move first

-Self-diagnosed sage syndrome sufferer. Creating content that proves even dinosaurs can be cool
-Going nuclear Yang

글로발 꼰대
버럭 양

[Growth Papa 그로쓰파파 @growth_papa]

-16%. 시원하게 빠진 $GCTS 를 커버했습니다. 최근 기업점검 중에 가장 흥미롭게, 깊게 다뤘네요.

나올만한 힌트는 거의 다 나온 것 같고, 이제 숫자가 말해주기를 기다리는 구간에 들어갔다고 생각합니다. 공시가 남긴 근거로 익명 위성사의 후보도 좁혀봤습니다. 그리고 컨콜에서 경영진이 직접 말했습니다. 그 이름, 이르면 올해 4분기에서 내년 1분기 사이에 공개될 수 있다고요. 충분히 흥미로운 기업이라 생각합니다.

참고로 커버를 시작한 뒤 주가가 제가 공개해온 fair value보다 낮았던 구간은 딱 두 번이었습니다. 커버 초기, 그리고 지금.
투자판단에 작은 도움 되길 바랍니다.

[Avid @Av1dlive]

Don't waste 2 years learning to build LLMs like Claude & ChatGPT.

Stanford just dropped a 2 hour 34 min course on how to build LLMs from scratch.

• 00:00 - LLM tokenization
• 25:44 - how LLMs decode user prompts
• 35:40 - training pipeline of LLMs
• 1:16:47 - LLM architecture from scratch

Anthropic pays $750,000/year to engineers who understand this exact knowledge of LLMs.

Bookmark this & give 2 hours today, no matter what. Then read the article below.

[Serenity @aleabitoreddit]

A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:

The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.

Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.

"The agency would ban all imports of new transceiver models ​and then exempt many ⁠non-Chinese suppliers from the restrictions"

We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.

[돈백이 @donbaek2]

새벽에 안 깨고 7-8시간 푹 잠 자는 방법

새벽 2~3시에 깨는 걸 방치하면 치매 위험 1.5배,
신부전 위험 23% 증가한다는
수면 전문가의 진짜 원인 분석과 해결법 봤음
나이 들면서 새벽에 자꾸 깨서 고생하는 분들에게 꼭 추천함

1. 뇌는 잠자는 동안 대청소를 한다는 것
치매를 일으키는 베타 아밀로이드 같은
노폐물을 뇌척수액이 씻어내는 시간이라고 함
중간에 깨버리면 청소가 절반만 되고 멈춘다는 것

원인 1. 스트레스로 코르티솔 알람이 일찍 터진다는 것
정상적으로 아침 7~8시에 최고점을 찍어야 할 각성 호르몬이
스트레스가 심하면 새벽 2~3시에 미리 터져버린다고 함

원인 2, 혈당이 뚝 떨어진다는 것
뇌는 자는 동안에도 포도당을 계속 쓰는데
저녁을 너무 안 먹거나 당뇨로 혈당이 낮아지면 아드레날린이 뿜어져 나와 깨운다는 것

원인 3, 소화 불량으로 횡경막이 눌린다는 것
늦은 시간 과식하면 가스가 차서 횡경막을 밀어 올리고
호흡이 얕아지면서 이걸 위험 신호로 받아들여 잠을 깨운다는 것

원인 4, 항이뇨 호르몬 기능이 약해진다는 것
나이 들수록 밤에 소변을 덜 만들게 하는 기능이 떨어진다고 함
방광이 꽉 차서 깬 건지, 그냥 깬 김에 마려운 건지 구분해야 한다는 것

원인 5, 깨는 습관 자체가 뇌에 각인된다는 것
같은 시간에 며칠 반복해서 깨면 뇌가
그 시간을 저절로 기억해버린다고 함
깨자마자 시계를 보는 순간 뇌가 계산을
시작하면서 완전히 각성돼버린다는 것

해결방안
예방 1단계, 카페인은 오후 2시 전까지만
카페인 반감기가 5시간이라 오후 5시에 마신
커피도 밤 10시엔 절반이 남아있다고 함

예방 2단계, 자기 전 2시간 다리를 올려놓기
낮 동안 다리에 쌓인 수분을 미리 소변으로
빼두면 야간 소변 횟수가 절반으로 준다는 것

예방 3단계, 낮에 햇빛 쐬기
낮에 만들어진 세로토닌이 밤에
멜라토닌으로 바뀌기 때문에
점심 먹고 15~20분만 밖에서 걸어도
그날 밤 수면의 질이 달라진다는 것

예방 4단계, 자기 1시간 전 핸드폰 끄기
핸드폰 불빛이 뇌를 착각시켜서 멜라토닌 분비를 줄인다는 것

깼을 때 1단계, 즉시 몸에 힘 빼기
시계나 핸드폰 보지 말고 4-7-8 호흡법으로
(4초 들이쉬고 7초 참고 8초 내쉬기)
부교감 신경을 활성화시키며 발끝부터 힘을 하나씩 풀어준다는 것

