Charles Trust

@TychoOnnasch @GPSC_STX @Stacks thanks for the clarification!

@CharlesTrustCo @GPSC_STX @Stacks The token is on @Stacks and BNB. Many exchanges don't support the Stacks SIP-10 token standard, so we had to put the token on another chain as well.

Tim backed us when few believed in BTC-backed loans. He personally replies to our investor updates more than any investor I've worked with. One of a kind.

@aleabitoreddit who else has one of these? Serenity Watchlist

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.

@aleabitoreddit that’s why I use @claudeai goes in depth in details I don’t ask for like YOY growth, key dates, deals, etc. It’s also important to ask the right questions and have the right prompts

Real-time video of Starship from Starlink

@BullTheoryio That would make sense if $MSFT price rose. They are down 14% YTD. That’s $300 Billion dollars that’s being spent in AI infrastructure, HPC Chips. Meanwhile $NVDA revenue is 300 Billion and only up 13% YTD

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE. Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon. This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop. But how it works ? A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers. Look at the documented case of Microsoft and OpenAI. When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer. The tech giant is literally paying itself with its own money and calling it a sale. This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop. Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time. This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit. In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain. While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers. This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone. This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales. Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt. The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules. This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.

@napoleon21st liquidity, is they were in nasdaq and had a US Headquarters this would moon.

To be honest I do believe $SIVE can reach 80b market cap. It's in an exploding market and its peers have done it.... So what prevents them?

@KobeissiLetter Where do you thing that cash is going? Straight to bitcoin:native . taking a page out of Iran’s book. you can’t sanction Bitcoin

Russia is selling its gold reserves at a rapid pace: The Bank of Russia's gold holdings dropped -900,000 ounces in the first 4 months of 2026, to 73.9 million ounces, the lowest since February 2022. Gold prices averaged ~$4,800 per ounce over the same period. Therefore, if Russia sold gold at the market price, the sales are estimated to have generated ~$4.3 billion in proceeds. Russia's central bank began reducing its gold reserves last year after the Finance Ministry liquidated gold and foreign currency assets from the National Wellbeing Fund to offset budget deficits driven by declining energy revenues. Before the pandemic, the Bank of Russia used to be one of the world’s largest official gold buyers, taking in nearly all domestically mined output until it halted purchases in early 2020. Russia is increasingly selling gold to raise cash.

@LeopoldATracker Don’t forget that @WolfpackReports shorted this stock when it was trading at $3.44. And cost millions of people millions of dollars $$$. #DYOR $APLD x.com/wolfpackreport…

BREAKING: $APLD secured a $7.5B contract deal with a hyperscaler.

The fact that $CMTL is trading at 100 mil market cap is a steal. This is a hidden Gem 💎 in the Space Sector. @ComtechTel will be a main provider since @netanyahu has signaled he wants to stop relying on US support in their defense industry. This is a huge hit for $GILT $SPCX

@ComtechTel Please share the ticker symbol in the Bio

The MPR represents a significant advancement in multipath mitigation technology. Its multimode capability, diverse antenna support, & advanced signal processing techniques empower users to establish reliable communication links in challenging environments. hubs.li/Q04fFMnd0

@BullTheoryio A win is a win, there are many people who lost -$21 million since 1986

This 88 year old Japanese trader spent 40 years day trading and turned $387,000 into a $14 million portfolio. If he had simply bought the S&P 500 in 1986 and done nothing, he would have over $21 million today.

@TurkPulse This is still private you can’t see her face

📍 UFC yıldızı Islam Makhachev'in eşiyle paylaştığı nadir resimlerden. Dağıstanlı sporcular, ailelerinin mahremiyetini üst seviyede tutuyorlar.

@nayralunessa Blocking for wasting my time

It won't loose anymore now

@JoeTrader01 They voted to increase new shares by 500% this is super dilution. Not to mention they have a June 18, 2026 deadline to meet equity requirements or become Delisted on nasdaq. If they can sign an AI deal or BTC recovers I can see a 2x quickly. They need a 10x to reach minimum $1

There is a significant disconnect between $GPUS current stock price and its underlying book value. $GPUS is trading below management’s estimated net book value of $0.26 per share, while the company has authorized a share repurchase program at $0.21 per share. At a market capitalization of just ~$61.7 million, investors are gaining exposure to: • $242.4 million in total assets • 686.7 BTC + $37.8 million in restricted cash, representing a combined value of approximately $91.6 million • A 300 MW data center campus in Michigan, strategically positioned for AI and Bitcoin infrastructure • Multiple operating subsidiaries spanning AI software, fintech, and electronics The company’s turnaround is also becoming evident in its earnings trajectory: • Q4 2023 EPS: -$94.27 • Q3 2024 EPS: -$24.85 • Q3 2025 EPS: -$0.39 The market is currently valuing a hard-asset-backed AI infrastructure company at a steep discount to both book value and treasury assets. Deep value opportunities like this rarely stay mispriced forever. In my view, $GPUS has the potential to be a $5 stock. At its current price of $0.14 in 2026, that represents substantial upside and could translate into a 20–50x return relative to peers. If you are holding names such as $DGXX, $KEEL, $SRXH, $SLNH, $HYLN, $OPEN, or $HIVE, I believe $GPUS is another stock worth keeping on your radar. Not financial advice. Do your own research.

@aichasyaa bro I thought was a potato

A satisfying experiment.

@Polymarket Peace Deal coming

JUST IN: Iran to reopen its stock market ​Tuesday after 80 days of closure.

@BillAckman Google has Gemini AI, Willow Quantum Chip, Billions of dollars of Ad revenue through Google Analytics, Youtube, etc, Google Chromebooks, Phones, Phone Network. Microsoft has Teams, and a severed relationship with Open AI as they have gone to AWS as a provider.

To be clear, our sale of $GOOG was not a bet against the company. We are very bullish long term on Alphabet. But at current valuations and in light of our finite capital base, we used $GOOG as a source of funds for $MSFT.

@accounting_ds Do you guys not know how to roll a position? Covered calls is selling time. You only lose your shares when they execute near expiration date. You can roll them to the next month so you keep the shares and higher premium.

Covered calls don’t seem to be great for most people I have only ever seen them effectively utilized for people who are multi millionaires The average guy trying to squeeze out every last penny on a name eventually gets burned I bet this happened to $NBIS bulls as well

@EndicottInvests I was first then sold 😭

lol apparently every trader under the sun “called” $NBIS can’t make this up