The White House is literally telling us to invest in these market theme: space, defense, AI and critical minerals.

9 stocks to benefit:

1. #$INTC U.S. Semiconductor Manufacturing with exposure to a global semiconductor market projected to exceed $1T in 2026. U.S. government invested about $5.7B.

Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%.
Optical networking from #$SIVE, #$LITE, and #$AAOI are showing signs of recovery, all up 4%+.
Neoclouds from #$NBIS to #$IREN all up 4%+ premarket.
#$INTC to #$AMD to #$MRVL all up 4%+.

Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like
#$AAPL
.

By building their own ecosystem instead of being sucked into another.

It's been awhile since
#$GOOGL
, Apple, Microsoft, and others had some genuine disruptors.

I wonder if humanoids is going to spark a new bottleneck/industry for robot cosmetics.

Like a skin bottleneck. Or Aespa KPOP robot makeover as a service.

So if
#$TSLA
Optimus makes tens of millions of humanoids:

Who’s going to make them all look hot?

Curious if anyone's portfolio is green after today's fun day.

#$KORU: -32.06%
#$SOXL: -22.98%
#$IQE: -13.58%
#$DRAM: -12.6%
#$AXTI: -12.57%
#$FLNC: -12.5%
#$AAOI: -11.2%
#$SIVE: -11.7%
#$TSEM: -10.24%
#$SNDK: -12.5%
#$MU: -11.8%

Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March.

And framing Taiwan’s
#$TSM
~23.6x forward p/e and
#$NVDA
upstream supply chain as a “bubble”.

Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble.

Goldman Sachs Projections on Optical Networking.

Aggregate TAM would increase 9x:

From $15B to $154B. CPO contributes $91B.

What the actual?

Yep... And another confirmation why I'm so incredibly bullish on CPO names like #$SIVE (laser), MSSCorps (yields), or Shunsin (packaging).

I'm amused by Swedish culture at this point.

That their retail/journalists are crying every day when someone posts a supply chain mapping of #$SIVE lasers to:

-> #$MRVL CPO
-> #$AMD CPO
-> #$JBL 1.6T LRO
-> #$NVDA
-> #$AMZN, #$META, #$GOOGL, #$MSFT
-> Tencent, Baidu, Alibaba for ELS.

Woah... Sivers looks like the primary laser supplier to #$AMD's CPO program if AMD goes the Ayar route at #$GFS.

The interesting thing is: #$LITE and #$MTSI were silently removed from Ayar's website sequentially over time.

(Special thanks to one of my followers Setian for the DM.)

Fed Chair Powell, “There is effectively zero net job creation in the private sector”

Global Foundries photonics/CPO ecosystem list:

1. #$GFS - $30.5B
2. #$CDNS - $85.9B
3. #$SEIGY - $217.2B
4. #$SNPS - $84B
5. #$KEYS - $57.3B
6. #$ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. #$GLW - $141.2B
9. #$LITE - $63.8B
10. #$SIVE - $950m
11. #$FN - $24.7B
12. #$ASX - $63.3B

Did #$GFS give the first direct confirmation about #$SIVE...

As the laser supplier for their CPO / photonics ecosystem?

This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial.

You get a hint of the other major players here:

Sorry but I’m convinced #$LWLG is the current #$RGTI of photonics.

I have zero clue… How they’re valued at $1.8B.

Foxconn’s optical arm Shunsin, for #$NVDA CPO packaging, assembly, and testing…

Is valued less at $1.4B?

"Silicon photonics scaling hits wafer testing bottleneck"

- #$FORM (helps that ficontec left), #$AEHR
- Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830)
- Then large cap Cap - #$TER, Advantest (6857)

Are some decent exposure off the top of my head if you’re curious.

I cooked pretty hard finding #$IQE? Another massive triple digit gain.

Up 23%+ today.

I said earlier that next #$AXTI 10x would be either #$AAOI, #$IQE, or #$SIVE.

We'll see which one ends up winning.

Looking to buy more #$SPIR, #$SIDU, and #$SATL today if we get any turbulence.

Also looking at the others as well.

Not concerned about any of the premarket price action... we've been through this numerous times.

These are medium to long term trade setups.

Not day trading.

Looking to buy more #$SPIR, #$SIDU, and #$SATL today if we get any turbulence.

Also looking at the others as well.

Not concerned about any of the premarket price action... we've been through this numerous times.

These are medium to long term trade setups.

Not day trading.

#$MSFT looks like a secret buyer of Riber
< #$ALRIB > for Microsoft Quantum.

The broader market and algorithms likely don’t know this connection yet.

MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics.