$VOO

Stocks/Options | Bay Area Real Estate | Politics
- Regularly posts trades.
- Tweets are opinions/entertainment.
- Not a financial advisor.

[$VOO @vuinvests]

The moment $IGV and $SMH decouples from this inverse relationship.. my children gon’ eat.

[$VOO @vuinvests]

This is why they’re making the data centers.. 👁️

[Stew Peters @realstewpeters]

The evolution of Flock cameras from Jan. 2024 - July 2026.

These are spreading like a plague.

[$VOO @vuinvests]

Yeah I totally get the manager perspective about working from home now. Shit is not efficient.

[$VOO @vuinvests]

@WallStreetSnypa @TankLonnie @biigloaf @gotti_gator @trader_bai Been a pleasure getting to know the team. 🙏🏻

[$VOO @vuinvests]

There she is. $WULF joining the fun now.

[$VOO @vuinvests]

Yeah but the Dems are the real communists! Bargh! 😡

[Brian Eastwood @BrianEastwoodx]

It’s just absolutely wild that Mitch McConnell was the senate majority leader with a wife who is loyal to the CCP and it was known.

[Polymarket @Polymarket]

JUST IN: Anthropic signs a 20-year data center lease with TeraWulf.

[$VOO @vuinvests]

@karolineleavitt Communism on the left but the USG under Trump has taken multiple 5-15% stakes in behemoth companies? Get the hell out of here. You people can’t even keep your story straight.

[$VOO @vuinvests]

Really weird price action for $WULF after a highly anticipated announcement. My beloved is not holding it's PM gains. Still major long on this one but interesting to witness.

[TeraWulf @TeraWulfInc]

The campus will be developed in phases:

Hawesville, KY
👉 401 MW critical IT load
👉 Initial delivery expected in late 2027
👉 Full campus expected by early 2028

Beyond the initial deployment, the agreement also establishes a framework for future expansion as AI infrastructure demand continues to grow.

[$VOO @vuinvests]

@quincylsb @TheNBABase No one said it was profound, my man.

[$VOO @vuinvests]

And when $PLTR has another blowout quarter, then what?

[Paul Prager @PaulBPrager]

The headline is "excess AI compute." I think the bigger story is the continued evolution of AI infrastructure.

As AI matures, the largest platforms will find new ways to monetize compute, making world-class infrastructure accessible to a much broader universe of companies that can't justify building their own AI campuses.

That only expands the addressable market.

Reliable power, scalable campuses, and experienced operators remain the scarce resources.

Demand for AI infrastructure remains exceptionally strong – and that's exactly where $WULF is positioned.

[$VOO @vuinvests]

@DGretta_Author Honestly the e-tron platform has been a huge W for luxury EV.

[$VOO @vuinvests]

Found buyers here $WULF. I’m staying long. See you guys EOY.

[$VOO @vuinvests]

$WULF is a good add here. Think news regarding $META is good for the sector as a whole.

[$VOO @vuinvests]

It actually does not make sense that $NOW is down almost 60% from all-time highs. Let’s wait til the next earnings.

[$VOO @vuinvests]

@onlyfanons Hard to take anyone seriously when their data isn’t honest. Same database for office vacancies.. except I moved the start date to when Daniel took office (1/8/2025).

[ChinoAleman @chinoalemano]

The US just made American quantum a national priority.

American supply chains. 🇺🇸

So here's a map of the ecosystem, layer by layer.

The machine builders (pure-plays):

➟ $INFQ
➟ $RGTI

Trying to build the quantum computer itself.

Foundries (who fabs the chips):

➟ $GFS (just got $375M from CHIPS)
➟ $SKYT
➟ $TSEM.

Chip-making equipment (the purest picks and shovels):

➟ $AMAT
➟ $LRCX
➟ $KLAC.

They enable the qubits to be built at all.

Lasers and photonics (key for trapped-ion and photonic):

➟ $COHR
➟ $LITE
➟ $MKSI.

RF and qubit control (signal generation and readout):

➟ $AMPG (my fav pick)
➟ $KEYS
➟ $ADI.

This is the layer that generates and reads the qubit signals.

Test and metrology:

➟ $KEYS, $FORM, $BRKR.

Characterizing and probing the devices, including cryogenic wafer testing.

Software and cloud:

➟ $IBM
➟ $MSFT
➟ $GOOGL
➟ $NVDA

The platforms and algorithms.

Post-quantum security:

➟ $LAES
➟ $ARQQ
➟ $BTQ

Protecting data against future quantum attacks.

Two honest warnings.

First, most of the big names (AMAT, KEYS, NVDA, etc.) are diversified giants where quantum is a tiny sliver of the business, not pure plays.

Second, watch out for name traps: some tickers just slap "quantum" on the name to ride the hype.

Always check what a company actually does.

Where do I personally focus?

$AMPG. Micro-cap, makes the cryogenic amplifiers that superconducting machines need, and it's undervalued on its 5G business alone, with quantum as the free optionality.

But that's my position, do your own work on all of these.

Not financial advice. I'm long $AMPG. DYOR. 📡

[$VOO @vuinvests]

@hamedinsf Just the way I like it. If you don’t like it pass the controller to someone else. 🤣