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[Seth Klarman @robertl1989]

I’ll say this once: Trump-trade money will keep flowing into these five sectors…

1. Robotics :
$TSLA~ $OUST~ $CGNX~ $BB~ $SYM

2. AI Infrastructure :
$NBIS~ $APLD~ $CIFR~ $IREN

3. Space :
$RKLB~ $SPCX~ $ASTS

4. Energy/Rare Earths :
$BE~ $TE~ $OKLO~ $MP

5. Software :
$NOW~ $DDOG~ $MSFT

Generational wealth could be waiting for you in these stocks.

[Investing visuals @InvestingVisual]

Many photonics names are down 30-40% from their highs.

A great time to revisit the photonics value chain and best positioned businesses:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

The deep dive below covers these layers and companies in much more detail, along with many visuals to help you understand the technical concepts.

Enjoy!

[Shay Boloor @StockSavvyShay]

@FuturumEquities Here’s my full deep dive on why $RKLB acquired $IRDM:

https://t.co/tAjZ3SzS7w

[Anp🅰️nman @spacanpanman]

3/ $SPKL: The full ZincFive management webcast w/ presentation slides can be replayed here. I highly recommend taking 20 minutes to go through this.

https://t.co/hP131SJ3dj

[Anp🅰️nman @spacanpanman]

ZincFive is an interesting data center infrastructure play that just announced it's going public via $SPKL. The public float is tiny at 2.24M shares due to redemptions. There's only 5M $SPKLW public warrants which look undervalued.

I bought some commons and warrants this AM. I'm slowly getting back into SPACs. Details from Listingtrack below.

[𝒰𝓂𝒷𝒾𝓈𝒶𝓂 @Umbisam]

$SATS = 0.9 $SPCX (288m shares outstanding over 262m SPCX shares held)

By selling Echostar at $118 you are effectively selling $SPCX at $131, as to buy same $SPCX at $160 😘

[assuming all other Echostar assets worth $0 … which they are NOT!]

[C🅰️tSE @CatSE___ApeX___]

Day1 of the SpaceX IPO people sold (or worse shorted) $ASTS to buy SpaceX.

I think SpaceX risks following the IPO profile shown below on fast forward, given that rules were changed to allow insiders an earlier dump of SpaceX shares.

[Pablo Prompt @pabloprompt]

Almost 10M views on Instagram in less than 24 hours 😱

New Asian theater trend featuring fictional characters. The key? Combining the realism of live theater with the fantasy of the characters' powers 🔥

And as always, here’s the TUTORIAL 🧵📚 (Warning: it’s ridiculously easy)

[Loofy @Loofyb0i]

Howard Marks has been writing investment memos for 30 years that Warren Buffett says he reads first thing every time.

In 36 minutes he explains why every bull market ends the same way - and where he thinks we are right now.

36-min. Oaktree. TBPN.

Bookmark & watch - the clearest market cycle read you'll find in 2026

[Chrome @0xchromium]

Andrej Karpathy spent 2h showing how he actually uses AI day to day

he's a co-founder of OpenAI and led AI at Tesla, so when he shows how he works, it’s worth watching

and the whole session is just him telling the machine what he wants in simple terms, like he's briefing a coworker

watch what's actually happening the entire time:

> he describes the task in normal words
> it goes off and does the work
> he glances at the result and nudges it with one more sentence

that's the whole skill, and you've had it since you learned to talk

the only gap between that and a worker that runs on its own is handing that sentence a schedule and the tools to act

check his work, then build the version that keeps working when you stop

[Atlas @crptAtlas]

https://t.co/NriTf4qMob

[Mike @MikeLongTerm]

$AMD $NVDA $TSM $INTC $ARM $MRVL P/S P/E🧵
Massive selloff today on Semi, So I want to adjust
P/S P/E and FY2027 P/S P/E
Not Financial Advice! DYOR!

$AMD $474/share or $771B carket cap
TTM P/S 23x | FY2027 P/S 4-6x
TTM P/E 170 | FY2027 P/E 18-20x

$NVDA $207/share or $5.03 Trillion market cap
TTM P/S 21-22x | FY2027 P/S 11-13x
TTM P/E 34x | FY2027 P/E 20-21x

$AVGO $395/share or $1.87 Trillion market cap
TTM P/S 25-26x | FY2027 P/S 22-24x
TTM P/E 94x | FY2027 P/E 35-40x

$TSM $420/share or $1.86 Trillion market cap
TTM P/S 15-17x | FY2027 P/S 10-11x
TTM P/E 37x | FY2027 P/E 22-24x

$INTC $102/share or $514B market cap
TTM P/S 8-10x | FY2027 P/S 8-9x
TTM P/E Negative | FY2027 P/E 70-120x

$ARM $349/share or $373B market cap
TTM P/S 60-65x | FY2027 P/S 60-80x
TTM P/E 480x | FY2027 P/E 160-200x

$MRVL $285/share or $250B market cap
TTM P/S 29-30x | FY2027 18-20x
TTM P/E 103x | FY2027 45-60x

$AMD is the cheapest foward looking
$TSM $NVDA are very cheap forward looking.
$AVGO is trading at pretty fair/ok valuation.
$INTC $ARM $MRVL are trading at a premium

Market is volatile, by the time of you read, share price may fluctuate up or down.

Not Financial Advice! DYOR!

[R @other1527]

@SpacemobMedia @ASTS_SpaceMob The same question can be asked about the insurance that we paid … maybe need it once every few years?

[Avid @Av1dlive]

the anthropic claude for finance lecture is the best free hour in quant AI right now.

bookmark & watch today. It's the most valuable 1 hour in quant AI right now. Then read article below.

[Rahul @sairahul1]

Anthropic just paid millions to hire Andrej Karpathy.

He gave you the same knowledge for $0 the same week.

Co-founder of OpenAI. Former head of AI at Tesla. The man who coined vibe coding.

No recruitment fee. No exclusive access. Just a link and 29 minutes.

LLMs are ghosts not animals.
Vibe coding is dead.
Software 3.0 is here.

Watch it.

Then read this.

Because Karpathy tells you what Software 3.0 is.

This shows you how to build one - a software factory with Claude Code that ships features while you sleep.

The full build guide is below.

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.