Making the right moves so I can live while I'm young. Live Music. Running.
Joined January 2010
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Yep. $EUV is great. Has the photonic stocks in it so it runs when those run, but also has the powerhouse of $TMS and $ASML
7 ETFs Dominating AI, Power, Space & Robotics
$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.
$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.
$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.
$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.
$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.
$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.
$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.
If you can't figure out which photonics stock to buy, pick up the photonoc ETF, $EUV.
I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand.
The $LITE CEO said it best: "We are significantly under shipping demand. It's certainly greater than that 30% number. We are having to make choices as to who we support."
> $LITE has every laser it can make through the end of 2027 already sold.
> $AAOI is expanding capacity 10x and the CEO still said demand will outrun it through mid-2027.
> $FN said demand far exceeded what they shipped last quarter. Named lasers as the first constraint.
> $CIEN added $600M to its backlog in a single quarter. Now sitting at $7.7B.
> $CSCO raised its hyperscaler AI order guidance from $5B to $9B mid-year with one quarter left. That is purchase orders. Not projections.
Full report is free to read. Link in replies or link in bio.
If you like $TSM and $ASML and $LITE and $AAOI, but can't decide which one to buy, then bid $EUV. It's an ETF that holds all those and more blue chip AI players.
$TSM +5.3%
$2.2 trillion company moving like a growth stock.
The market is finally pricing the irreplaceable.
CoWoS. SoIC. 2nm. 3nm. COUPLE for CPO. HBM base die. Custom ASIC. Advanced Packaging.
There is no AI without TSMC. The market just remembered that.
GRATZ retweeted
If Nokia comes back from the dead today and closes green
I’ll give somebody who retweets this post $300. $NOK
Nice to see $EUV with strong volume and upward AUM. Easy hold with $TSM $LITE $AAOI $ASML in it. Strong companies with growing rev.
5 ETFs Dominating AI, Power, Space & Robotics
$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.
$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.
$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.
$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.
$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.
$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.
$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.
Nice to see $EUV continue to grow their AUM! Looks like I can now start option trading on it also!
I'm slicing off some of my $DRAM and moving to $EUV. Ready to hit another play from $27 to $54 again.
Introducing $EUV.
Exposure to lithography and photonics across the semiconductor value chain - the precision layer of chip manufacturing.
Now trading on Cboe.
Learn more: corgifunds.com/thematic/euv
LOVING this new utility from $SMS. Shows common followers of various projects. TOP ALPHA FOR SEEING WHO IS IN WHAT COINS TOGETHER! check it out. App in TG and Discord. So easy. Seeing some smart people here. @abu_crypto1 @blockchainbob @yRedDogg
$build $zfi $sms @similiscan
GRATZ retweeted
Utility Contest: $300 Prize!
Use the Common Followers feature on your favorite projects.
1️⃣ RT & tag a friend below this post
2️⃣ Post your own tweet with:
• The visual output of your scan
• Tag the common followers you found
• Add both project tickers + $SMS + @similiscan
🏆 3 winners drawn in 72h, $100 each!
$SMS Common Followers just got an upgrade.
Now featuring moving visuals.
— — — Example output — — —
Biggest Common Followers
@similiscan × @useGradient
1️⃣ leroy
├─ @cryptleroy
└─Followers: 34,516
2️⃣ MoonWalker
├─ @SweetPeaCrypto
└─Followers: 24,273
3️⃣ Joe Swanson
├─ @Joe_Swanson057
└─ Followers: 22,077
4️⃣ PUMPAMΞNTALS
├─ @PumpamentalsOG
└─ Followers: 15,509
5️⃣ Bernie.
├─ @BernieOnChain
└─ Followers: 8,066
GRATZ retweeted
🚨 Giveaway Time 🚨
Win 100,000 $TUNA 🐟
Released at 1,000 $TUNA/day for 100 days via @Sablier
Structured this way to teach the real value of HODLing: prize flows over time, not all at once.
How to enter:
1️⃣ Retweet this post (one entry per account)
2️⃣ That’s it
Notes:
This giveaway is run by @TheWhiteWhaleHL , not sponsored by or affiliated with @DeFiTuna
No purchase necessary. Multiple accounts/duplicate entries will not increase chances.
Winner will be selected randomly from all eligible retweeters on Sunday, October 5th at 16:00 UTC
Prize is paid on-chain via Sablier.
🫡 From the depths —
The White Whale 🐋
GRATZ retweeted
Utility Contest: $300 prize!
Share an interesting finding you made using the $SMS bot!
1️⃣ Post output + tag @similiscan & $SMS
2️⃣ RT this post + tag a friend below
🏆 3 winners drawn in 72h!
What a blessing it is to have @similiscan_bot. I went to one of the newest listings on DexTools, pumped the CA into bot and BOOM!! Similar contract to a coin that already rugged. You know I'm gonna stay clear of SP500.
The $SMS bot is killer. Kudos to dev team at @similiscan
GRATZ retweeted
$4,000 giveaway - 8 people $500 each
Rules:
Like & RT
Must be following @CryptoGodJohn
Winners drawn on 4/11
GRATZ retweeted
🥂Huge $5K giveaway
Me & @0xBossman have been cooking so looking to give back
To enter:
- like rt + tag fren
- join t.me/shahlito
- join t.me/BossmanCallsOfficial
Winners picked in 48 hours, good luck
