Akskn

I'm still laughing how much Swedish hate their own frontier companies so much. That they write hit pieces every day on $SIVE. This one was entertaining: Local journalists show up to an empty $SIVE administrative building uninvited. Because they can't fathom the CEO is in Silicon Valley or design team is working on US Gov CHIPS act dev in the US. And because there weren't many cars parked outside + CFO wouldn't take questions about secretive hyperscaler deal financials. They wrote a random negative hit piece. By repeating "There are several who make lasers like these and Sivers are far from alone". Several like $LITE, $COHR, $60B+ companies. and reported earlier that "CPO is nothing special, it's been around for years." While GS projects CPO going from $1B -> $91B TAM over the next two years. Even put "Plans" in quotation marks because they didn't think Sivers is supplying lasers to $JBL 1.6T LRO. IMO, $SIVE ends up as a $10B+ company next year, especially if they follow what $LITE / $COHR did with downstream IP integration to capture more of CPO module BOM. Just don't think Swedish people understand hyperscaler supply chains, concept of forward growth, or the fact that employee count doesn't equate to revenue. Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.

모수 식당 계속되는 안좋은 평가만 쌓이네요 4인 룸차지 비용 30만원 메뉴 바뀌는거 없이 그냥 룸 하나 예약하는게 30만원 홀에서 먹는것과 룸에서 먹는거 메뉴 다 동일  그리고 예전에는 디너 34 였는데 지금은 10만원 씩 더 올라 런치 34 디너 44임 예전 디너 먹을 돈으로 이제 런치를 먹을 수 있는데 런치는 모수의 시그니쳐인 도토리국수, 전복타코쉘 다 빠짐

아? 수혜 맞네? ㅋㅋㅋㅋㅋ $sive 달려