Mapping the 2025-2035 AI Build Out. Focus: AI x Macro x Energy Infrastructure. Institutional-grade Intel for Investors. https://xitter.gq/t.co/Mro3MmPr0u
Vancouver, Canada
Joined February 2011
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Today we released our write up on Hyperlight, the future photonics powerhouse. It's akin to finding the next Lumentum before it's IPO. They are essentially set to become the "ARM of photonics". We explain in detail why TFLN modulation is the next logical integration in optical interconnects, how much of the $90 billion TAM is available to be captured & how to buy the platform now before the Hyperlight IPO. Link below or in bio.
They should just ask Jensen, the bank of Nvidia may be the only game in town going forward.
- Indian AI company attempting to secure $3 billion in financing specifically for $NVDA chip purchases
I was wondering why Jonah Lupton was so quiet these days, I never even said anything to him. Guess he just doesn't like bearish takes?
Israel doesn't care if you have gasoline or diesel for your car, it benefits the powers that be to push the masses into EV's anyway (more control over your lives in an AI driven future).
BREAKING: Trump administration plans to strike Iran directly after next week's US midterm elections, with CENTCOM commander Adm. Brad Cooper briefing Trump in a rare in-person meeting on military options at the White House today, per WSJ.
Senior US officials say Cooper rarely briefs Trump in person, unless a significant military operations is to be carried out shortly. It followed a Wednesday session in which the military officers met Vice President JD Vance.
Sen. Chris Murphy, who says he has been briefed on some of the classified planning, called the plans "insane."
"It will lead to devastating escalation and the likely destruction of our commitment to the rule of law," he says.
I agree with this only after we get to the bottom but we're a long ways away from the bottom. The time to go long will be when no one wants to own AI stocks and most of the retail AI stock pumping accounts go silent. I think we'll get a blood in the street moment next year. The bear market will be brief and the government will step in with support. Whether we like it or not AI is too big to fail.
Five years from now young investors will look back at this market and realize what an extraordinary opportunity fear created. And that opportunity could get even bigger in the days and weeks ahead. Nothing creates greater price misallocations than fear and greed. We’re living through one of those moments right now. And with fear creating opportunities in some of the world’s strongest businesses there’s little reason to take on the added risk of speculative companies.
The NASDAQ isn't even down 20%, yet so much pain ahead. If you're new to investing like Sikand, take out your money and take a break or buy some 10-year treasuries and/or some dollar index ETF. Thank me later.
I'm going to go contrarian here and say that the PC business comes back slightly and temporarily during the AI bear market. When capex gets cut that frees up ddr5 and GPU's for PC's. Besides many gen z retail traders are going to have a lot of free time on their hands and they'll take up gaming with a vengeance. 😂
It seems like Open AI is not going to make it in time.
If the Kospi drops 20 % from where I shorted last night, it's going to be a very merry Christmas this year.
The responsible thing would have been to set up financing with GPU'S with only the bill of materials cost eligible as collateral on loans. Of course that wouldn't raise enough cash. They could have even just offered 50% financing on the GPU that would have been more sensible.
Financiers had to offer financing on 60 to 80% of the $44k Nvidia markup on a $6-$7k GPU, then when circular demand slows and margins compress you have a credit crisis. That fluffed up collateral goes up in smoke.
The question is now is how fast do margins compress and by how much?
Could an Nvidia GPU sell for a steep discount next year?
Temple 8 Research retweeted
Patrick Stewart, 'Star Trek's' Captain Picard and 'X-Men's' Charles Xavier, Dies at 86 variety.com/2026/tv/news/pat…
