Burner

@CompoundingLab You’re an idiot who pays for a blue checkmark but can’t figure out that hyperscaler contracts are on the way?

$SMOP up 91% YTD. Forward 3Y CAGR in revenue @ 26% is not impressive. Paying 34x 2028 Revenue is a stretch for Smartoptics Group AS.

@duedilligently Also their product is differentiated, it’s not exactly the same COTS products on the market today

The limitation: $SMOPF is a downstream integrator, not a chokepoint owner. It competes in a multi-vendor disaggregated market alongside Ciena and Nokia. No proprietary supply constraint. Pricing power is limited. Growth thesis holds. Serenity thesis does not.

$SMOPF — Smartoptics Group ASA | 🟡 Watch | Growth: 62 | Serenity: 32 | Dilution: 12 35.9% revenue growth. Profitable. Pre-institutional. AI data centre optical demand is real — but no chokepoint.

@duedilligently How’d you calculate serenity score? Shouldn’t intelligent DD make assumptions. If they get hyperscaler contracts which they noted in their earnings report, this stock will shoot up. I’m confused on how you got your numbers

Verdict: 🟡 Watch — not yet a core accumulation. Confirmation needed: customer win announcements, Nasdaq listing progress, or M&A signal. If a structural chokepoint emerges or institutional rotation begins, this re-rates fast. Until then, monitor closely.

@Spicy_milk12 @FinnStockinger Good question

@FinnStockinger za.investing.com/equities/smart… So insiders directly and indirectly owns more that 55% shares of $SMOP. Its a promising and solid company. I’m wondering how you envision it becoming the next $SIVE if insiders control more than 50%, and together with institutional owners more than 75%.

Smartoptics $SMOP: The Architects of Data Highways. Why This Company is More Than Just Hardware? Most investors look for opportunities where the noise is loudest. However, the real money in tech often lies in the physical layer - where data actually transforms into light pulses. Smartoptics $SMOP is a Nordic champion that has recently leaped from the "junior league" to the main board of the Oslo Stock Exchange, bringing along financial results that demand a total re-evaluation of the fiber-optic infrastructure sector. 1⃣What Exactly Does Smartoptics Do? $SMOP designs and delivers solutions for high-capacity data transmission over fiber-optic networks using DWDM technology. If a company operates two data centers and needs to move data between them at speeds of 400G or 800G, they need this technology. For a network engineer, the key term is Open Networking. Traditionally, buying a switch from a giant like Cisco or Nokia forced you to buy their expensive, proprietary optical modules (a practice known as vendor lock-in). Smartoptics shattered this monopoly. Their DCP (Data Center Platforms) allow for mixing hardware from different vendors into a single, high-performance system. It represents "freedom of choice" in a world previously dominated by single-vendor ecosystems. 2⃣The Arms Race: From 800G to 1.6T In the world of optics, only what will be the standard tomorrow matters. Currently, $SMOP is a leader in 800ZR deployments, confirmed by the 2025 launch of the DCP-802 transponder. This allows for building 800G networks in a compact form factor - critical for operators optimizing space and power consumption in modern server rooms. But the real game is moving toward 1.6T. Smartoptics doesn't need to manufacture its own chips to win this race. Through close collaboration with leaders like Marvell (leveraging next-gen DSP processors), the company is designing devices ready to handle 1.6 Terabit-per-second throughput. Their strategy is to be a "technology aggregator" - building the platforms that are first to market in making this massive computing power usable in commercial networks. 3⃣Strategic Partnerships: Dell and Marvell $SMOP does not operate in a vacuum. Their strength lies in a partnership ecosystem with the absolute top tier of the industry: ➡️Dell Technologies: Smartoptics solutions are offered as an integral part of Dell’s enterprise infrastructure. This gives the Norwegian company access to a global sales network without the massive overhead of an internal marketing machine. ➡️Marvell and Acacia (Cisco): Deep integration with next-gen optics providers ensures $SMOP is the go-to choice for neoclouds - dynamic cloud providers building clusters for the latest AI computing systems. 4⃣Fundamentals: Hard Numbers from the 2025 Report The latest full-year 2025 data confirms powerful operating leverage. Revenue grew by 35.6% ($75.3M), but operating profit (EBIT) skyrocketed by 106.3%, reaching $6.8M. The growth in the Americas is particularly staggering - in Q4 2025 alone, U.S. sales jumped by 94.1%. This proves that American engineers have "bought into" the Scandinavian philosophy of open systems. Crucially for retail investors: the company remains profitable and pays a dividend (0.60 NOK per share), which, in a growth segment with this kind of momentum, signals ironclad financial discipline. 5⃣ Guidance: The 2030 Goal Management has set a clear target: a 2-3x increase in market share by 2030, with an EBIT margin in the 13–16% range (up from the current ~9%). The key to this margin expansion is the growing share of network management software (SoSmart), which carries significantly higher margins than hardware alone. ⬇️For a retail investor, the equation is simple: if the company maintains its U.S. growth trajectory and delivers on the promised margin improvements, the current valuation (market cap approx. 4.8B NOK) may be seen as a bargain before the company is fully "discovered" by global institutional funds. ⬇️The Verdict: $SMOP offers pure exposure to the bedrock of the digital world. Regardless of which AI application wins the race for user attention, data will always need to flow through fiber optics. Smartoptics ensures it flows faster, cheaper, and on their terms.

