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Increase in share count of the neoclouds over the last 3 year! - $IREN issued six shares for every one it had. Three caveats with this data: $NBIS is not a dilution story. Share count fell because Yandex divested and cancelled shares — 2024 count dropped 24% from 2023. Nothing to do with capital discipline. It's on the chart marked, because leaving it off looks like cherry-picking. $CRWV has no real 3-year record — it only listed in March 2025. Pre-IPO counts are a private cap structure, not comparable. Its one-year number is the honest one: shares up 122% in the last twelve months. $APLD's fiscal year ends in May, so its window is 2.2 years, not 3. Slightly flatters it versus the others. The clean comparison is really $IREN, $WULF and $CIFR. IREN is the outlier by a mile — six shares for every one it had, while the stock still went up, which is why nobody noticed. Disclaimer: $WULF share counts differ by source right now. Stockanalysis shows 424M while Morningstar shows 495.53M.

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Something's brewing?? base:0x98d0baa52b2d063e780de12f615f963fe8537553 is now up +101% over the past month with no announcement or catalyst behind it, except from today's unlock of 17.60M tokens. The one recent development is on July 11, where they added global stock analysis to Kaito Pro, letting users track 3,000+ stocks with sentiment, prices, theses, and social trends all in one place. Since X banned Infofi back in Jan this year, it's been bleeding, down -66% from its ATH.

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For reference, the X subscription is the basic level—below my Patreon Tier 1, 2, and 3. That being said, even on X, I share more than 20–22 stock analyses daily and weekly, plus 2–3 weekend videos from Dr. Cat @cantonmeow , totaling 8–12 videos every month, all at a highly affordable rate. If you’re happy with the content and want to learn more and access deeper stock analysis, consider joining my Tier 3 on my patreon. There you’ll get: 1. 60-70 stock analysis 2. Real-time buy-order/sell-order notifications 3. Weekly insights 4. My weekend/weekday bullish list 5. 12–13 Dr. Cat videos every weekend, 50 videos every month 6. Additional weekday and weekend sharing on stocks, trends, and themes Feel free to check out the higher tiers on Patreon if you are interested. No pressure—just more of the same work, at a deeper level. I am always happy to share free algo on X.

A 34 year old insurance educator from Massachusetts invested $53,000 into a dying video game store that nobody wanted. Wall Street laughed. Then it turned into $48 MILLION and he brought the entire hedge fund industry to its knees. – Keith Gill worked a regular 9 to 5 job at MassMutual insurance in Massachusetts. – He spent his evenings posting stock analysis videos on YouTube under the name Roaring Kitty. He had almost no viewers. – In 2019 he invested $53,000 into GameStop. – A struggling mall video game store that every Wall Street hedge fund was betting against. – They were so confident it would fail they had shorted the stock meaning they had borrowed and sold shares expecting to buy them back cheaper when the price collapsed. – Gill posted his analysis on Reddit's WallStreetBets forum. – Argued GameStop was undervalued and the hedge funds were wrong. Most people ignored him. – Then ordinary people started reading his posts. Retail investors with $500 and $1,000 accounts started buying GameStop shares in their thousands. – In January 2021 GameStop stock went from $3 to $483 in three weeks. A 16,000 percent increase. – The hedge funds that had shorted the stock were now in a catastrophic position. – As the price rose they were being forced to buy back shares at prices they never imagined. Melvin Capital lost $6.8 BILLION in a single month. – Robinhood and other brokers under pressure from Wall Street suddenly restricted ordinary people from buying GameStop while letting institutions sell freely. The internet exploded. – Gill was called to testify before the United States Congress. – He sat in front of the entire House Financial Services Committee in a headband and said: "I am not a cat. I am not a hedge fund. I like the stock." – His $53,000 had turned into $48 MILLION at its peak. – He quietly posted his final Reddit update in April 2021 showing a profit of nearly $20 MILLION. Then disappeared completely from the internet. – A Hollywood film called Dumb Money was made about him in 2023 starring Paul Dano. – He has given no interviews. Made no public appearances. Nobody knows exactly what he did with the money. A regular guy with $53,000 and a YouTube channel no one watched turned a dying mall store into a weapon that wiped $6.8 BILLION from a hedge fund in one month.

OPTICAL NETWORKING DAILY UPDATE - OCTOBER 14, 2026 NEW PRODUCTS • Marvell: Alaska E 3.2T protocol-aware retimer (16x 224G PAM4, 3.2 Tbps aggregate, Ethernet/UALink/ESUN, 3nm), announced October 13, 2026 at OCP Global Summit 2026 and now sampling to customers. No public part number in the release. • Marvell: Alaska A 1.6T AEC DSP, second generation (3nm, 8x 224G PAM4, 12.8W, AEC reach beyond 6m, double the first generation), announced October 13, 2026 and now sampling. Successor to the first-generation Alaska A. No public part number in the release. DESIGN WIN • Ciena: Space Norway awarded Ciena a turnkey contract on October 13, 2026 to modernize its legacy Svalbard subsea cable systems and power the new Arctic Way system (service expected 2028), using the 6500 Packet-Optical Platform, WaveLogic 6 Extreme, Spectrum Sharing and Navigator NCS. No contract value disclosed. SCREENING NOTES • Ayar Labs: A claimed October 13 S1Pro 6.4T CPO announcement remains unverified after two days of checking across the Ayar newsroom and the major wire services; it should not be treated as a confirmed product. Ayar's actual October 13 news is a live CPO demonstration with Wiwynn and GUC at OCP (TeraPHY optical engine plus SuperNova light source), a demonstration only. • FS: A claimed October 13, 2026 launch of 800G ZR/ZR+ coherent modules does not check out: the family launched July 1, 2026, and the October 13 date on the product pages is a dynamic page element, not a launch date. • NVIDIA: Spectrum-6 coverage circulating with October dates is not a new launch: Spectrum-6 was unveiled in July 2026, and the in-window items are the October 12 Vera Rubin OCP contribution and Meta's adoption of Spectrum-6 switches. • Astera Labs: No new product or status change. In-window items are re-posts of the Aries 7 signal-conditioning portfolio (announced October 8, 2026), the Orion rack-scale reference design (October 12), and the previously reported 1060 nm VCSEL PCIe-over-optics demo (October 12). • POET Technologies: No company release on October 13 or 14, 2026; the coverage is third-party stock analysis. No sampling-to-production or GA transition is stated, and no status change. • Lumentum: No change. The CEI-448G interoperability framework dates to late 2025, not an October 13 announcement, and the October 12 VCSEL PCIe-over-optics demo was already reported. • Lightmatter: Analyst coverage dated October 13, 2026 describes the Passage open-rack systems reported earlier in the week; Passage M1000 is already generally available, so the analyst "now shipping" wording changes nothing. A Guide DR laser module is mentioned without a vendor product page, part number or GA date. • Credo: ams OSRAM joined the Credo-led OCP short-reach micro-emitter optics (SRMO) workstream on October 13, 2026. Standards participation only, no product.