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The photonics market is expected to grow from $3B in 2025 to $91B in 2028. The deep dive below covers everything you need to know about the industry, key players, risks and much more. There are 10 visuals included to help you fully understand it all. Hope you like it!

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🚨 SHOCKING: LISA SU’S $1,499 LUNCHBOX ANNIHILATES NVIDIA’S $4K AI BEAST! AMD CEO Lisa Su walked on stage, held a lunchbox sized PC in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is the AMD Ryzen AI Max 395. It is the first x86 chip where the CPU and GPU share the same pool of memory. Up to 128GB of unified memory. That one design choice is what changes everything. An RTX 5090 gives you 32GB of video memory. A 4090 gives you 24. This box gives you more than three times either of them in a chassis you can carry in a backpack. On DeepSeek R1 inference, AMD's chip beat an Nvidia RTX 5080 by more than 3x. A desktop the size of a thick paperback outrunning a dedicated graphics card that costs over a thousand dollars on a real AI workload. Now do the math on your subscriptions. Claude Code Max is $200 a month. ChatGPT Pro is another $200. Cursor is $20. Gemini is $20. That is $5,280 leaving your account every year before you build a single thing. The 128GB version of this machine starts at around $2,399. At that run rate it pays for itself in under a year and then runs free. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use. Nothing leaves your machine. Nothing costs per request. No throttling at 3am when you finally have time to build. Lawyers stop worrying about what OpenAI does with their files. Developers stop watching the token counter. Founders stop killing prototypes because the cloud bill scared them off. Private AI just became something a normal person can own.

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🚨 🇰🇷 Jensen Huang Just Put Korea at the Center of Nvidia’s AI Empire 1️⃣ SK Hynix Strengthening next-generation HBM and AI memory collaboration. 2️⃣ SK Telecom Building Nvidia-powered AI cloud and data center infrastructure in Korea, with the first data center targeted for 2027. 3️⃣ Naver Potential cooperation in AI data centers, sovereign AI, and cloud platforms. 4️⃣ Doosan Cooperation in AI data centers, energy solutions, and robotics. 5️⃣ LG Discussions around Physical AI, robotics, autonomous driving, and vehicle electronics. 6️⃣ Samsung Electronics Potential expansion of HBM and AI semiconductor supply-chain cooperation. 7️⃣ Hyundai Motor Group Collaboration opportunities in humanoid robots, smart factories, and Physical AI. In short, Nvidia appears to be positioning Korea not just as an HBM supplier, but as a key AI partner across data centers, robotics, autonomous driving, and industrial AI.