@ekroth Why isn’t this tweeted about more

One detail from $SMOP Q1 that's easy to miss. The $0.5M one-time cost flagged in the report wasn't a plant relocation from Oslo — it was a capacity expansion within Kista, Stockholm, where they've operated for years. 4,100 sqm. Seven-year lease. Lab, warehouse, training. Management signed that lease in July 2025, mid-cycle, before Q1's 59.6% revenue growth was on the books. You don't commit to seven years of expanded capacity unless you believe the demand is structural.

@Spicy_milk12 @AtlasShrug1 Good find, now I see why this isn’t being pumped. Terrible tokenomics and share of wallet

@AtlasShrug1 za.investing.com/equities/smart… So insiders directly and indirectly owns more that 55% shares of $SMOP. Its a promising and solid company. I’m wondering how you envision it becoming the next $SIVE if insiders control more than 50%, and together with institutional owners more than 75%?

Smartoptics $SMOP.NOL $SMOPF The Other Nordic Undiscovered Optics Juggernaut that may have the most upside since $SIVE Part I Bull Case Thesis: Smartoptics Group ASA (SMOP.OL) – Scaling to a $2B+ Market Cap by 2027-2028 Executive Summary Smartoptics is a high-growth provider of open optical networking solutions (DWDM line systems, pluggable transceivers up to 800G+, and management software) optimized for data center interconnect (DCI), metro/regional networks, cloud providers, and AI infrastructure. Currently trading at ~NOK 4.9B market cap (~$0.52B USD) with 2025 revenue of $75.3M (up 35.6% YoY) and 12.9% EBITDA margins, the company sits at the epicenter of the AI-driven bandwidth explosion. In the bull case, Smartoptics leverages its open, cost-effective, vendor-agnostic platform to capture accelerating share in the exploding DCI/AI optics market. Revenue can compound at 40-60%+ annually through 2027, reaching $200M–$300M+ by end-2027/early-2028, with EBITDA margins expanding to 18-22% via operating leverage and software mix. At a conservative 8-12x sales multiple (well below peers in high-growth AI networking), this supports a $2B–$3B+ market cap within 2 years—delivering 4x+ upside from current levels. This is not a stretch scenario; it aligns with the company’s own 2-3x market share ambition by 2030 and the structural tailwinds already visible in record Q4 2025 bookings and hyperscaler/neo-scaler wins. Company Overview Founded in 2006 and listed on Oslo Børs, Smartoptics delivers disaggregated, open optical networking that breaks vendor lock-in (interoperable with Cisco, Dell, Brocade, etc.). Key offerings include compact DCI-focused line systems (e.g., DCP-M), high-speed pluggable DWDM optics (100G to 800G+), and software for simplified operations. The model is asset-light with high gross margins (~47-49%) and recurring software/upgrade revenue potential. Customers span enterprises, communication service providers (CSPs), cloud/hyperscalers, and governments. 2025 was a breakout year: full-year revenue $75.3M (+36%), record Q4 revenue of $23.2M (+38%), and improving profitability. Massive Market Tailwind: AI Is Redefining Optical Demand The optical transport market reached ~$16.5B in 2025 and is forecasted to grow ~10% in 2026, but the DCI segment (Smartoptics’ sweet spot) is exploding: direct WDM/DCI purchases grew ~40% in 2025, with cloud provider direct buys up ~50%. AI cluster interconnects (scale-out and scale-up) are driving even faster growth—optics for AI fabrics alone hit ~$16.5B in 2025 and are projected to reach $26B in 2026 (60% YoY). Broader optical networking TAM for DCI/cloud/AI is already in the tens of billions and expanding rapidly as hyperscalers build geographically distributed AI training clusters requiring hundreds of fiber pairs and massive 800G+ capacity. Traditional proprietary systems from incumbents (Ciena, Infinera, etc.) are expensive and rigid. Open, pluggable solutions like Smartoptics’ win on cost, speed of deployment, and flexibility—exactly what enterprises, neo-scalers, and even hyperscalers need for rapid AI infrastructure scaling. Competitive Moat and Execution Momentum • Open Networking Differentiation: No vendor lock-in, rack-optimized form factors, and full-stack (transceivers + line systems + software) give Smartoptics a clear edge in enterprise DCI and metro use cases. • Proven Large-Account Traction: Accelerating wins with leading neo-scalers, large operators in EMEA/US, and cloud providers. Customer count and order intake are expanding. • Product Roadmap: 800G+ readiness and software enhancements position it for the next wave of AI bandwidth. • Financial Scalability: Gross margins stable at ~48%, with clear path to 15-20%+ EBITDA as fixed costs leverage and higher-margin software grows. The company has already guided toward 13-16% EBIT margins as it scales share.

