5 Critical Bottlenecks Compound Substrates $AXTI Sumitomo: No InP (Indium Phosphide) wafers, no laser chips. These substrates are the fundamental material requirement for high-performance optical emitters. Wafer-Level Reliability $AEHR Sorting out defective lasers before entering

“POET explains hybrid integration, optical engines and chiplet-based PIC development in the #AI era” — See the new issue of PIC Magazine (pages 20-22) for the article by our Chairman & CEO Dr. Suresh Venkatesan. https://t.co/f3keEdFCZe #POETpowersAI

$ALMU

https://t.co/Y563ZwCmrP

Iranian DJ releases ‘Khamenei is Dead’ song featuring Trump. I love this. https://t.co/jqb8wy10xr

AST SpaceMobile’s Plan to Beat SpaceX’s Starlink. What’s Propelling the Stock.

Be like @leopoldasch !

$FSLY I was wrong about +50%

The Role of Hyperscalers (Microsoft/Oracle) Speculation regarding an expanded deal with Microsoft, alongside existing agreements with Oracle, serves as the necessary foundation for this deal. Without the creditworthiness of such anchor tenants, a placement of this magnitude in

Strategic Importance of the Site The funds are being deployed directly into High-Performance Computing (HPC) infrastructure. The successful pricing of this amount indicates that institutional investors view the execution risk—particularly regarding liquid cooling technology—as

Applied Digital $APLD Pricing Update: $2.15 Billion Senior Secured Notes for Polaris Forge 2 Applied Digital has officially announced the pricing of its $2.15 billion offering of Senior Secured Notes. This capital injection is specifically designated for the development and

Analyst Q&A $CRWD: "Follow the Money" In the analyst session, it became clear that budgets are increasingly flowing toward solutions that are "Frictionless" and "Hyperscale." The Fastly Angle: Fastly wins on speed. Analysts view the combination of Content Delivery (CDN) and

Focus on "Agentic AI" and API Security Insights from CTO Michael Sentonas CTO Michael Sentonas highlighted that we are entering the "Era of Agentic AI." This massively increases the risk profile, as AI agents and automated workflows create entirely new attack surfaces. The Fastly

Fastly: Riding the Tailwinds of the Cybersecurity Elite The latest CrowdStrike results have impressively confirmed that the cybersecurity market remains extremely resilient despite macroeconomic fluctuations. Fastly is a direct beneficiary of this strength, solidifying its role

Not Bad. Long $fsly

$LUNR - Intuitive Machines Selected by L3Harris to Support SDA Proliferated Warfighter Space Architecture Tranche 3 Tracking Layer https://t.co/ovVoyeGfKL

@faizannriaz Stop posting video game footage as war videos. We're using all our GPUs to detect & label it—when it could be going toward showing people more dank memes on Timeline.

I happened to own every single top individual stock performer this year: From $AXTI and $AAOI in photonics. To $SNDK and SK Hynix in memory. To Nittobo, Macronix, and Unimicron for Asia Bottlenecks. All triple digit returns in 2 months. Year to Date: 501.38% Just lucky I

For me is @crux_capital_ the Godfather of Optics 💡

Oh wait

Update $AAOI 182% +21% $AXTI 169% +22% $SNDK 153% -2,5% $AEHR 109% +18%