AI data center networking relies on multiple optics layers that enable high-speed communication between servers, switches, and racks.
Optical DSP / Retimers - $MRVL $CRDO
Optical Modules / Transceivers - $AAOI $FN
Lasers / Photonics Components - $LITE $COHR
Fiber Infrastructure / Cabling - $GLW $CLFD
Optical Test & Measurement - $VIAV
Optical DSP / Retimers - $MRVL $CRDO
Optical Modules / Transceivers - $AAOI $FN
Lasers / Photonics Components - $LITE $COHR
Fiber Infrastructure / Cabling - $GLW $CLFD
Optical Test & Measurement - $VIAV
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨 JUST IN: A LARGE tanker has just SAFELY made its way through the Strait of Hormuz amid the conflict with Iran, per Sec. Chris Wright
Great news for energy prices!
This is because Iran is getting DECIMATED by the US and Israel, their capabilities are dwindling
WRIGHT: "The plan is to get oil and natural gas and fertilizer and all the products from the Gulf flowing through the Straits before too long...one large tanker has already gone through the Straits with no issues at all!"
"We're massively attriting their ability to strike with missiles and drones, and that rate of attrition will increase in the coming days."
Great news for energy prices!
This is because Iran is getting DECIMATED by the US and Israel, their capabilities are dwindling
WRIGHT: "The plan is to get oil and natural gas and fertilizer and all the products from the Gulf flowing through the Straits before too long...one large tanker has already gone through the Straits with no issues at all!"
"We're massively attriting their ability to strike with missiles and drones, and that rate of attrition will increase in the coming days."
🇨🇭 Global One SI - Prompt
This is crazy. $SATS just became the FIRST pure play space stock added to the S&P 500. $ASTS $RKLB $PL holders pay close attention. Yesterday the committee looked past a $14B GAAP loss to add SpaceX proxy $SATS to the flagship index. Alongside the other…
$ASTS That’s the Wall Street revenue consensus for AST SpaceMobile, and it actually looks conservative based on the latest quarterly results.
At that pace, the revenue growth is comparable to what Amazon and Google delivered in their early years.
At that pace, the revenue growth is comparable to what Amazon and Google delivered in their early years.
$HGRAF Bottleneck 🔥
The Graphene Council's Verified
Graphene Producer® certification is the only credential with independent 3rd party in-person inspections of graphene production facilities, verification of production methods and volumes, and quality control processes based on the Graphene Classification
Framework (GCF). HydroGraph is currently the third company to be certified globally and the only company in the Americas to be certified.
The Graphene Council's Verified
Graphene Producer® certification is the only credential with independent 3rd party in-person inspections of graphene production facilities, verification of production methods and volumes, and quality control processes based on the Graphene Classification
Framework (GCF). HydroGraph is currently the third company to be certified globally and the only company in the Americas to be certified.
Leaked 1974 government plan to disincentivize physical gold and silver hoarding:
Step 1) Create a futures market that dwarfs the physical market in size.
- Today’s paper #gold vs physical gold: 133:1
- Today’s paper silver vs physical #silver: 408:1
Step 2) Increase volatility to reduce demand for physical metal.
- The recent 38% intraday flash crash is a perfect example
- In modern portfolio management, volatility = risk.
By increasing volatility, you increase the perceived risk of holding physical gold and silver.
Don’t let them fool you. Gold and silver will go up, but it will be a volatile roller coaster.
Instead of being a victim of volatility, use it to your advantage and add to your favorite positions at wholesale prices.
Step 1) Create a futures market that dwarfs the physical market in size.
- Today’s paper #gold vs physical gold: 133:1
- Today’s paper silver vs physical #silver: 408:1
Step 2) Increase volatility to reduce demand for physical metal.
- The recent 38% intraday flash crash is a perfect example
- In modern portfolio management, volatility = risk.
By increasing volatility, you increase the perceived risk of holding physical gold and silver.
Don’t let them fool you. Gold and silver will go up, but it will be a volatile roller coaster.
