No doubt that $XNDU will become the BIGGEST and MOST SUCCESSFUL Photonic Quantum Computing company of ALL TIME ๐ฅ
โข NVIDIA โข AMD โข Google โข IBM โข Lockheed Martin โข Rolls-Royce โข Volkswagen โข Toyota โข Mitsubishi Chemical Group โข U.S. Air Force Research Laboratory โข DARPA โข Government of Canada & Ontario
โข NVIDIA โข AMD โข Google โข IBM โข Lockheed Martin โข Rolls-Royce โข Volkswagen โข Toyota โข Mitsubishi Chemical Group โข U.S. Air Force Research Laboratory โข DARPA โข Government of Canada & Ontario
๐ฅ1
And so, here's how it all went: the meeting went well, we managed to agree on most points, but the only point that really mattered - NUCLEAR - no.
Immediately, the following decision comes into effect: the US Navy, the best in the world, will start the PROCEDURE OF BLOCKADE of all ships without exception trying to enter or exit the Strait of Hormuz.
At some point, we will switch to the mode of "EVERYONE IS ALLOWED TO ENTER, EVERYONE IS ALLOWED TO EXIT" - however, Iran does not allow this to happen, just stating: "There might be a mine somewhere", about which no one except them knows anything.
THIS IS GLOBAL BLACKMAIL, and the leaders of states, especially the United States of America, will never succumb to blackmail. I have also ordered our fleet to search for and intercept every ship in international waters that has paid a tribute to Iran. No one who pays an illegal tribute will receive safe passage on the high seas.
We will also proceed to the destruction of mines laid by the Iranians in the strait. Any Iranian who opens fire on us or on civilian ships will be WIPED OUT! Iran knows better than anyone how to PUT AN END to this situation, which has already devastated their country.
Their fleet is destroyed, their air force is destroyed, their anti-aircraft artillery and radars are disabled, Khomeini and most of their "leaders" are dead - and all this because of their nuclear ambitions.
The blockade will start soon. Other countries will also participate in this blockade. Iran will not be able to benefit from this illegal act of BLACKMAIL. They want money and, more importantly, they want nuclear weapons.
In addition, at the right moment: we are fully prepared - "TAKE A SHOT, PULL THE TRIGGER" - and our armed forces will finish off what little remains of Iran!
Also: "Iran promised to open the Strait of Hormuz and deliberately failed to fulfill this obligation. This caused anxiety, shocks, and suffering to many people and countries around the world. They claim that they have mined the water - although their entire fleet and most of their "mine-layers" have already been completely destroyed. Perhaps they did it - but which shipowner would want to risk it? Iran's reputation and what remains of their "leaders" have been greatly disgraced and irreparably damaged - however, we have long gone beyond all this. Since they promised - let them immediately begin to open this INTERNATIONAL WATER WAY, and do it FAST! They have violated all existing laws. I received a comprehensive report from Vice President J. D. Vance, Special Envoy Steve Whitcoff, and Jared Kushner about the meeting held in Islamabad with the kind and very competent mediation of Field Marshal Asim Munir and Pakistani Prime Minister Shehbaz Sharif. These are truly outstanding people who constantly thank me for saving 30 to 50 million lives in what would have been a monstrous war with India. I'm always happy to hear this - the scale of human lives in question is simply incomprehensible. The meeting with Iran began early in the morning and lasted all night - almost 20 hours. I could go into detail and talk about much of what was achieved, but there is only one thing that matters: IRAN IS NOT WILLING TO GIVE UP ITS NUCLEAR AMBUITIONS! On many points, the agreements reached are preferable to our continued military operations until their completion - however, all these agreements are meaningless compared to allowing nuclear weapons into the hands of such unstable, hard-to-control and unpredictable people. My three representatives - despite the length of these negotiations - quite naturally developed sincere sympathy and respect for the representatives of Iran: Mohammad Bagher Ghalibaf, Abbas Araghchi, and Ali Bagheri. However, this does not change anything, because they were absolutely unyielding on the only truly important issue. And as I have always said - from the very beginning, and many years ago: IRAN WILL NEVER HAVE NUCLEAR WEAPONS!"
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$BATL $COP $OXY $XOM $CVX | Trump: "Itโs called all in, and all out...Weโre putting on a complete blockade. Weโre not going to let Iran make money on selling oil to people that they like, and not people that they donโt like. Itโs going to be all or none."
