I think I nailed the institutional bottleneck rotation.

-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU

-> Frontran institutions with photonics with names like $AAOI, $AXTI $LITE, $COHR.

-> Doing it again now by adding heavily toward SiPh, ELS, and CPO: $SIVE, $TSEM, $SOI, $AEHR, Win Semi, and others.

Of course if you want to play it safe:
$MRVL (captive), $AVGO (captive), $TSM, and $NOK all do it as well, but they're larger players. And getting direct exposure to the next supercycle is ideal.

"The new chipset was developed under the $6M US Department of Defense (DoD) Microelectronics Commons 5G/6G project awarded to Sivers in 2024 and included Raytheon and Ericsson as partners."

$SIVE / $SIVEF

$AAOI $LITE $AXTI $TSEM $AEHR

$LASR/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$TSEM/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$AXTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

The only difference between you and Tony Stark is that he had unlimited API tokens.

Built by One Student: A #Drone That Transitions Seamlessly Between Sky and Sea

#Robotics Meets Ride-Hailing: Uber Technologies Enters the Future of Delivery

LiDAR Vision Meets Advanced Kinematics in Obstacle-Conquering #Robot

Stanford Univ's EgoNav system. A person walked campus for 5 hours with a camera rig capturing egocentric RGBD, pose & semantic data. This alone trained a diffusion model powering zero-shot navigation on a Unitree G1 humanoid. no robot data no fine-tuning

DeepSeek’s anticipated V4 will run on Huawei chips

~ per The Information

Big win for Huawei. Alibaba, ByteDance, Tencent, and other major Chinese tech firms are gathering hundreds of thousands of Huawei chips ahead of DeepSeek’s V4 launch.

Huawei’s Ascend 950PR (the newest design in its Ascend lineup) is slated to begin mass production this month (April 2026). Demand tied to the DeepSeek news has reportedly driven its price up ~20% in recent weeks.

DeepSeek has a track record of pushing domestic chip compatibility (e.g., earlier Ascend 910C support on prior models like R1/V3, where it achieved ~60% of Nvidia H100 performance in some benchmarks per DeepSeek-linked studies).

Past attempts to fully train larger models on Huawei silicon hit technical snags (e.g., 2025 R2 delays), but inference/optimization support has improved.

So much for export controls.

OpenAI’s Bob McGrew: AI agent startups should not price against human labor. Instead it should track compute+margin.
e.g. Human lawyers are costly because supply is limited; AI lawyers are effectively unlimited. AI removes labor scarcity by using compute

🚨 BREAKING: Artemis II is OFFICIALLY en route to the Moon after leaving Earth's orbit, and the crew is ECSTATIC!

PILOT Victor Glover: "The kid inside you just wants to hoot and holler!" 🤣

The translunar injection burn has been successfully and safely executed 🔥

"We are definitely 100% on our way to the moon. The lunar gravity will take over in a couple of days here and start pulling us around the far side. At the end of our translunar injection here about an hour and a half ago, we just really looked at each other and I know the United States has done this 1968 through 1972, but it's just, this is unbelievable that we can put our minds to something and pull it off!"

Agent Manager. Your control panel for parallel work.

Open multiple Kilo tabs, give each one a role, monitor everything from one place. Create git worktrees so agents work on isolated branches without stepping on each other's code. Merge, apply, commit, or open a PR when they're done.

kilo.ai

Inline code review. Leave line-level comments directly on agent diffs. Same workflow as reviewing a PR.

Click a line, type feedback, hit "Send all to chat." Every comment goes to the agent with file path, line number, and the relevant code as structured context.

Multi-model comparisons. Run the same prompt with Agent Manager through different models side by side. Claude Opus 4.6 vs GPT-5.4 on the same refactor. Pick the one that got closest.

kilo.ai

TRUMP PROPOSES DEEP 2027 BUDGET CUTS ACROSS KEY AGENCIES

🔸NASA: $18.8B requested, down $5.6B (-23%) from 2026
🔸EPA: $4.2B requested, down $4.6B (-52%)
🔸HHS: $111.1B requested, down $15.8B (-12.5%)
🔸NIH: $5B funding reduction proposed
🔸USDA: $20.8B requested, down $4.9B (-19%)

SpaceX will IPO at $2 Trillion this year.

This 2003 lecture proves Elon had the entire blueprint two decades ago.

Save and study this vision.