This media is not supported in your browser
VIEW IN TELEGRAM
When you realize you country, your whole continent is fucked
πΏ1
The NEXT $AXTI ?π₯
$IQE is an underrated leader in the compound semiconductor space, with massive upside potential similar to what AXT has already delivered - and it could surge dramatically in the coming months.
Both companies are riding the explosive wave of demand for advanced epitaxial wafers driven by AI data centers, high-speed photonics, 5G/6G infrastructure, and defense applications. AXT has seen its stock rocket from lows around $1 to over $40 in recent periods, fueled by surging indium phosphide orders for AI infrastructure and capacity expansions to meet that demand.
IQE is positioned in a strikingly comparable spot: strong order books heading into 2026, particularly in photonics for data centers and AI, alongside sustained momentum in wireless and defense markets.
Recent trading updates highlight improved visibility, higher capacity utilization, and expectations for meaningful revenue growth and positive EBITDA leverage.
After years of being deeply discounted, down massively from prior highs, IQE has already shown explosive momentum in early 2026, with shares more than doubling in recent weeks amid renewed speculation around strategic options and potential takeover interest.
As a classic recovery play in a booming sector, IQE offers the same kind of asymmetric opportunity that propelled AXT: undervalued fundamentals meeting explosive end-market tailwinds. With ongoing strategic reviews attracting serious attention and the semiconductor supercycle in full swing, this could be the next big breakout story for investors hunting high-conviction growth in advanced materials π
$IQE is an underrated leader in the compound semiconductor space, with massive upside potential similar to what AXT has already delivered - and it could surge dramatically in the coming months.
Both companies are riding the explosive wave of demand for advanced epitaxial wafers driven by AI data centers, high-speed photonics, 5G/6G infrastructure, and defense applications. AXT has seen its stock rocket from lows around $1 to over $40 in recent periods, fueled by surging indium phosphide orders for AI infrastructure and capacity expansions to meet that demand.
IQE is positioned in a strikingly comparable spot: strong order books heading into 2026, particularly in photonics for data centers and AI, alongside sustained momentum in wireless and defense markets.
Recent trading updates highlight improved visibility, higher capacity utilization, and expectations for meaningful revenue growth and positive EBITDA leverage.
After years of being deeply discounted, down massively from prior highs, IQE has already shown explosive momentum in early 2026, with shares more than doubling in recent weeks amid renewed speculation around strategic options and potential takeover interest.
As a classic recovery play in a booming sector, IQE offers the same kind of asymmetric opportunity that propelled AXT: undervalued fundamentals meeting explosive end-market tailwinds. With ongoing strategic reviews attracting serious attention and the semiconductor supercycle in full swing, this could be the next big breakout story for investors hunting high-conviction growth in advanced materials π
π¨π Global One SI - Prompt
BYD flash-charging technology allows its electric cars to gain the equivalent of 400 kilometers of range in just 5 minutes π±
This media is not supported in your browser
VIEW IN TELEGRAM
π¨ BREAKING NEWS: π¨π³ China has developed foldable and flexible screens for electric cars.
β’ BOE's screens unfold like flowers and then lie flat on the vehicle's dashboard.
β’ BOE's screens unfold like flowers and then lie flat on the vehicle's dashboard.
π¨π Global One SI - Prompt
The CEO of a $380 billion company just went on camera and said the world is not ready for what his own technology is about to do. Not a competitor warning you and not a regulator. The man who BUILT it This is Dario Amodei, CEO of Anthropic, company behindβ¦
Comparison of AI giants:
π¨π Global One SI - Prompt
π¨BREAKINGπ¨The First Domino Falls ποΈβ οΈ Total escalation. Pakistan has officially declared 'Open War' on the Taliban. We are talking about the 7th most powerful Air Force and 170+ nuclear warheads now fully mobilized. β’οΈπ΅π° This isn't just a border skirmish;β¦
This media is not supported in your browser
VIEW IN TELEGRAM
Despite Pakistan's overwhelming military strength against the Taliban, the latter still manage to penetrate Pakistani bases and ambush them.
Pakistan speaks of open warfare.
The Taliban, for their part, claim to have a large number of suicide bombers ready to take action.
India and Israel are rubbing their hands with glee.
Pakistan speaks of open warfare.
The Taliban, for their part, claim to have a large number of suicide bombers ready to take action.
