THE 7 LAYERS OF PHOTONICS
1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG
2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX
3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC
4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC
5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN
6. Optics (module layer)
$AAOI, $POET, $GLW
7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN
1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG
2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX
3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC
4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC
5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN
6. Optics (module layer)
$AAOI, $POET, $GLW
7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN
The corporate earnings season continues in the US.
Monday, April 27:
- Nothing important
Tuesday, April 28:
- Nothing important
Wednesday, April 29:
๐ฏ๐ต Japan - No trading (Showa Day)
๐บ๐ธ USA - Durable Goods Orders (March) - 15:30
Thursday, April 30:
๐บ๐ธ USA - Initial Jobless Claims - 15:30
๐บ๐ธ USA - Chicago PMI (April) - 17:45
๐บ๐ธ USA - Fed balance sheet - 23:30
Friday, May 1:
๐ China, Brazil, India, and several other countries - No trading (Labor Day)
๐บ๐ธ USA - S&P Manufacturing PMI (April) - 16:45
๐บ๐ธ USA - ISM Manufacturing PMI (April) - 17:00
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For the first time in history, renewables met 100% of global electricity demand growth in 2025.
Every new TWh the world consumed last year was covered by solar and clean sources fossil fuels added nothing net to the growth equation.
In 2001 almost all demand growth was fossil fuels.
By 2025 solar alone is carrying the load.
โ ๏ธBut this happened the same year Hormuz closed and reminded the world that electricity generation and liquid fuels are 2 completely different problems and renewables solve just 1 of them.
You can solar-panel your grid.
You can't solar-panel a 747....
Every new TWh the world consumed last year was covered by solar and clean sources fossil fuels added nothing net to the growth equation.
In 2001 almost all demand growth was fossil fuels.
By 2025 solar alone is carrying the load.
โ ๏ธBut this happened the same year Hormuz closed and reminded the world that electricity generation and liquid fuels are 2 completely different problems and renewables solve just 1 of them.
You can solar-panel your grid.
You can't solar-panel a 747....
$JOBY โ Real Catalyst + Technical Compression
Electric air taxis are no longer a concept โ rollout is accelerating, and $JOBY is positioning early.
The Technicals:
โ Trend: Downtrend slowing โ base forming near support
โ TTM Squeeze: ON โ volatility expansion loading
โ OBV: Recovering โ accumulation quietly building
โ MFI: Holding strength above 60
Key Level: $8.80
Target 1: $9.90
Target 2: $13.60
Support: $7.80
This is where early positioning happens before the move.
Watch the breakout.
Electric air taxis are no longer a concept โ rollout is accelerating, and $JOBY is positioning early.
The Technicals:
โ Trend: Downtrend slowing โ base forming near support
โ TTM Squeeze: ON โ volatility expansion loading
โ OBV: Recovering โ accumulation quietly building
โ MFI: Holding strength above 60
Key Level: $8.80
Target 1: $9.90
Target 2: $13.60
Support: $7.80
This is where early positioning happens before the move.
Watch the breakout.
Rare earths supply is still the #1 national security priority.
๐ฅ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐ฟ๐๐ต๐
$MP MP Materials
$IDR Idaho Strategic Resources
$USAR USA Rare Earth
$TMQ Trilogy Metals
$REEMF Rare Element Resources
๐ ๐๐น๐๐ถ-๐ ๐ถ๐ป๐ฒ๐ฟ๐ฎ๐น๐
$CRML Critical Metals Corp
$TMC TMC the metals company
$TMRC Texas Mineral Resources
$UAMY United States Antimony
$NB NioCorp Developments
$NUUU Energy Fuels
$AREC American Resources
$PPTA Perpetua Resources
$IPX IperionX
๐๐ผ๐ฝ๐ฝ๐ฒ๐ฟ
$SCCO Southern Copper
$lE Ivanhoe Electric
$TMQ Trilogy Metals
$TGB Taseko Mines
$ERO Ero Copper
$HBM Hudbay Minerals
$FCX Freeport-McMoRan
๐จ๐ฟ๐ฎ๐ป๐ถ๐๐บ
$LEU Centrus Energy
$UEC Uranium Energy
$UUUU Energy Fuels
$CCJ Cameco
$URG Ur-Energy
$DNN Denison Mines
$ISOU IsoEnergy.
