Paul

[Chicago Bulls @chicagobulls]

New United Center Bulls Win tradition:

“Drive home safely, Chicago. BEEP BEEP.”

[Ramo Fenty 🎈♒️🇬🇪 @RamoFenty]

Remember when Rihanna barged into Jimmy Kimmel's bedroom and woke him up singing BBHMM? ICONIC SHIIII. 😭

[Poonam @Aiwithpoonam]

STOP SAYING 'SORRY FOR THE LATE REPLY' IN EMAILS.

IT DOESN'T MAKE YOU POLITE. IT MAKES YOU LOOK DISORGANIZED.

HERE ARE 6 PHRASES THAT SKIP THE APOLOGY AND GET STRAIGHT TO WORK:

[fan🇦🇷 @MessiSpotlight]

🚨 BREAKING: This photo has officially been voted the greatest picture of the 2026 FIFA World Cup. 📸

[Ankur @AnkurMessi_]

Throw a shirt like that to any other athlete on the planet and he’ll shove it right back in your face.

Meanwhile Messi just picks up the shirt with a smile, signs it and hands it over 😂

[Tandy @LFC_Tandy]

Born too late to see dinosaurs
Born too early to see flying cars
Born just in time to witness Leo Messi

[LH44(A) @LH44Fanpage8]

Lewis hamilton speaking about his reaction time 😉

"The whole thing about your reactions get slower It's complete rubbish, I had a faster reaction than Kimi yesterday and he's 19"
his laugh 🫠

[ramagazzi @ramagazzi]

Shia LaBeouf says when he reached out to Tom Hardy to make amends, Hardy told him 'I love you, you don't owe me no amends' and it changed how he thinks about the monologue in his head

“Sometimes it is just that simple. But the fact that I'm showing up for it, and I'm taking stock in my life, and I'm defining that vague tension that existed between me and other people — is how I got to move so that I don't have this monologue in my head that tells me I'm a piece of s***.”

“In order to get rid of that monologue I gotta show up and I gotta clean it up. That's really what I'm doing now.”

“So you ask me if I think about acting much — I got bigger fish to fry right now. That's where I'm at.”

[Kay Adams @heykayadams]

I'm so happy this tweet found all of the right people. I'm touched.

[Kay Adams @heykayadams]

Zero Gravity in Naperville Illinois

[Dov Kleiman @NFL_DovKleiman]

Heartbreaking: Coaches and GMs laughed at Darren Sproles when he measured in at the combine at only 5-foot-6 and 170 pounds.

Darren called his dad: “They laughed at me”

His Dad replied: “You know what to do”

Sproles became an absolute legend in the NFL.

[Michael | Hypermarkets @itsmichaelluu]

If $MU crashes below $1000 or $900 or $800.

I like to do these 3 things:

1. Add shares and hold until $2000+
2. Buy $DRAM calls for January 2028 $100 calls
3. Buy $MU calls for January 2028 $2000 calls

The key now is to buy as much dips as possible and wait.

[BullsMuse @BullsMuse_]

Caleb Wilson’s reaction to being selected 4th overall by the Chicago Bulls 🥹

[Shay Boloor @StockSavvyShay]

All three HBM suppliers are now part of the $3T club

$MU, SK Hynix and Samsung are benefiting as HBM displaces standard DRAM at a ~3:1 wafer ratio while inference, agents and robotics make memory bandwidth structurally critical.

[Frxmzy🔪 @Frxmzy]

The moment Dave Chappelle knew the Chappelle’s Show Rick James sketch would be a CLASSIC, getting the STAMP of APPROVAL from the LEGEND himself, Eddie Murphy 🤣🔥

"We show it to Eddie... he didn't laugh once…The sketch is 10 minutes long, I'm sitting in the back... and then from behind him, I see him raise his arms… He turns around and just says, ‘It was a red couch and Rick had on Capezio’s'… It gave us the green light… one of the greatest sketches ever"

[Lordof0dte @TheTradingNinja]

https://t.co/UfeQAzaKeT

[Michael | Hypermarkets @itsmichaelluu]

20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):

$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, institutions defend

$IONQ — $43
Buy Zone: $25–29
Why: Previous consolidation base after explosive quantum momentum run

$RGTI — $16
Buy Zone: $10–12
Why: High beta pullback into prior accumulation before parabolic move

$BE — $230
Buy Zone: $120-130
Why: Strong support from prior earnings gap and demand cluster

