i hooked my whoop to my work calendar to find which coworker gives me the most stress 🚨 thanks to fable, I reverse engineered whoop to pull per minute heart rate. nd matched spikes with cal events and attendees I now have a leaderboard and I think about it daily. few info masked for obvious reasons ;)

Research|Commentary on Recent Discussion on CPO/800V HVDC Delay CPO - Concerns Likely Overblown; NPO Acceleration a Key Highlight There were several bearish views in the market recently on CPO and the broader optics supply chain. We believe concerns around the CPO timeline are somewhat overdone. As an important evolution path for next-generation AI scale-out networks, CPO will naturally require customer validation, system integration, reliability testing, and supply chain ramp-up. But that does not mean the project itself is experiencing a material delay. In fact, Jensen already stated very clearly at Computex that CPO will ramp on schedule. Based on what we are hearing from the supply chain, scale-out CPO remains broadly on track, with no evidence of weakening demand or any change in customer attitude. From what we understand, scale-out CPO deployments for NCP customers, including CoreWeave and Lambda, as well as Oracle and one major CSP, are progressing toward mass production as planned. Supply-chain feedback has also been quite positive. The current focus is more on capacity preparation, yield ramp, customer qualification, and system-level integration than on project cancellation or a meaningful pushout. Therefore, we do not think the pace of the CPO ramp should be interpreted as an inflection point for optics demand. More importantly, the investment thesis for optics does not depend solely on the CPO path. As we discussed in our previous NPO update, the doubling of bandwidth requirements on the scale-up side is actually a very strong tailwind for optics. Whether the final architecture is CPO, NPO, or a coexistence of CPO and NPO, the key point is that AI clusters will continue to rely more heavily on optical interconnects both inside and outside the cluster. System architecture is evolving toward higher bandwidth density, lower power consumption, shorter reach, and higher levels of integration. This is structurally positive for the entire optics supply chain. $LITE $COHR $WOLF Detailed Report fundaai.substack.com/p/resea…

the semianalysis article decided to tank my port today so some comments: on CPO delay: the 19% system yield math from SemiAnalysis is a real engineering bottleneck for scale-out, but Nvidia’s networking SVP Gilad Shainer flat out refuted the delay at Computex: taekim.substack.com/p/nvidia…… (@firstadopter) per Shainer they ramp CPO H2 this year, and Lambda already has them deployed. Plus, $LITE CEO guided scale-up CPO to 2028 today on 800VDC delay: per semianalysis, hyperscalers aren't rejecting 800VDC, just $NVDA specific single-ended architecture because the double-conversion path is inefficient, which according to semianalysis is bearish for names like $WOLF (sadly). 400VDC is still on track for Q2 2026 and SiC is still mandatory for high-voltage conversion (very bullish for $SMTC) on NPO acceleration: this is the clearest misread. semianalysis explicitly wrote that NPO projects are ACCELERATING, which benefits transceiver suppliers. $AAOI, $COHR, and $FN getting hammered 11-14% today on a report that says their actual near-term opportunity is accelerating makes no sense. the CPO delay is directly beneficial for $AAOI , so the selloff made no sense to me. i personally added aggressively around the low 160s along with more $LITE NFA as always

Another bullish nugget from $LITE's CEO: The NPO opportunity "is frankly bigger than even the CPO opportunity". Key takeaway: NPO or CPO, either way LITE wins.

$LITE CEO casually dropping during today's fireside chat that the company is on pace to meet / exceed the top-end of its guidance range for the quarter.

This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's SOTA on everything by a margin but I'll add that *qualitatively* also, this is a major-version-bump-deserving step change forward (imo of the same order as Claude 4.5 was in November), peaking especially for long problem-solving sessions on very difficult problems. You can give it a lot more ambitious tasks than what you're used to, the model "gets it" and it will just go, and it's never felt this tempting to stop looking at the code at all (but don't do this in prod!). The model still has quirks that people will run into and the safeguards are configured to be a little too trigger happy for launch, which can hopefully be tuned over time. I feel a lot of things changing as working software increasingly comes out on a tap. The Jevon's paradox kicks in and I feel my own demand for software growing substantially. You can ask for anything - explainers, visualizers, dashboards, bespoke single-use apps (e.g. a full wandb that is hyper-specific just for your project), you can 10X your test suite, auto-optimize code, run giant research projects with custom HTML for the results, anything! "Free your mind" (Matrix ref). Really looking forward to all the things people build!

