$SIVE $SOI $AEHR 🔥
The market is still pricing in 2024/2025 revenues while the real volume ramp kicks off in H2 2026. LightCounting is already forecasting a $110B+ TAM with explosive growth - and the overlapping S-curves (800G → LPO/LRO → CPO → 1.6T/3.2T) are setting up a true multi-year supercycle.
The pure-play names are positioned exceptionally well:
$SIVE → CW-Laser + ELS technology - direct winner from the next big architecture shift in CPO/SiPH
$SOI → Silicon-on-Insulator substrates & photonics foundry - absolutely critical for the new generation
$AEHR → Test equipment that prints money once yield challenges hit and volumes really scale
These three are still not properly priced in. Forward P/E compression + massive TAM expansion = huge re-rating upside starting H2 2026.
We’re at the very beginning of the next major inflection point. Anyone holding the cleanest photonics names right now is sitting in the perfect seat.
NFA - but the asymmetry is absolutely brutal.
The market is still pricing in 2024/2025 revenues while the real volume ramp kicks off in H2 2026. LightCounting is already forecasting a $110B+ TAM with explosive growth - and the overlapping S-curves (800G → LPO/LRO → CPO → 1.6T/3.2T) are setting up a true multi-year supercycle.
The pure-play names are positioned exceptionally well:
$SIVE → CW-Laser + ELS technology - direct winner from the next big architecture shift in CPO/SiPH
$SOI → Silicon-on-Insulator substrates & photonics foundry - absolutely critical for the new generation
$AEHR → Test equipment that prints money once yield challenges hit and volumes really scale
These three are still not properly priced in. Forward P/E compression + massive TAM expansion = huge re-rating upside starting H2 2026.
We’re at the very beginning of the next major inflection point. Anyone holding the cleanest photonics names right now is sitting in the perfect seat.
NFA - but the asymmetry is absolutely brutal.
The entire Hollywood assistants are making AI part of the creative pipeline.
However, this is not an AI takeover story so much as a labor squeeze story.
Because just as with many other industries in Hollywood as well, pressure is rising to produce more in a shorter time.
"Confronted with larger workloads and a shrinking headcount, AI — both the kind officially approved by companies and more surreptitious uses — has made its way via support staff into essential Hollywood workflows, including the creative development process."
However, this is not an AI takeover story so much as a labor squeeze story.
Because just as with many other industries in Hollywood as well, pressure is rising to produce more in a shorter time.
"Confronted with larger workloads and a shrinking headcount, AI — both the kind officially approved by companies and more surreptitious uses — has made its way via support staff into essential Hollywood workflows, including the creative development process."
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OpenClaw alternative.
PicoClaw (by Chinese AI company Sipeed with 27K+ Gihub stars ⭐️).
LLM orchestration, multi-channel messaging, tools/skills, MCP support while running on ~$10 single-board computers with a core footprint of <10 MB RAM.
picoclaw.io
PicoClaw (by Chinese AI company Sipeed with 27K+ Gihub stars ⭐️).
LLM orchestration, multi-channel messaging, tools/skills, MCP support while running on ~$10 single-board computers with a core footprint of <10 MB RAM.
picoclaw.io
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Jaguar Land Rover Tests Elios 3 #Drone, Slashes Inspection Time by 95%
🇨🇭 Global One SI - Prompt
Updated list of space theme stocks: $SIDU at $3.09 🔥 $SATL at $6.77 🔥 $RDW at $9.73 $LUNR at $23.99 $VOYG at $26.82 $BKSY at $30.81 $FLY at $32.93 $PL at $35.88 $UFO at $49.17 (ETF) $RKLB at $67.73 $ASTS at $92.62
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Space investors who didn't buy this dip when space stocks hit ATH again in a few months
🇨🇭 Global One SI - Prompt
OpenAI just killed a $1 billion Disney deal on purpose. Sam Altman did not shut down Sora because it was failing but instead because something bigger is working and he needs every chip, every engineer, and every dollar pointed at it right now. Disney had…
This is WILD!
OpenAI's own CFO thinks the company isn't ready to go public but Sam Altman doesn't want to hear it.
He committed $600 billion in spending over five years, told investors the company will burn over $200 billion before making a single dollar of profit, and privately set a goal to IPO before the end of this year.
His CFO, Sarah Friar, started telling colleagues the numbers don't add up and the organization isn't ready for public markets.
Revenue growth is already slowing, and the cost to run OpenAI's own AI models quadrupled in a single year, crushing margins from 40% down to 33%.
Altman's response was he stopped inviting her to meetings.
The people in the room noticed immediately, describing her absence as "notable and awkward".
