KEECH retweeted
Today, there's a new report that China eased InP substrate exports.
Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)
My optical positions are very happy to hear this:
From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others.
Taiwanese optical players like VPEC, Landmark, and others should go brrr as well.
Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there.
InP substrates was one of the main bottlenecks affecting upstream capacity.
So if you're able to make more = more revenue.
KEECH retweeted
How to create billions of dollars from air (space) $SPCX
Step 1:
Buy Twitter for $44B (Oct 2022), fire most staff, lose most ad revenue.
Step 2:
AI startup xAI “acquires" X for $125B - $1B cash generated, zero value created. (Mar 2025)
Step 3:
SpaceX "acquires" xAI at $250B -$1.25T combined valuation.
Nice 100% return in a year. (Feb 2026)
Step 4: List SpaceX at $1.75T, 4% float, get index inclusion rules changed, shorten lock-ups, let leveraged ETFs squeeze it higher. Increase valuation $500B in 4 months. (June 2026)
X stake now up 180%.
Financial engineering masterclass.
Step 5: Combine with Tesla.
“Grow up , BRO “ 😂
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😂😂 the feet in the air , after he fell #blackmendontcheat
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“ NO” 😂
We’re DONE Tony !! I got in your phone last night !! 🤵🏼🚫👰🏼 #RRRemakes
AYE❗️😂🤣🤣
Tune in to @WEtv tomorrow at 9ET | 8C to watch the second episode! @WEtv is blessing us with new episodes of #LifeAfterLockup on Fridays @ 9ET | 8C ❗️
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CC: @LuvAfterLockup
KEECH retweeted
when you’re in an uber from the airport to a new city xitter.cf/solivan675/status/1222… – at London, England