I have also lost a lot of money on $GLXY lol
$IREN with 14% profitable
Still holding $WLDN at about a 10% loss
Doesn’t really follow the classic moving averages, but holding it as I see this messy flag-like structure
Gonna see what happens next tbh
Nobody cares anymore and i doubt the market will, this changes nothing
Two companies that majorly benefit from this that are never discussed in this space are $STM and $FORM
I have sold both but remain on my shortlist if/when the AI trade comes back
Jensen Huang says at Nvidia GTC that AI data centers shifting to optical networking could drive a 15x increase in optical volume.
“Scale up is going to become optical.”
“I'm fairly certain the number of switches we need is going to increase.”
“And I'm fairly certain, the amount of optics that we need in the future will be, you know, several orders of magnitude more.”


























