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10 NAMES ON MY RADAR RIGHT NOW

$CRDO — down post-earnings despite a clean beat. $479M revenue, $1.20 EPS, with margin/cost concerns driving the selloff. Optical revenue tracking toward $600M+ in FY27.

$MRVL — Q2 revenue $2.74B that is +37% YoY , FY28 guide raised 10% to $18B. Stock dropped on Google partnership-delay fears. Custom AI silicon thesis remains intact. Buy-the-panic setup if execution holds.

$AAOI — Revenue +86% YoY with FY26 guidance reaffirmed at $1.1B. 800G/1.6T demand is outpacing capacity. The $600M dilutive raise crushed shares , but AI optics demand remains strong.

$AXTI — Record Q2 revenue of $47.6M, driven by InP substrate demand. A small-cap AI materials/picks-and-shovels play. Extremely volatile — size accordingly.

$AVGO — Custom AI silicon + networking remains a powerful combination. Yet the stock has lagged peers, up only 6% YTD. Potentially one of the more attractive mega-cap AI compounders if growth continues.

$APP — down despite Q2 revenue +53% YoY to $1.92B and E

AI’S NEXT BOTTLENECK MAY NOT BE CHIPS.

IT MAY BE POWER.

Think about what is happening:

• Bigger AI models
• More inference
• More data centers
• More GPUs
• More networking
• More cooling
• More electricity

The AI race is rapidly turning into an energy + infrastructure race.

$NVDA can build the world’s fastest GPUs.

But those GPUs still need:

• Electricity
• Data centers
• Cooling
• Grid capacity
• Fiber + optical networking

That’s why I’m watching the entire AI infrastructure stack — not just the obvious AI names.

Semis → Memory → Photonics → NeoCloud → Power → Nuclear → Grid

AI doesn’t stop at the server rack.

It reaches all the way to the substation.

That’s the opportunity most investors are still underestimating.

DYOR.

Two weeks ago the Fed stopped buying $40 billion a month of Treasury bills. That program ran from December to keep bank reserves cushioned through tax season. It was built for weeks like the one coming up, and it ended before the week arrived.

Circle Tuesday, September 15.

That's the corporate tax extension deadline. Businesses that filed for an extension in the spring have to pay on the 15th, and so does anyone making a third-quarter estimated payment. That money leaves the banking system and goes into the Treasury's account at the Fed, and bank reserves fall by whatever gets paid.

The same morning, dealers have to fund about $119 billion of new 3-, 10- and 30-year Treasuries. There's a 20-year auction that afternoon. The Fed opens its two-day meeting the same day. Triple witching is that Friday. The Bank of Japan decides the day after the Fed does.

So the banking system has less cash and more paper to finance on the same day.

This happened before, in September 2019. Corporate tax payments

Sunday AMA, Cycles, My New Theory, and Oil Charts

Hey everyone

There are a ton of questions scattered all over in different posts and threads. I apologize.

The way my brain works, that is so overwhelming to me

so what I am going to do each Sunday is open up this for everyone to ask questions.

I will answer directly here.

ˆ

I had a REALLY strange night last night due to lack of sleep and did some really bizarre work in terms of confirming Bitcoin TA, working on my new strange theory that I am slowly revealing more, and then recognizing the cyclicality of my own life with the post about my daughter, I dove into my own personal life cycles,

Which, get this, actually fits the same 4:1 and 2:1 scaling I am seeing in Bitcoin and in music etc.

so strange.

I did some videos I want to watch back before I post. I was so sleep deprived. I want to make sure I don't say anything too crazy before I publish it lol

feel free to ask questions all day. I will stop in and out throughout the day

I am probably going