saw.tanunya

$PYPL is cheap vs theoretical SOTP ($100B+), but market is discounting execution risk Post-earnings drop = short-term entry opportunity Trade near $42–43 for medium-term swing, or $44–45 for a cautious, smaller starter position Confirm trend stabilization via volume and price action before adding more

$PYPL is cheap vs theoretical SOTP ($100B+), but market is discounting execution risk Post-earnings drop = short-term entry opportunity Trade near $42–43 for medium-term swing, or $44–45 for a cautious, smaller starter position Confirm trend stabilization via volume and price action before adding more

$PYPL is cheap vs theoretical SOTP ($100B+), but market is discounting execution risk Post-earnings drop = short-term entry opportunity Trade near $42–43 for medium-term swing, or $44–45 for a cautious, smaller starter position Confirm trend stabilization via volume and price action before adding more

$PYPL is cheap vs theoretical SOTP ($100B+), but market is discounting execution risk Post-earnings drop = short-term entry opportunity Trade near $42–43 for medium-term swing, or $44–45 for a cautious, smaller starter position Confirm trend stabilization via volume and price action before adding more

$PYPL is cheap vs theoretical SOTP ($100B+), but market is discounting execution risk Post-earnings drop = short-term entry opportunity Trade near $42–43 for medium-term swing, or $44–45 for a cautious, smaller starter position Confirm trend stabilization via volume and price action before adding more

$SIVE just exploded +40%+ today to 55 SEK ($1.6B mkt cap) on Nasdaq dual-listing momentum. This is exactly how the "next LITE" narrative starts. Strong InP laser tech already shipping into hyperscaler AI supply chains (Jabil 1.6T, Ayar Labs, Marvell/AMD paths). My take: Attention phase ($110 SEK / $3.2B) looks very doable with US listing visibility. Execution phase ($300+ SEK / $9B+) is plausible if they convert design wins to serious volume in Co-Packaged Optics. High-risk, high-reward speculative name in the AI optics supercycle. Position sizing matters — volatility is brutal. I'm bullish on the multi-year story but would scale in on dips, not chase parabolic spikes. LITE sits at $60B for a reason. $SIVE has a long way to go, but the setup is there. DYOR. High conviction = high caution.

$SIVE just exploded +40%+ today to 55 SEK ($1.6B mkt cap) on Nasdaq dual-listing momentum. This is exactly how the "next LITE" narrative starts. Strong InP laser tech already shipping into hyperscaler AI supply chains (Jabil 1.6T, Ayar Labs, Marvell/AMD paths). My take: Attention phase ($110 SEK / $3.2B) looks very doable with US listing visibility. Execution phase ($300+ SEK / $9B+) is plausible if they convert design wins to serious volume in Co-Packaged Optics. High-risk, high-reward speculative name in the AI optics supercycle. Position sizing matters — volatility is brutal. I'm bullish on the multi-year story but would scale in on dips, not chase parabolic spikes. LITE sits at $60B for a reason. $SIVE has a long way to go, but the setup is there. DYOR. High conviction = high caution.

$SIVE just exploded +40%+ today to 55 SEK ($1.6B mkt cap) on Nasdaq dual-listing momentum. This is exactly how the "next LITE" narrative starts. Strong InP laser tech already shipping into hyperscaler AI supply chains (Jabil 1.6T, Ayar Labs, Marvell/AMD paths). My take: Attention phase ($110 SEK / $3.2B) looks very doable with US listing visibility. Execution phase ($300+ SEK / $9B+) is plausible if they convert design wins to serious volume in Co-Packaged Optics. High-risk, high-reward speculative name in the AI optics supercycle. Position sizing matters — volatility is brutal. I'm bullish on the multi-year story but would scale in on dips, not chase parabolic spikes. LITE sits at $60B for a reason. $SIVE has a long way to go, but the setup is there. DYOR. High conviction = high caution.

Did you listen anon? It’s still crazy we’re still only at the very beginning of a multi year CPO supercycle with $SIVE. This is what it feels like to be the very first to the names I’ve called out like $AXTI, up 6000%+ over the past year. Still think Sivers is the next $LITE.

$SIVE just exploded +40%+ today to 55 SEK ($1.6B mkt cap) on Nasdaq dual-listing momentum. This is exactly how the "next LITE" narrative starts. Strong InP laser tech already shipping into hyperscaler AI supply chains (Jabil 1.6T, Ayar Labs, Marvell/AMD paths). My take: Attention phase ($110 SEK / $3.2B) looks very doable with US listing visibility. Execution phase ($300+ SEK / $9B+) is plausible if they convert design wins to serious volume in Co-Packaged Optics. High-risk, high-reward speculative name in the AI optics supercycle. Position sizing matters — volatility is brutal. I'm bullish on the multi-year story but would scale in on dips, not chase parabolic spikes. LITE sits at $60B for a reason. $SIVE has a long way to go, but the setup is there. DYOR. High conviction = high caution.

$SIVE vs $SIVEF – 1.5 days of Sweden stock exchange being closed and the gap is already 20%. That tells you exactly how fast the market is repricing this name. $SIVEF: $4.92 $SIVE: $3.99 (kr38 converted) Who catches up to who? My guess is that $SIVE closes the gap UP. Arbitrage flows toward the more liquid market. Momentum doesn’t reverse over a weekend. $SIVE on Stockholm Monday open should do a +15-20% pop. Excited to see what happens in less than 8 hours 🍿

$SIVE just exploded +40%+ today to 55 SEK ($1.6B mkt cap) on Nasdaq dual-listing momentum. This is exactly how the "next LITE" narrative starts. Strong InP laser tech already shipping into hyperscaler AI supply chains (Jabil 1.6T, Ayar Labs, Marvell/AMD paths). My take: Attention phase ($110 SEK / $3.2B) looks very doable with US listing visibility. Execution phase ($300+ SEK / $9B+) is plausible if they convert design wins to serious volume in Co-Packaged Optics. High-risk, high-reward speculative name in the AI optics supercycle. Position sizing matters — volatility is brutal. I'm bullish on the multi-year story but would scale in on dips, not chase parabolic spikes. LITE sits at $60B for a reason. $SIVE has a long way to go, but the setup is there. DYOR. High conviction = high caution.