humanoid platform.

Constantly updating my positions with https://t.co/EhtZ5UZ4F4 indicator suite users!

[Sun Liao @sunxliao]

The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈

Pay attention... most people only really know $TSLA.

Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too.

Here's the chain... simplified drastically...

Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer.

Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere.

Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads.

Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play.

Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click.

And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play.

Pick the chokepoints.

Own the picks and shovels... then wait.

Will share more ideas to followers soon. NFA.

[Shay Boloor @StockSavvyShay]

THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS

Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO, $SNDK
• Strong (30–39%) | $ASML, $LRCX, $WDC, $CRDO
• Solid (15–29%) | $CDNS, $AMAT, $ALAB, $ARM, $MRVL
• Low margin (Below 15%) | $AMD, $COHR, $LITE, $ON

[mon @moninvestor]

The key earnings reports I'm watching next week:

Monday:
$ASTS AST SpaceMobile
$HIMS Hims & Hers
$PLUG Plug Power
$RGTI Rigetti Computing
$ACHR Archer Aviation Inc
$CLSK Cleans Spark

Tuesday:
$SE Sea Limited
$QBTS D-Wave Quantum
$SATL Satellogic
$OKLO Oklo
$VELO Velo3D

Wednesday:
$BABA Alibaba
$NBIS Nebius
$EOSE Eos Energy Enterprises Inc
$USAR USA Rare Earth
$NUAI New Era Energy
$POET POET Technologies

Thursday:
$ONDS Ondas
$AMAT Applied Materials
$TE T1 Energy
$QUBT Quantum Computing

[CMS Invests @cmsinvests]

President Trump already gave you:
- $INTC at $20 - up 500%

Now Trump is giving you:
- $DELL at $230
- $USAR at $20
- $MP at $40
- $LAC at $5

Don’t miss out again…

[J Æ X-27 @iijax18]

ก็พิมพ์เองว่าแพ้เพราะมาตรฐานของเรฟ ทั้งๆที่เค้าตัดสินถูก จะให้เข้าใจยังไงละครับ

[J Æ X-27 @iijax18]

พยายามเข้าใจตรรกะของจขท พิมพ์เองว่าฟาวล์ร้อย แสดงว่าตัดสินถูกแล้ว แต่ไม่พอใจเพราะบางนัดตัดสินผิด นัดนี้ก็ควรจะตัดสินผิดด้วย??

[🥣 *myfavmay ˚◞ @iibxzx]

ถูก คือตกชั้นอะเรื่องใหญ่มาก เงินหายแบบ 100 ล้าน+ เลยนะ คือถ้าเวสแฮมแพ้ 3-0 งี้เค้าก็ยอมรับได้อยู่แล้วแหละ แต่อันนี้คือแพ้เพราะมาตรฐานของเรฟที่ไม่มีอยู่จริงอ่ะ ถามว่าฟาวล์มั้ย ฟาวล์ร้อย แต่ถามว่า���ล้วทำไมทีมอื่นได้ประตูจากจังหวะแบบนี้แต่เวสแฮมโดนริบ ก้ไม่มีคำตอบป่ะ

[Sun Liao @sunxliao]

$NVDA just told us space is the next AI trade IMO and people scrolled past it?

At GTC, Jensen said "space computing has arrived" and announced the Vera Rubin Space-1 module that delivers 25X more AI compute than an H100 in orbit.

Then they listed their launch partners...

One of them was $PL.

Here's how I'm thinking about the space theme now:

Earth observation just got supercharged.

Once we can run real AI inference in orbit, the satellite imagery business stops being "we sell pixels" and starts being "we sell real-time intelligence."

$PL is the one Nvidia named directly, but $BKSY (radar imaging that sees through clouds), $SATL, and $SPIR are all sitting in the exact same lane and most of them are trading like it's still 2023. LOL!

Somebody has to actually launch all of this.

$RKLB had a monster print last week and the backlog tells us everything we need to know.

$FLY is the other public name moving payloads, and the lunar work makes them a two-for-one bet.

The infrastructure layer is where it gets quietly interesting.

$RDW builds hardware in orbit, $VOYG is building the next gen commercial space station, and $VELO 3D prints the rocket and engine parts that the whole industry depends on.

The moon economy is the part nobody is pricing in yet.

$LUNR is the only public name actually landing on the lunar surface today, and $FLY is right behind them with contracted NASA missions.

Connectivity is the wildcard.

$ASTS is going direct from satellite to phone with the biggest carriers in the world already signed on, and I believe that there's nobody else publicly traded in that exact lane.

For the smaller speculative side, $SIDU is satellite-as-a-service and $MNTS is in-space transportation (higher risk so beware of volatility).

And if not wanting to pick a single name, $UFO is the basket that owns most of this theme in one ticker (our fave space ETF).

Will be sharing more thoughts with https://t.co/EhtZ5UZ4F4 indicator suite users this week...

NFA as always and hope everyone has a great week!

I'm long space as you can see... 🛰️😅

[J Æ X-27 @iijax18]

ก่อนอื่นต้องตอบคำถามก่อนว่า การ์ดจะกันคนเข้าห้องน้ำทำไม ใช้สิทธิ์อะไร

[𝗠𝗚𝗜 𝗕𝗲𝘆𝗼𝗻𝗱 @MGIBeyond]

ประกาศชี้แจงกรณีการเผยแพร่ข้อมูลอันเป็นเท็จเกี่ยวกับ “อิงฟ้า วราหะ”

เอ็มจีไอ บียอ���ด์
วันที่ 10 พฤษภาคม 2569

#MGIBeyond

[J Æ X-27 @iijax18]

@soyoso บินรวมก���นแค่24 ชม แต่อยู่ รร อย่างน้อย8*5 =40 ชม. ขอเลือกeco จ้าาา แล้ว รรสามดาวในยุโรป บางทีสภาพไม่ได้เลย แถมบางประเทศเสี่ยงโจรอีก(คนรู้จักเพิ่งโดนโจรมาขโมยของในรร.ประเทศเบลเยี่ยม)