Teaching/helping PROVE how sports/news/the stock market is scripted by #Gematria
Where it don’t snow!
Joined May 2023
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Almighty Simon retweeted
JUST IN: SpaceX, Tesla, Amazon, & Netflix now oppose having their stocks tokenized through OKX and ICE markets, bringing the total to 56 companies.
• Dell
• IBM
• Intel
• Nike
• IREN
• IonQ
• AMD
• Intuit
• Tesla
• Nvidia
• Netflix
• Adobe
• Oracle
• Reddit
• Eli Lilly
• Costco
• Verizon
• SpaceX
• Corning
• Sandisk
• Carnival
• Amazon
• Walmart
• Moderna
• Alphabet
• AppLovin
• Microsoft
• JPMorgan
• Broadcom
• Caterpillar
• Coca-Cola
• Qualcomm
• Rocket Lab
• CoreWeave
• Wells Fargo
• McDonald's
• CrowdStrike
• Cigna Group
• Arm Holdings
• Bloom Energy
• Lam Research
• Applied Digital
• Arcos Dorados
• Cisco Systems
• Western Digital
• USA Rare Earth
• Goldman Sachs
• Applied Materials
• SoFi Technologies
• Cerebras Systems
• Micron Technology
• Palo Alto Networks
• Marvell Technology
• UnitedHealth Group
• Applied Optoelectronics
• Hewlett Packard Enterprise
Almighty Simon retweeted
$AAOI signs $194.4M/year contract with Yuunan Germanium.
This is for 2027 alone, with a 5 year contract. Given an implied total of ~$970M in InP substrates over 5 years (before price hikes)
Hmm just some thoughts:
- AOI laser capacity expansion seems bigger than what’s disclosed based on procurement patterns?
180K wafers seems like an extreme amount compared to what’s needed for lasers within their own transceivers… if they can consume all of that
So maybe we’ll hear about a new UHP laser contracts in earnings, after $LITE announced a $5B contract.
- read through on $AXTI is positive, given they’ll probably be #1 in InP substrates manufacturing scale in the future + have contracts with $LITE and $COHR.
- positive AOI was able to secure capacity during the bottleneck
More spend is probably the boogeyman in the AI trade, but it’s a good signal for earnings.
Almighty Simon retweeted
Why invest a lot in the 20s & 30s?
Because needing to work at 70 sounds exhausting.
Almighty Simon retweeted
🏀🏀 Jrue Holiday (POR)
Double-Double
17 PTS, 10 AST
⏱️ 4th Qtr - 0.0 left
🎯 +2500 (draftkings)
Almighty Simon retweeted
🏀🏀 Jabari Smith Jr. (HOU)
Double-Double
11 PTS, 10 REB
⏱️ 4th Qtr - 5:30 left
🎯 +850 (bet365)
Almighty Simon retweeted
🏀🏀 Zion Williamson (NO)
Double-Double
14 PTS, 10 REB
⏱️ 4th Qtr - 4:48 left
🎯 +1040 (draftkings)
Almighty Simon retweeted
🏀🏀 Ayo Dosunmu (MIN)
Double-Double
12 PTS, 10 REB
⏱️ 4th Qtr - 8:02 left
🎯 +1329 (kalshi)
Almighty Simon retweeted
🏀🏀 Julius Randle (BKN)
Double-Double
18 PTS, 10 REB
⏱️ 4th Qtr - 5:19 left
🎯 +614 (kalshi)
Almighty Simon retweeted
🏀🏀 Tyrese Maxey (PHI)
Double-Double
26 PTS, 10 AST
⏱️ 4th Qtr - 3:39 left
🎯 +1200 (fanduel)
Almighty Simon retweeted
🏀🏀 CJ McCollum (ATL)
Double-Double
11 PTS, 10 AST
⏱️ 4th Qtr - 6:25 left
🎯 +2400 (draftkings)
Almighty Simon retweeted
The @ChicagoBears are the first team in NFL history to beat both Super Bowl participants from the previous season in primetime in back-to-back games.
Almighty Simon retweeted
🏀🏀 Tristan da Silva (ORL)
Double-Double
23 PTS, 10 REB
⏱️ 4th Qtr - 52.7 left
🎯 +4067 (novig)
Almighty Simon retweeted
🏀🏀 RJ Barrett (TOR)
Double-Double
19 PTS, 10 REB
⏱️ 4th Qtr - 6:35 left
🎯 +1140 (draftkings)