PHOTONICS / OPTICAL STACK โ THE FULL VALUE CHAIN
โThe layer below the chipsโ โ AIโs real bottleneck
Layer 1 โ Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $COHR
Layer 2 โ SiPh Foundries
Where photonic chips are fabricated
$TSMC $GFS $TSEM
Layer 3 โ Lasers (Bottleneck)
EML + CW lasers โ tightest supply in the chain
$LITE $COHR $AAOI $FN
Layer 4 โ PICs (Optical Chips)
Integration layer replacing discrete components
$POET $LWLG $MRVL $AVGO
Layer 5 โ Transceivers
400G โ 800G โ 1.6T data movement
$CIEN $AAOI $LITE $COHR
Layer 6 โ Co-Packaged Optics (CPO)
Next-gen architecture โ optics + silicon combined
$NVDA $AVGO $MRVL $COHR $LITE $ALAB
Layer 7 โ Optical Switching (OCS)
Routing light without electrical conversion
$CIEN $COHR $LITE
Layer 8 โ Networking Systems
DCI, long-haul, metro infrastructure
$CIEN $ANET $NOK
Layer 9 โ Test & EDA
Hidden backbone enabling scale
$KEYS $FORM $ANSS
Layer 10 โ Demand Drivers
Hyperscalers pulling the entire chain
$NVDA $META $GOOGL $MSFT $AMZN
THE BIG PICTURE (2026โ2027)
- AI demand is exponential
- Electrical interconnects are hitting limits
- Optical = the only scalable solution
Key Constraint: Laser supply (InP โ EML/CW)
โ Bottleneck today = pricing power tomorrow
This isnโt a single stock trade.
Itโs a full-stack infrastructure shift โ like semis in the early 2000s.
The winners wonโt just be chipmakersโฆ
Theyโll be the ones enabling light-speed data movement.
โThe layer below the chipsโ โ AIโs real bottleneck
Layer 1 โ Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $COHR
Layer 2 โ SiPh Foundries
Where photonic chips are fabricated
$TSMC $GFS $TSEM
Layer 3 โ Lasers (Bottleneck)
EML + CW lasers โ tightest supply in the chain
$LITE $COHR $AAOI $FN
Layer 4 โ PICs (Optical Chips)
Integration layer replacing discrete components
$POET $LWLG $MRVL $AVGO
Layer 5 โ Transceivers
400G โ 800G โ 1.6T data movement
$CIEN $AAOI $LITE $COHR
Layer 6 โ Co-Packaged Optics (CPO)
Next-gen architecture โ optics + silicon combined
$NVDA $AVGO $MRVL $COHR $LITE $ALAB
Layer 7 โ Optical Switching (OCS)
Routing light without electrical conversion
$CIEN $COHR $LITE
Layer 8 โ Networking Systems
DCI, long-haul, metro infrastructure
$CIEN $ANET $NOK
Layer 9 โ Test & EDA
Hidden backbone enabling scale
$KEYS $FORM $ANSS
Layer 10 โ Demand Drivers
Hyperscalers pulling the entire chain
$NVDA $META $GOOGL $MSFT $AMZN
THE BIG PICTURE (2026โ2027)
- AI demand is exponential
- Electrical interconnects are hitting limits
- Optical = the only scalable solution
Key Constraint: Laser supply (InP โ EML/CW)
โ Bottleneck today = pricing power tomorrow
This isnโt a single stock trade.
Itโs a full-stack infrastructure shift โ like semis in the early 2000s.
The winners wonโt just be chipmakersโฆ
Theyโll be the ones enabling light-speed data movement.
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China unveils NEW HUMAN-LIKE HAND FOR ROBOTS
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Trump realizing he can just blockade the blockade.
Google quietly open sourced a time-series AI that predicts anything.
Sales trends. Market prices. User traffic. Energy demand. Crypto volatility.
It's called TimesFM. Pre-trained on 100B real-world data points. Zero-shot forecasting with no fine-tuning. Outperforms supervised models trained on your specific data.
Runs locally. Free. Apache license.
Most people are focused on language models. The quietly powerful ones are learning to predict the future.
github.com/google-research/timesfm
Sales trends. Market prices. User traffic. Energy demand. Crypto volatility.
It's called TimesFM. Pre-trained on 100B real-world data points. Zero-shot forecasting with no fine-tuning. Outperforms supervised models trained on your specific data.
Runs locally. Free. Apache license.
Most people are focused on language models. The quietly powerful ones are learning to predict the future.
github.com/google-research/timesfm
โ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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Oil power didn't stay where it started.
The countries controlling energy today look nothing like the map from 50 years ago.
And right now, that map is shifting again faster than anyone expected.
๐บ๐ธ US: from import-dependent to world's n.1 producer
๐ธ๐ฆ Saudi Arabia: 700K bpd knocked offline by Iranian strikes
๐ท๐บ Russia: sanctions-hit but Urals just hit a 13 year high
๐ฎ๐ท Iran: controls the world's most critical chokepoint
๐ Everyone else: scrambling for alternatives
Decades of energy geopolitics rewired in weeks.
Hormuz didn't just block oil.
It exposed exactly who holds the cards and who doesn't.
The next energy map is being drawn right now.
The countries controlling energy today look nothing like the map from 50 years ago.
And right now, that map is shifting again faster than anyone expected.
๐บ๐ธ US: from import-dependent to world's n.1 producer
๐ธ๐ฆ Saudi Arabia: 700K bpd knocked offline by Iranian strikes
๐ท๐บ Russia: sanctions-hit but Urals just hit a 13 year high
๐ฎ๐ท Iran: controls the world's most critical chokepoint
๐ Everyone else: scrambling for alternatives
Decades of energy geopolitics rewired in weeks.
Hormuz didn't just block oil.
It exposed exactly who holds the cards and who doesn't.
The next energy map is being drawn right now.