Jensen said the quiet part at full volume: “After copper, you scale up with optics.”
Copper is hitting its physical ceiling inside the rack. The connection layer is migrating to light, and the names that make light are still priced like component vendors instead of the toll booth on Nvidia’s own roadmap.
Long $CRDO $AAOI $SIVE $SIVEF
I mapped the entire future economy. Nine layers, from bedrock to orbit—and every layer is investable. SPACE the orbital economy: $ASTS $RKLB $PL ENERGY & STORAGE powering the buildout: $TE $EOSE $SPKL AUTONOMY & DRONES machines that operate themselves: $ONDS $AUR $MRLN $KRKNF PHYSICAL AI intelligence that acts: $OUST $AMBA $OSS PHOTONICS light replaces copper:…
The AI buildout has crossed a financing line. The four biggest buyers guided to roughly $730 billion of capex for 2026, up from about $410 billion in 2025. That is a 78% increase in the budget chasing the same scarce stack of chips, networking, power and sites. But the important change is underneath the headline….
$5.4M of call premium traded in $ASST 2027-2029 expirations today. That’s BIG money thinking in years. The big put trade was 1,987 Dec $26 puts in one block near ASK, $666K, the same morning a 2x long ETF $ASSX launched. Looks like a holder buying insurance to me – a hedge on a likely large…
$5.4 million of call premium traded in $ASST 2027–2029 expirations today. That is big money thinking in years, not days. The large put print was 1,987 December $26 puts in one block near the ask for about $666K, the same morning a 2x long ETF $ASSX launched. To me that looks like a holder buying…
$5.4M of call premium traded in $ASST 2027-2029 expirations today. That’s BIG money thinking in years. The big put trade was 1,987 Dec $26 puts in one block near ASK, $666K, the same morning a 2x long ETF $ASSX launched. Looks like a holder buying insurance to me – a hedge on a likely large…
“Speed to usable capacity” is the whole neocloud trade in four words. A gigawatt campus is a 2029 asset. A 100MW site with power already flowing is a 2026 asset. The labs aren’t shopping for cheap compute. They’re shopping for early compute. Scarcity moved from the chip to the interconnect queue, and the miners were…
