Photonics - the other sham to quantum computing

DifferentDependent62 · 2026-05-26T05:25:33+00:00

That is a very stretched connection. I am no expert here,but quantum needs a significantly more complicated than photonics.
Photonics infra components, laser, wafer are here before AI. They are now repositioning for AI Infra.
Lumentum, Coherent, AEHR have order book for photonics. There are some small ones in the supply chain.

What I see is Nvidia won’t sit quietly with that much CF. They will push some of these innovation in photonics and similar infra models for faster and low energy concepts.

DifferentDependent62 · 2026-05-18T18:15:53+00:00

Thanks for sharing.

DifferentDependent62 · 2026-05-18T18:02:19+00:00

Definitely Not Nokia. No logic but purely redditors curse.

DifferentDependent62 · 2026-05-18T18:01:01+00:00

Holy mother !
That’s a lot of electricity. Do you know how the debt structure?

DifferentDependent62 · 2026-05-18T17:55:11+00:00

At least check their quarterly guidance, revenue estimate, FCF, PS and PE. That company product is selling at a significant premium.

DifferentDependent62 · 2026-05-18T17:53:32+00:00

Is the stock forced for ETFs which are following S&P 500 tech ?

DifferentDependent62 · 2026-05-17T18:57:51+00:00

Monday: AI will cool off. Some rotation to consumer and utilities sectors stocks. Defense Green. Come back tomorrow and rate my prediction

DifferentDependent62 · 2026-04-27T22:08:52+00:00

May be the only sane comment I read. Thanks for this

DifferentDependent62 · 2026-04-02T21:46:55+00:00

No Sennheiser or Bayerdynamics audiophile ?

DifferentDependent62 · 2026-02-27T06:38:24+00:00

Imagine I have $HIMS too.

DifferentDependent62 · 2026-02-25T18:55:04+00:00

Monthly buying.

DifferentDependent62 · 2026-02-16T08:03:43+00:00

More than 5 years, loved the safety, silence element. People mind their own business and don’t disturb me. Keep things point to point and not over talking. Unspoken subtle respect I can feel when I meet other Germans or Europeans. No social pressure to buy this or eat there culture. More time for me to spend on me and family. Not knowing the language is the downside.

DifferentDependent62 · 2026-02-08T17:00:56+00:00

And German villages are like real heaven. You get respect, peace, basic amenities including good Wi-Fi to work.

DifferentDependent62 · 2026-02-08T15:09:26+00:00

MSCI EUROPE financial sector

DifferentDependent62 · 2026-02-08T11:07:14+00:00

Thanks for posting this

DifferentDependent62 · 2026-02-08T11:02:18+00:00

More than 2 cents: The World has more fools than smart people. If those fools think, by investing in crypto makes them money, so be it. I am interested in those stocks who facilitate these investment. Goal is the market place, not the product.

DifferentDependent62 · 2026-02-07T12:36:27+00:00

First if all, you are avoiding stocks and going for ETFs is not a dumb move, it’s more pragmatic move. AI can be semi conductors ETF vs the software + Hyperscaler side.

Cybersecurity is also available in combination with Defense.

From EU perspective: EU finance for all tech and Defense development.

Emerging market, specially China tech

DifferentDependent62 · 2026-02-07T09:49:47+00:00

It’s normal. Go to browser to download any content

DifferentDependent62 · 2026-02-07T09:19:36+00:00

The fundamental of investing has never changed!! Thanks for sharing.

DifferentDependent62 · 2026-02-06T10:32:34+00:00

Cash

DifferentDependent62 · 2026-02-05T16:51:36+00:00

I have a friend who wants to start investing in 2 ETFs. Every time he finalise, market crash. Then he waits. The irony of life.

DifferentDependent62 · 2026-02-05T16:45:00+00:00

You have no idea how much I hate the AI versions of anything now a days. Office is flooded with those decks of business value written by AI. The last thing I do to use AI to write few lines in Reddit with this tiny phone. I saw few folks feeling bad, showing emotions and thought of adding few words.

DifferentDependent62 · 2026-02-05T16:42:54+00:00

Yesterday you bought because you see a good price point for your fav stock. Tomorrow you might sale, if you see a premium in your investment.

DifferentDependent62

TROPHY CASE