Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for hyperscalers and leveraging existing technology. But this is great commercial validation of technology and execution so far. That’s 1 qualification converted of many more to come, especially for AI DCs from $GFS to $JBL.

Exciting stuff from Tripothon SF Demo Day. Creators showcased everything from playable games and immersive VR worlds to interactive installations and 3D-printed creations. AI 3D generators like @Tripoai are becoming an essential part of the workflow.

Exciting to see Reflection’s Beam and Mistral Large 4 both reach roughly GLM-5.2 level in the past two days. Makes me wonder if the real Western vs. Chinese OSS models gap is simply this: Chinese labs can distill Anthropic and OpenAI models. Western labs can’t.

Exciting news: The Malden River Works project is complete! 🎉 MEMA is proud to have helped transform this underutilized and environmentally challenged site into a resilient, multi-use community asset. Here’s what’s new: • A living shoreline with native plants and stormwater management to protect the river. 🌳 • Expanded open space with picnic areas and accessible walking paths connecting to the Malden River Greenway. 🚶‍♀️ • An upgraded floating dock and concrete ramp for better river access. 🛶 • An ADA-compliant DPW yard. 🛻 Thank you to everyone who helped bring this vision to life! A portion of the project’s funding came from FEMA’s Legislative Pre-Disaster Mitigation Grant Program, which is managed by the MEMA Mitigation Unit.

Exciting announcement! Finally launching The Traveling Trader on Substack. The next 14 days of content will be distributed totally FREE to any subscriber (free or paid). - Market research - Macro Analysis - Technical chart setups - Individual stock evaluations Subscribe here: After 14 days, free members will receive a period post while the rest of the content will be reserved for paid members.