Semtech $SMTC with a really nice base. On breakout watch this week.

🚀 SMALL CAP AI STOCKS – 1 YEAR RETURNS ARE INSANE! 🔥 These under-the-radar names have delivered moonshot gains over the past 12 months: 🏆 TOP PERFORMERS: - $AXT → 6,006% 💥 - $BE (Bloom Energy) → 1,325% 🔥 - $AAOI (Applied Opto) → 960% - $AEHR (Aehr Test) → 845% - $MXL (MaxLinear) → 665% - $VICR (Vicor) → 614% - $OSS (One Stop Systems) → 508% - $ART (Arteris) → 370% - $NVTS (Navitas) → 350% - $UCTT (Ultra Clean) → 331% More Standouts: - $SMTC (Semtech) → 329% - $ICHR (Ichor) → 300% - $FORM (FormFactor) → 290% - $VECO (Veeco) → 209% The Big Theme? Small-cap AI infrastructure, power, testing, materials & photonics stocks are exploding as the AI buildout spreads beyond the mega-caps. Quick Takeaways: - Gains from 300% to over 6,000% in just one year - Still relatively small market caps = huge upside potential (and risk) The AI supercycle is creating serious winners in small caps. Which of these $small-cap rockets are you watching (or holding)? Drop it below 👇 #SmallCapAI #AIStocks #Semiconductors #GrowthStocks #Investing

Semtech 🌙

Small wireless IoT module based on ESP32-S3 and Semtech SX1262 LoRa transceiver. cnx-software.com/2026/06/12/… @seeedstudio Wio-S3 measures just 21.6 x 16.5 x 3.3 mm, includes 16MB Flash and 8MB PSRAM, and supports LoRa (EU868/US915), Wi-Fi 4 and BLE 5.0 connectivity. It features castellated holes for I/Os such as UART, I2C, SPI, ADC, and USB, and supports -40°C to 85°C operation for remote monitoring, industrial automation, smart agriculture, and IoT data logging. It's programmable with the ESP-IDF framework or Arduino.

Remember when I said helium was referring to people powered routers, because they're gonna use people as walking wireless routers? That network, they set up runs through the human body like in this patent. THIS IS IMPORTANT Here's how the Helium network works. Helium The world's first peer to peer wireless network. helium.com/ Documentation The Helium Network powers two distinct wireless networks; a global LoRaWAN™ network for IoT devices & a cellular offload Wi-Fi network for mobile connectivity. Wireless gateways called "Hotspots", operated by the Helium community, provide the coverage for these networks. Hotspot owners are incentivized with the Helium HNT token for providing coverage and handling wireless traffic. docs.helium.com/ Helium World Welcome to Helium World Explore THE WORLD'S LARGEST PEOPLE-POWERED WIRELESS NETWORK & join the movement today world.helium.com/en/network/… Helium IoT Network Every Thing Connected. The Helium IoT Network is the world's largest contiguous wireless network, connecting hundreds of thousands of sensors, devices, and machines. helium.com/iot TOOLS 1) Helium Router Helium's LoRa Network Server (LNS) backend. Router combines a LoRaWAN Network Server with an API for console & provides a proxy to the Helium blockchain github.com/helium/router 2) Virtual Lorawan Device This where they EMULATE, SIMULATE & VIRTUALIZE Hardware !!!!! A utility that attaches to a Semtech UDP Host and pretends to be a LoRaWAN Device. github.com/helium/virtual-lo… 3) Helium Data Utilities for Processing Helium Data github.com/helium/helium-dat… The Helium Foundation will soon publish all oracle S3 data files in the Delta Lake and Parquet format. Delta Lake, Parquet & Spark are modern standards for accessing and querying massive data tables. Delta Lake is easy to use after you've installed the right tools. With Spark, Jupyter and Delta Lake you can efficiently query Helium network data using standard SQL commands. github.com/orgs/helium/repos…? 4) Semtech UDP Semtech UDP provides serialization and deserialization of packets complying with the Semtech GWMP over UDP protocol. github.com/helium/semtech-ud… 5) Helium Gateway The Helium Gateway application is a service designed to run on Linux-based LoRaWAN gateways. It's intended to run alongside a typical LoRa packet forwarder and to connect via Semtech's Gateway Messaging Protocol (GWMP, using JSON v1 or v2). github.com/helium/gateway-rs 6) Onboarding Server The onboarding server allows makers to manage their hotspot production and permit hotspot customers to onboard them to the blockchain. github.com/helium/onboarding… 7) POC Data Node Lambda Stack Lambda stack for Helium Foundation PoC Data environment github.com/helium/poc-data-n… 8) Helium Packet Router Other configuration parameters handled through environment variables can be set or handled through the environment facility in systemd unit files. github.com/helium/helium-pac… 9) Devops Flow Helium foundation k8s defs The Helium k8s infrastructure is provisioned by terraform from helium/helium-foundation-terraform github.com/helium/helium-fou… 10) Routing This document describes the routing mechanism implemented post HIP 70. Configuration All of the device routing information is contained in the Config Service (CS). The CS can be interacted via CLI or directly using the Proto APIs. github.com/helium/helium-pac… 11) Helium Program Library This is where the "Sol" token gets tethered in!!!!! Helium programs to run on the Solana blockchain. A collection of solana programs used for Helium's Solana integration. github.com/helium/helium-pro…

🚀 SMALL CAP AI STOCKS – 1 YEAR RETURNS ARE INSANE! 🔥 These under-the-radar names have delivered moonshot gains over the past 12 months: 🏆 TOP PERFORMERS: - $AXT → 6,006% 💥 - $BE (Bloom Energy) → 1,325% 🔥 - $AAOI (Applied Opto) → 960% - $AEHR (Aehr Test) → 845% - $MXL (MaxLinear) → 665% - $VICR (Vicor) → 614% - $OSS (One Stop Systems) → 508% - $ART (Arteris) → 370% - $NVTS (Navitas) → 350% - $UCTT (Ultra Clean) → 331% More Standouts: - $SMTC (Semtech) → 329% - $ICHR (Ichor) → 300% - $FORM (FormFactor) → 290% - $VECO (Veeco) → 209% The Big Theme? Small-cap AI infrastructure, power, testing, materials & photonics stocks are exploding as the AI buildout spreads beyond the mega-caps. Quick Takeaways: - Gains from 300% to over 6,000% in just one year - Still relatively small market caps = huge upside potential (and risk) The AI supercycle is creating serious winners in small caps. Which of these $small-cap rockets are you watching (or holding)? Drop it below 👇 #SmallCapAI #AIStocks #Semiconductors #GrowthStocks #Investing

If I were to create a core optical bottleneck ETF, this is how I would structure it: $SMTC : Semtech Corporation $IQE : IQE plc $SOI : Soitec $VNP : 5N Plus $AXTI : AXT, Inc. $AEHR : Aehr Test Systems $VIAV : VIAVI Solutions WIN Semiconductors AIXTRON Sumitomo Electric Industries $FORM : FormFactor What do you think about this? Please leave any suggestions or comments on how it could be improved.

โมดูล IoT ไร้สายขนาดเล็กที่ใช้ ESP32-S3 และชิปทรานซีฟเวอร์ Semtech SX1262 LoRa th.cnx-software.com/2026/06/… @seeedstudio Wio-S3 มีขนาดเพียง 21.6 x 16.5 x 3.3 มม. มาพร้อมหน่วยความจำ Flash 16MB และ PSRAM 8MB รองรับการเชื่อมต่อ LoRa (EU868/US915), Wi-Fi 4 และ Bluetooth LE 5.0 (BLE 5.0)