patricktamust

General Hong Konger

[patricktamust @patricktamust]

@Emmaiid11 @yeshuaformosa Need change!

[Isaac @isaacrrr7]

Imágenes aterradoras en las que dos niñas pequeñas corren por sus vidas, mientras un palestino las persigue, como si fueran presas.

Él disparó a la primera niña en la espalda, cuando ella desesperadamente intentaba escapar. La segunda se quedó paralizada, se dio la vuelta y le suplicó que no la matara.

Él de todos modos la ejecutó, sin mostrar la más mínima vacilación.

Esto es lo que los palestinos de Gaza hicieron el 7 de octubre.

Nunca lo olviden.

[HaGefilte | הגפילטע 🎗️ @elgefilte]

7 de Octubre. Festival Nova

Cuando el policía israelí llama a alguien para mostrar cualquier signo de vida y solo hay silencio...

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

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

Here’s how they stack up:
• $ARM ~2.5x
• $INTC ~1.8x
• $ANET ~1.7x
• $ALAB ~1.6x
• $KLAC ~1.3x
• $LRCX ~1.3x
• $ASML ~1.0x
• $AMAT ~0.9x
• $LITE ~0.8x
• $TSM ~0.7x
• $AMD ~0.7x
• $COHR ~0.6x
• $CRDO ~0.5x
• $NVDA ~0.5x
• $MRVL ~0.4x
• $ON ~0.4x
• $AVGO ~0.3x
• $SNDK ~0.2x
• $SKHY ~0.2x
• $AAOI ~0.2x
• $MU ~0.1x

Semiconductors are looking VERY cheap right now with two-thirds of these names trading below a 1x PEG over next three years...

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY PENTAGON’S DRONE PUSH

The Pentagon just created a permanent autonomous warfare group and is seeking $55B for 2027 as drones become a “true focus of the department.”

That spending should flow across everything from drone platforms and components to autonomy, sensors and counter drone systems which puts these 10 names directly in mix:

• $DPRO Commander tactical & public safety drones
• $RCAT Black Widow short range reconnaissance drones
• $UMAC U.S. built motors & components for FPV drones
• $KTOS low cost attritable jet drones for autonomous combat
• $AXON Dedrone counter drone detection & airspace security
• $TDY Black Hornet nano drones & battlefield thermal imaging
• $ONDS autonomous drones, ground robots & command software
• $MRCY secure processing & RF electronics inside drones & missiles
• $AVEX Phoenix Ghost one way attack drones plus unmanned vessels
• $AVAV Switchblade loitering munitions plus BlueHalo counter drone systems

[Investing visuals @InvestingVisual]

The photonics market is expected to grow from $3B in 2025 to $91B in 2028.

IMO it's one of the most interesting investing themes for 2027 and beyond. But also a difficult one to fully grasp.

The article below will help you understand the moving pieces and key players.

[Julien Bahloul @julienbahloul]

La barbarie méthodique palestinienne du 7 octobre détaillée par des preuves photographiques et scanners.

Attention contenu choquant.

Le professeur Chen Kugel, directeur du Centre national de médecine légale d'Abu Kabir en Israël, publie aujourd'hui dans Ynet des détails atroces.

- Corps écrasés : Des clichés de scanners montrent des crânes broyés par des véhicules, nécessitant l'extraction d'ADN à partir de minuscules fragments d'os pour identifier les disparus.

- Mutilations et décapitations : Les légistes ont documenté des corps mutilés avant et après la mort, des décapitations, des visages défigurés délibérément et des tirs ciblés sur les parties génitales de victimes ligotées.

- Brûlés vifs : L'autopsie de certaines victimes a révélé la présence de suie dans la trachée, apportant la preuve scientifique irréfutable qu'elles respiraient encore au moment où le feu a été mis à leur corps.

