Bando

If you wagered on… USF +4.5 UCF +5.5 VCU +2.5 Kentucky -3.5 …You are genuinely the luckiest person to walk on the planet.

Rico has asked off of Picks Central because he has too much other stuff to do

$SIVE is the upstream laser supplier for CPO and Silicon Photonics. They're the likely $COHR / $LITE type future light source for: - $AMZN Trainium Clusters - $MSFT Maia Clusters and possibly other hyperscalers like $META MTAI and $GOOGL TPU clusters. At a ~$200M MC. Relational Mapping (speculative): $SIVE (light source) -> $POET (optical interposers) -> $MRVL (Likely Celestial Captive) -> $MSFT Maia + $AMZN Trainium. $SIVE (light source) -> Ayar -> AiChip -> $AMZN Inferentia/Trainium $SIVE (light source) -> Enablence -> O-Net -> ? Asia Hyperscalers _ Ongoing: $SIVE (light source) -> Ayar -> GUC -> ? (Google $TPU) $SIVE (light source) -> Ayar (TeraPHY/SuperNova)-> Wiwynn (captive CPO) -> ? ( $MSFT, $META historically Wiwynn's largest clients). Because of captive models like $MRVL Celestial, they get a free ride. However, they do compete multi-source ELS against Lumentum, Coherent, and $MTSI with Ayar and win anyway in merchant models. But they win either way. For high-volume production ramp up, a large part of it depends on the ongoing Win semi qualification, but this will likely be a large indicator. Again supply chain BOM is extremely confidential. $AMZN will never tell anyone "Hey, we use $SIVE ". But if you put 1+1+1+1+1 together, you can piece together the likely suppliers. Most people see "Poet Starlight" uses $SIVE. Or Ayar uses $SIVE. But don't map all the multi-hop relations to see where they end up. I do think $SIVE is an extremely undiscovered opportunity as the next possible mini $LITE for Silicon Photonics at $200m MC. As they're the likely upstream laser supplier for hyperscaler supply chains for future CPO/Silicon Photonics scale up with cw dfb lasers and scale out with laser arrays.

Gengar is the perfect Pokémon. He’s essential to every trainer’s starting 6, with a versatile and unpredictable moveset. If he’s taken damage? Hypnosis —> Dream Eater will put your opponent to sleep, suck their HP, and replenish yours. With the right trainer, he can’t be killed. Not to mention he’s immune to normal, fighting, and ground-type moves, rendering even the strongest Pokémon like Machamp absolutely useless. Beyond his obvious tactical advantages, Gengar’s aesthetic is big and menacing, but at the same time, virtually nonexistent — a ghost with a grin. He’s dark purple, which represents luxury, power, wisdom, and… mystery. Gengar is shrouded in lore, rumored to be Clefable’s shadow. Nicknamed the “trickster entity,” his presence is marked by a sudden drop in temperature. He’s literally “chill af” Oh and the only way to get Gengar was with a link cable & a homie (through a trade). His evolution wasn’t possible through level-grinding, only kinship. Gengar is king