$FEIM: From Voyager To The Space Economy chaotropy.com/frequency-elec…

Everyone is ignoring helium's importance right now. Cooling: Helium rapidly cools chips during fabrication to prevent overheating and defects in advanced nodes (e.g., for AI, 5G, and EVs). Cleaning and Purging: It purges vacuum chambers and cleans surfaces without reacting

Education Saturday📓 Photonics Glossary and Key Terms If you follow $LITE, $COHR, $POET, $AAOI, $ALMU etc. these are some the terms that you should know that will show up on the calls Photonics Photonics is the use of light to move information instead of electricity. AI data

Education Saturday! 📓 For all my Photonics followers, you'll want to learn this $AXTI $LITE $COHR $GLW $POET etc. The Photonics Supply Chain: Start to Finish. Step 0: Mining and Refining It starts with a metal called indium. Indium is what makes high-performance data center

$OSS (One Stop Systems) still flying under the radar around a ~$200M market cap, and the setup is pretty compelling if you like microcaps with “platform supplier” upside. ■What OSS does They build rugged, datacenter-class compute + storage for places where normal servers

🚨BREAKING: NASDAQ PARTNERS WITH KRAKEN TO PUSH 24/7 TOKENIZED STOCK TRADING Nasdaq is working with crypto exchange Kraken to develop tokenized versions of stocks and ETF that can be traded 24 hours a day. The initiative could launch around 2027 and would give token holders the

I don't think people understand how insane this actually is... Nasdaq just partnered with Kraken to enable 24/7 trading of tokenized stocks. The craziest part is it'll run on Kraken - not through traditional brokers like Schwab or TD. Last week the Fed, FDIC, and OCC confirmed

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 Layer 1: Energy $UEC $BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $LEU $CEG Layer 2: Chips $NVDA $TSM $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR Layer 3: Infrastructure

🚨 $ONDS just acquired BIRD Aerosystems This changes the game. BIRD's airborne missile protection systems are combat-proven and already deployed on: ✈️ 700+ aircraft 🛡️ 40+ aircraft types 🇺🇸 U.S. Army 🌍 NATO forces 🌏 APAC armed forces 🕊️ UN aviation fleets ⚔️ Active

While the market limps, $AXTI keeps ripping. +10% again today. The real question isn’t the move. It’s why the market is finally noticing. AXT, Inc. makes the substrates underneath the AI optical stack: InP, GaAs, and germanium. InP → lasers → 800G / 1.6T transceivers. No

Is $OSS the secret "Hardware Backbone" behind the massive $20B US Army contract for #Anduril? 🤔 $OSS is currently trending on X and stocktwits as investors scramble to connect the dots. While we await the Earnings Call this Wednesday for potential confirmation, here is the

$OSS Technologie Partner $AMD Goes All In on Edge AI and Launches Ryzen AI Embedded P100 Series: A New Benchmark for Industrial Edge AI AMD has officially unveiled the Ryzen AI Embedded P100 Series, a next-gen processor portfolio designed to bring scalable, high-efficiency AI

🚀 SpaceX IPO 2026 – $1.75 Trillion Valuation Here are 3 smart ways to get exposure BEFOREHAND 👇 ETFs: ARK Venture Fund $ARKVX - Actively managed closed-end fund investing in disruptive innovation (e.g., AI, space, robotics). Holds private and public companies; goal:

18 months ago, $ONDS did $7.2 million in revenue for the entire year. Their 2026 guidance is $170-180 million. That's a 24x increase. The guidance was set before their last four acquisitions closed. I've been mapping every acquisition, every contract, every capability layer

AI is still early innings... AI stocks have got caught in the geopolitical turmoil but they should lead on the other side.

🚨👀 BREAKING: $ONDS may have just landed its first FIFA World Cup 2026 contract‼️ In early March, Massachusetts State Police (MSP) posted procurement documents explicitly naming Sentrycs’ DTIM Gen2 counter-drone system on the official state platform. They didn’t just pick one

Power Semis, 800V DC, and GaN Mini-Note open.substack.com/pub/irrational…