깼을 때 2단계, 걱정이 올라오면 뇌한테 딴짓 시키기
"대한민국" 같은 단어에서 초성으로 시작하는
다른 단어를 계속 떠올리는
인지적 셔플링으로 뇌를 지루하게 만들면 잠이 온다는 것

깼을 때 3단계, 그래도 안 되면 침대에서 나오기
어두운 조명에서 재미없는 책을 읽거나
조용한 음악을 듣다가 졸리면 다시 눕는다고 함

침대에 오래 뒤척이면 뇌가 침대를
'못 자는 곳'으로 학습해버린다는 것
잠은 세포 재생과 면역력의 기초이기 때문에
새벽에 깨는 걸 그냥 습관처럼 여기지말고
오늘 밤부터 하나씩 시도해보시길

[Ethan Walke @nicole_kee62147]

Top AI Software & Cybersecurity Stocks I’m Watching:

• $PLTR (Palantir Technologies) — Strong Buy
• $SNOW (Snowflake) — Strong Buy
• $MDB (MongoDB) — Strong Buy
• $DDOG (Datadog) — Strong Buy
• $NET (Cloudflare) — Buy
• $CRWD (CrowdStrike) — Buy
• $PANW (Palo Alto Networks) — Buy
• $ZS (Zscaler) — Buy
• $APP (AppLovin) — Don’t buy

Unlock more high-conviction stock ideas for free by clicking the link in my profile.

[Lin @Speculator_io]

Here are some of the biggest earnings winners of Q2 so far:

Semis
$AXTI AXT Inc. +28.74%
$FORM FormFactor +26.28%
$AEHR Aehr Test Systems +21.91%
$SIMO Silicon Motion Technology +21.66%
$LRCX Lam Research +17.98%
$CLS Celestica +10.04%

Software & Cloud
$EXLS EXLService +17.88%
$IDCC InterDigital +16.16%
$MSFT Microsoft +15.51%
$AMZN Amazon +15.32%
$SAP SAP +9.30%

Healthcare & Medtech
$BFLY Butterfly Network +15.07%
$CDNA CareDx +14.72%
$GEHC GE HealthCare +12.15%
$ABT Abbott Laboratories +10.71%
$TMO Thermo Fisher Scientific +8.71%

Infrastructure & Industrial
$PWR Quanta Services +17.26%
$URI United Rentals +10.11%
$WAB Wabtec +10.04%
$MOD Modine Manufacturing +8.91%

Defense
$LMT Lockheed Martin +10.54%
$BAH Booz Allen Hamilton +10.11%

Consumer Tech
$GRMN Garmin +16.23%

Consumer
$CMG Chipotle Mexican Grill +12.50%
$SFM Sprouts Farmers Market +9.71%

Financials
$TRV The Travelers Companies +9.22%
$GS Goldman Sachs +9.00%

[Justin Banks @RealJGBanks]

THIS IS HOW YOU RETIRE IN THE NEXT 5 YEARS.

I’ll be following where capital flows.

This is how I believe the AI Supercycle evolves:

2026–2027: AI Infrastructure

AI demand accelerates.

Capital pours into the companies building the foundation.

• AI Compute: $NVDA $AMD $AVGO $MRVL
• Memory: $MU $SNDK $WDC
• AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030: Power & Grid

AI becomes an energy problem.

Capital shifts toward:
• Power Infrastructure: $VRT $ETN $PWR $HUBB
• Battery Materials: $ALB $SQM
• Copper & Grid: $FCX $TECK $SCCO
• Rare Earths: $MP $CRML $USAR
• Nuclear: $CCJ $UUUU $SMR $OKLO

2030+: Physical AI

Intelligence moves into the real world.

Capital expands into:
• Robotics: $TSLA $SYM
• Autonomous Mobility: $ACHR $JOBY
• Defense: $LMT $NOC $KTOS $AVAV
• Space: $RKLB $ASTS $LUNR $PL

Bookmark this.

The biggest winners usually come from following capital before everyone else.

[Justin Banks @RealJGBanks]

THIS IS HOW YOU WILL RETIRE IN THE NEXT 5-10 YEARS

I’ll be focused on where capital flows next.

Here’s how I believe the AI buildout evolves:

2026–2027: AI Infrastructure

AI demand accelerates.

Capital pours into the companies building the foundation.

• AI Compute: $NVDA $AMD $AVGO $MRVL
• Memory: $MU $SNDK $WDC
• AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030: Power & Grid

AI becomes an energy problem.

The world races to expand power generation, modernize the grid, and secure critical materials.

