$ONTO develops metrology and inspection systems used in AI packaging and HBM manufacturing.
The bottleneck thesis is simple: as AI chips become harder to package and scale, advanced inspection and yield management become increasingly critical.
$LPTH develops infrared optics and germanium-based photonic materials.
The bottleneck thesis is simple: China controls much of the germanium supply while demand for infrared optics and photonics in AI, defense, and space keeps rising, leaving Western supply chains limited.
I think this is a good opportunity to start scaling into memes again.
Utility run is firmly underway, and I don't think that will change for at least the next few weeks.
HOWEVER, I think quality memes see a big revival in Q1.
$POPCAT, $MEW, $MOG, $WIF just to name a few.
$BTC is trying to pass 16.6k$. If it pass the resistance, we can see 17k$. But the yellow line is important. If it loss the line, the price will drop to 15.9k$.
$BTC #Bitcoin
There was a strong downward move yesterday. The price managed to hold the 16.6k$ support. If the yellow box is lost, the price will try 16.3k$. Now, 16.7k$ resistance zone.
$BTC #Bitcoin
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