$LWLg — $12
Buy Zone: $8–9
Why: Microcap liquidity pocket where buyers previously stepped aggressively

$EOSE — $7
Buy Zone: $3.8–4.5
Why: Deep value zone near long-term base and accumulation

$HOOD — $82
Buy Zone: $60–65
Why: High volume node from prior consolidation before breakout

$COIN — $195
Buy Zone: $140–150
Why: Bitcoin correlation support + prior institutional accumulation zone

$MU — $505
Buy Zone: $320-330
Why: AI memory demand support with strong earnings-driven floor

$GOOGL — $345
Buy Zone: $290–300
Why: Mega-cap support aligned with long-term trend and funds rotation

$AAPL — $270
Buy Zone: $235–245
Why: Strong demand zone from prior base and institutional buying

$META — $672
Buy Zone: $540–550
Why: Momentum reset into prior breakout with heavy institutional support

$MSFT — $420
Buy Zone: $360–370
Why: AI leader with strong support near previous consolidation range

$AMZN — $257
Buy Zone: $200–210
Why: Retail + cloud support zone with consistent buyer interest

$TSLA — $373
Buy Zone: $300–320
Why: High volatility reset into major demand and prior breakout

$SNDK — $1040
Buy Zone: $600–650
Why: Premium valuation pullback into institutional accumulation zone

$SIVE — ~ 30
Buy Zone: 16–18
Why: European small cap resets into base with asymmetric upside

$WOLF — $28
Buy Zone: $16–18
Why: Semiconductor cyclic bottom range with prior strong demand

$INTC — $81
Buy Zone: $55-60
Why: Turnaround narrative support with heavy long-term positioning

$AMD — $317
Buy Zone: $230–240
Why: AI chip demand pullback into high conviction accumulation zone

Remember, when Jerome Powell became the FOMC chair in February 2018, SPY crashed 4% in 1 day. The new FOMC chair Kevin Warsh comes in on May 15, 2026.

♻️RESHARE this post and share 1 comment for my list of PRICE TARGETS for May. Ill post it later this week for you.

[Shay Boloor @StockSavvyShay]

THE 7 LAYERS OF PHOTONICS

1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG

2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX

3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC

4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC

5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN

6. Optics (module layer)
$AAOI, $POET, $GLW

7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN

[Justin Banks @RealJGBanks]

THE PHOTONICS ROTATION

Almost nobody is watching photonics.

As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure.

Here are 15 names positioned for it:

1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand.

2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion.

3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity.

4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales.

5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity.

6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand.

7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers.

8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure.

9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules.

10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production.

11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers.

12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient.

13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand.

14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems.

15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster.

Most people won’t care until these are already up 100%.

[Finn Stockinger @FinnStockinger]

2028: The Year the Lights Go Out for AI Clusters?

The AI industry has officially shifted from a "Compute Crunch" to a "Photonics Panic."

$LITE CEO Michael Hurlston just delivered a seismic warning: if current order rates for US hyperscalers persist for just two more quarters, their production capacity will be completely sold out through the end of 2028.

This isn't just a corporate milestone; it’s a structural ceiling for AI growth.

When the market leader closes its books for the next three years, the "Optical Nervous System" of AI becomes the most valuable commodity on Earth.

1⃣The Direct Capacity Alternatives (Primary Laser & Module Sources)

As hyperscalers scramble for slots that Lumentum can no longer provide, they are diverting billions to the only other firms with high-volume production lines:

➡️Applied Optoelectronics $AAOI:

The primary beneficiary of the spillover. Their strategic partnership with Microsoft and massive Texas-based manufacturing capacity makes them the immediate "Plan B" for 800G and 1.6T modules.

➡️Coherent $COHR:

Lumentum’s most formidable rival. They hold a massive share in EML (Electro-absorption Modulated Laser) technology.

With LITE full, Coherent becomes the default gatekeeper for high-end optical capacity.

2⃣The Foundry & OSAT Layer (Manufacturing & Advanced Packaging)

These firms provide the physical fabrication and specialized assembly services for the industry's biggest players:

➡️Tower Semiconductor $TSEM:

A crucial "Foundry" player. They specialize in Silicon Photonics (SiPh) fabrication, acting as the factory floor for fabless designers who need to integrate light onto silicon at scale.

➡️Fabrinet $FN:

The "Gold Standard" of optical contract manufacturing.

They physically assemble the complex modules for Nvidia, Cisco, and Lumentum.

