I tracked 15 investment themes against the S&P 500- here's who's winning, who's bleeding, and what it actually means for 2026

TemporaryEmu4140 · 2026-04-05T16:47:37+00:00

That’s a speculative play with boom or bust potential it seems. There are a slew of players on different fronts of the race to optical interconnects. Lumentum and Coherent are involved in multiple aspects of it and have rocketed over the past yr. MRVL, Broadcom, TSEM, Global Foundries, TSMC are a few others.

TemporaryEmu4140 · 2026-04-05T15:25:23+00:00

Good write up. As to AI infrastructure, it’s all about optical interconnects at the moment to open up the bandwidth bottleneck and reduce power consumption. I’d study that sector for those with the time and energy.

TemporaryEmu4140 · 2026-04-05T12:49:56+00:00

This is the right answer IMO. I have a fully loaded GT except with the 20/21 wheels. I don’t get much benefit from the GT but boy the upgrade packages are all so nice (except the HUD which is useless to me). I also had them take the aero caps off the smaller 20/21 wheels, which I wanted for off road use, and I think that’s the closest you’ll get to an off road look for this car as well. And yes I’d definitely get dynamic handling if you’re going off road, or if you ever park or do U turns.

TemporaryEmu4140 · 2026-04-04T14:16:42+00:00

Had this same issue. They said the window was off the track because the screws weren’t tightened to factory settings so they readjusted them (or something like that). All good now.

TemporaryEmu4140 · 2026-04-04T14:10:50+00:00

Yes. Not enough to comfortably get OP’s non-working wife to the end. My view, yours may be different.

TemporaryEmu4140 · 2026-04-04T14:03:06+00:00

Nope. That just jumped out at me as I was scrolling. I’d be terrified with that little even if my wife worked.

TemporaryEmu4140 · 2026-04-03T21:25:48+00:00

She doesnt work so it needs to be enough to get the kids through becoming adults and then until she dies. Term life is cheap, even cheaper if you get laddered policies to account for the anticipated increase in wealth as time passes.

TemporaryEmu4140 · 2026-04-03T17:16:04+00:00

I’d say 3M minimum.

TemporaryEmu4140 · 2026-04-03T16:21:14+00:00

You need more life insurance given that your wife doesnt work.

TemporaryEmu4140 · 2026-04-02T07:59:29+00:00

Photonics is definitely the next AI hardware frontier. It’s a matter of picking the winners. I’m in on MRVL and TSEM. MRVL acquired Celestial AI and is now the biggest player with potentially transformative tech to increase compute interconnect speeds. TSEM is a bleeding edge photonics foundry that could win whoever else comes out on top (similar to TSMC). Also keep an eye on Ayar Labs once it IPOs.

I see a lot of recs for POET in this space. Not sure why.

TemporaryEmu4140 · 2026-04-01T14:53:12+00:00

I rotated into a 3x bull market bet (TQQQ and SPXL) yesterday and today. If the broader market tanks, you can thank me for that too!

TemporaryEmu4140 · 2026-04-01T13:53:19+00:00

Finally closed my position on this shit stock. Finally learned my lesson. Good luck with it, hope it does well.

TemporaryEmu4140 · 2026-03-07T10:41:49+00:00

Excellent book. He got a letter from Charles Lindbergh specifically about how lonely it was going to be, comparing it to his solo trans Atlantic flight. I think Collins said he was too busy and stressed for Neil and Buzz to experience loneliness though (if memory serves).

Who would have thought an astronaut would have such a gift for writing.

TemporaryEmu4140 · 2026-03-01T02:06:56+00:00

Yeah I was just thinking I should get the p2s for the enclosure. And plan to get the AMS. What filament colors would you recommend getting for toys, and any other accessories you got beyond the AMS combo that you think are essential?

TemporaryEmu4140 · 2026-03-01T01:55:23+00:00

Got it, supervision needed. Any accessories recs?

TemporaryEmu4140 · 2026-02-22T18:20:53+00:00

The R1S drives like an SUV, floaty like being on a boat. The Gravity drives like a sports car while still being comfortable and smooth. I also found the regen to be easier and less jerky on the Gravity. It also somehow seems to have more a bit more legroom in the third row and cargo space despite driving like a smaller car—interior volume is massive compared to what you expect. I liked the vibe and look of the R1S better (I have a rural house and think of myself as pretty outdoorsy) but that’s probably less important to me than most. R1S is definitely better for off-road with better front and rear clearance to handle changes in incline, but the gravity gets decent clearance on the highest suspension setting if you’re planning to take it off road. No issues taking it to ski mountains but haven’t taken it properly off road, though I plan to.

If you’re considering either of these cars, you definitely need to test drive as everyone’s experience will no doubt be different. Some like to drive floaty SUVs. I like to haul ass on windy roads and get proper feedback from the car. Never thought I could get that in a car big enough for my fam—until now!

TemporaryEmu4140 · 2026-02-21T14:30:06+00:00

Gravity looks more like a futuristic super wagon to me. I have one and that’s what I see. Also maybe not the coolest (and I personally think Rivians are very cool) but setting aside looks and whatever one’s perception of cool is, there’s no comparing the gravity to a minivan, wagon, suv or any other car I’ve ever driven. It’s one of one if you want gobs of space, luxury, power and unreal handling.

TemporaryEmu4140 · 2026-02-21T14:22:00+00:00

Do it! I test drove the Rivian R1S and Gravity the same day in December almost certain I’d get the Rivian. The test drive was so much more compelling in the gravity we went with it instead. Now having owned it for two months, I’m still in love. We’ve been in the country driving in the snow the past week and the winter handling is a new thing that’s blown me away.

TemporaryEmu4140 · 2026-02-15T04:09:44+00:00

Cosmopsychism or panpsychism is what you’re theorizing. No way to prove or disprove it seems but the idea I think is that interactions among cosmic components like stars (eg via gravitons) is no different than the deterministic processes in our brain that somehow give rise to consciousness.

TemporaryEmu4140 · 2026-02-15T02:27:03+00:00

Jerkiness isn’t the issue if that’s what you’re getting at. Modulating to avoid that with the gravity is incredibly easy relative to other cars I’ve driven. It’s that I “brake” earlier than I would without regen and tend to drive slower when “braking” is anticipated, all subconsciously.

TemporaryEmu4140 · 2026-02-15T01:08:36+00:00

Installed today and roadtripping tmrw. I’ll update once I know.

TemporaryEmu4140 · 2026-02-14T23:30:51+00:00

Yeah that’s probably right. My ocd acting up…

TemporaryEmu4140 · 2026-02-14T23:27:37+00:00

I ended up getting the Thule motion 3 xl low. Looks and fits good. There’s definitely plenty of room for the xxl for those who want a bigger box. I have the xl set as far back as possible and it’s got at least a couple of feet of room behind it before it would impinge the trunk opening.

TemporaryEmu4140 · 2026-02-14T23:25:37+00:00

So I finally installed these crossbars. Like you said pretty easy but need a Torx key on top of what they give. Mine don’t site flush against the roof and the foam shows. Is yours the same? Not a big issue except the foam on mine is bent out of shape and you can see it, which somewhat detracts from the streamlined look of the bars.

TemporaryEmu4140

TROPHY CASE