🇨🇭 Global One SI - Prompt
🚨 A GPU is only as fast as the slowest cable it's plugged into. That's the wall the entire AI buildout is about to hit → bandwidth. Copper runs out of road as clusters scale past 100K GPUs, and light is the only way through. So I mapped every route around…
BAND 2 → Strip the Power. Because energy per bit is the real ceiling.
→ LPO: drop the DSP, cut power and latency ($AAOI ships 1.6T LPO)
→ CPO: move optics onto the switch package. This is where NVIDIA put $4B → into $COHR and $LITE , not the transceiver names.
→ External laser sources: pull the laser out as its own module.
→ LPO: drop the DSP, cut power and latency ($AAOI ships 1.6T LPO)
→ CPO: move optics onto the switch package. This is where NVIDIA put $4B → into $COHR and $LITE , not the transceiver names.
→ External laser sources: pull the laser out as its own module.
🇨🇭 Global One SI - Prompt
🚨 A GPU is only as fast as the slowest cable it's plugged into. That's the wall the entire AI buildout is about to hit → bandwidth. Copper runs out of road as clusters scale past 100K GPUs, and light is the only way through. So I mapped every route around…
BAND 3 → Light Into the Chip. The long game, mostly still private.
→ Optical I/O: light to the edge of the die (Ayar Labs, Lightmatter)
→ Optical circuit switching: replace electrical switches entirely
→ Photonic compute: do the math in light itself (2030+)
Huge if it lands. Years out. Watch, don't chase.
→ Optical I/O: light to the edge of the die (Ayar Labs, Lightmatter)
→ Optical circuit switching: replace electrical switches entirely
→ Photonic compute: do the math in light itself (2030+)
Huge if it lands. Years out. Watch, don't chase.
🇨🇭 Global One SI - Prompt
🚨 A GPU is only as fast as the slowest cable it's plugged into. That's the wall the entire AI buildout is about to hit → bandwidth. Copper runs out of road as clusters scale past 100K GPUs, and light is the only way through. So I mapped every route around…
BAND 4 → here's the part the crowd skips, and it's the whole thesis.
Every single route above needs two things it cannot route around:
→ InP lasers. Silicon can't lase. Every optical engine on earth needs a III-V laser.
→ Glass substrates. The packaging foundation for CPO and optical I/O.
The bottleneck inside the bottleneck.
Every single route above needs two things it cannot route around:
→ InP lasers. Silicon can't lase. Every optical engine on earth needs a III-V laser.
→ Glass substrates. The packaging foundation for CPO and optical I/O.
The bottleneck inside the bottleneck.
🇨🇭 Global One SI - Prompt
🚨 A GPU is only as fast as the slowest cable it's plugged into. That's the wall the entire AI buildout is about to hit → bandwidth. Copper runs out of road as clusters scale past 100K GPUs, and light is the only way through. So I mapped every route around…
Stack it up and the pattern is obvious.
The crowd buys the top → the GPU, the logo, the headline. Crowded, re-rated, lower margin.
The scarce inputs sit at the base → InP lasers and glass. Hard to copy, capacity-constrained, and where the margin quietly pools.
Own the layers, not the logo.
The crowd buys the top → the GPU, the logo, the headline. Crowded, re-rated, lower margin.
The scarce inputs sit at the base → InP lasers and glass. Hard to copy, capacity-constrained, and where the margin quietly pools.
Own the layers, not the logo.
🇨🇭 Global One SI - Prompt
🚨 A GPU is only as fast as the slowest cable it's plugged into. That's the wall the entire AI buildout is about to hit → bandwidth. Copper runs out of road as clusters scale past 100K GPUs, and light is the only way through. So I mapped every route around…
The other side, because there always is one:
→ Timelines slip. CPO and optical I/O have moved before.
→ It rides on hyperscaler capex staying vertical. If that cools, optics cools.
→ The base-layer names are smaller and more volatile.
But the wall is real, and light is the only way through.
Long $AAOI $SIVEF $CRDO $LPKFF 🔵
→ Timelines slip. CPO and optical I/O have moved before.
→ It rides on hyperscaler capex staying vertical. If that cools, optics cools.
→ The base-layer names are smaller and more volatile.