A sold-out industry means Fabrinet’s high-precision lines are the most contested real estate in tech.

3⃣The "Intelligence" Layer (DSP & Architecture Control)

Hardware is useless without the silicon that manages the signals.

This layer dictates the efficiency of every photon:

➡️Marvell $MRVL & Broadcom $AVGO:

The duopoly in DSP (Digital Signal Processors). Every laser module requires their silicon to "talk" to the GPU.

Marvell’s TERA platform is the mandatory brain behind the 1.6T era.

➡️MACOM Technology $MTSI:

The pioneer of LPO (Linear Pluggable Optics). By removing the power-hungry DSP in specific short-reach links, MACOM offers a "power-saving" escape hatch for data centers hitting their electricity grid limits.

4⃣The Innovation Accelerators (Bridging the Supply Gap)

With traditional capacity blocked, these innovators are accelerating "Next-Gen" architectures to bypass the bottleneck:

➡️Sivers Semiconductors $SIVE:

A leader in external light sources (CW-WDM) for CPO (Co-Packaged Optics).

Sivers is essential for moving the laser from the pluggable module directly into the processor package - the holy grail of efficiency.

➡️Alumea $ALMU:

A specialist in high-efficiency silicon photonics engines, streamlining the transition to 1.6T and 3.2T speeds where traditional optics fail.

➡️POET Technologies $POET:

Their "Optical Interposer" is a motherboard for light, allowing for radical miniaturization and lower-cost assembly compared to traditional "active" optical alignment.

➡️Lightwave Logic $LWLG:

Developing proprietary electro-optic polymers. These materials modulate light at speeds (200G+ per lane) that standard inorganic crystals struggle to achieve.

5⃣The Transport Giants (DCI & Global Infrastructure)

Data must move between clusters and across continents. These firms control the "Inter-City" light:

➡️Ciena $CIEN: Their WaveLogic coherent optics are the global standard for long-haul Data Center Interconnect (DCI).

➡️Nokia $NOK - Optical Networks (NOC):

They provide the high-capacity optical transport and carrier-grade routing that form the literal backbone of the global AI internet.

6⃣The Quality Gatekeepers (Testing & Validation)

In a world of scarcity, a single "dud" laser can take down a $10B cluster.

Yield is everything:

➡️Aehr Test Systems $AEHR:

The kings of wafer-level "burn-in."

Their FOX-XP systems test thousands of lasers simultaneously under extreme stress to ensure they don’t fail after installation.

➡️FormFactor $FORM:

They provide the ultra-precise "probes" and test systems that validate optical performance on the wafer before it is even cut into chips.

7⃣The Atomic Foundation (Raw Materials & Substrates)

The "Bottleneck of Bottlenecks."

No substrate = no laser.

Period.

➡️AXT Inc $AXTI:

A critical supplier of Indium Phosphide (InP) wafers—the physical medium required for the high-performance lasers that drive AI.

➡️IQE PLC $IQE:

The masters of Epitaxy. They "grow" the complex semiconductor layers on wafers atom-by-atom. IQE is the first point of failure in the global supply chain.

➡️Soitec $SOI.PA:

The dominant provider of SOI (Silicon-on-Insulator) wafers, the essential building block for the entire Silicon Photonics movement.

⬇️Executive Summary: The Photonics Supercycle

A situation where a market leader (Lumentum) sells out production nearly 3 years in advance happens once a decade. This means the speculative phase of AI has ended, and the phase of brutal infrastructural execution has begun.

Key Investor Takeaways:

▶️Seek "Available Capacity": If LITE is full, capital and orders will immediately flow to AAOI and COHR.

▶️Watch the Foundations: Without wafers from AXTI and processes from IQE, not a single additional laser can be built. These are the true "Gatekeepers."

▶️Bet on Quality: With such massive production scales, errors are inevitable. Testing companies like AEHR and FORM will benefit from every photon produced.

▶️Innovation is Mandatory: New architectures like LPO (MACOM) or CPO (Sivers/POET) are no longer just curiosities, they are the only way to prevent AI from "suffocating" due to energy and bandwidth limits.

⬇️Question to the Community:

Analyzing the current supply chain and the fact that optical infrastructure is becoming the new "AI bottleneck", which of these companies would you invest in today at their current market valuation?

Which one has the highest potential for a "re-rating" in the coming quarters?

Let us know in the comments by dropping the Ticker! 👇