• Power Infrastructure: $VRT $ETN $PWR $HUBB
• Battery Materials: $ALB $SQM
• Copper/Grid: $FCX $TECK $SCCO
• Rare Earths: $MP $CRML $USAR
• Nuclear: $CCJ $UUUU $SMR $OKLO

2030+: Physical AI

Intelligence moves into the real world.

Robotics, autonomous systems, defense technology, and space become the next major investment themes.

• Robotics: $TSLA $SYM
• Autonomous Mobility: $ACHR $JOBY
• Defense: $LMT $NOC $KTOS $AVAV
• Space Economy: $RKLB $ASTS $LUNR $PL

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +471%
2. $AEHR +301%
3. $DELL +215%
4. $PENG +209%
5. $MU +197%
6. $TWST +196%
7. $AAOI +194%
8. $AXTI +180%
9. $WDC +177%
10. $VPG +170%
11. $INTC +158%
12. $AMBQ +154%
13. $DOCN +147%
14. $BE +147%
15. $ARM +144%

[Mike Investing @MrMikeInvesting]

If you missed the Photonics, Memory, or even the Space sector run…

DO NOT miss out on Robotics.

Here are the names within this sector that’ll be the next to 10X:

$ARBE ~ Arbe Robotics
$OUST ~ Ouster
$SYM ~ Symbotic
$AEVA ~ Aeva Technologies
$BB ~ BlackBerry
$CGNX ~ Cognex

Robotics is the next phase to boom amongst the AI super cycle.

Don’t miss out…

[Shay Boloor @StockSavvyShay]

POPULAR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL ~2.9x
• $INTC ~2.8x
• $AAPL ~2.5x
• $HOOD ~2.0x
• $PLTR ~2.0x
• $ASML ~1.9x
• $META ~1.6x
• $AMZN ~1.4x
• $TSM ~1.2x
• $MSFT ~1.1x
• $SOFI ~0.9x
• $AMD ~0.9x
• $HIMS ~0.8x
• $NVDA ~0.8x
• $NOW ~0.6x
• $AVGO ~0.6x
• $ORCL ~0.5x
• $SNDK ~0.4x
• $MU ~0.4x

[긍 @staygeung]

국민연금 투자 주식 &amp; 변동 보는 사이트‼️

https://t.co/xSS08sJoHS

사이트 깔끔하고 보기 좋아서 가져왔어요
누가 만든지 모르겠지만 잘 만든 것 같음

[Serenity @aleabitoreddit]

Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.

1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR - $12.8B
6. $LFUS - $11.57B
7. https://t.co/1unM4FPf65 - $8.34B
8. $VSH - $7.86B
9. $ENPH - $7.36B
10. $NVTS - $5.77B
11. $POWI - $4.30B
12. $BDC - $4.18B
13. $EOSE - $3.86B
14. $SEDG - $3.82B
15. $AEHR - $3.1B
16. 6890.T - $2.66B
17. $WOLF - $2.16B
18. $CWR.L - $1.75B
19. $AMSC - $1.68B
20. https://t.co/43OXU9tx65 - $1.68B
21. $XFAB - $1.54B
22. $AOSL - $1.25B
23. $HYLN - $1.23B
24. $FCEL - $835M
25. $IQE.L - $780M
26. $ASYS - $276M
27. $RELL - $239M
28. 6844.T - $222M
29. 4973.T - $207M
30. $PAY.BR - $189M
31. 6616.T - $186M
32. 6882.T - $124M
33. $IPWR - $96m

Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho.

There's like 500 comments, but I guess X limits everything I can see.

We'll see how your highest conviction ideas do.

[صنع في الصين @wemadeinchina]

🚨 عاجل: Claude صار يقدر يسوي لك تطبيق جوال كامل من لقطة شاشة، كأنه مطوّر سينيور في آبل بـ 350 ألف دولار. (ومجانًا)

هنا 8 برومبتات خرافية من Claude ممكن تغنيك عن فريق تطوير الجوال كامل قبل لا يخلصون حتى تسعير المشروع:👇

(احفظ هالثريد 🔖 قبل لا ينتشر بقوة.)

[감자 @nowlovepan]

Andrej Karpathy가 2시간 동안
자기가 실제로 AI를 쓰는 화면을 그대로 보여줬습니다
(OpenAI 공동 창립자, Tesla AI책임자였던)

핵심은 놀라울 정도로 단순합니다

말로 일을 맡기고,
결과를 보고,
다시 한 문장으로 고칩니다

AI 시대의 차이는 프롬프트 암기가 아니라
“일을 맡기는 감각”에서 갈립니다

핵심만 한국어 자막으로 1시간 정도 압축했습니다
AI를 제대로 쓰고 싶은 사람은 꼭 보세요

[캡틴햄찌 @realkimchiboy]

@yeoulabba 이해하기 쉽게 요약해보았습니다.
깊이있는 아티클 항상 감사합니다.