But the wall is real, and light is the only way through.
Long $AAOI $SIVEF $CRDO $LPKFF 🔵
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀)
Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck moves to light. And the light layer just went scarce.
The signal isn’t subtle. The 6-inch indium phosphide wafer → the foundation every optical laser is built on → has gone from ~$1,400 to ~$5,000 since China imposed export licensing in early 2025. A ~250% move. Effective global capacity is roughly 600-750K wafers against 2.6-3.0M of demand. A supply gap north of 70%, with 90%+ of production held by three names.
This is no longer a thesis. It’s a Reuters headline: $COHR CEO flew to China with a U.S. delegation to raise the export-license delays in person. When a CEO gets on the plane, the constraint is real.
Here’s the layered map of who supplies the light, why each layer matters, and what three management teams just told us about the next 18 months.
A thread on the optical stack. 🧵
Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck moves to light. And the light layer just went scarce.
The signal isn’t subtle. The 6-inch indium phosphide wafer → the foundation every optical laser is built on → has gone from ~$1,400 to ~$5,000 since China imposed export licensing in early 2025. A ~250% move. Effective global capacity is roughly 600-750K wafers against 2.6-3.0M of demand. A supply gap north of 70%, with 90%+ of production held by three names.
This is no longer a thesis. It’s a Reuters headline: $COHR CEO flew to China with a U.S. delegation to raise the export-license delays in person. When a CEO gets on the plane, the constraint is real.
Here’s the layered map of who supplies the light, why each layer matters, and what three management teams just told us about the next 18 months.
A thread on the optical stack. 🧵
🇨🇭 Global One SI - Prompt
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀) Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck…
The optical supply chain runs in one direction:
Raw materials → InP crystal → blank substrate → epitaxy → device fab (lasers, modulators) → optical component → module → AI rack.
Squeeze any upstream layer and the whole chain feels it. Right now the squeeze is at the bottom: the substrate and the laser.
The edge isn’t owning the rack. It’s owning the layer the buildout can’t route around. Three companies sit on exactly those layers, and all three are vertically integrated enough to control their own fate.
Raw materials → InP crystal → blank substrate → epitaxy → device fab (lasers, modulators) → optical component → module → AI rack.
Squeeze any upstream layer and the whole chain feels it. Right now the squeeze is at the bottom: the substrate and the laser.
The edge isn’t owning the rack. It’s owning the layer the buildout can’t route around. Three companies sit on exactly those layers, and all three are vertically integrated enough to control their own fate.
🇨🇭 Global One SI - Prompt
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀) Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck…
🔵 $AAOI → “top 3 laser supplier worldwide” by end of 2027 (the CEO’s words) 🔥
The integrated bet. Founder Thompson Lin has run AOI for 29 years, and it’s anchored by its own InP laser fab in Sugar Land, Texas → the exact layer everyone else is scrambling to secure.
Q1 2026, verified: revenue $151.1M, up 51% YoY. Data center revenue up 154% to $81.4M, outgrowing cable for the first time in years. Full-year guide raised to $1.1B+. Capacity, not demand, is the constraint → management says demand exceeds supply through mid-2027.
The strategy is the tell. AAOI makes the high-power CPO laser (300-400mW, ~5x an 800G laser) in-house and won’t sell it to rivals. It hoards the scarce part and captures the full module margin. Amazon already took a customer warrant.
Long $AAOI 😎
The integrated bet. Founder Thompson Lin has run AOI for 29 years, and it’s anchored by its own InP laser fab in Sugar Land, Texas → the exact layer everyone else is scrambling to secure.
Q1 2026, verified: revenue $151.1M, up 51% YoY. Data center revenue up 154% to $81.4M, outgrowing cable for the first time in years. Full-year guide raised to $1.1B+. Capacity, not demand, is the constraint → management says demand exceeds supply through mid-2027.
The strategy is the tell. AAOI makes the high-power CPO laser (300-400mW, ~5x an 800G laser) in-house and won’t sell it to rivals. It hoards the scarce part and captures the full module margin. Amazon already took a customer warrant.
