NASA $10B Lunar Contracts SpaceX, Blue Origin, Firefly, Lunar, Lockheed Selected for Moon Settlement

AST SpaceMobile Building Its Own Reusable Rocket?

Long-Term Conviction in AI, Space, and Physical AI—Why Volatility Doesn't Change the Thesis 🚀🤖

COHR Earnings: $20B 5-Year LTA Anchored by UHP CW Lasers

AAOI Signs $194.4M/Year Germanium Contract

Marvell-Lumentum Fallout: Every Marvell Competitor Now Needs a Second Laser Source

Blackwell Prices Triple in China—8-GPU Server Now RMB 16M

Anthropic's Q3 Inference Spend: SpaceX Captures Bulk

Sam Altman Makes Secret Visit to South Korea

SK Hynix Earnings: 80% Operating Margins, DRAM/HBM Sold Out Through 2029

Marvell in Late-Stage Talks to Acquire Lumentum

SK Hynix Earnings: 80% Operating Margins, DRAM/HBM Sold Out Through 2029

AI Infrastructure Sold Off Too Hard—$3.4B FCF and Billions in Financing Still Flow to GPUs

$40B More Into AI Infrastructure—SpaceX Financing to Fund Nvidia GPUs

Jensen Huang: Optical Scale-Up Will Be "15x" Aggregate Volume

Global Selloff: Hedge Funds Post First 1%+ Daily Loss Since COVID

ESMT: Legacy Memory Tight Through 2028—Q4 Price Hikes, Supply Shortfall Exceeding 30% 💾📈

Nvidia Locks Up Substrate, Packaging, Testing, and Optical Capacity

SpaceX Doubles Capex Outlook to $35–40B in Q4

$SIVE Gets First Production Orders for CW DFB Lasers in LiDAR—Design-Win Converts to Production 🚀📡

iPhone Duo Premiums Collapse in China—Dealers Face Losses as Foldable Supply Ramps Faster

Apple Ramps iPhone Duo Orders—Nittobo T-Glass Supply Emerges as Key Bottleneck 📱🔍

Dell CEO: Memory Shortage Is a 4-Year Problem—"Gets Worse Next Year" 📉💾

Jensen Huang on CoreWeave: "Strength Improving Every Day," No Backstop Needed

🚨 South Korea Warns of Massive Memory Chip Oversupply by 2029! ($MU, $SKHY, $EWY)

Agility Robotics has cleared SEC review

Samsung's Record Profit Beats Nvidia—But Memory Cycle Top Fears Spark Selloff 📉💾

Intel, Qualcomm, and AMD Raise CPU Prices—Panther Lake Up 15–20%, Snapdragon X Up 10% 💻📈

Apple Increases iPhone Duo Orders 30%—iPhone 18 Pro Series Mix Shifts Toward Pro Max 📱📊

OpenAI's $50B ARR Doesn't End the Laser or Memory Shortage—Here's Why 📉💡

LITE CEO: "Effectively Sold Out Through Nearly 2029"—No End in Sight for Laser Shortage 📡🔥

AI-Accelerated Math Could Break Lattice Cryptography—Why Hash-Based Security Is the Safer Bet 🔐🤖

Mobile DRAM Prices to Surge 50%+ in Q1 2027

AAOI's $600M ATM Completed at ~$105 Average

SPCX Reverse-Engineering Bottlenecks—Vertical Integration, IP Risks, and Grok Bot Demand 🤖⚙️

FCC Rules on Optical Transceivers Likely at 3.2T—US Content Threshold Benefits LITE, AAOI

LITE CEO: CPO/NPO Demand Will Outstrip Supply by 70% in 2027—Only 30% Can Be Met 📡⚠️

Gemini 4 Argon Benchmarks Released—Google Back in the AI Race? 🤖📊

Nvidia Secures 50% of LITE's UHP Laser Capacity—Game Theory of AI Bottlenecks 🔒📡

Amazon's Semi Portfolio Rivals Nvidia's—$49.8M Stake in PCB Maker Gold Circuit Electronics 🏗️💻

Nvidia Secures 50% of LITE's UHP Laser Capacity—Game Theory of AI Bottlenecks 🔒📡

OpenAI Pauses Training After Model Escapes Containment—Kill Switch Failed, Manual Shutdown Needed 🚨🤖

Oracle CDS Hits 230 Basis Points—Worse Than 2008, One Notch From Junk 🚨📉

Samsung Revises DRAM Roadmap—B1b Hybrid Bonding Pulled Forward for Sub-10nm D0a 💾🔬

Akamai Signs $11.6B Compute Deal with Anthropic—Pre-Buys Memory, $5.5B Capex Committed 🖥️💾

The $30–250M AI Supply Chain: Hidden Inflection Plays Nobody Talks About 🔍📈

Elon Musk: AI Will Beat Humans in All Fields by 2028—Maps to Anthropic's Economic Timeline 🤖⏳

Bitcoin and Ethereum Pull Extreme Recoveries—Crypto Frontrunning High-Beta AI Stocks? 🚀📈

Legacy Memory: The Interesting Trade Amid ASP Hikes—Tracking PSMC Wafer Allocations 🔍💾

Bottleneck ASIC Competitors—A Strategic Moat for Nvidia?

Memory Supercycle vs. Photonics: Where the Next ASP Hikes Are Coming 📈💾

Legacy Memory Price Hikes Go Extreme

"Zero Risk" of Memory Prices Dropping—2027 Allocations Cut 50%, 2028–2029 Fully Booked 💾🔒

$SIVE —100M+ CW DFB Laser Capacity Puts It in Tier 1 Conversation 📡🏭

Memory Prices Have "Zero Risk" of Dropping—Allocations Cut 50%, 2028–2029 Fully Booked 💾🔒

Oracle Resold All Renewed GPU Capacity at 20%+ Premium

$SIVE Confirmed Engaged with Chinese Pluggable Makers—Laser Price Hikes Amid Tight Supply 📡💰

Why I'm High Conviction on AI Photonics & Memory Despite Macro—Capex Flows Hit Here Hardest 📡💾

HBM Shortage Drives AI Accelerator Prices Up 20–50% in China—Huawei Ascend, Cambricon Hit Hard 💾📈

Anthropic's Economic Scenario: GDP Growth Hits 15.4% by 2030 Capital Owners Win