India and Israel are rubbing their hands with glee.
π₯1
This media is not supported in your browser
VIEW IN TELEGRAM
β¨π¨π³Classrooms in China's primary and secondary schools are equipped with AI-powered interactive devices.
π1
π° Top Headlines
Market Drivers β Forex News Update
π π Eurozone inflation mix β German headline CPI eased to
β π US PPI surprise β US Producer Prices rose more than expected, with wholesale pressures accelerating in Jan. Strong PPI increases imply persistent domestic price pressures that can feed into consumer inflation and support Fed tightening expectations. Bullish for USD, higher yields and potential headwind to risk assets.
π π Implications for EUR/USD β Diverging signals: softer German CPI argues EUR downside, but stronger US PPI supports USD. Expect EUR/USD to trade with caution around macro prints; momentum likely USDβpositive if next US CPI/PPI continue firm and no fresh dovish ECB guidance appears.
π β Fixed income / yields β US PPI upside likely lifted Treasury yields; lower German inflation can ease Bunds somewhat. That steepens US/Germany yield differentials β a fundamental positive for USD vs EUR and some EM currencies. Watch intra-day bund auction and UST curve moves.
π π FX volatility drivers β Short-term drivers: US PPI flow, upcoming US CPI, ECB member comments, and risk sentiment. Traders will price in Fed persistence if PPI β CPI linkage strengthens. Options-implied vol likely to pick up around next data and Fed speakers.
π β Trading strategy notes β For scalpers: fade large intraday EUR rallies on stronger USD prints. For carry/positions: keep duration light in EUR longs until clearer ECB guidance. Risk-on correlations (EUR/JPY, AUD pairs) may weaken if USD strength persists.
π π Key levels to watch β EUR/USD support: near recent lows and psychological 1.06/1.05 area; resistance: 1.08β1.09. DXY: watch 104.5 and 105.5. Bunds and UST 10y yields pivot around recent auction yields.
π β Bottom line β Mixed eurozone CPI data vs stronger US PPI favors USD strength in the near term, but euro moves hinge on broader euro-area CPI and ECB remarks. Manage risk around major data and yield shifts.
Market Drivers β Forex News Update
π π Eurozone inflation mix β German headline CPI eased to
1.9% YoY in Feb while French price growth rebounded. This keeps headline euro-area prints mixed: cooling in Germany reduces near-term ECB rate-tilt risk, but Franceβs rebound preserves upside inflation uncertainty. Result: mild downward pressure on EUR but market reaction will track upcoming panβEU CPI and ECB speak.β π US PPI surprise β US Producer Prices rose more than expected, with wholesale pressures accelerating in Jan. Strong PPI increases imply persistent domestic price pressures that can feed into consumer inflation and support Fed tightening expectations. Bullish for USD, higher yields and potential headwind to risk assets.
π π Implications for EUR/USD β Diverging signals: softer German CPI argues EUR downside, but stronger US PPI supports USD. Expect EUR/USD to trade with caution around macro prints; momentum likely USDβpositive if next US CPI/PPI continue firm and no fresh dovish ECB guidance appears.
π β Fixed income / yields β US PPI upside likely lifted Treasury yields; lower German inflation can ease Bunds somewhat. That steepens US/Germany yield differentials β a fundamental positive for USD vs EUR and some EM currencies. Watch intra-day bund auction and UST curve moves.
π π FX volatility drivers β Short-term drivers: US PPI flow, upcoming US CPI, ECB member comments, and risk sentiment. Traders will price in Fed persistence if PPI β CPI linkage strengthens. Options-implied vol likely to pick up around next data and Fed speakers.
π β Trading strategy notes β For scalpers: fade large intraday EUR rallies on stronger USD prints. For carry/positions: keep duration light in EUR longs until clearer ECB guidance. Risk-on correlations (EUR/JPY, AUD pairs) may weaken if USD strength persists.
π π Key levels to watch β EUR/USD support: near recent lows and psychological 1.06/1.05 area; resistance: 1.08β1.09. DXY: watch 104.5 and 105.5. Bunds and UST 10y yields pivot around recent auction yields.
π β Bottom line β Mixed eurozone CPI data vs stronger US PPI favors USD strength in the near term, but euro moves hinge on broader euro-area CPI and ECB remarks. Manage risk around major data and yield shifts.
