Reminder MC doesn't matter as much as TAM expansion, capex, revenue And TAM will grow larger than currently exists because future market is being created now/doesn't exist yet. So opportunity for revenue can be much higher than anyone can think of. "analysts" are basically irrelevant because they are basing on conservative metrics on existing/past industry performance. There's no supercycle/inevitable buildout/TAM expansion/capex/revenue factored in. And you can outperform with large caps in this market vs flip flopping borrowed conviction on small caps. Unlimited opportunity next several years in the right themes.

Compute go brrrr (for years) 👀🔥 I would post the charts, but they're all just going up and making new highs Added a basket of these for long term 5-50x potential for the patient $NBIS $DGXX $CLSK $HIVE $KEEL $APLD $CIFR $IREN $SHAZ $BTDR $BRUN $RIOT $HUT $WULF $CORZ

Crypto degens will think this means institutions are coming to buy their meme coins in the trenches... lol There will be a whole new layer added and played, while shitcoins get ignored, again.. Just like when BTC made new ATHs and alts didn't...

Don't forget to chase 45 day old stock picks And sell your "long term high conviction" positions to rotate into them Remember, borrowed conviction > owned conviction 😁🤝 NFA

$ASTS 👀🔥 Also looking into their ASICs supplier. $ENSI (Ensilica) ASIC (AST5000) for their BlueBird LEO satellites payload. This chip enables direct-to-cell broadband connectivity to standard smartphones and delivers a 10x improvement in processing bandwidth per satellite. ASTS's Block 2 constellation plans

Everything go brrrrrr 🔥💰 Memory: MU SK Hynix Samsung SNDK DRAM PENG (Memory/HPC) MRAM CPO: SIVE OE Solutions LPK Neocloud/Data Centers: NBIS DGXX

Photonics / CPO Lasers SIVE $1.7B = next LITE $70B: pure-play InP laser arrays for CPO/SiPh. OE Solutions $460M = next AAOI $14B: full vertical InP chips-to-transceivers. Pluggables ran last cycle. Now CPO lasers are ramping next. Goldman Sachs highlighted CPO as next key theme in the potential $7.6T capex cycle.

Focused on next 1-18 months: immediate beneficiaries of Ramp and CapEx towards CPO and HBM4 Potential $7.6T over the next years SIVE OE Solutions LPK Philoptics MSSCorps Auros PENG SK Square / SK Hynix And some others... --- Photonics & Lasers (CPO/Optical Components) - SIVE (Sivers Semiconductors) - OE Solutions (Optical Transceivers) Photonics Equipment & Substrates - LPK (LPKF Laser & Electronics) *Glass core substrate - Philoptics (161580) *Glass substrate Semiconductor Testing, Metrology & Analysis (SiPh/HBM) - Auros (AUROS Technology) *Memory HBM4 - MSSCorps (MSSCORPS) *Photonics Memory Memory & Advanced Computing (HBM/AI) - PENG (Penguin Solutions) - SK Square / SK Hynix

Also added $PENG ( Penguin solutions ) on this 10 year base breakout it has formed This could get very explosive in the coming weeks. Saw a LOT of bullish option flow on it before market close yesterday It's a 7-10x to catch up to its peer's P/S ratios, the market really isn't giving the company it's credit yet & i think that's where the value is Seems to be early in the photonics/memory re-rating cycle, i can't imagine it breaks a 10 year base w/ good volume & doesn't run a lot higher from here

Stocks watchlist update AI infrastructure, Photonics CPO, storage, etc I think most everything trades much higher over the next 2-3 years, but finding which ones outperform is the game we play. Under $1 billion: • LPK - LPKF Laser & Electronics: ~$440M • Auros (322310) - AUROS Technology $220M • ALMU - Aeluma, Inc.: ~$460M • Episil-Precision (3016): ~820M • OE Solutions (138080): $310M • VIVO - VivoPower International PLC: ~$55M. • ALRIB - Riber S.A.: ~$300M • IQE - IQE plc: ~$600M • TRT - Trio-Tech International: ~$140M. • SILC - Silicom Ltd.: ~$240M. • ATOM - Atomera Incorporated: $430M $1 billion to $5 billion • SIVE - Sivers Semiconductors $1.3B • MSSCORP (6830) - Msscorps Co.: ~$1.4B • LWLG - Lightwave Logic, Inc.: ~$2.4B. • AEHR - Aehr Test Systems, Inc.: ~$2.9B. • TOWA (6315) - TOWA Corp: ~$1.5B • ShunSin Technology (6451): $1.5B $5 billion to $10 billion • SOI - Soitec SA: ~$5.3B • Win Semiconductors (3105) : ~$7B $10 billion to $50 billion • NBIS - Nebius Group N.V.: ~$39B. • ALAB - Astera Labs, Inc.: ~$35B. • CRDO - Credo Technology Group: ~$34B. Over $50 billion • NOK - Nokia Corporation $70B • SK Square: ~$75B • SNDK - SanDisk Corporation ~$175B. • MU - Micron Technology, Inc.: ~$611B. • NVDA — NVIDIA Corp. ~$4.9T • MRVL — Marvell Technology ~$145B • LITE — Lumentum Holdings ~$65B • AMD — Advanced Micro Devices ~$550B • INTC — Intel Corp. ~$490B