@UncleAlpha007 Why is there no coverage on this one by serenity

BREAKING: $SMOP.OL $SMOPF is the cheapest, most fundamentally defensible optical play in the market

@LuisMLifts @SamaHoole Is there something wrong with 4 sets by 12 reps and chasing the pump?

This is basically minimalist powerbuilding. The "heresy" works because mechanical tension is the primary hypertrophy driver and 3-min rests preserve total tonnage across sets. Leaving 1 RIR autoregulates fatigue which is also why the no-deload piece flies. High-rep, high-volume, pump-chasing styles aren't wrong, they're just one path. Stimulus is stimulus, no matter the rep range.

I have completed the heretic's bodybuilding checklist: - I don't eat before training - I do not exceed 6 reps - I rest 3 minutes - I leave one rep in the tank - I do five exercises - I am out in under 50 minutes - I do not deload - I do not chase the pump - I eat meat afterwards - I skip the carbs - I sleep I will be excommunicated from the bodybuilding orthodoxy. The muscle does not seem to care.

@dtman11 @ChudTheBuilder Uh ya that’s the reason why 😂

@ChudTheBuilder All those people in your videos are of all colors, and they're all egging you on because they want to witness a horrifying downfall. They don't like you, they're not your friends, they don't support you.

The cope in the black community is hilarious😂😂 x.com/imtoblame/stat…

@Temarinette @brentlajeunesse Wow that is crazy. But what happens when you go off of it?

I started reta 1 week ago for body recomp. So far i didn't lose a single gram but Good Lord, the benefits I'm getting so far for my brain are out of this world and now i don't even care about losing the weight. No more Rumination, intrusive thoughts, internal dialogs, the impression that my brain was in overdrive, i was always exhausted and on the verge of a Burn-out. I've never experienced so much calm in years. It's so peaceful now. I wake up every morning well rested The dark circles i had have disappeared. Incredible. I have to add that I used tirzepatide for the last 2 years on and off and never got these benefits.

Spot on Doc. I am running low dose Reta right now to bulk hard , lock in mental clarity and condition while staying lean. GLP receptors sit in the brain and this triple agonist is eliminating food noise and alcohol noise like crazy which is great. At just 1-2mg the benefits stack deep. Sharper insulin sensitivity so I stay anabolic even on a bulk. LDL and triglycerides drop hard. Blood pressure improves. Liver fat clears out. Inflammation down , less water retention so I look tighter with zero extra effort. The brain piece hits different too. Calms neuroinflammation and glucagon drives ketones like rocket fuel upstairs. No more constant cravings pulling me off plan. Who else is running Reta beyond just cutting? Micro dose crew sound off below. Live Savage ⚔️🇺🇸

@ekroth Dear lord shut the fuck up

@BuffetsBurner22 I don’t do price targets. My exits are based on structural events, not levels. I’m watching: gross margin trajectory, neo-scaler order expansion, and whether management concretizes the large-account pipeline in Q2.