Long $AAOI 😎
🇨🇭 Global One SI - Prompt
🔵 $AAOI → “top 3 laser supplier worldwide” by end of 2027 (the CEO’s words) 🔥 The integrated bet. Founder Thompson Lin has run AOI for 29 years, and it’s anchored by its own InP laser fab in Sugar Land, Texas → the exact layer everyone else is scrambling…
What “top 3 by 2027” actually requires:
$AAOI is moving 4-inch → 6-inch wafers by end of 2027 (a >4x chip-yield jump), and models ~$471M/month of data center transceiver revenue by mid-2027 → split roughly $90M 100/400G, $217M 800G, $164M 1.6T, with ~40% U.S.-made.
The counter-thesis, because it’s real: $AAOI is not yet profitable. Non-GAAP gross margin is ~29% against a 40% target that doesn’t arrive until 2027. The stock has already run ~800% in a year and missed Street consensus last print. You’re underwriting 2027 execution, not buying it today.
$AAOI is moving 4-inch → 6-inch wafers by end of 2027 (a >4x chip-yield jump), and models ~$471M/month of data center transceiver revenue by mid-2027 → split roughly $90M 100/400G, $217M 800G, $164M 1.6T, with ~40% U.S.-made.
The counter-thesis, because it’s real: $AAOI is not yet profitable. Non-GAAP gross margin is ~29% against a 40% target that doesn’t arrive until 2027. The stock has already run ~800% in a year and missed Street consensus last print. You’re underwriting 2027 execution, not buying it today.
🇨🇭 Global One SI - Prompt
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀) Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck…
🔵 $CRDO → the layer the rack literally cannot route around
If $AAOI is the laser, $CRDO is the electrical nervous system: SerDes, retimers, active electrical cables → the interconnect that keeps signals alive between GPUs before, and alongside, the optics. It just closed DustPhotonics, adding silicon photonics in-house. Now it spans electrical AND optical, 800G through 3.2T, end to end.
And unlike most of the stack, it’s already profitable. FY26 revenue tripled to $1.34B at 68% gross margin, with $1.4B in cash.
This is the both-roads play. Copper now, light next → $CRDO sells the connection either way. The toll booth doesn’t care which road the traffic takes.
Long $CRDO
If $AAOI is the laser, $CRDO is the electrical nervous system: SerDes, retimers, active electrical cables → the interconnect that keeps signals alive between GPUs before, and alongside, the optics. It just closed DustPhotonics, adding silicon photonics in-house. Now it spans electrical AND optical, 800G through 3.2T, end to end.
And unlike most of the stack, it’s already profitable. FY26 revenue tripled to $1.34B at 68% gross margin, with $1.4B in cash.
This is the both-roads play. Copper now, light next → $CRDO sells the connection either way. The toll booth doesn’t care which road the traffic takes.
Long $CRDO
🇨🇭 Global One SI - Prompt
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀) Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck…
🟢 $SIVEF (Stockholm: $SIVE) → the light source CPO cannot engineer around 💡
The most upstream of the three, and the purest expression of the bottleneck. Co-packaged optics doesn’t emit its own light. Every optical engine needs an external continuous-wave InP laser feeding it. That’s the layer Sivers sits in.
Its external-light-source modules with $POET are targeting production readiness by end of 2026, into a market analysts size above $1B annually. This is the earliest-stage, highest-conviction, and highest-risk of the three → a small-cap laser-source bet on the exact layer the whole CPO transition depends on.
Long $SIVE $SIVEF
The most upstream of the three, and the purest expression of the bottleneck. Co-packaged optics doesn’t emit its own light. Every optical engine needs an external continuous-wave InP laser feeding it. That’s the layer Sivers sits in.
Its external-light-source modules with $POET are targeting production readiness by end of 2026, into a market analysts size above $1B annually. This is the earliest-stage, highest-conviction, and highest-risk of the three → a small-cap laser-source bet on the exact layer the whole CPO transition depends on.
Long $SIVE $SIVEF
🇨🇭 Global One SI - Prompt
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀) Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck…
Three layers, one chain, same constraint:
🟢 $SIVEF → the light source (earliest, binary)
🔵 $AAOI → the integrated laser + module (scale, founder-led)
🔵 $CRDO → the interconnect toll (profitable, both roads)
The incumbents you already know → $LITE, $COHR, $GLW → are forward-sold into 2028 and flying CEOs to Beijing. That’s not a story about a good quarter. It’s a structural undersupply that prices through every layer above the wafer.
