MN

Blockchain & AI enthusiast. Trader. Believe in tech for people, decentralization, and redistribution of power & wealth.

[Carbium @carbiumio]

Your users will never see the architecture diagram.

They will feel every dependency you put behind it.

[MN @tweetmoinul]

@justKDeng Use cases for security orchestration, automation, and response.

[MN @tweetmoinul]

Theatre continues with no action but only words.

[Max Tegmark @tegmark]

Humanity's lackadaisical response to the superintelligence threat makes me feel I'm in the movie "Don't Look Up". I just explained why here: https://t.co/9rQ1NmpY7s

[Max Tegmark @tegmark]

Humanity's lackadaisical response to the superintelligence threat makes me feel I'm in the movie "Don't Look Up". I just explained why here: https://t.co/9rQ1NmpY7s

[Carbium @carbiumio]

Capacity isn't number one

CREDITS = monthly usage
RPS = traffic at once

You need both. Explore Carbium services to find the plan that fits just for you.

[Carbium @carbiumio]

Migrating Solana infrastructure?

Start provider-neutral. Verify reads. Verify writes.
Keep rollback simple.

Our migration guide covers the path from endpoint replacement to production cutover.

[MN @tweetmoinul]

@Pep_Invest Source?

[MN @tweetmoinul]

@aleabitoreddit At $44 you said, you expect it to go 3x from there. (https://t.co/DNzTnLOBXz). It's almost 3x, do you think it is already priced in by now or there is much room to go up?

[Serenity @aleabitoreddit]

Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure.

$NVDA GTC next week biggest catalyst pushing photonics and this architecture.

~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations)

Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status)

Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1.

I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet)

This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week.

I personally think it’s a 3x from here so I went long.

[MN @tweetmoinul]

@SerenityRSH Make an official photonic ETF so that people have alternative to $LAZR

[MN @tweetmoinul]

@ShitcoinMaxi_ How did you front ran @aleabitoreddit on $SHAZ when she herself said she don't have any open position? 😆

[MN @tweetmoinul]

@LIWEI_TWCapital @pequityresearch Which stock to buy?

[MN @tweetmoinul]

@aleabitoreddit @zhouyuan888 I saw you in one of the charts. ;)

[MN @tweetmoinul]

@aleabitoreddit Will you add more $FOCI at this price? Currently it is on 1D 200 MA. I know you don't believe on TA. Me neither. But I use it time to time to take good entry.

[MN @tweetmoinul]

@aleabitoreddit @aleabitoreddit at current price $FOCI seems even more undervalued. But some people r saying, unit price proportion of FAU is less than generally imagined (see BoM) and it is facing competition frm LARGAN Precision (3008). Do you still have one of the highest concentration in it?

[MN @tweetmoinul]

@aleabitoreddit A research on similar topic: "Kremlin-aligned Pravda network published more than 8 million articles to date, which were ingested by web crawlers, averaged into model weights, and read out to users in a chatbot's polished voice." https://t.co/zKJjHDNKRw, https://t.co/nSs6ydMplF

[MN @tweetmoinul]

@aleabitoreddit what's your take on it? Also, seeing some post about NPO in X. Do you think we're going to see NPO adoption first before CPO become mainstream?

[bubble boi @bubbleboi]

TSMC fumbles Copackaged optics for the Nth time like some fucking donkeys and now the whole industry is limping towards NPO, and the pod bros who price the entire AI TAM off Nvidia’s BOM line items still can’t actually explain what the problem is. So let me do the engineering for you, since clearly nobody on here will.

The bottleneck was never can you make light go through a waveguide. It’s all fucking thermals which is downstream of packaging. Specifically, how do you get a photonic engine onto the same substrate as a switch ASIC or XPU without your yield falling off a cliff and your reliability failing.

TSMC’s answer is CoWoS where they bolt everything onto one big monolithic silicon interposer. Cute, until you hit the reticle limit and start duct-taping interposers together (CoWoS-S, then -R, then -L, soon -PleaseStop). Every chiplet and HBM stack you add to that single interposer compounds your defect probability and one bad die leads to a five-figure package going into the dumpster. CoWoS is thermally retarded and the whole industry knows this and it’s why capacity “can’t expand” and Jensen is acting like a bouncer in the front of a club choosing who gets pass the velvet rope.

There is ONLY one company that will make copackaged optics work and expand in the rack… it’s not Lumentum, it’s not Coherent, it’s fucking INTELLLL.

Intel’s EMIB gets rid of a giant reticle limited interposer and replaces it with a tiny silicon bridge that does the high-density coupling locally, exactly where you need it. You localize the hard part and the thermals in one area and your yield is ridiculously high. Comparing EMIB & CoWoS is so funny cause EMIB is north of 95% yield with like 12 reticle size equivalent package while CoWoS falls off a cliff after 5.5 reticles it’s that bad…now imagine adding thermally sensitive photonics.

People don’t know this but Intel has been doing silicon photonics in-house for ~25 years... In 2024 they showed an Optical I/O chiplet doing 2 Tbps bidirectionally at ~5 pJ/bit, with the PIC and EIC co-packaged right against the ASIC and it’s all because of EMIB. And even more critically than that, they’ve actually run the fiber-attach and reliability/test flow to JEDEC-grade standards already, which everyone hand-waves until their links flap in production.

My prediction is clear: Intel will capture over 90% of the copackaged silicon photonics market in the next five years because there is NO ALTERNATIVE.

[MN @tweetmoinul]

@aleabitoreddit @lousyjets Do you have position on AICHIP?