- Mode opératoires : Les examens ont montré des tactiques coordonnées et variées selon les lieux : des ouvriers étrangers enfermés et abattus aux jambes pour qu'ils se vident de leur sang, des exécutions de personnes ligotées, ou encore l'utilisation d'accélérateurs de combustion dans les pièces sécurisées (mamad) pour les transformer "crématoriums" irrespirables.

En tout le centre a reçu plus de 3 000 sacs de dépouilles, de fragments d'os et de restes calcinés. Plus de 900 corps de victimes y ont été traités.

Photos : le crâne d'une victime du 7 octobre écrasé par des Palestiniens.

[patricktamust @patricktamust]

@JesseCohenInv @grok Who allow it

[美股OK哥 @artinmemes]

摩根士丹利刚发布了一年一度的选股名单Vintage Values 2027，去年淘汰得只剩3只，又新增12只

我总结了一下变化（相比2026）：

保留：

$AMZN（亚马逊）电商+云算力
$MCK（McKesson）医药分销$V（Visa）支付清算

移出：

$MSFT（微软）软件+云服务
$META（Meta）社交+AI模型
$PANW（Palo Alto Networks）网络安全
$WDC（西部数据）存储硬件
$SPGI（标普全球）金融指数与数据
$KKR（KKR）私募股权
$BSX（波士顿科学）医疗设备
$THC（Tenet Healthcare）医院运营
$WMT（沃尔玛）零售超市
$RTX（雷神技术）航空防务
$ETN（伊顿Eaton）工业电气
$NEE（NextEra Energy）公用事业+新能源
$EQT（EQT）油气开采

新进：

$GOOGL（Alphabet谷歌）互联网+AI算力
$AAPL（苹果）消费电子
$DT（Dynatrace）软件可观测性
$EQIX（Equinix）数据中心+算力基建
$KEYS（是德科技Keysight）电子测试测量仪器
$LPLA（LPL Financial）独立券商平台
$TRU（TransUnion）个人征信
$LLY（礼来）生物医药
$KO（可口可乐）消费饮料
$FWONK（Liberty Formula One）F1赛车+传媒
$HONA（霍尼韦尔航空航天）航空航天防务
$WMB（Williams）天然气管道

[alexander moehnle @AMoehnle]

Jagd auf Lehrerinnen, schreckliche Szenen aus Frankreich. Was denken Merkel, Merz, Macron, wenn sie solche Videos sehen? Nun sind sie halt da?

[Isaac @isaacrrr7]

Una mujer francesa le dice a uno de los alborotadores —migrante de segunda o tercera generación— que no vandalice su ciudad.

Él responde intentando prenderle fuego a la cara.

Francia se ha suicidado.

[Islam Invasion 🚨 @IslamInvasion]

This is so accurate!

[Concerned Citizen @BGatesIsaPyscho]

🇬🇧 Meanwhile in England

92 Year Old War Widow has a message for UK PM Andy Burnham as she’s arrested for saying words she’s not allowed to say.

This is England now.

[Mazelit Airaksinen 🎗🇺🇸 🇮🇱 @Mazelit_]

When Hamas terrorists tried to abduct her, Liel Hetzroni (11) screamed "I have school tomorrow!"

But Hamas murdered her.

Her father Gavin Heller told BBC that her body was burnt so badly that only DNA could be used to ID her.

Western liberals cheered on the violence.

They defended it as "resistance."

They called for more "jihad."

Liel's dad told news that this wasn't a random attack, it was antisemitic terrorism.

"It's such a shock that people can do this to others because they were Jewish," Mr. Heller told the BBC.

Never forget little Liel 💔

[LongGameEquity @LongGameEquity]

🤖 AI’S NEXT FRONTIER MAY NOT BE SOFTWARE.

Robotics is moving from the lab to the real world.

