Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.

$CRDO (September 14, 2026-Weekly Chart) The most recent volatility hole marked by a yellow candle is one of the most effective and reliable indicators for signaling a downtrend. $CRDO closed below the lower boundary of that volatility hole at $168, pointing to further downside potential until price can reclaim this level. If the decline continues, the momentum bars near $143.70 would likely serve as the first support zone.

$CRDO (September 7, 2026-Weekly Chart) The last volatility hole is still in force. Its lower boundary lines up with the point of control on the volume shelf at $166.43. As long as $CRDO holds above that level, the setup remains intact. A break of the volatility hole’s lower boundary could trigger a sharp drop.

$CRDO (September 3, 2026-Daily Chart for Viewing) https://t.co/30CSshsEg5

Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking Since Elon Musk cited: - transformers - wiring - liquid cooling - massive chillers + complex networking As the point of failure for AI compute buildout. Which is “harder than finding power”

$CRDO (August 3, 2026-Monthly Chart) Historically, every time $CRDO has closed above the upper boundary of the volatility hole, it has triggered a subsequent multi-month rally. What are your thoughts on the recent breakout from the volatility hole? https://t.co/atFVQPGXnf

$CRDO (July 27, 2026-Daily Chart Update) There are two key levels that matter: the point of control at $225 and the momentum bar in the $239 range. CRDO needs to clear both of these levels to rebuild momentum. Below them, price momentum weakens, with support levels at $185 and $200 respectively.