π¨π Global One SI - Prompt
SOF Truth #1 People, not equipment, make the critical difference. The right people, highly trained and working as a team, will accomplish the mission with the equipment available. On the other hand, the best equipment in the world cannot compensate for a lackβ¦
This media is not supported in your browser
VIEW IN TELEGRAM
High-Risk Operations Leave No Room for Error
πΏ1
This media is not supported in your browser
VIEW IN TELEGRAM
Palantirβs Shon Manasco: Americaβs adversaries donβt care about having a human in the loopβ theyβre βmore than willing to let an AI agent talk to an AI agent to actually deliver a kinetic strike.β
βThat's not what we do with our software.β
βWe think there has to be a human in the loop.β
βThe adversary that we are up against will actually try to let those agents just deliver the kinetic action themselves.β
βSo what we have to figure out isβ how can we make sure that our decision cycles are so quick to compete with that reality?β
βThat's not what we do with our software.β
βWe think there has to be a human in the loop.β
βThe adversary that we are up against will actually try to let those agents just deliver the kinetic action themselves.β
βSo what we have to figure out isβ how can we make sure that our decision cycles are so quick to compete with that reality?β
β1
π¨π Global One SI - Prompt
Palantirβs Shon Manasco: Americaβs adversaries donβt care about having a human in the loopβ theyβre βmore than willing to let an AI agent talk to an AI agent to actually deliver a kinetic strike.β βThat's not what we do with our software.β βWe think thereβ¦
#Silver is still early in its bull market.
Even after a strong 2025, the fundamentals continue to tighten.
Since 2016:
- Electrical demand is up ~51%
- Industrial demand is up ~20%
- Jewelry demand is up ~4%
Supply tells a different story:
- Mine output is down ~7%
- Silver is mostly mined as a byproduct, so higher prices donβt quickly bring new supply online
In other words we have rising demand and falling supply
Silverβs bull case is intact.
Even after a strong 2025, the fundamentals continue to tighten.
Since 2016:
- Electrical demand is up ~51%
- Industrial demand is up ~20%
- Jewelry demand is up ~4%
Supply tells a different story:
- Mine output is down ~7%
- Silver is mostly mined as a byproduct, so higher prices donβt quickly bring new supply online
In other words we have rising demand and falling supply
Silverβs bull case is intact.
π¨π Global One SI - Prompt
Fuck Cartels
This media is not supported in your browser
VIEW IN TELEGRAM
πππΌπππππ πΏπΌπ π πππππ
Rounds on target in any lum level.
C O N Q U E R A L L
shaw-concepts.com
#shawconcepts #conquerall
Rounds on target in any lum level.
C O N Q U E R A L L
shaw-concepts.com
#shawconcepts #conquerall
π―1
Semiconductor HOTSHOTS fueling the AI Boomπ₯
$AAOI (Applied Optoelectronics) β Builds high-speed optical transceivers, lasers, and fiber-optic components that power ultra-fast data transmission in AI data centers, hyperscalers, telecom, and broadband networks. The go-to for next-gen connectivity in massive AI clusters.
$FORM (FormFactor) β Global leader in probe cards, probe systems, and advanced test solutions for semiconductors. Tests AI chips, processors, memory, and advanced packaging from lab to high-volume fab β essential to ensure every next-gen chip works perfectly.
$COHU (Cohu) β Specializes in semiconductor test handlers, contactors, automated test equipment, inspection, and metrology. Automates device handling, thermal control, and final testing for AI, automotive, RF, power, and high-performance chips to boost yield and quality.
$AAOI (Applied Optoelectronics) β Builds high-speed optical transceivers, lasers, and fiber-optic components that power ultra-fast data transmission in AI data centers, hyperscalers, telecom, and broadband networks. The go-to for next-gen connectivity in massive AI clusters.
$FORM (FormFactor) β Global leader in probe cards, probe systems, and advanced test solutions for semiconductors. Tests AI chips, processors, memory, and advanced packaging from lab to high-volume fab β essential to ensure every next-gen chip works perfectly.
$COHU (Cohu) β Specializes in semiconductor test handlers, contactors, automated test equipment, inspection, and metrology. Automates device handling, thermal control, and final testing for AI, automotive, RF, power, and high-performance chips to boost yield and quality.