But deploying millions of intelligent robots requires an entire ecosystem behind them:

🦾 Industrial robots
⚙️ Motion control
👁️ Machine vision
🧠 Robot intelligence
🔌 Sensors + automation
🏭 Factory automation
📦 Warehouse robotics
🏥 Surgical robotics
🔋 Motors + power systems

The picks & shovels:

$AMZN → Warehouse automation
$SYM → Warehouse automation
$TER → Robotics + automation
$ABB → Industrial robotics
$FANUY → Industrial robots + factory automation
$ROK → Industrial automation
$CGNX → Machine vision
$OUST → LiDAR + machine perception
$ZBRA → Asset tracking + automation
$ISRG → Surgical robotics
$SERV → Autonomous delivery robots
$PATH → Automation + AI software
$HON → Industrial automation
$PH → Motion + control technologies

Robotics isn’t just about humanoids.

It needs motors.
It needs sensors.
It needs vision.
It needs precision.
It needs factories.
It needs automation.

🤖 AI gives robots the intelligence.

⚙️ The real opportunity may be everything that makes them move.

[Sergey @SergeyCYW]

AI Compute Is Scaling Faster Than Data Movement, Making Photonics the Major AI Bottleneck

As accelerator clusters scale, efficiently moving data between chips, racks, and data centers is becoming a major physical bottleneck. Silicon photonics is shifting from a niche technology into a core layer of AI infrastructure.

Morgan Stanley raised its 2027 forecast for 1.6T transceivers to 79 million units from 24 million and estimates the AI optical transceiver market could reach $102 billion in 2028, up from $18 billion in 2025. It also expects silicon photonics to overtake traditional optical technology in 2026.

Photonics Stack:

Platform Architects & Optical Networking

$NVDA, $AVGO, $CSCO, $ANET, $CIEN, $NOK

Optical Components, Lasers & Transceivers

$LITE, $AAOI, $COHR, $MTSI, $IPGP, $SIVE

Connectivity ICs & DSPs

$CRDO, $MRVL, $ALAB, $SMTC, $MCHP

Foundries & Manufacturing

$TSM, $GFS, $TSEM, $UMC, $STM, $FN
Testing & Advanced Integration

$AEHR, $VIAV, $ONTO, $KEYS, $POET

Upstream Materials & Equipment

$AXTI, $SOI.PA, $IQE.L, $LWLG, $GLW

AI compute growth is increasing optical demand across multiple layers.

[LongGameEquity @LongGameEquity]

🚨 AI’S NEXT BOTTLENECK MAY NOT BE GPUs.

AI data-center demand is exploding, but there’s one problem:

You can’t turn on massive AI clusters without the infrastructure behind them.

⚡ Transformers
🔌 Switchgear + distribution
❄️ Cooling
🌐 Networking
🏗️ Grid infrastructure
🔋 Power generation
☢️ Nuclear

The picks & shovels:

$VRT → Cooling + power
$ETN → Electrical infrastructure
$GEV → Grid + power
$PWR → Transmission + grid
$NVT → Electrical infrastructure
$VST → Power generation
$CEG → Nuclear power
$LEU → Nuclear fuel
$HUBB → Grid connectivity
$EME → Data-center infrastructure
$FIX → Critical infrastructure
$ANET → AI networking

AI needs more than chips. It needs POWER. ⚡

[Ghoncheh Habibiazad | غنچه @GhonchehAzad]

The final verdict for Iranian singer Parastoo Ahmadi who held a concert without the mandatory hijab in Iran was issued today.

According to the verdict, she and eight others involved are sentenced to 74 lashes, a two-year ban on audiovisual activities, and a two-year travel ban.

[Isaac @isaacrrr7]

Estoy harto de oír a la gente decir: «Fue solo Hamás».

Miles de civiles de Gaza invadieron Israel el 7 de octubre de 2023 y, además, violaron, lincharon asesinaron y secuestraron a personas inocentes.

Decenas de miles de gazatíes celebraron aquel día.

[mon @moninvestor]

$IREN - We still have H2, H3 &amp; H4 deliveries coming by year-end, and Northland just initiated coverage with a $99 price target.

The average analyst price target is now $79.