$SoFi Technologies (SOFI.US)$ What do you guys think this stock could hit? My prediction is 19.5 to 21 within this month, followed by a pullback
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$SoFi Technologies (SOFI.US)$ 1st resistance hit
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$SoFi Technologies (SOFI.US)$ r u squeezing or just as per normal? pump then dump😂
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$CSOP SK Hynix Daily (2x) Leveraged Product (07709.HK)$ This is ridiculous—after a single loss, the main stock’s gains were instantly cut in half, and Samsung plunged straight underwater. Am I buying stocks or betting on soccer?
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As the demand for AI computing power reaches its limit in terms of bandwidth and power consumption, the trend of 'Optics In, Copper Out' has become inevitable.
Silicon photonics technology, as a core solution to the AI bottleneck, features a long and deep industrial chain.
The silicon photonics industry chain can be broken down into a 'seven-layer architecture.' It is recommended to like and save this as a roadmap for long-term tracking of AI infrastructure hardware:
1- Upstream Foundation: Materials and Wafers
The origin of all performance. In addition to traditional silicon-based materials, compound semiconductors (GaAs, InP) and new optoelectronic materials are key.
Key targets: $AXT Inc (AXTI.US)$ 、 $Aeluma Inc (ALMU.US)$ 、$ $Teck Resources (TECK.US)$ 、、 $Lightwave Logic (LWLG.US)$ 、 $Wolfspeed (WOLF.US)$
2 - Core Equipment: Lithography and Processing Tools
Without these precision tools, it would be impossible to etch optical pathways onto wafers.
Key targets: $Veeco Instruments (VECO.US)$ 、 $Lam Research (LRCX.US)$ 、 $Applied Materials (AMAT.US)$ 、 $SOHM INC (SHMN.US)$ 、 $Onto Innovation (ONTO.US)$
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Silicon photonics technology, as a core solution to the AI bottleneck, features a long and deep industrial chain.
The silicon photonics industry chain can be broken down into a 'seven-layer architecture.' It is recommended to like and save this as a roadmap for long-term tracking of AI infrastructure hardware:
1- Upstream Foundation: Materials and Wafers
The origin of all performance. In addition to traditional silicon-based materials, compound semiconductors (GaAs, InP) and new optoelectronic materials are key.
Key targets: $AXT Inc (AXTI.US)$ 、 $Aeluma Inc (ALMU.US)$ 、$ $Teck Resources (TECK.US)$ 、、 $Lightwave Logic (LWLG.US)$ 、 $Wolfspeed (WOLF.US)$
2 - Core Equipment: Lithography and Processing Tools
Without these precision tools, it would be impossible to etch optical pathways onto wafers.
Key targets: $Veeco Instruments (VECO.US)$ 、 $Lam Research (LRCX.US)$ 、 $Applied Materials (AMAT.US)$ 、 $SOHM INC (SHMN.US)$ 、 $Onto Innovation (ONTO.US)$
...
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Columns US Morning News Call | Trump Urges Iran-Israel Restraint as Renewed Strikes Send Oil Prices Surging
Key Takeaways:
• Trump Urges Iran-Israel Restraint as Renewed Strikes Send Oil Prices Surging
• Nvidia Partners with SK Hynix for Memory Chips
• Marvell Technology Added to S&P 500 Index Effective June 22
• Alphabet Signs $920 Million Monthly AI Cloud Services Agreement with SpaceX
• Apple's WWDC to Showcase AI Strategy and Enhanced Siri Capabilities
🔔Before the Bell
Nasdaq and S&P 500 futures rose...
• Trump Urges Iran-Israel Restraint as Renewed Strikes Send Oil Prices Surging
• Nvidia Partners with SK Hynix for Memory Chips
• Marvell Technology Added to S&P 500 Index Effective June 22
• Alphabet Signs $920 Million Monthly AI Cloud Services Agreement with SpaceX
• Apple's WWDC to Showcase AI Strategy and Enhanced Siri Capabilities
🔔Before the Bell
Nasdaq and S&P 500 futures rose...
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$CSOP SK Hynix Daily (2x) Leveraged Product (07709.HK)$ SK Hynix plans to double its production capacity to alleviate the memory chip shortage—if so, can SK Hynix's stock price double?![]()
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