He also restructured who she reports to the CFO of one of the most valuable companies in history no longer has a direct line to the CEO.
Now look at the $122 billion funding round that everyone celebrated last week.
The money mostly comes from Amazon and Nvidia, the same companies OpenAI pays for chips and cloud computing every single month.
They are investing in the company they're already billing.
A large portion of Amazon's commitment doesn't even arrive unless OpenAI completes an IPO or achieves AGI.
And the Stargate project, the $500 billion data center empire announced at the White House, has no staff, no built data centers, and has been stalled for over a year.
OpenAI tried to own its own data centers and build its own infrastructure but banks said no.
Lenders refused to finance a company burning billions annually with no proven path to profit.
So they went back to renting from the same suppliers who are now also their investors.
OpenAI's own CFO thinks the company isn't ready to go public but Sam Altman doesn't want to hear it.
He committed $600 billion in spending over five years, told investors the company will burn over $200 billion before making a single dollar of profit, and privately set a goal to IPO before the end of this year.
His CFO, Sarah Friar, started telling colleagues the numbers don't add up and the organization isn't ready for public markets.
Revenue growth is already slowing, and the cost to run OpenAI's own AI models quadrupled in a single year, crushing margins from 40% down to 33%.
Altman's response was he stopped inviting her to meetings.
The people in the room noticed immediately, describing her absence as "notable and awkward".
He also restructured who she reports to the CFO of one of the most valuable companies in history no longer has a direct line to the CEO.
Now look at the $122 billion funding round that everyone celebrated last week.
The money mostly comes from Amazon and Nvidia, the same companies OpenAI pays for chips and cloud computing every single month.
They are investing in the company they're already billing.
A large portion of Amazon's commitment doesn't even arrive unless OpenAI completes an IPO or achieves AGI.
And the Stargate project, the $500 billion data center empire announced at the White House, has no staff, no built data centers, and has been stalled for over a year.
OpenAI tried to own its own data centers and build its own infrastructure but banks said no.
Lenders refused to finance a company burning billions annually with no proven path to profit.
So they went back to renting from the same suppliers who are now also their investors.
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🇹🇷🇺🇸🇪🇺 Türkiye overtakes the U.S. in Europe’s defense market
🇫🇷 French think tank Fondation pour la Recherche Stratégique says Europe now makes up 27% of Türkiye’s defense exports, surpassing the U.S.
Drones, armored vehicles, and naval tech are driving the surge.
Europe is rearming, and Türkiye is becoming a key supplier.
🇫🇷 French think tank Fondation pour la Recherche Stratégique says Europe now makes up 27% of Türkiye’s defense exports, surpassing the U.S.
Drones, armored vehicles, and naval tech are driving the surge.
Europe is rearming, and Türkiye is becoming a key supplier.
🇨🇭 Global One SI - Prompt
🚨🇺🇸🇮🇷 Pave Hawks flying low at just 50 feet. A-10s unleash suppressive fire while fighter jets secure air superiority. PJs drop straight into combat to extract a single individual. The clip shows how CSAR operations unfold step by step.
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🇺🇸🇬🇧 Britain’s operational limits laid bare.
“We do not have the platforms, the satellites, the reach or the mass. Our rescue plan, if the airman were British, would be to call the U.S.” — The Telegraph
A blunt reminder of the gap in global reach and military capability.
And why allies still rely on U.S. power projection in critical moments.
“We do not have the platforms, the satellites, the reach or the mass. Our rescue plan, if the airman were British, would be to call the U.S.” — The Telegraph
A blunt reminder of the gap in global reach and military capability.
And why allies still rely on U.S. power projection in critical moments.
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🇮🇷🇺🇸 Iran says it is reviewing the ceasefire proposal sent by the U.S.
A ceasefire plan put together by Pakistan had two stage deal:
• Immediate ceasefire and reopening of the Strait of Hormuz
• Final agreement within 15–20 days
The proposal, referred to as the Islamabad Accord, includes nuclear curbs and sanctions relief as part of the final settlement.
But Iran says:
• It will not accept deadlines or pressure to make a decision.
• It will not reopen the Strait of Hormuz in exchange for a temporary ceasefire.
A ceasefire plan put together by Pakistan had two stage deal:
• Immediate ceasefire and reopening of the Strait of Hormuz
• Final agreement within 15–20 days
The proposal, referred to as the Islamabad Accord, includes nuclear curbs and sanctions relief as part of the final settlement.
But Iran says:
• It will not accept deadlines or pressure to make a decision.
• It will not reopen the Strait of Hormuz in exchange for a temporary ceasefire.