Instead of being a victim of volatility, use it to your advantage and add to your favorite positions at wholesale prices.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
💰 Only 6 Countries Export Energy In Latin America
🇨🇴 Colombia Leads With +162%
⚡ Latin America’s Net Energy Exporters
• 🇨🇴 #Colombia +162%
• 🇻🇪 #Venezuela +74%
• 🇪🇨 Ecuador +69%
• 🇧🇴 Bolivia +67%
• 🇧🇷 #Brazil +7%
• 🇵🇾 Paraguay +6%
🇨🇴 Colombia Leads With +162%
⚡ Latin America’s Net Energy Exporters
• 🇨🇴 #Colombia +162%
• 🇻🇪 #Venezuela +74%
• 🇪🇨 Ecuador +69%
• 🇧🇴 Bolivia +67%
• 🇧🇷 #Brazil +7%
• 🇵🇾 Paraguay +6%
War Creates Wealth
Most people don’t realize this:
• WWII → +50%
• Korea → +31%
• Vietnam → +43%
• Gulf War → +20%
• Iraq War → +27%
Since WWII, stocks have been higher 1 year after conflict 73% of the time.
Iran War could create a generational opportunity.
Most people don’t realize this:
• WWII → +50%
• Korea → +31%
• Vietnam → +43%
• Gulf War → +20%
• Iraq War → +27%
Since WWII, stocks have been higher 1 year after conflict 73% of the time.
Iran War could create a generational opportunity.
✍1
TOP 5 TURNAROUND Stocks 🔥
$HIMS (Hims & Hers Health) Telehealth platform connecting people to licensed providers for personalized treatments and subscriptions in areas like hair loss, erectile dysfunction, weight loss, mental health, skincare, and more.
$FIG (Figma) Collaborative, browser-based design tool for teams to create, prototype, and build user interfaces, websites, apps, and digital products with real-time editing and AI features.
$BTQ (BTQ Technologies) Quantum technology company developing post-quantum cryptography solutions, hardware, and software to secure data, networks, and blockchain against future quantum computing threats.
$TTD (The Trade Desk) Independent demand-side platform (DSP) for programmatic advertising, helping advertisers buy and manage digital ad inventory across connected TV, display, video, audio, and more with data-driven targeting.
$SMR (NuScale Power) Developer of small modular nuclear reactors (SMRs), scalable, factory-built, advanced nuclear technology for clean, reliable power generation, especially for utilities and data centers.
$HIMS (Hims & Hers Health) Telehealth platform connecting people to licensed providers for personalized treatments and subscriptions in areas like hair loss, erectile dysfunction, weight loss, mental health, skincare, and more.
$FIG (Figma) Collaborative, browser-based design tool for teams to create, prototype, and build user interfaces, websites, apps, and digital products with real-time editing and AI features.
$BTQ (BTQ Technologies) Quantum technology company developing post-quantum cryptography solutions, hardware, and software to secure data, networks, and blockchain against future quantum computing threats.
$TTD (The Trade Desk) Independent demand-side platform (DSP) for programmatic advertising, helping advertisers buy and manage digital ad inventory across connected TV, display, video, audio, and more with data-driven targeting.
$SMR (NuScale Power) Developer of small modular nuclear reactors (SMRs), scalable, factory-built, advanced nuclear technology for clean, reliable power generation, especially for utilities and data centers.
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UAE MoD footage shows AH-64E Apaches shooting down multiple Iranian Kamikaze attack drones over the Persian Gulf.
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Ukrainians are the best at drones and counter-drone systems
There’s no way around it
$RCAT, $ONDS, $DPRO, $ZENA, $JFB will have to find a niche to have a place in the market (airport security, integration with established platforms, AI software, higher-end products)
There’s no way around it
$RCAT, $ONDS, $DPRO, $ZENA, $JFB will have to find a niche to have a place in the market (airport security, integration with established platforms, AI software, higher-end products)
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🇮🇷🇮🇱 It costs Iran approximately $50,000 to produce a drone, while Israel spends only $3 to intercept one.