Henrique Oliveira

@IberianTorero Olá from Portugal! I was thinking in a similar move minutes ago! To simplify the portfolio.

Acabo de rehacer mi portfolio añadiendo muchísima concentración. 25k€ $SIVE 25k€ $AAOI El resto lo he vendido CON TODO TOREROS! 🫡

@aleabitoreddit This year I'm doing a major investment in AI through my portfolio and buying new hardware to develop and create a new side job! Doing my best to escape the permanent underclass and hopefully helping others while doing it. Let's fucking GO🚀

Is majority of the next generation stuck in the permanent underclass? > Missed out on gaining control of AI through ownership of infra/compute today > Majority of jobs getting replaced by AI > Housing more expensive > Inflation makes cost of living go brrr. Gg?

@athuinvests Congratulations early investors!

What did I tell you just yesterday on $SIVE, anon? 100 SEK for the very first time 🤩 That’s called building real conviction when you got soft hands all around!

@Ren_aramb Good morning $SIVE investors!

$SIVE Computex Taiwan. The CPO supply chain mapped out right in front of you. Look at the Wiwynn booth. CPO AI Accelerator -- AyarLabs TeraPHY optical engine. The world's first optical engine purpose-built for AI scale-up. Now go to AyarLabs' product page. Who makes the External Light Source that powers TeraPHY? You guessed it. Sivers Photonics. $SIVE. Sive is in the middle of the CPO build out. Named by AyarLabs on their own website as the CW-WDM light source partner. And you are selling this stock for a mere 100% profit? Couldn't be me. Credit to @jukan05 for posing sexy and taking the photo at the Wiwynn booth Bullish $SIVE

@aleabitoreddit Good morning @aleabitoreddit I was listening

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route. I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue. To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

@fynnvestor I saw it, the big boys bought the dip

@uberlag Dropped to that level earlier this morning. I missed it there too

$SIVE Down again so far this morning pre earnings. Very normal and expected sell off IMO. I’m holding strong and not panicking, a longer term view for me. The current volatility isn’t scaring me. Will add some more today or tomorrow. How you feeling about $SIVE currently?

YTD: 4502.45%.

@FCPorto O nosso capitão by Mr. Dheo💙

E2ERNO Jorge Costa

@Million_Sancet The salt is real boys, not just on X but in google news too. Thanks for the screenshots I had a good laugh!

Now it’s truly time, guys, brace yourselves Now is when the fundamentals and the news the ones validating and confirming the crazy moves $SIVE is making stop mattering to FinTwit and the rest Now is when the move gets so crazy that even those who understand the company will start selling just because it went up too much Now is when you have to be brave $SIVE has reached a point where it's not just the Swedes who are going to talk trash It's also those who don’t understand this type of company, those who missed the rally, and those who want it to drop just so they can get in Now is when you have to remember: -The dual Nasdaq listing -The Tier 1 and Tier 2 clients, with a new one coming out every week -The MOU where $SIVE leads the Swedish companies in order of importance -The inclusion in the MSCI Small Cap. And so many other things, like its undervalued valuation compared to its peers, etc I hope you stay brave and realize that this isn’t even 10% of $SIVE's true potential

@aleabitoreddit I went to bed when the market opened $2DG gaped up to 7€ now I just woke up and it's 8€.

I think I deserve my own Netflix special after $AXTI and $SIVE?

European quantum/optical/glass chokepoints go BRRR? $ALRIB +8.35% $LPK +3.21% $IQE +5.68% $SOI +4.98% As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market. More CEOs should do the same, even if it’s small.

@oldmedia Who else used to download the: Blonde girl big boobs round ass naked at the beach.jpeg

Who remembers Lime Wire?

@Million_Sancet Let them panic, I can't buy them all but I'm buying the dip on $SIVE 💰

By market close, the losses will be lower than they are right now From $SIVE to $COHR to $LPKF We are seeing a senseless, uncontrolled panic Literally nothing has happened and people are already saying "The speculation with photonics is coming to an end" Speculation? Do you even have the slightest understanding that this is a REAL bottleneck? That the big companies are screaming We need those lasers!! We need the glass substrate!! We need memory!! We're at a point where we can't continue without it!! But sure, let's call it speculation Next Monday we are going to be at new highs, and I haven't the slightest doubt

@Matrix_B0SS Not all in but it's my #2 position atm $SIVE

Remember Serenity’s calls Specially $AXTI when it went from $15 to $100+ now in just 4 months When $SIVE goes from $5 to $50 in next few weeks to months, will you be pounding the table? Or do what I did and went all in? Six figures in $SIVE

@ps_georg @aleabitoreddit @Leon8995385220 I'm buying the dip and I'm not alone

@aleabitoreddit @Leon8995385220 Can u max out ur credit cards and buy up the float please 🥺

Not too shabby? $IQE is now up 4x since in the past 3 months. $MTSI paying off their debts does derisk the company long term. I’m curious if anyone listened anon?

@fammetaX Send here this post <3

my sister is 29 she has $22k saved she’s been waiting for the market to “calm down” for 3 years $QQQ hasn’t calmed down $AMD hasn’t calmed down. it went from $231 to $455 in 30 days $DELL hasn’t calmed down. it went from $125 to $260 since January that $22,000 in $AMD a month ago: $43,197 that $22,000 in $DELL since January: $45,520 what do you tell someone who’s been waiting that long?

@Ren_aramb Just $SNDK and Chill

Maybe we’re all just overthinking it… After hundreds if not thousands of trades. My YTD is barely more than half of that of $SNDK, which hasn’t stopped going up. Going forward, if anyone asks me for investing advice, I’m going to irresponsibly tell you to full port $SNDK and call it a day. Just kidding… or maybe not…

@aleabitoreddit Great news 🗞️😁 Thanks

What did I say? $SIVE was undergoing a transfer of Swedish ownership over to the US... If I'm interpreting things right from the new cap table. The US / West now owns 42.18% of $SIVE: ~ $FNF (Fidelity) - 11.5% (US/West) ~ $SCHW (Schwab) - 11.4% (US/West) ~ $IBKR - 9.25% (US/International) ~ Pershing (BNY Melon) - 4.15% (US/West) ~ Morgan Stanley - 3.12% ~Merrill Lynch ( $BOA ) - 2.76% Europe: ~7.73%: Clearstream Banking - 6.16% (European) UBS Switzerland AG - 1.57% (Swedish/EU) While Swedish now hold ~7.49% of $SIVE: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring AB - 2.73 Before, Sivers was a ~60% European/Swedish retail owned company... They went from that, down closer to 0 as they keep selling their shares. US has close to majority control, right before the CPO supercycle of 2027. Transfer seems almost complete?

@harukaawake If someday I have the opportunity to travel to Japan 🇯🇵 I will only do it if there's still Japanese people and culture to see. Keep your culture and costumes protect them and never allow foreigners to dictate what you are.

🇯🇵 Currently, Japan is under a lot of pressure to adopt the failed immigration policies of the UK, France etc. However, no matter what they tell us, Japan will always remain unapologetically Japanese. We will never change who we are.