AJ Borow

@CynicalPublius Surprised orange man didn’t factor that into his 12D chess he likes to gloat at about.

@its_The_Dr Need to start electing officials that don’t send our men and women out to die for deep state politics Thank you to the service members and fallen, words do not do justice

This is what Memorial Day is about, This is also why We don’t tolerate People Burning our Flag!

@PeteHegseth Jesus died for the sins we repent but yet you’re still committing the sin of sending our kids to die

Two simple Truths: Jesus Christ died for our sins. America’s fallen died for our freedom. May we live worthy.

@Christy4Change You mean she isn’t going to come out to fireworks and talk about how much money she’s going to make from sales?

America, this is what a grieving widow looks like 💔 Rest in Peace Kyle Busch ❤️🙏🏻

@matthewcrory @padres_region I think that’s fair, get a nice arm in Hawkins and a lottery ticket in Wideman

Mock trade proposed by Yahoo Sports, and reposted by @padres_region Ryan Wideman (Padres #7 - OF) Garrett Hawkins (Padres #12 - RHP)

@BaseballWRLD_ How about Ryan Wideman and Kruz schoolcraft plus a couple lower end guys

Ethan Salas, I hope you enjoy the city of Detroit.

@PadresDG Definitely sell high. He has good tools but 22 year old in low A, definitely a tradeable piece

👀 Padres could trade RHH Ryan Wideman and 1 tier A and tier B prospects to the Red Sox’s for Aroldis Chapman. I could see Kash Mayfield untouchable. #Padres #Redsox

@MarcoFoster_ @megynkelly @hodgetwins When did megyn Kelley get a brain? Wasn’t she defending the Epstein class a few months ago saying 14 year olds were women wanting it?

Megyn Kelly: “Trump has cheated on every wife he’s had. He met Marla Maples while he was married to the mother of his children Ivana. Ivana accused him of raping her. She alleged he was so angry over the hair transplant he got that she made him get, it was so painful that he raped her. He winds up with Melania and if you think Trump’s been faithful to Melania, you’ve got bigger issues than I can solve”

@Ren_aramb What’s your target price dips on a few like SIVE?

There is a lot of noise going around $SIVE being overextended, or the same for $SOI, $AXTI and many more stocks that have run up from high expectations into the CPO buildup. Please understand this: the financial reports are not yet a reflection of what is to come. CPO has not shipped any significant volume yet, yet the market knows that this is coming, which is why most names are already +300-500%. A lot has been priced in, but only up to 8-12 months into the future, and CPO doesn't stop for the foreseeable future. You have clear TAM projections for 2030 from major players -- GS, BofA. What happened in memory back in January-March is happening right now in Photonics. I'm ready to catch any significant dips. I'm ready to trim some winners from CPU, Memory, and NeoClouds into Photonics -- and especially CPO. Don't even get me started on $SIVE. In order to succeed in investing you have to be a sharp trader in the short term (catch the dips, invest early) and be highly informed and knowledgeable about the future you are investing in, so you know that a dip is an opportunity, not a tragedy. This clearly doesn't apply everywhere -- you don't see me catching the dip on $DUOL, right? So be smart about it. Follow the right people and build your own conviction. Bullish AI Infra Bullish photonics

@TradexWhisperer Yeah was looking into those thought they may good buys if TSMC can’t handle it all

@AjBorow Spillover demands from TSMC will go to ASX and AMKR cups.

$TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share. Now add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, logic base die and memory controller for C-HBM4E. One unavoidable destination.

@DMendy02 Thank god Preller didn’t overpay for him just on Fermin

Why is no one talking about Steven Kwan?

@aleabitoreddit I do have a question, is there any concern long term for them if companies decide to go away from ELS? will SIVE be capped in a sense or will SATCOM and potential Apple exposure be enough in addition to whatever extent ELS is used in the future?

Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it: 1. $SIVE is actually a chokepoint and partially a bottleneck. The reason it's a chokepoint is leading CPO/optical hyperscaler players go through Sivers, likely: Ayar. Celestial. Lightmatter. Lightelligence. Poet. If you take out Sivers, you literally can't make some of their products + delay their roadmap by years. As many are sole/primary source but are heading the direction on multi-source. As for the bottleneck argument: Win Semi is the bottleneck for scaling laser production. But... the nuance is when you have capacity allocated for the next few years. You become part of the bottleneck itself if players fight you for allocation of finished lasers. That's the nuance people miss with capacity allocation dynamics. It's like saying $SNDK is not part of the NAND bottleneck when Kioxia makes all of it. But when Sandisk has the ultimate control of output supply, they become the bottleneck + have all the pricing power. Sivers controls output supply of CW lasers given allocations, and as seen with $LITE earnings, CW laser is currently bottlenecked as everyone seems to be stuck producing EMLs. 2. Like how LLMs always uses em-dashes. You can tell when people use AI when they always use the same "CW is a dumb interchangeable laser" argument or compare "power" specs after conflating different architectures. That's why your "analysts" using AI will get this wrong over and over. There's CW lasers... and then there's a specific architectural design that Sivers achieves with DFB lasers. If you compare power specs with $LITE vs. Sivers, Lumentum wins in isolation. But they're completely different laser architectures. All the leading CPO players like Ayar, chose $SIVE for an architectural reason for high power, low thermal, laser arrays. $JBL 1.6T LRO also made one of the most dramatic moats cited by their fireside chat, using Sivers lasers. If you think CW lasers are interchangeable with Sumitomo/Furukawa, and others. And can be plug-and-play... i don't know what to tell you? Again: $SIVE makes architecturally unique CW lasers for leading CPO players. 3. I'm not sure how many times I need to say this: $SIVE for 2024-2025 has been going through development contracts. People using TTM revenue or former P/S metrics are using completely the wrong metrics, when there's volume ramp in 2027. It's the same with $AAOI which volume ramps in H1 2027. $AEHR which volume ramps after qualification. $LPK that volume ramps after qualification. This is just missing qualification cycles in semiconductors and how to model financials currently. As for the $LITE comparisons (which was also my long last year): $LITE literally started off selling laser dies before acquisition of Cloud Lite and other downstream optical engine components. This is where $SIVE is at today with starting off in the laser chokepoint for CPO: People are modeling laser revenue off very isolated TAM projections. Meanwhile Sivers is targeting M&A to expand revenue for TAM projections. This is not a simple component FAU + ramp valuation modeling over with a Taiwanese company. Since Laser companies like $LITE, $COHR are known to downstream expand to make their lasers more valuable, then vertically integrate (fabs, assembly) afterward. Again, Sivers worked with Ayar and these types of companies before they all became billion dollar companies. I have high conviction knowing they know what to acquire down the ELS/optical engine stack + pluggable transceiver for TAM expansion. It's just annoying when I get people who don't understand the nuances backseat commenting wrong things about my longs. I got the same thing about $AXTI is not a bottleneck! InP isn't needed! China! back at $14. Now it's $140 I got the same thing about $AAOI "is going down 50%!" back at $65. or "AOI management is shady at $30". Now it's $170 I got the "there's nothing new with $SOI" back at $45. Now it's $170. I think I'm one of the few who actually understands the nuances with photonics, since I did call out $LITE, $TSEM, Innolight, $AXTI, $AAOI, $SOI, that outperformed both photonics markets and overall markets over the past year. And now I'm long on $SIVE.

@AdamKinzinger @FoxNews Think you underestimate how incompetent the Fox News MAGA cult really is.

Will be interesting to see @foxnews try to shovel this horse balls of a deal down its viewers throats, and explain why allowing Iran to have $25 bills and control of the strait and keeping their nukes is making America great again. Good luck

@JohnCleese No they are just pathological liars. Once Trump is out of office or passed everyone will act like nothing happened and go back to quietly conning the American people instead of announcing it daily.

Is Johnson appallingly ignorant, or just a liar ?

@MitchCohenMLB Oh he’s a Padre if I’ve ever seen one. No chance if new ownership approve it

@mkfilko @JonkooTrades Thank you so much!

@AjBorow @JonkooTrades I like your attitude. We’re all here to learn together, take it step by step, feel free to follow along and ask questions if you have any!

Y’all think we should start a position in $SIVE / $SIVEF ? Who here already has a position, and can tell me something about the thesis? Like if you’re holding $SIVE 🔥

@mkfilko @JonkooTrades Sorry I’m still new and trying to learn, I have no idea what I’m looking at but I’ll ask Claude to break it down for me so I can try and understand it better. Appreciate you

@mkfilko @JonkooTrades I sold at $6 thinking it would drop a bit before earning but it went the opposite direction and now I’m kicking myself haha

@AjBorow @JonkooTrades I’m charting the ticker listed on Swedish NASDAQ, so you gotta take into account exchange rate differences