jkb

[jkb @jkb406]

@ChartingGuy Would love to hear your perspective going into the midterm and also for 2027

[jkb @jkb406]

@CKCapitalxx Was up 40k a month ago, today just got into negative 😅 So yes, it's that time of the year again..

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Trump DOJ to drop charges against the mastermind of $722,000,000 crypto Ponzi scheme, Bloomberg reports.

[jkb @jkb406]

@TedPillows I'm very glad that i sold at breakeven 70% of my crypto portfolio. But I'm most likely going to lose the rest 30% which makes me sad.

[jkb @jkb406]

@aleabitoreddit More of a Scandinavian thing to be honest! They fear fast paced changes related to anything. They fear that it'll disrupt the societal balance. Doing negative marketing to shrug off retailers is part of their playbook.

[jkb @jkb406]

@oguzerkan So u think MU will crash within a year or so? Memory sector is cyclical, that's why when demand dries up the stock price goes down.

[jkb @jkb406]

@aleabitoreddit In ibkr the orders for xfab in sbf exchange don't get filled. Tried 10 times since morning.

[jkb @jkb406]

@aleabitoreddit Hey, can you pls give your opinion about $MRAM? Where do you see it in the memory supercycle?

[jkb @jkb406]

@StockMarketNerd Could easily go back to 50

[jkb @jkb406]

@commonsenseplay For Europeans it's a no-brainer. All other europe based brokers are simply bad.

[jkb @jkb406]

@aleabitoreddit Intel was really a no-brainer since trump and co got into it!

[jkb @jkb406]

@aleabitoreddit Don't stop or change 🙏 You are our robinhood

[jkb @jkb406]

@ChartingGuy Some people will attack you for pointing out the truth. The reality is that Israel never wanted any peace in the region. They thrive on chaos. They can't expand, occupy, terrorize Lebanon and gaza if everything is settled.

[jkb @jkb406]

@solidintel_x So that they can occupy as much of Lebanon as possible and destabilize middle east and Iran.

[jkb @jkb406]

@aleabitoreddit It goes to the funding to bomb countries maybe 😆 🤣

[Serenity @aleabitoreddit]

The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet:

$SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers)
$TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry
$NOK, $CIEN, $CSCO, $COHR - DCO
$HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays
$POET - Optical Interposers
$SOI, $AXTI, Shin-Etsu - Substrates
$FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly
$MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs
$LWLG - Speculative Modulator Materials.
$GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers
$FORM, $KEYS, $VIAV, $AEHR- Test & Measurement
$BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding

Many are private companies from Lightmatter, Ayar, Ranovus and others.

Now... Everyone is asking... How do you profit?

If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment.

The alpha is capturing the rotation:

From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO.

Highest upside potential are the ones that aren't included in current cycles.

But that are in the next.

Companies like $SOI, $SIVE, or $AEHR are perfect examples.

Ride the current pluggable bottleneck like $AAOI.

But the alpha is frontrunning institutions with the next CPO bottleneck.

The capital rotation is inevitable.

[jkb @jkb406]

@aleabitoreddit Good thorough research. Thanks for all the efforts that you put in.

[InvestmentGuru @InvestmentGuru_]

Photonics stocks

Substrate & Equipment
• $AXTI – substrate materials exposure
• $IPGP – fiber lasers & light sources
• $IQE – advanced epitaxial wafers (InP, GaAs)
Optical Components & Systems
• $LITE – lasers & photonics components
• $COHR – diversified optical tech
• $GLW – fiber & telecom glass
• $POET – photonic integrated circuits
• $CIEN – optical networking leader
Transceiver & Interconnect
• $AAOI – optical transceivers
• $AEHR – photonics/semi testing tools

• Photonics is deep-tech infrastructure, not a short-term trend.
• As AI compute scales, optical bandwidth must scale with it.
• The highest value often sits upstream — substrates, epitaxy, fabrication yield.
• Scarcity = leverage.

Photonics today is where semiconductors were decades ago — a foundational layer quietly powering everything.

If AI, cloud, and connectivity continue expanding, photonics must expand with them.

[jkb @jkb406]

@aleabitoreddit He had a similar play for #asst

[jkb @jkb406]

@commonsenseplay Why did hc wainwright slapped a 5$ price target?