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Source material behind every call on the tape.

REDDIT

CPI today. Are you holding semi stocks?

rafaelnmartinsreddit / Jun 10, 2026 · 12:35 / MU HOLD

I have been looking the market all the week. Last week’s payroll numbers basically killed the recession narrative. The U.S. economy is still running stronger than expected, unemployment remains low, and now the focus shifts back to inflation. If CPI …

REDDIT

photonics selloff is not warranted?

karolisrusenasreddit / Jun 10, 2026 · 12:16

Semianalysis wrote how 800V DC and photonics are getting pushed back few years but it doesn't look like it's true. Switches (spectrum) are already being delivered (https://www.taipeitimes.com/News/biz/archives/2026/06/04/2003858481) and performance improvements are insane https://macroplane.com/blog/co-packaged-optics. every hyperscaler and neocloud needs optics to …

REDDIT

The Lithium Rollercoaster & The American Answer

Ok_Camp_8081reddit / Jun 10, 2026 · 12:10

# Introduction Domestic lithium production is a critical national interest. As the foundational component in energy storage, lithium powers everything from electric vehicles (EVs) and drones to AI infrastructure and battery grids. While domestic production is heavily backed by government …

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