Thinking about stocks? Sectors of interest AI infrastructure, Photonics, CPO, glass core substrate, lasers, testing, interconnects, networking, Neocloud, data center energy generation, bottlenecks, multi-year capex spend from hyperscalers (big tech/mag7), etc.. I trade on Interactive Brokers for access to global markets. US, Euro, Asia List of stocks you can research if you're just getting started: • SIVE (Sivers Semiconductors) • LPK (LPKF Laser) • MSSCORP (6830) • AUROS (322310) • NBIS (Nebius Group) • SK SQUARE (402340) • NOK (Nokia) • ALAB (Astera Labs) • CRDO (Credo Tech) • VIVO (VivoPower) • ALRIB (Riber SA) • ALMU (Aeluma) • EPISIL-PRECISION (3016) • SOI (Soitec) • AEHR (Aehr Test Systems) • TRT (Trio-Tech) • LWLG (Lightwave Logic) • TOWA (6315) • SILC (Silicom) • PDFS (PDF Solutions) • ATOM (Atomera Incorporated) • IQE (IQE PLC) • Win Semiconductors (3105) • ShunSin (6451) • Luxnet (4979)

Friday was my final day at @defiapp. Back in May 2024, I was a few weeks removed from a public exit at @wormhole. The tweet went semi-viral. My DMs filled up. One of those DMs was from @merovingian0101 - he'd seen the tweet, said they were building something, thought I should hear about it. I was talking to four or five teams at the time. Called a friend whose opinion I actually trust and asked for his honest read on each one. He paused on one of them and said the team behind it was legit. Said he trusted them. That was enough. I think I literally had one or two interviews with Mero. He went back to the team with my number. A few days later I get a response from him in TG DMs that the offer was approved. I called my wife, she nudged me towards accepting, and the rest is history. I didn't even meet any of the cofounders - Dan, Ken, Aaron - until I was already onboard. Totally crypto, I know. The first thing I noticed about this team wasn't the product. It was the vibe. A few weeks in, Ken drops a message in the marketing chat - no context, totally unprompted - "Have a date tonight. Usually only try to do the girlfriend thing during bear markets but wish me luck." I remember reading that and laughing out loud and thinking: okay. These are my people. What followed was the most intense and rewarding stretch of my career. I joined pre-launch as the first community/growth hire. Built the community, social, and support functions from zero. The X account literally had 1,000 followers when I joined. It peaked at over 200k with me at the helm. I managed all socials from Day 1 and since then touched everything we scaled - multi-video series on TikTok, YouTube, and beyond. Helped scale Defi App to 1M registered users, $30B in trading volume, and $7M in annualized revenue within a few short months of going public with the product. We ran a $1M trading contest at the end of 2025 that was one of the most fun things I've ever been part of executing. I got to work alongside awesome people like @JD0x2e, @bigironchris and @shreddydefi - three of the sharpest people in this space - and learned a ton from everyone along the way. S/O to Shreddy, @0xUxDesign, and @0xdcota RE: the Miami trip. 🚗 I got to discover and lock in generational talent like Paulo, whose animated video work over the last year set a standard I'm genuinely proud of. And I got to be guided, challenged, and trusted by Ken, Aaron, Dan, Ajdin, and @freshPizzaDev who is just, genuinely, one of the good ones - plus many more names than I have room to share. I want to give a massive shout out to every member of the community, every KOL and partner I've grinded with, and every protocol team I've had the pleasure of collaborating with. You know who you are. Defi App is in great hands. The product is real. The team is serious. The road ahead is long and I'm rooting for them hard. Got to work on some things the team will share when ready - grateful to have had a hand in what's coming. As for me - taking a short break. Summer is coming and it feels freeing to think about enjoying that with my wife, who's a schoolteacher and has summers off. Then, something new. I've spent the last two years inside one of the fastest-growing DeFi startups in the space. I've seen what scales, what breaks, what the unglamorous middle looks like, and what it feels like when things actually click. If you're building something and need someone who's lived it - not consulted on it, lived it - my DMs are open. And if you're early in your career and want to ask about any of it - the wins, the chaos, the stuff that doesn't make it into the highlight reel - AMA. I'll do my best to be brutally honest and genuinely helpful. Godspeed and God bless. fin.