Smartoptics $SMOP, optical networking’s hidden compounder The optical networking upcycle is real. $CIEN up 33% YoY. $NOK optical up 20%. The demand signal is consistent across the board. But the market is still pricing Smartoptics as a niche Oslo-listed telecom vendor. Q1 2026 told a different story. Revenue: $22.9M – up 59.6% YoY. Record quarter. In Q1, which is historically the weakest. Gross margin: 48.2%, up from 47.3%. Expanding, not compressing – despite the narrative around Chinese pricing pressure. Underlying EBITDA margin: 13.7% (excluding one-time production relocation costs). Americas delivered a record $13.9M, up 77.8% YoY. The growth isn’t spread thin, it’s concentrated in the regions where hyperscaler and neo-scaler capex is accelerating fastest. The strategic signal: management explicitly called out orders from neo-scalers focused on AI workloads. This isn’t enterprise optical anymore. The customer mix is shifting toward the segment that drives Ciena’s premium valuation. The structural thesis: open, disaggregated optical networking breaks vendor lock-in. As AI infrastructure buildout forces network operators to scale faster and cheaper, Smartoptics’ approach becomes structurally more attractive, not less. The gap: Ciena trades at a significant revenue multiple premium because its cloud exposure is proven and recurring. Smartoptics is earlier in that transition. That gap is the opportunity. I took a small position ahead of the report and added after results confirmed the thesis.

@AtlasShrug1 Price target by EOY?

$SMOP Wow, 59% rev growth to over $22M in their seasonally weakest quarter. I have been assuming 45%ish rev growth so this rate of change is very encouraging, they likely will blow away my $100-110M sales estimate for current year. And they are seeing both gross and operating margin improvement, delivering positive EBITDA and EPS which should grow at a pace faster than revenue…have zero idea why this is still buyable at 5x current year revs? Very excited to own this one. @crux_capital_ what did you think? I think go forward you were looking for more like 30-35% rev growth and being even more conservative, but the timeline to getting to 13-16% EBIT margin will likely be pushed up quite a bit now no?

@Milajoy Nah fuck Spencer guy, he’s a weirdo and his wife has cannons and is even weirder. His whole argument failed when he said he’s fighting so ppl don’t have to “feel” what he felt. Lol that’s how libs do it. Feelings r feelings. He’s a massive adult baby

The interviewer makes the mistake of calling Spencer Pratt “relatively wealthy” and Spencer GOES OFF.

@Just1542517 @LostProb @Milajoy Lmao you have no clue about what money means. You could literally stick that into index funds and retire in a different state. You don’t have to be in LA, and that is still a lot in LA. You don’t have to fucking live behind the Hollywood sign. Holy shit you ppl are delusional

@LostProb @Milajoy In LA, that is not wealthy. Someone in Africa could think you’re wealthy making minimum wage living in America. It’s all relative.

@SamaHoole I question the amount of pure strength tho. Or maybe, let me clarify, not strength but stamina of strength. Big meaty guys gas out quick. If you’re doing it for looks that’s one thing. If you’re lifting for sports, completely different

Every man lives two lives.⠀ ⠀ The second begins the day he realises that two sets of six builds more muscle than four sets of twelve, in half the time, with a quarter of the recovery cost.⠀ ⠀ Because the only thing that produces hypertrophy is high-quality reps performed in close proximity to failure. Specifically, the final five.⠀ ⠀ Heavy loads are simply the easier vehicle for getting there.⠀ ⠀ There's less afferent feedback, less lactic burn, less screaming from the metabolites telling you to stop before the working fibres have actually been challenged.⠀ ⠀ There's more focus and more quality control, because each set lasts twenty seconds rather than forty to sixty, and the nervous system can stay sharp across all of it.⠀ ⠀ There's more strength carryover, because the loads are heavy enough to demand explosive intent on every single rep.⠀ ⠀ And there's less fatigue, so the growth stimulus survives intact across the exercise, the session, and the week.⠀ ⠀ It becomes a straightforward decision once you:⠀ ⠀ - Accept there is only one true driver of hypertrophy⠀ - Understand that more is not better⠀ - Accept that better is better

@paulsaladinomd Paul I’m curious what does a guy do who eats animal based STRICT for about a year (organs, raw eggs, raw meats), no endocrin disrupters in the house (plastics, fragrances, cotton, good water,), work out 5x a week with a healthy BMI, 8 hours sleep, good job, and still hypogonadal

Why are so many people struggling with infertility?

@mkfilko Just asking for a drop on Monday

$SIVEF trading at 5.11 USD USD: SEK exchange rate is 1 USD = 9.20 SEK Therefore, $SIVE $SIVE.ST on Swedish stock exchange will open at 5.11 x 9.20 = 47.0 SEK This is up 11 SEK (or 29%) from closing price of 38 SEK yesterday. Are you ready for Monday?

@cherryPayment @aleabitoreddit Cringe

@BuffetsBurner22 @aleabitoreddit Nvm I just edit the words, if you don’t like it 🤣