Bullish on open source, open weights, the open web And the open desktop Personal Operating Systems feel like the natural next step after Personal Software I've been building a Debian-based OS for myself that can run across physical machines and cloud environments like Vercel Sandbox I can use and control it with natural language, and I'm designing the UI around a blend of ephemeral and persistent views rather than treating the desktop as a fixed set of apps and windows There's something really special about having control over the UI/UX of the Whole Computer

Bulls pushed back in latest @AAIISentiment (week ending 9/23/26) but bearish sentiment is still quite elevated ... this week’s special question polls AAII members on recent Fed rate hike

Bullish — $MU $SKHY $SNDK Stifel: “We believe the durability of this memory upcycle continues to be under-appreciated.” Same note: DRAM bits grow 15–20% in 2027. Closing the deficit would take 40–50%+ supply growth. HBM4 price per bit “will likely double.” The Street is still arguing about the next quarter. The desk is arguing about a multi-year shortage. Congrats to all my memory bulls!

Bullish — $SIVE + $CRDO + $JBL Jabil’s 1.6T LRO module is on the floor at 11W typical. Live at ECOC. Not a PDF. —> Lasers: $SIVE —> DSP: $CRDO —> Modulator: HyperLight —> TFLN Build: $JBL 2.5x lower energy vs conventional. Jabil doesn’t put science projects on a stand. Alpha done. Beta Q4. Production H1’27. $SIVE just got named as the light source. $CRDO just got named as the half-retimed DSP. That’s how 1.6T actually gets built. I’m long and bullish, NFA. PS: Thanks for sharing @carrioresearch and @Hodl5x.

BULLS ARE TAKING CONTROL?!⚠️ $QQQ Breaking into ATH here and looks just like $SPY from a month or 2 back... Semis like $MU are carrying this name back up as well. Tech and Semis are ROARING, Massive Opportunities 👇

Bullish — $LITE $AAOI $SIVE $CRDO $CIEN Evercore, today: “Connectivity between and inside data centers is becoming an increasingly critical gating factor for frontier LLM monetization.” They have just upgraded $CIEN, PT $375 → $550. Optical TAM +24% CAGR to $52B by FY29. They see a path to >40% growth if supply stays tight. As I’ve been saying, the AI trade is no longer just chips. I am long many of these stocks, massive potential upside, NFA. If you found this valuable, drop a follow—it helps me a lot!