Jane Street filed ah today a 12.9% stake in $AXTI of 8.493M shares for 11/3/2026. Last Friday, they filed they owned 8.4% or 5.521M shares as of 9/30/2026. Wonder what they did last thurs till now with the shares
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Buy $ARWR today on $IONS weakness related news. IONS #Tryngolza sales f-up is an IONS specific sales team screwup and not a TAM issue. The sHTG patients are there, its just taking more time to tap/educate them. Let IONS waste more money to market the drug before ARWR can clean house later.
Who here thinks the AI carnage last week was just a speed bump as Democrat rhetoric about ai data centers was overly bearish and exaggerated compared to what will actually play out in real life? $SNDK $MRVL $LITE $AMD $NVDA $AXTI $MXL $CRDO $CLS $AAOI $NBIS $CRWV
67%Speed Bump. Buy the dip
33%PotHole. AI is dead
12 votes • 3 hours 1
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Is the media portraying Democrats as more restrictive on AI data centers than they actually are? GPT pulled the AI stances of all 259 sitting democrats:
22 (8.5%) positive, 166 (64%) neutral, 29 (11.2%) negative/restrictive and 42 (16.2%) none publicly founded. $NVDA $AMD $LITE $MRVL $META $GOOG $AMZN $QQQ $CRDO $CLS $ALAB $NBIS $VRT $AXTI
Nothing can stop the buildout of AI data centers. It is needed to benefit everyone and it is also for national security. If U.S. companies cant build them in Texas or a Democratic state, there are plenty of Republican states that will. And if they cant be built in the USA, they will go out of the country to build them. Nothing can stop the AI revolution. Chips and Photonics momentum will continue. Buy on this week's weakness in $MU $SNDK $CRDO $CLS $LITE $MRVL $AXTI $MXL $COHR
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For all who voted for Democrats this week, look at your 401k and stock portfolios. That is on you. #smoked #lossEverything #stockmarketcrash $SPY $NVDA $META $FB $AMZN $TSLA $SPCX
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$AXTI only did 0.5% of their revenue from USA customers. So why would the democrats wanting to curb AI data center buildouts affect AXTI? Really it should not as AXTI sells their stuff to Asia and Europe. Screaming buy op imo.
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$OMH is the face ripper today. Havent had one for a few weeks. Short all u can here at $18
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$NRIX nice and oversold today. Provided great buying op below $15. Banked. Probably slow deaths back up a few bucks over next few days
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$CRMD -25% smoked today because of comments made on the $DVA conference call regarding Medicare reimbursement adjustments for #DefenCath. Expects lower adjustments to drop signficantly from Q1 2027 to Q2 2027
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