Win Semi (3105.TWO) is one of the easiest trades you can do this year. Embedded in the CPO buildout alongside $SIVE. Sits on the foundry side of the III-V/InP bottleneck, supplying high-power InP laser arrays for CPO, LiDAR, and sensing. Then the earnings hit. EPS up 30x YoY.

This is going to really upset some people but this is the part of the cycle where you can pretty much do a screen by sector = semiconductor, find the last names that haven’t tripled this cycle yet and still trade at the lower end of historical valuation range and then just buy em

Rogan got hit in the head so much he can’t think straight. Don’t ever listen to him.

More stuff to learn or not.

Interesting. Easier to support perhaps. Also if Iran attacks then the US can intercept ships in Persian territorial waters.

The InP substrate market was built for telecom volumes over decades. Wafers are still 3-4 inch while silicon moved to 12-inch long ago. Crystal growth is slow, low-yield, and capital intensive. New capacity takes 2-3 years to bring online. The SemiAnalysis Networking Model

And attacking Iran.

I read Goldman Sachs’ AI report, and I was genuinely impressed. The core insight is as follows: Agentic AI could turn AI from a capex-heavy cost burden into a business where usage growth drives margin expansion. As token costs fall, more complex agents become economically

Let the Games Begin!

Helpful image to see memory tiers.

$sitm

When will the Reichstag fire happen where something happens, he blames the dems and cancels election.

The wildest story of the day: a British man pulled a two-ton car with his penis — and even caught fire during the stunt. That’s how John Stevenson chose to draw attention to men’s health issues.

$MP CEO Jim Litinsky believes NdPr magnets could become the next “memory chip” style supply shock. As AI, humanoid robotics, and advanced technologies scale, rare earth magnet demand could hit a point where the market suddenly realizes there simply isn’t enough supply.

Ticks are the worst vectors of disease in America. I’ve known soooo many people with Lyme’s disease and other tick borne illnesses who have been devastated. Waaay more than any other infectious diseases.

I’ve said this before when $AAOI was $6.49B. Now it’s $11.5B and this is the same story: Basically this is the Optical version of $INTC, where they’re scaling capacity from laser fab to assembly Made in America. Anything they make is likely to be bought out by hyperscalers.

Brian Coughlin $ACMR As you know, China is going to keep pushing for localization.

Thanks to its deal with Anthropic, XAI, now SpaceXAI, is pivoting from massive losses at Colossus to significant profitability as a neocloud on an estimated $5-6+ billion in annual revenues. Brilliant SpaceX move, Elon Musk and Gwyneth Paltrow !

SuspendedCap Same. More bullish on TXN though