egg zentric
@eggventions
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ions ⇘ atoms ⇗ compounds
my barn (zone 5)
Joined March 2017
Apple & Evogene Great companies think alike. https://t.co/MPawGWtY9n
"Apple & Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features..." $GOOG $GOOGL $AAPL
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“The Board is negotiating non-binding offers for the Group as a whole in addition to separate bids for certain other Group assets with a view to maximising shareholder value.” Views would be improved without the HBT wing, imo. @IQEplc
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After a series of Basil Fawltys, we now have a Sybil in charge. A little organization goes a long way. As to the Towers, why sell now, when the place just needs some reconfiguration?
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$IQE put out a trading update today, but that’s not why the stock is moving up. It’s riding a recognition wave in a sea of FUD about InP photonics. |||4 https://t.co/mWArbP08Ry
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On a related note, for InP-based photonic ICs, AIXTRON is the dominant supplier of MOCVD equipment for depositing epilayers. $AIXA (XETRA)
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$MRAM just notched its highest weekly close since November 2021 (when it was hyped on a design win with Lucid). This time it’s a more measured, more auspicious advance. NOTE to House of Traders: Spin is ↑, and it’s not for you to flip.
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Obama and Biden coddled a repressive Islamic regime; Trump, by getting tough with it, has contributed to its impending demise. A religion and a regime that have received preferential treatment from the left – whose MSM mouthpieces now keep mum. A confluence of three mind viruses.
Why didn’t mainstream media properly cover one of the biggest stories of our time in Iran? Some guesses. Not particularly high quality, as I am grasping at straws a bit. A) It is likely a revolution and, if it is, it is about to hand a huge win to Donald Trump and Benjamin
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$AXTI is a commodity play; $IQE is a technology play. (contrast in mindset of investors) Go with Julian Simon. The bulk of the value added is in the epi.
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On April Fools’ Day, Barnabé will be set loose upon the world. $SOI.PA https://t.co/9LaeBA5fhl
soitec.com
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Health Care gains: inflationary Government losses: disinflationary Let’s apply AI to healthcare, full force, and tip the balance.
Which sector was the biggest loser in the labor market in '25? Government. By a mile:
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$IQE.L: Indium Phosphide – Leading in InP epitaxy “We shall see what tomorrow brings.” https://t.co/za5aXxKHRS
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The recent action in $KOPN (today in particular) confirms that it’s now enlisted in the defense sector—where it belongs.
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Currently down to 20 million shares even. Standing pat with this bet? $IQE.L
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SOITEC at CES 2026 Enabling Artificial Intelligence with Engineered Substrates [pdf] AI Fundamentals | Cloud AI | Edge AI Silicon Photonics-SOI portfolio and roadmap, p 17. The range of “ai-nabled” optical technologies is charted on pp 29-30. $SOI.PA https://t.co/MHS9PTgjcW
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We put the butter ON the steak; that keeps it where you want it.
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EUR/USD: 2026 [DJT II, year 2] will rhyme with 2018 [DJT I, year 2]. Trump is the bogeyman of Europe and the left-leaning press. “Greenland”
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The diamond as consolidation (rare). Weekly BB% held above 50.
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Inflation has rotated: from housing, food, and consumer staples to speculative assets such as gold and meme stocks. Regardless, the media continues to harp about the former while portraying the latter as inflation-sensitive bellwethers. This is politicking with midterms in mind.
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