Own the layers, not the logo.
The question this map answers: which layer re-rates first?
The substrate names are known. The module names have run. But the light source $SIVEF and the integrated laser maker $AAOI are still priced like accessories to a transition that doesn’t work without them. 👀
🟢 $SIVEF → the light source (earliest, binary)
🔵 $AAOI → the integrated laser + module (scale, founder-led)
🔵 $CRDO → the interconnect toll (profitable, both roads)
The incumbents you already know → $LITE, $COHR, $GLW → are forward-sold into 2028 and flying CEOs to Beijing. That’s not a story about a good quarter. It’s a structural undersupply that prices through every layer above the wafer.
Own the layers, not the logo.
The question this map answers: which layer re-rates first?
The substrate names are known. The module names have run. But the light source $SIVEF and the integrated laser maker $AAOI are still priced like accessories to a transition that doesn’t work without them. 👀
🇨🇭 Global One SI - Prompt
$INFQ/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$INFQ The future of quantum isn't about some far-off breakthrough in the 2030s.
It’s about who can deliver commercial value right now.
Look at what Infleqtion is doing.
They aren't just promising the world; they’ve actually sold multiple quantum computers and hundreds of sensors to organizations like NASA, DARPA, and JPMorgan.
On top of that, their Superstaq software is already squeezing a 10x performance boost out of existing systems by optimizing code on the physical layer.
If your quantum strategy is just waiting around for hardware breakthroughs that are a decade away, instead of maximizing software and sensing today, you are already losing the race.
Has the obsession with theoretical scaling become an excuse for companies that simply don’t have a product to sell today?
It’s about who can deliver commercial value right now.
Look at what Infleqtion is doing.
They aren't just promising the world; they’ve actually sold multiple quantum computers and hundreds of sensors to organizations like NASA, DARPA, and JPMorgan.
On top of that, their Superstaq software is already squeezing a 10x performance boost out of existing systems by optimizing code on the physical layer.
If your quantum strategy is just waiting around for hardware breakthroughs that are a decade away, instead of maximizing software and sensing today, you are already losing the race.
Has the obsession with theoretical scaling become an excuse for companies that simply don’t have a product to sell today?
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
America Is Still the World’s LNG Leader 🇺🇸🔥
The US remained the world’s largest LNG exporter in 2025
🔹 United States 109 MT
🔹 Qatar 80 MT
🔹 Australia 78 MT
🔹 Russia 30 MT
🔹 Malaysia 27 MT
Europe remained the main destination for US LNG
Around 68% of American cargoes went to Europe
At the same time, Asia remained the world’s largest LNG demand center
America is not just leading LNG today
It is building the next wave of global supply
The US remained the world’s largest LNG exporter in 2025
🔹 United States 109 MT
🔹 Qatar 80 MT
🔹 Australia 78 MT
🔹 Russia 30 MT
🔹 Malaysia 27 MT
Europe remained the main destination for US LNG
Around 68% of American cargoes went to Europe
At the same time, Asia remained the world’s largest LNG demand center
America is not just leading LNG today
It is building the next wave of global supply
Top 35 Strongest Industry Groups with 1-Month RS Above 80%
$TLT — 20+ Year Treasury Bonds
$PEJ — Leisure & Travel
$ITB — Homebuilders
$XPH — Pharmaceuticals (Equal Weight)
$XHB — Homebuilders (Equal Weight)
$PAVE — U.S. Infrastructure
$DRAM — Memory
$XBI — Biotech (Equal Weight)
$SPMO — S&P 500 Momentum
$JETS — Airlines
$ARKG — ARK Genomics
$SOXX — Broad Semiconductors