Need all my stock CFOs to keep their mouths closed on confidentiality agreements and NDAs Thanks

People who haven't pivoted from altcoins to stocks... 🥲 Dilution, emissions and fractionalized communities and liquidity killed crypto Real stock-season is happening now with: AI infra, semiconductor CPO, next gen optics, lasers, testing, hyperscaler supply chain bottlenecks

US friends IBKR Interactive Brokers account is your friend So much of the AI supply chain is Asia ecosystem You need to be have access everywhere Enable trading permissions for international and OTC markets *Not Financial Advice GLHF

Neocloud companies (HPC / Miner pivot) $NBIS – Nebius Group N.V. — ~$38.8B $CIFR – Cipher Digital/Mining Inc. — ~$7.3B $WULF – TeraWulf Inc. — ~$8.25B $CORZ – Core Scientific Inc. — ~$5.9B $APLD – Applied Digital Corporation — ~$7.9B $CLSK – CleanSpark Inc. — ~$2.75B $HUT – Hut 8 Corp. — ~$7.75B $CRWV – CoreWeave Inc. — ~$58B $RIOT – Riot Platforms Inc. — ~$6.6B $BTDR – Bitdeer Technologies Group — ~$2.7B $KEEL – Keel Infrastructure Corp. (Previously BITF, Bitfarms) — ~$1.3B $WYFI – WhiteFiber Inc. — ~$585M

Majority of my feed and comments throughout, are bots or people copy pasting AI slop... Zero effort All LLMs use the same cringe phrases and it's made people lazy.. There's very little real value on my feed anymore I spend less and less time on here

Silicon Photonics (SiPh) & CPO Supply Chain bottlenecks Follow @aleabitoreddit for more research in this space **Light Source (CW DFB Lasers)** SIVE (Sivers Semiconductors) $427M AAOI (Applied Optoelectronics) $11.32B 5802 (Sumitomo Electric) $52B **SiPh Foundry (SOI-based)** TSEM (Tower Semiconductor) $22.75B **Compound Semi Foundry (III-V)** 3105 (Win Semi) $6.2B **Optical Interposers** POET (POET Technologies) $1.1B **Substrates (SOI Wafers)** SOI (Soitec) $2.7B **Epitaxy / Photonic Materials** IQE (IQE plc) $490M 2455 (Visual Photonics / VPEC) $1.75B ALMU (Aeluma) $194M **Epitaxy Equipment (MBE Tools)** Riber (ALRIB) $222M **Advanced Packaging & OSAT (CPO Enablers)** 6451 (Shunsin Technology) $1.5B ASX (ASE Technology) $54.1B **Optical Subassembly & Packaging** 4977 (PCL Technologies) $513M 3450 (Elite Advanced Laser) $1.4B **Fiber Arrays & Passive Interconnects** 3363 (FOCI Fiber Optic) $2.75B **Optical Modules** COHR (Coherent) $57.65B LITE (Lumentum) $64.07B **Optical Semiconductor ICs (TIAs/Drivers)** MTSI (MACOM) $19.36B SMTC (Semtech) $7.92B **Optical DSP & Interconnect** CRDO (Credo Technology) $22.06B MRVL (Marvell Technology) $112.36B **Electrical Interconnect / Fabric** ALAB (Astera Labs) $25.37B **Metrology / Inspection (Yield Control)** 268A (Rigaku Holdings Corp.) $3.65B 3587 (MA-tek) $624M 3289 (iST – Integrated Service Technology Inc.) $403M **Optical Test & Measurement** 6777 (Santec) $1.62B **Semiconductor Burn-in & Reliability Test** AEHR (Aehr Test Systems) $2.22B **Speculative Modulator Materials** LWLG (Lightwave Logic) $1.58B Market cap valuation in USD ALMU (Aeluma) $194M Riber (ALRIB) $222M 3289 (iST – Integrated Service Technology Inc.) $403M SIVE (Sivers Semiconductors) $427M IQE (IQE plc) $490M 4977 (PCL Technologies) $513M 3587 (MA-tek) $624M POET (POET Technologies) $1.1B 3450 (Elite Advanced Laser) $1.4B 6451 (Shunsin Technology) $1.5B LWLG (Lightwave Logic) $1.58B 6777 (Santec) $1.62B 2455 (Visual Photonics / VPEC) $1.75B AEHR (Aehr Test Systems) $2.22B SOI (Soitec) $2.7B 3363 (FOCI Fiber Optic) $2.75B 268A (Rigaku Holdings Corp.) $3.65B 3105 (Win Semi) $6.2B SMTC (Semtech) $7.92B AAOI (Applied Optoelectronics) $11.32B MTSI (MACOM) $19.36B CRDO (Credo Technology) $22.06B TSEM (Tower Semiconductor) $22.75B ALAB (Astera Labs) $25.37B 5802 (Sumitomo Electric) $52B ASX (ASE Technology) $54.1B COHR (Coherent) $57.65B LITE (Lumentum) $64.07B MRVL (Marvell Technology) $112.36B

AI infra / Data Center bottlenecks Humanoid Robotics Autonomous Warfare Biotech / next-gen medicine *All high spend, forced allocation, high compliant sectors enhanced with AI.