$AEC Anfield Energy
$NXE NexGen Energy
$UROY Uranium Royalty
$EU enCore Energy
๐๐ถ๐๐ต๐ถ๐๐บ
$TSLA Tesla
$ALB Albemarle
$LAC Lithium Americas
$SGML Sigma Lithium
$IONR ioneer
$SQM SQM
$RIO Rio Tinto
$ATLX Atlas Lithium
$SLI Standard Lithium
$ABAT American Battery Tech
๐๐ฟ๐ฎ๐ฝ๐ต๐ถ๐๐ฒ
$NVX NOVONIX
$NMG Nouveau Monde Graphite
$WWR Westwater Resources
๐๐ป๐๐ถ๐บ๐ผ๐ป๐
$NVA Nova Minerals
$UAMY United States Antimony
$USAS Americas Gold and Silver
๐๐ฒ๐ฟ๐๐น๐น๐ถ๐๐บ
$MIRN Materion
๐ฅ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐ฟ๐๐ต๐
$MP MP Materials
$IDR Idaho Strategic Resources
$USAR USA Rare Earth
$TMQ Trilogy Metals
$REEMF Rare Element Resources
๐ ๐๐น๐๐ถ-๐ ๐ถ๐ป๐ฒ๐ฟ๐ฎ๐น๐
$CRML Critical Metals Corp
$TMC TMC the metals company
$TMRC Texas Mineral Resources
$UAMY United States Antimony
$NB NioCorp Developments
$NUUU Energy Fuels
$AREC American Resources
$PPTA Perpetua Resources
$IPX IperionX
๐๐ผ๐ฝ๐ฝ๐ฒ๐ฟ
$SCCO Southern Copper
$lE Ivanhoe Electric
$TMQ Trilogy Metals
$TGB Taseko Mines
$ERO Ero Copper
$HBM Hudbay Minerals
$FCX Freeport-McMoRan
๐จ๐ฟ๐ฎ๐ป๐ถ๐๐บ
$LEU Centrus Energy
$UEC Uranium Energy
$UUUU Energy Fuels
$CCJ Cameco
$URG Ur-Energy
$DNN Denison Mines
$ISOU IsoEnergy.
$AEC Anfield Energy
$NXE NexGen Energy
$UROY Uranium Royalty
$EU enCore Energy
๐๐ถ๐๐ต๐ถ๐๐บ
$TSLA Tesla
$ALB Albemarle
$LAC Lithium Americas
$SGML Sigma Lithium
$IONR ioneer
$SQM SQM
$RIO Rio Tinto
$ATLX Atlas Lithium
$SLI Standard Lithium
$ABAT American Battery Tech
๐๐ฟ๐ฎ๐ฝ๐ต๐ถ๐๐ฒ
$NVX NOVONIX
$NMG Nouveau Monde Graphite
$WWR Westwater Resources
๐๐ป๐๐ถ๐บ๐ผ๐ป๐
$NVA Nova Minerals
$UAMY United States Antimony
$USAS Americas Gold and Silver
๐๐ฒ๐ฟ๐๐น๐น๐ถ๐๐บ
$MIRN Materion
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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:๐บ๐ธSecretary of State Marco Rubio says Iran is using the Strait of Hormuz as an "economic nuclear weapon."
"They're bragging about how they can hold 20% of the world's energy hostage"
"They're bragging about how they can hold 20% of the world's energy hostage"
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จUS Treasury just told the world: don't sell jet fuel, catering, or maintenance to Iranian airlines.
Same week US refiners hit record jet exports to Europe.
Washington has the molecules.
Now it has the legal stick too.
Energy dominance, in real time.
The full story is in the comments.
Same week US refiners hit record jet exports to Europe.
Washington has the molecules.
Now it has the legal stick too.
Energy dominance, in real time.
The full story is in the comments.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ Chevron CEO Mike Wirth says aviation is "going to probably get worse over the next few weeks" because of a jet fuelโ๏ธ supply crunch that's also pushed up ticket prices driven by America's war in Iran.