$SMH — Semiconductor Giants
$BAI — AI & Tech Active
$FFTY — IBD 50
$WGMI — Crypto Mining
$IBUY — Global E-commerce
$EWY — South Korea Equities
$PHO — Water Purification & Infrastructure
$XHS — Healthcare Facilities & Services
$ITA — Aerospace & Defense
$IAI — Broker-Dealers
$QTUM — Quantum/AI
$IBB — Biotech Megacap
$SVIX — Short VIX Futures (Volatility)
$GENZ — Global Gaming & Casinos
$ARKK — ARK Innovation
$ASHR — China A-Shares
$PBE — Dynamic Biotech
$XRT — Retail
$XSD — Semiconductors (Equal Weight)
$XAR — Aerospace & Defense (Equal Weight)
$KCE — Capital Markets & Financial Services
$KBE — Large-Cap Banking
$KRE — Regional Banks
$TLT — 20+ Year Treasury Bonds
$PEJ — Leisure & Travel
$ITB — Homebuilders
$XPH — Pharmaceuticals (Equal Weight)
$XHB — Homebuilders (Equal Weight)
$PAVE — U.S. Infrastructure
$DRAM — Memory
$XBI — Biotech (Equal Weight)
$SPMO — S&P 500 Momentum
$JETS — Airlines
$ARKG — ARK Genomics
$SOXX — Broad Semiconductors
$SMH — Semiconductor Giants
$BAI — AI & Tech Active
$FFTY — IBD 50
$WGMI — Crypto Mining
$IBUY — Global E-commerce
$EWY — South Korea Equities
$PHO — Water Purification & Infrastructure
$XHS — Healthcare Facilities & Services
$ITA — Aerospace & Defense
$IAI — Broker-Dealers
$QTUM — Quantum/AI
$IBB — Biotech Megacap
$SVIX — Short VIX Futures (Volatility)
$GENZ — Global Gaming & Casinos
$ARKK — ARK Innovation
$ASHR — China A-Shares
$PBE — Dynamic Biotech
$XRT — Retail
$XSD — Semiconductors (Equal Weight)
$XAR — Aerospace & Defense (Equal Weight)
$KCE — Capital Markets & Financial Services
$KBE — Large-Cap Banking
$KRE — Regional Banks
🇨🇭 Global One SI - Prompt
$NOK/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🚨 $NOK just hit a 16-year stock high —
The “dead” broadband company is now an AI infrastructure play:
Here’s why AI needs fiber, and 9 names in the path of the biggest broadband wave in US history 🧵
Why AI Needs Fiber ??
Every AI data center rack needs ~36x more fiber than a traditional CPU-based rack to handle the data volumes.
🚀US data center bandwidth purchases jumped 330% between 2020 and 2024.
🚠Fiber route miles may need to nearly double — from 95K miles to 187K miles by 2029.
💸Global fiber prices have risen 70% from a 2021 trough, and $META alone locked in a $6B supply deal with Corning.
9 companies in Fiber and Optics Boom 💥
Who’s directly in the path? Revenue growth tells the story 👇
$NOK — AI & Cloud revenue +49% in Q1 2026. Optical Networks +20%. Raised 2026 Network Infrastructure growth guidance to 12–14%.
Expects AI/Cloud market to grow at 27% CAGR through 2028.
$HLIT — Broadband revenue +43% YoY in Q1 2026, including 78% growth in Rest-of-Market.
Raised full-year 2026 Broadband revenue outlook to $475M–$495M.
Backlog up 87% YoY.
$AAOI — Record Q1 revenue of $151M — 50%+ YoY growth. Shares up 539% YTD. Consensus estimates imply 107% revenue growth in 2026.
800G & 1.6T transceivers ramping hard.
$CALIX — Record Q4 revenue of $272M, up 32% YoY. First year crossing $1B in revenue, up 20% from 2024. Gross margin hit a record 58%.
AI-native platform for smaller broadband providers.
$ADTN — Q1 2026 revenue up 15.5% YoY. Launched LiteWave800™ — its first product purpose-built for intra-data center AI infrastructure at 800G. BEAD funds now reaching operators.
$CLFD — Clearfield is riding the FTTH buildout wave. US fiber construction demand re-accelerating on BEAD + AI data center edge expansion.
$AVNW — Comtech/Aviat Networks — microwave & fiber backhaul for the AI traffic surge hitting carrier networks.
$CIEN — Coherent networking for hyperscale data center interconnect. Deep in the AI traffic stack.
$LITE (Lumentum) — Laser components, 800G/1.6T optical modules. Directly feeding the transceiver ramp.
The 5 largest US hyperscalers have committed $660–690B in capex in 2026, nearly double 2025 levels.
