The AI Industry’s Silent Chokepoint: InP Substrates Warning: The entire AI industry is quietly bottlenecked by just two companies: AXTI (~USD $908M market cap) $AXT Inc(AXTI)$   SMTOY (~USD $31.8B market cap) $Sumitomo Electric Industries Ltd.(SMTOY)$   Together, they control 60–70%+ of the world’s Indium Phosphide (InP) substrates. This matters because the next generation of AI infrastructure—NVIDIA GPUs, Google TPU v7 pods, Meta, Microsoft, and Amazon hyperscaler clusters—depends on InP-based lasers and receivers. Companies like Broadcom, Lumentum, and Coherent rely on InP substrates for: $COHERENT(COHR)$  

My strategy is simple: “put yourself in the path of the money.” Where is the momentum? Where is the capital flowing? Right now, it’s AI and AI infrastructure. AI is not a fad. Studies aside, I use it daily. Adoption is exponential and accelerating. The bottleneck? Power. Every major tech CEO confirms it. Current grids and infrastructure cannot meet AI’s growth demands. Nuclear might help in the long term, but it’s not coming in the next five years—and I don’t invest in pre-revenue plays. Enter $T1 ENERGY INC(TE)$  . Why $TE Aligns with Every Bullish Market Theme Explosive growth: T1 revenue went from $2.4M in Q4 to $210M last quarter, projecting $400M+ next quarter. (Unprecedented.) AI energy solutions: T1 tackles the AI data center energy

$POET Technologies Inc(POET)$ is emerging as a key enabler in the AI infrastructure boom, much like how char kway teow — that iconic, stir-fried noodle dish from Singapore and Msia— has risen from street food staple to a beloved, "must-have" favorite: it's the perfect mix of ingredients wok-fried at high heat for bold flavor, and once you taste it, you get why it's exploding in popularity.In the "wok" of modern AI data centers, the biggest bottleneck isn't raw GPU compute anymore — it's data movement. Chips crank out calculations lightning-fast, but electrical copper interconnects can't shuttle data quickly enough without guzzling power, generating heat, and driving up costs. The biggest challenge in

The silver market lately has been absolutely bonkers — like everyone's scrambling for the last curry pok at a hawker stall with an endless queue snaking around the block! These past couple of days, the chart's been wobbling a bit, and I've seen folks in the comments panicking, hearts racing like they're stuck in that never-ending line for roti prata on a Sunday morning. Some are even thinking of dumping their positions and running for the hills — hold up, fam! Chill first, don't bolt like you're late for the stall closing. I'm not here to bore you with fancy technical indicators. Let's do a proper deep-dive "psychological spa session" with a side of reality check. We're breaking down not just why silver's been mooning, but the real-deal showdown: physical silver vs. paper wealth in th

As we wrap up 2025, the ingenuity of the semiconductor community continues to shine brighter than ever. By marrying photonics and electronics, they've not just overcome the physical limits of traditional computing – they've shattered them. $Marvell Technology(MRVL)$  stands at the forefront of this revolution, and with recent developments, it's poised to redefine AI infrastructure in ways that could make even the most optimistic futurists blush.Let's dive into the latest buzz. Just this month, on De

This story is based on an official report. The inflight disruption occurred after the aircraft’s lavatory system became cloggeddue to inappropriate items being flushed, leading to multiple toilets becoming unusable during the flight.  March 5, 2025 — What was meant to be a routine long-haul journey turned into an inflight nightmare when a Boeing 777 flying from Chicago to New Delhi suffered a cascading failure of its lavatory system just hours after takeoff. Barely two hours into the flight, five of the nine economy-class toilets clogged and shut down. By the third hour, the situation worsened dramatically—three more toilets failed, leaving the aircraft with only a single disabled restroom still operational. As frustration mounted among more than 300 economy passengers, cabin cre

A few days ago I went out with my friends. Halfway through, the sky suddenly turn black, then rain come out of nowhere. We all kena caught, so I told them to wait under the shelter while I ran over to the carpark to pick my car. I say, “Wah heng ah, I A-cup only—lightweight, no burden, can chiong fast.” Then my friends immediately reply, “Hmph. A and B cup must run." C and D-cup got people hold umbrella, walk slowly slowly. E-cup and F-cup sitting in Ferrari, air-con on, watching you run. Friends laugh until cannot breathe. Then I stare at her D-cup, stick out my tongue, and say, “Yummy 😏 No wonder I’m holding umbrella for you.”

There was an interesting piece of news yesterday: Trump announced approval for the U.S. Navy to build two brand-new warships, both to be named after him, and also revealed plans to increase the number of aircraft carriers. $Huntington Ingalls(HII)$   Shipbuilding giant $Hillenbrand(HI)$   jumped more than 8% on the news. Back in February this YEAR, its financial performance was weak: profit margins had fallen to cyclical lows, and nearly all key metrics came in below expectations. The main reasons were severe inflation in recent years and sharply rising wages. More than half of HII

When I look at the Christmas Food Village at Ngee Ann City, it just doesn’t feel inviting enough for people to walk in. The entrance itself feels cramped and slightly intimidating, almost like a bottleneck. From the outside, you can’t really see what’s inside, so there’s no strong pull or excitement to step in. It feels like effort, not curiosity. The"Sandwich" Effect: When stores or stalls flank the entrance too closely, it creates a "tunnel" feel. People generally don't like entering spaces where they feel they might get stuck in a crowd or forced into a one-way flow. Obstructed Views: If you can’t see the "reward" (the food or the vibe) from the outside, the brain perceives entering as a higher risk/effort than just walking into the wide, air-conditioned mall. On top of that, it’s compe