[Roberto A. Ruarte @roberto_ruarte]

Jensen Huang, CEO de $NVDA, esta llamando a que compremos acciones de energía, y es una señal que muy pocos están leyendo bien.

El verdadero cuello de botella en la explosión de data centers no es el hardware.

Es la energía. Te dejo 8 acciones que podrían multiplicar x10 por eso 🧵

[Serenity @aleabitoreddit]

- $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B

Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different lineup this time.

$AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything from laser fab to assembly in America.

$471M/month… that’s in 2027, the TAM increases exponentially in 2028.

$SIVE is also ramping absurdly high, 77% revenue pipeline growth of the entire company’s history to ~$799M

Primarily from photonics… in a single quarter. And they’re projecting 60% gross margins off that.

Foci - $NVDA / $TSM primarily FAU supplier and bottleneck for COUPE. Genuinely not sure how this is $2.8B.

BOM share for their passive components + FAU are massive in 2028. Just a bit early H1 2026.

Shunsin - Legit you see Foxconn get CPO/photonics related orders over and over for $NVDA and others.

Just nobody knows the packaging/testing gets done by Shunsin.

A lot of contracts are also under Shunsin’s subsidiary too.. so markets/algorithms don’t know what’s coming imo.

Runner up is $XFAB, they’ll probably be central to EU CHIPS act 2 for silicon photonics at ~$1.5B MC.

And of course SiC/GaN foundries should go brr with 800vdc push by Nvidia.

Especially if they’re the only high volume one in United States per Dpt. Of Commerce.

And it’s such a low price/book ratio so you’re kinda getting the company upside for free, while US Gov/EU Gov subsidize their capex.

[Justin Banks @RealJGBanks]

SPACEX will go down in history as the biggest IPO ever.

Most people already missed $RKLB and $ASTS.

But those who listen will be positioned in the next decade of space expansion:

Launch + Orbital Infrastructure
• $RKLB - reusable rockets + satellites
• $LUNR - lunar missions
• $RDW - spacecraft systems
• $VOYG - orbital infrastructure
• $FLY - launch + space logistics
• $SIDU - satellite + defense tech

Satellite Internet + Communications
• $ASTS - direct-to-phone satellite internet
• $IRDM - global satellite network
• $GSAT - satellite connectivity
• $SATL - imaging + ISR satellites
• $AMZN - Project Kuiper

Space Data + Intelligence
• $PL - Earth observation
• $BKSY - defense imagery
• $SPIR - weather + maritime intelligence
• $YSS - satellite manufacturing

Space Materials + Components
• $ATI - titanium + aerospace alloys
• $HXL - carbon fiber
• $CRS - rocket engine metals
• $GLW - optics + specialty glass
• $MTRN - precision aerospace materials

Space Chips + Optics
• $LITE - optical networking
• $COHR - lasers + photonics
• $AAOI - optical transceivers
• $QRVO - RF chips
• $ADI - analog systems
• $AVGO - networking infrastructure
• $NVDA - AI + compute backbone

Critical Resources
• $MP - rare earths
• $FCX - copper
• $TECK - critical minerals
• $AA - aluminum

Millionaires will be made from these names.

[Marco Polo Part II @InvestedCapital]

Great list.
Space is not just equities
Or rockets.
Or markets.
Or hype.
This is the surface story..

The deeper story is
orbital infrastructure — the expansion layer of civilization itself. Human potential and resiliency.

It requires:
Materials.
Propulsion.
Launch access.
Satellite manufacturing.
Orbital data.
Connectivity.
Compute.
Security.
Applications.
And AI accelerates all of it.

Kinetic AI (robotics) will help humanity build, maintain, repair, defend, and expand beyond Earth itself. Not as science fiction. As space infrastructure.

Civilizations renew when meaning reconnects to creation, production, and The Build.

Long Arc Thinking fuses great thinkers to Capital and real world projects. It frames both the opportunities and risks.

Opportunity: a new geography of production, intelligence, security, energy, and human consciousness and expansion.

Risk: power without philosophy, intelligence without wisdom, capital chasing momentum, and separation of human creativity from creation — instead of civilizational continuity.

The House of Florence exists to fuse Capital with Philosophy, Art & Science back into the same room.

Renewed Humanism is
the Why.
Long Arc Thinking
is the Capital operating system.
The House of Florence is
the table.

Together they ask the better questions:
Why the Build?
Which bottleneck must we solve?
Does this expand human potential and resilience?

This is Capital fused with Philosophy, Art & Science.
And with meaning.

A new Renaissance for the orbital age.

Lux in Tenebris.