Stock Ratings [June 7th]: On current AI sector crash. Explanations below. Strong Buy: $GOOGL $MU $SNDK SK Hynix Buy: $AMZN $AEHR $AAOI $CIEN $COHR $CRDO $DELL $FN $FORM $GLW $JBL $LITE $MDB $MRVL $MSFT $NBIS $NOW $NVDA $RDDT $RKLB $SIVE Hold: $ARM $ASML $AVGO $AXTI $BE $META $MTSI $PLTR $SOFI Avoid: $CBRS $CRWV $ETH $HIMS $IBIT / $BTC $IREN $MELI $SNAP $TSLA $SPCX (SpaceX) IPO --- Thoughts: Strong Buy: GOOGL - $85B raise is dilutive but they actually have ROI on their capex. Tbh, they'll probably always be a Strong Buy for me. Just the cleanest AI ROI among all the megacaps. MU / SNDK / SK Hynix - If you're not bullish on memory, then idk for you. Buy: AMZN - Mainly for AWS reacceleration Trainium. But some tension comparing AWS growth ( 17%) vs Azure ( 31%). Feel like custom silicon distribution combo is durable even if growth rate lags a bit. AEHR - H2 ramp in WLBI/PLBI systems coming, anchored by "significant" follow-on Sonoma order from lead hyperscale customer. Just need to wait a bit esp. for rev to inflect. But AI ASIC burb in is mandatory as device power goes up. AAOI - Q3 capacity ramp (via facility expansion in Texas) toward 650k 800G/1.6T units/mth. Capacity coming online is the catalyst imo along w/ already known laser bottleneck Made in US premiums. CIEN - Just a high quality biz that got pounded last week (-22%). Beat raise earnings, but stock dropping this much is an overreaction. CEO even said demand is "structural, multi year and AI-driven" shown by AI-driven DCI being their fastest growing part of the order book as new long-haul routes get built for latency and bandwidth. COHR - upcoming CPO ramp (Nvidia spectrum-x) will speed things up, these prices will look cheap when we look back imo. CRDO - Personally bought a ton last week post-earnings drop. Like Ciena, v. high quality compounding hold through the whole AI supercycle. Crazy high margins. Obviously compete w/ Marvell/Broadcom on SerDes, but also need to factor in the 1.6T switch replacement cycle into late 2026. DELL - Trump effect. I've learnt my lesson and will listen to him next time. FN - v. low drama way to ride transceiver demand iPronics sipho line for cpo. New datacom wins also extending into next FY, although some Nvidia conc. risks. Put them in Buy just to be generous as was unsure tbh. FORM - Important for HBM, adv packaging and CPO for higher yields. Foundry test intensity only set to increase w/ production. GLW - Lead glass core substrates which are an advanced packaging bottleneck. LTP w/ Nvidia to expand US optical manufacturing for AI infra too. JBL - Stock has done nothing for a month, but earnings coming up could be a nice catalyst for a push higher from their DC infra segment growing outpacing drag from legacy mobility/ev exposure / margin mix. LITE - CPO ramp Nvidia qualification like Coherent. MDB - AI is not replacing them. Imo they win vs. bolt on vector stores since their architecture is so simple. MRVL - going to $1T according to Jensen. Underlying business is solid though esp. w/ Celestial acquisition for photonics. SPY inclusion last week too is a big positive. MSFT - Current valuations are a joke tbh, markets probs punishing some margin compression. Rev 18%, Azure 40%, AI run rate 123%. So, v. clear enterprise monetisation path. Will be buying next week in retirement account. NBIS - Best neocloud by far. They're a $100B biz vs. ~$57B currently. Jensen: "Nebius will take care of you." NOW - AI is not replacing them. No enterprise CEO/CTO is dumb enough to offboard them at this point. NVDA - Same as Microsoft. Been buying this whole time, but am now even more confused at current cheap valuations. RDDT - AI is not replacing them. Cash printer. ARPUs improving also in legacy segments like international. RKLB - #2 in commercial launch after SpaceX their IPO should re-rate the entire space comp set where RKLB is the main liquid proxy. Unbelievable earnings also, just executing so well rn. SIVE - everyone on X knows at this point? Hold: ARM - current valuation prices in flawless execution imo. But their IP is growing in DC CPUs e.g. Nvidia grace, AWS Graviton etc. ASML - Elon said yesterday: "ASML should be treasured and supported. It is arguably the greatest company in Europe." - I agree. Also Terafab fireside chat next week High-NA EUV is the next leg, locking in the roadmap through the decade. Could also be a "Buy" for more risk averse people. AVGO - CEO didn't raise >$100B FY27 target flagged that Google will multi-source. Current AI mix is also diluting margins slightly. Just needed a pullback before the thesis starts working again. AXTI - InP substrate bottleneck, crucial for AI buildout rn. Could also buy rn, just a slow dca since they've run up a ton already raise completed ($632M) to 2x InP capacity. BE - SOFC winner imo (Ceres 2nd). Don't think it's a buy just yet due to some valuation vs. profitability gaps. META - hold based on capital allocation mainly. Market seems wary of the ROI on their AI capex hence the continuous dips. Also potential raise to fund capex like Google too - once that digests, I'll personally look to buy. MTSI - Big fan of their investment into $IQE since it de-risks operations a lot, but just think COHR/LITE are better options for 800G/1.6T transition. PLTR - Relatively poor Risk:Reward at current multiples. SOFI - rate sensitivity. Loan book credit performance carry macro risk which caps conviction rn. Some positives though w/ young growing member base. Would need to look at credit trends Fed path in June FOMC to re-assess. Avoid: CBRS - avoid at current prices. Would want it to come down closer to ~$40B mc before I look to dca. Would love to hold since they own genuinely unique tech. CRWV / IREN - Financing for both is a mess...debt/dilution. Nebius are just a better multi yr neocloud. HIMS - Forced out of higher margin GLP1s into lower margin braded GLPs from Novo/Lilly. Feel like their moat was to do w/ regulatory arbitrage on compounding. With that gone, it's a customer acquisition churn biz buying branded drugs at lower margin. IBIT / BTC - Macro setup is hostile. Higher rates for longer (10Y ~4.54%, 30Y >5%) raise opportunity cost. Pure liquidity/risk appetite instrument both are tight rn. ETH - same as bitcoin. MELI - personally a little confused - either a hold/avoid. Seeing some margin compression via their credit book growing faster than revenues. Talks of margin recovery next year, at which point the stock could re-rate. SNAP - Absolute worst social media app CEO is a weirdo. Platform keeps losing share to Meta/Tiktok. TSLA - Huge competition from other EV makers shown by production > deliveries volumes. Humanoids will be their next key growth driver, just a little while away. SPCX (SpaceX) IPO: I never personally participate in IPOs SpaceX specifically is way too overvalued for me. Will be going long eventually though. Rough ballpark would be ~$1.5T if it gets there post IPO. --- Just for very high level notes at current stock prices (NFA). I'm personally staying long despite the current macro backdrop, mainly in AI supercycle names e.g. memory, semis etc. But then you also have great companies at depressed prices, mainly in SaaS which I'm DCA'ing currently. I don't hold positions in all of these names. This is just a subset that overlaps my "Close Tracking" list X's favourite names.

