To The Moon

The AI Industry’s Silent Chokepoint: InP Substrates Warning: The entire AI industry is quietly bottlenecked by just two companies: AXTI (~USD $908M market cap) $AXT Inc(AXTI)$   SMTOY (~USD $31.8B market cap) $Sumitomo Electric Industries Ltd.(SMTOY)$   Together, they control 60–70%+ of the world’s Indium Phosphide (InP) substrates. This matters because the next generation of AI infrastructure—NVIDIA GPUs, Google TPU v7 pods, Meta, Microsoft, and Amazon hyperscaler clusters—depends on InP-based lasers and receivers. Companies like Broadcom, Lumentum, and Coherent rely on InP substrates for: $COHERENT(COHR)$  

Trump has released photos showing Venezuelan President Nicolás Maduro captured aboard a U.S. amphibious assault ship—eyes and ears covered—as he is transported to New York to stand trial.   Strangely, the look almost resembles a hip-hop star. With the regime toppled, the obvious question now is: how do you profit from nation-building in Venezuela? Distressed sovereign debt is the most direct play. Venezuelan bonds still trade around 10–20 cents on the dollar, but post-regime restructuring estimates point to 30–55 cents recoveries—implying 2–3x upside. Asset managers and restru

My strategy is simple: “put yourself in the path of the money.” Where is the momentum? Where is the capital flowing? Right now, it’s AI and AI infrastructure. AI is not a fad. Studies aside, I use it daily. Adoption is exponential and accelerating. The bottleneck? Power. Every major tech CEO confirms it. Current grids and infrastructure cannot meet AI’s growth demands. Nuclear might help in the long term, but it’s not coming in the next five years—and I don’t invest in pre-revenue plays. Enter $T1 ENERGY INC(TE)$  . Why $TE Aligns with Every Bullish Market Theme Explosive growth: T1 revenue went from $2.4M in Q4 to $210M last quarter, projecting $400M+ next quarter. (Unprecedented.) AI energy solutions: T1 tackles the AI data center energy

$iShares Silver Trust(SLV)$   $ProShares Ultra Silver(AGQ)$   Hey there—I'm no commodities trading guru; this is just my casual breakdown based on kopi chats with trader friends and some patchwork research. Take it easy—it's not advice, just food for thought. Let's dive into what looks like a textbook liquidity shock brewing in silver right now. We all know markets love throwing curveballs: events you see coming, but timing and sizing them? That's the killer. The Bloomberg Commodity Index (BCOM) annual rebalancing is one of those—predictable, mechanical, and potentially explosive. On the surface, silver's target weight drops a smidge fr

As we enter 2026, I'm excited to share my personal analysis of five promising U.S. stocks that I believe have significant upside potential this year. Now, onto my top picks for 2026.  1. $Rambus(RMBS)$   – AI Memory Interface LeaderRambus specializes in high-speed memory interface chips and IP, playing a critical behind-the-scenes role in AI servers. Think of it as the "smart traffic controller" that ensures data flows efficiently between storage and GPUs – essential as AI models demand ever-faster data transfer to avoid bottlenecks.Key strengths:Exceptionally high gross margins (around 80%), reflecting strong pricing power with clients like Intel, AMD, Amazon, Microsoft, and Google. Nearly debt-free balance sheet with substantial c

$MRVL 20260220 95.0 CALL$  $Marvell Technology(MRVL)$   Perseverance counts. Just keep adding, little by little—and here I am today, a happy Muthu boy 😊

$POET Technologies Inc(POET)$ is emerging as a key enabler in the AI infrastructure boom, much like how char kway teow — that iconic, stir-fried noodle dish from Singapore and Msia— has risen from street food staple to a beloved, "must-have" favorite: it's the perfect mix of ingredients wok-fried at high heat for bold flavor, and once you taste it, you get why it's exploding in popularity.In the "wok" of modern AI data centers, the biggest bottleneck isn't raw GPU compute anymore — it's data movement. Chips crank out calculations lightning-fast, but electrical copper interconnects can't shuttle data quickly enough without guzzling power, generating heat, and driving up costs. The biggest challenge in

The silver market lately has been absolutely bonkers — like everyone's scrambling for the last curry pok at a hawker stall with an endless queue snaking around the block! These past couple of days, the chart's been wobbling a bit, and I've seen folks in the comments panicking, hearts racing like they're stuck in that never-ending line for roti prata on a Sunday morning. Some are even thinking of dumping their positions and running for the hills — hold up, fam! Chill first, don't bolt like you're late for the stall closing. I'm not here to bore you with fancy technical indicators. Let's do a proper deep-dive "psychological spa session" with a side of reality check. We're breaking down not just why silver's been mooning, but the real-deal showdown: physical silver vs. paper wealth in th

As we wrap up 2025, the ingenuity of the semiconductor community continues to shine brighter than ever. By marrying photonics and electronics, they've not just overcome the physical limits of traditional computing – they've shattered them. $Marvell Technology(MRVL)$  stands at the forefront of this revolution, and with recent developments, it's poised to redefine AI infrastructure in ways that could make even the most optimistic futurists blush.Let's dive into the latest buzz. Just this month, on De

At 93, most people are comparing knee creams. John Lewin is comparing baby names. The anti-aging specialist and his wife, Janine Lu, 37, have welcomed a baby—Lewin’s third—proving that life doesn’t follow a retirement schedule. His return to fatherhood has charmed the world, reminding us that purpose doesn’t come with an expiry date. The couple has been together for over a decade. When they married, he was 82 and she was 26, an age gap that raised eyebrows and inspired plenty of whispers. Some even muttered the old saying about an “old cow eating tender grass.” Lewin doesn’t bother with that noise. Jealousy, after all, has a way of disguising itself as commentary. And besides—an old cow doesn’t live longer by chance; it lives longer when nourished by good grass and a good life. Over time,