Famine

@aleabitoreddit Serenity do you think it's too late to get into sive?🥲

Just in case you were wondering who the end users of $SIVE likely were: Sivers lasers -> $AMZN (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size. This is just one-relation to Amazon, I wanted to point out. But at $720m MC... Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.

@aleabitoreddit Do you think TSEM is still worth an entry?

Enplas (6961) at ~$985M seems kinda interesting. 
They hold two chokepoints: 1. Dominant supplier for MLAs (micro lens arrays). Eg. SiPH switches, 1.6T, 3.2T for photonics. 
 2. Oligopoly supplier for IC Test sockets (AI Chip Testing) Cash on hand: ~$155M, no debt. Equity-to-Asset Ratio: ~89% (50%+ usually is solid), so low downside risk imo. 
And their speculated customers: 1, Photonics (MLAs): Highly probable: Innolight, Eoptolink, Furukawa, Intel (SiPh). And prob $COHR, $LITE. 2. GPU/ASICs (Test Sockets): prob $TSM, ASE, types use these to likely test $NVDA GPUs, $GOOGL TPUs (Google Ironwood is highly probable). "expanding mass production orders for major GPU manufacturers, and for ASIC-related projects for hyperscalers."
 Then at OFC: OFC: “We will be showcasing our new products for 800Gbps and 1.6Tbps transceivers and CPO (Co-Packaged Optics) that support today’s rapid technological advancements in AI.” Basically you have a company that supplies T1 semis, foundries, hyperscalers, that benefits from 1.6T from MLA photonics segment + CPO TAM expansion later from OFC products. Was one my positions wanted to share my thoughts about since it seemed p cool at sub <$1B MC.

@ultrawavetrader היי אינדי, אני גם אשמח לבקש ממך לשנה החדשה אם תוכל לכתוב עוד Articles, זה יהיה ממש מעשיר לקרוא עוד דברים שיש לך ותרצה להגיד

סוחר מתהפך כמו סטייק, חוזר בי וקובע יעד חדש לאתגר. להביא את רווחי האתגר ל $10,000,000 עד סוף השנה. האתגר הגיע בסוף 2025 ל 4.78M אז מה צריך? קצת יותר מ 100% 😉 לטובת המעקב ניהול הסיכונים, אכניס את השינוי היומי באחוזים, גודל התיק יופיע בראש הגרף. x.com/ultrawavetrade…

Sketching #Jinx rn

Broken Walls Pt 1 #arcane #timebomb

haircut ✂️ #Jinx #Timebomb #Arcane

one year of dailies

Also #Jinx poster available as A2 in Shop!) uselesselfstore.squarespace.com #Arcane #Arcane2

Unfortunately through the last few weeks I have seen a lot of people started selling merchandise of my art , without asking for permission , my art isn’t for commercial use you can’t profit off my own hard work please respect that.

Timebomb 🤎💙 #Timebomb #Ekko #jinx

new leblanc 🖤 #LeagueOfLegends #LeagueOfLegendsFanArt

she’s so pretty i could cry

complete

Toque, segure e carregue em 4K

#vi no time to be sad we have to marry vi now

Hi #PortfolioDay ! I am Anato, pro illustrator based on France and i do Fantasy stuff since 10 years now :)

Viktoria's secret lookbook🤭#Viktor #Arcane

#PortfolioDay Hello! I’m Yenkurl, an artist studing in highschool. heres some of my art🤍