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!

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Jensen Huang is the person who supplies chips to every serious AI company on earth and when he publicly endorses someone, the entire industry listens (Save this). Jensen said that Elon Musk is an extraordinary engineer, that the two of them have already built some amazing computers together and will build many more, and that every single one of the businesses Elon is running Grok, self-driving, Optimus is world class, revolutionary, and going to be a gigantic opportunity. The three businesses he named each represent a distinct multi-trillion dollar bet that happens to be operated by the same founder. Grok and xAI are the AI model layer, the product that runs on the Colossus and Macro Hard compute infrastructure, competes directly with GPT-4o and Claude, and is embedded across the X platform with 500 million monthly active users as a captive distribution channel. Nvidia invested directly in xAI at a $230 billion valuation in January 2026 and supplies more than 150,000 H100 and H200 GPUs powering Colossus today, which means Jensen has had a front-row seat to how that business is actually being run. Tesla FSD is the self-driving business, which Jensen has previously called a multi-trillion dollar opportunity as autonomous vehicles reach global scale and which Nvidia knows intimately because they supply the training compute that powers FSD's improvement loop. But the place where Jensen spent the most time in the video, and where his conviction was Optimus. He said the Optimus opportunity is just around the corner, that humanoid robots are approaching a point where they can be deployed relatively easily at scale, and that Tesla's robot is the first in the world with a genuine chance to achieve the high volume and technology scale necessary to make the category real at a global level. He called it the next multi-trillion dollar industry. Boston Dynamics has been building impressive robots for over 20 years and has never achieved anything approaching mass production. The Chinese humanoid companies are moving fast but are still wrestling with cost structure, Figure and 1X are well-funded but years away from the deployment numbers that would constitute a real market. Tesla's specific advantage is that it already operates one of the best manufacturing organizations on earth, has a proven track record of scaling hardware from prototype to millions of units per year, and has a physical AI training pipeline built on billions of miles of real-world FSD driving data, a learning foundation that no humanoid startup can replicate from scratch. Elon's production target is 100,000 Optimus units by end of 2026, scaling toward a third production line capable of 100,000 units per month, with external customer deliveries beginning later this year. Morgan Stanley estimates the humanoid market could reach $5 trillion by 2050, and Elon's own projection is north of $10 trillion in long-term revenue from Optimus alone.

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Masayoshi Son has been right twice in a way that changed the world and he is making the same call again (Save this). Alibaba, $20 million in 2000 turned into $130 billion. ARM, bought for $32 billion in 2016 when the market thought it was a smartphone chip business, now the architecture underneath every major AI chip being built today. Now he is saying AI is 50 times bigger than the dot-com era and he is not concerned about corrections. He says if there is one, that is the best buying opportunity of the decade. When asked where the next trillion-dollar company comes from, he says it's in physical AI and in robotics. Masa has spent three years assembling every piece of the stack required to own this category. SoftBank holds 90% of ARM, the architecture inside every major AI chip deployed globally today, including Nvidia's Vera CPU, Amazon Graviton, Google Axion, and Microsoft Cobalt. Every robot running edge inference will almost certainly run on ARM. SoftBank completed a $40 billion investment into OpenAI in late 2025, making it the largest external backer of the company building the cognitive layer that physical robots will run on. In October 2025, SoftBank acquired ABB Robotics for $5.4 billion, one of the most mature industrial robot manufacturers in the world, deployed across thousands of factories globally. SoftBank then created Roze AI, consolidating its robotics investments with a target $100 billion IPO already in process with Goldman Sachs, JPMorgan, and Morgan Stanley as underwriters. The market is beginning to confirm the thesis. The humanoid robot market was roughly $3 billion in 2025 and Barclays projects it reaches $200 billion by 2035 at a 48% compound annual growth rate. SoftBank is the most complete expression of the physical AI thesis available in public markets today, ARM for the chip royalties, OpenAI for the cognitive layer, ABB for manufacturing, Roze AI for the robotics platform, and Stargate for the compute infrastructure underneath all of it. Son has not just identified the next wave and has built the stack to own it before the market agrees with him. Come join Milk Road Pro and get our full physical AI breakdown which names we're watching across the robotics stack and our full AI thesis. Link below

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그 전에도 없었고 그 후에도 없을 전설의 마츠다 세이코 역대 레전드 라이브 일본에서 두고두고 회자되는 마츠다 세이코의 푸른 산호초 하네다 공항 라이브 무대. 생방송 무대를 위해 도쿄행 비행기에 올랐지만 도저히 방송국까지 갈 시간이 부족하다고 하자, 항공사와 정부 8개 부처의 승인을 받고 방송국에서 공항으로 중계팀을 보내 비행기에서 내리자마자 라이브를 시작🎤 일본 버블 경제 시대를 상징하는 어떤 가수도 흉내 못 낼 그 시절 그 낭만💕

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