Every dollar of that builds racks. Every rack needs fiber. Every fiber needs someone to make the glass, run the cable, and power the optics 📈
The “dead” broadband company is now an AI infrastructure play:
Here’s why AI needs fiber, and 9 names in the path of the biggest broadband wave in US history 🧵
Why AI Needs Fiber ??
Every AI data center rack needs ~36x more fiber than a traditional CPU-based rack to handle the data volumes.
🚀US data center bandwidth purchases jumped 330% between 2020 and 2024.
🚠Fiber route miles may need to nearly double — from 95K miles to 187K miles by 2029.
💸Global fiber prices have risen 70% from a 2021 trough, and $META alone locked in a $6B supply deal with Corning.
9 companies in Fiber and Optics Boom 💥
Who’s directly in the path? Revenue growth tells the story 👇
$NOK — AI & Cloud revenue +49% in Q1 2026. Optical Networks +20%. Raised 2026 Network Infrastructure growth guidance to 12–14%.
Expects AI/Cloud market to grow at 27% CAGR through 2028.
$HLIT — Broadband revenue +43% YoY in Q1 2026, including 78% growth in Rest-of-Market.
Raised full-year 2026 Broadband revenue outlook to $475M–$495M.
Backlog up 87% YoY.
$AAOI — Record Q1 revenue of $151M — 50%+ YoY growth. Shares up 539% YTD. Consensus estimates imply 107% revenue growth in 2026.
800G & 1.6T transceivers ramping hard.
$CALIX — Record Q4 revenue of $272M, up 32% YoY. First year crossing $1B in revenue, up 20% from 2024. Gross margin hit a record 58%.
AI-native platform for smaller broadband providers.
$ADTN — Q1 2026 revenue up 15.5% YoY. Launched LiteWave800™ — its first product purpose-built for intra-data center AI infrastructure at 800G. BEAD funds now reaching operators.
$CLFD — Clearfield is riding the FTTH buildout wave. US fiber construction demand re-accelerating on BEAD + AI data center edge expansion.
$AVNW — Comtech/Aviat Networks — microwave & fiber backhaul for the AI traffic surge hitting carrier networks.
$CIEN — Coherent networking for hyperscale data center interconnect. Deep in the AI traffic stack.
$LITE (Lumentum) — Laser components, 800G/1.6T optical modules. Directly feeding the transceiver ramp.
The 5 largest US hyperscalers have committed $660–690B in capex in 2026, nearly double 2025 levels.
Every dollar of that builds racks. Every rack needs fiber. Every fiber needs someone to make the glass, run the cable, and power the optics 📈
Solar will power the future of AI.
Elon said “solar electricity will become by far the biggest source of power for civilization".
So, here's the breakdown of the solar sector:
Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar
Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power
Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies
Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower
Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies
Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power
Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments
Elon said “solar electricity will become by far the biggest source of power for civilization".
So, here's the breakdown of the solar sector:
Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar
Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power
Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies
Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower
Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies
Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power
Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments
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🚨BREAKING: TRUMP ON ANTHROPIC
REPORTER: Do you view Anthropic and to a degree its CEO, Dario Amodei, as a threat to national security?
TRUMP: "Well, not now, but a week ago, maybe. I was with him yesterday, he made a speech... seemed like a nice guy, smart guy. But he responded to us very quickly, because you know it's a tremendous liability… he responded very responsibly, I thought."
REPORTER: Would you consider using the Defense Production Act to possibly regulate or control AI?
TRUMP: "I would, but, I'm not sure I have to do that. I think so far it's been very responsible. Actually, it was a competitor, and a part-owner, that turned Anthropic in…"
REPORTER: Do you view Anthropic and to a degree its CEO, Dario Amodei, as a threat to national security?
TRUMP: "Well, not now, but a week ago, maybe. I was with him yesterday, he made a speech... seemed like a nice guy, smart guy. But he responded to us very quickly, because you know it's a tremendous liability… he responded very responsibly, I thought."
REPORTER: Would you consider using the Defense Production Act to possibly regulate or control AI?
TRUMP: "I would, but, I'm not sure I have to do that. I think so far it's been very responsible. Actually, it was a competitor, and a part-owner, that turned Anthropic in…"