$SIVE News. ALL.SPACE Awards $8.2M Production Order to Sivers Semiconductors for Ka-Band Beamforming ICs. sivers-semiconductors.com/pr…

we all just got outperformed in a single day

Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week reut.rs/4uV9zmg

Today was a bloodbath in the market, but I believe it'll be the first of many Spot on @ParadisLabs, nothing fundamental changed in AI, just yields repricing the long-duration names. I added to $SMTC, $NBIS, and $AAOI today as well. However, SpaceX IPO Anthropic/OpenAI raises are draining liquidity and volatility is spiking. This is exactly why dry powder matters right now. Cash is optionality on these dips. Stay patient, avoid FOMO NFA

No you have a real follow 🎉

Really important tweet that folks should take seriously so they’re not blind-sided The things that make this cycle different from 2022, and the things that don’t: Different: the AI capex cycle is generating real, current revenue now and not speculative future revenue. $AVGO at $10.8B AI revenue, $MU at $13.6B last quarter, $NBIS contracted backlog. In 2022 the growth was mostly narrative., today there’s cash flow underneath the thesis names Same: valuations are still pricing in 5-10 years of growth. If the discount rate rises 100-200bps, the present value of those future earnings collapses regardless of how real the near-term revenue is. NBIS at 108x P/E is still a long-duration asset even if the GPU cluster revenue is real Commodity supercycle calls get made at every commodity rally and are wrong as often as they’re right. The 2021-2022 commodity spike was called a supercycle too and it largely reversed What IS real tho is the specific Hormuz-driven energy supply constraint and the structural copper demand from electrification and AI power infrastructure (data centers need enormous amounts of copper). $BE and the power infrastructure thesis actually benefits from commodity inflation firm power behind the meter becomes more valuable when energy prices spike

BREAKING: Marvell Technology, $MRVL, surges over 7% on news that the company is joining the S&P 500.

it’s an honor @StormDirac 🤣

on the selloff today: “Nasdaq led a stock slide at the open as May's blowout jobs report fueled bets of a coming Fed rate hike” On the jobs report specifically: 172K jobs vs 80K expected is a real beat, pushing the 10-year yield to 4.534% and the 2-year to 4.115%. But Morgan Stanley’s read is that the report should “quiet some of the chatter about a potential hike” rather than confirm one. the Fed is in hold mode, not hike mode. The market is conflating “no cuts coming” with “hike coming” and selling growth stocks on that misread. Real hike risk is a 2027 story unless inflation data surprises hard on June 10. The KOSPI triggered a circuit breaker today after futures fell 5%, with Samsung Electronics down 6.40% and SK Hynix down 9.92%. The core trigger traces back to the June 3 AVGO earnings Q3 AI chip guidance of $16B vs the $17.2B estimate, and full-year guidance of $56B vs $57.6B expected. The KOSPI had run 50% in early 2026 on chip concentration and was extremely vulnerable to any sentiment shift in that sector. The selloff appeared more severe than other markets precisely because of how heavily the index is weighted toward chip names. There’s also a third factor the headline completely misses: cash hoarding ahead of the SpaceX IPO and upcoming OpenAI and Anthropic listings is draining global liquidity and adding pressure specifically on the KOSPI and other tech-heavy markets. A $75B raise doesn’t happen in a vacuum, that capital has to come from somewhere. So for me: I’m buying today $NBIS $DRAM $MU $SIVE NFA

me opening my brokerage today

I don’t know about you guys but it looks like the BofA chat was pretty chill $NBIS

Once the new Spider-Man movie comes out, this should hit $1000 a share easily.

Scrolling X the past month will make you feel like you’re severely underperforming. You’re not. Many of these account only show you the percentage increases of their YTD’s, but never the actual monetary value increase. Why? Maybe because it’s a tiny account where they full ported into a handful of stocks so they could have a cool, eye catching YTD so they can get you to sub. Or maybe because they only got incredible YTD gains because they went crazy with options and hit a few big home runs. Whatever it may be, be careful what you believe on this app, and don’t feel compelled to overtrade because you feel like you need to “catch up”. Are there incredible accounts on here that only show the percentage increases of insane YTD’s? Absolutely. But not all are legit… Just be careful, focus on your own growth, stop comparing yourself to others. And remember, some people on here only have money, not actual wealth (family, friends, health)…