Foci2
4.1K posts
🤡 35 minutes de mauvaise foi.
35 minutes pour décourager les classes moyennes et populaires d’investir.
C’est la nouvelle pépite de la chaîne de gauche Heureka, qui tourne en dérision @MatthiasBaccino, @moonlaggoune et tous ceux qui tentent de démocratiser l’investissement en France en vue de l’effondrement de notre système de retraite par répartition.
Le message ? Vous êtes trop pauvres pour investir. Vous ne vous en sortirez pas par vous-mêmes. Vous devez rester dépendants de l’Etat et de votre employeur. 👏🏼
Débunker un par un les arguments minables de cette vidéo prendrait un temps que je n’ai pas envie de consacrer à ces personnes, mais rappelez-vous d’une chose : ce n’est pas parce que vous n’aurez pas le même patrimoine qu’une personne déjà aisée au départ ou gagnant un gros salaire, que ça ne vaut pas le coup de préparer votre avenir.
Les petites sommes font une vraie différence, n’en déplaise aux vendeurs de malheur.
Ensemble, prouvons leur qu’ils ont tort et qu’on peut bien épargner et investir au SMIC et au salaire médian. Dans quelques années, ils s’en mordront les doigts.
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@PFedinger @Maitre_Eolas Le mot “antisemite” vous permet de ne pas utiliser votre cerveau. Le modem est antisemite ? Le projet de loi sera sans doute enterré.
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@Maitre_Eolas C'est pas la pétition qui a fait reculer, c'est le bordel promis par la meute passionnément antisémite. Mais ce sera à nouveau discuté.
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@IAmBenCohen @LeCryptoDaily Pourquoi ne pas acheter du BTC pour muscler la trésorerie?
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Hello les amis,
Comme vous avez pu le remarquer, j'ai pris la décision il y a quelques semaines de fermer @LeCryptoDaily.
Financièrement, ça devenait trop compliqué de tenir le cap sans plonger dans les dettes, et j'ai préféré prendre cette décision avant qu'il soit trop tard.
C'était une aventure incroyable. Les personnes rencontrées, les défis relevés, les sujets qu'on a creusés ensemble… Je suis extrêmement reconnaissant pour tout ça. Mais surtout, je suis reconnaissant pour vous, vous qui avez écouté, commenté, partagé, et vécu cette aventure avec nous du début à la fin.
J'aurais pu m'entêter encore. Mais il y a une différence entre la persévérance et l'obstination. J'ai choisi de m'arrêter et j'assume ce choix.
Tout a une fin, et celle-là, même si elle fait mal, elle restera une des plus belles expériences de ma vie.
Merci infiniment. Vous allez me manquer. 🧡
GIF
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$SIVE executing US NASDAQ listing from Reuters.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ.
This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing.
"The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors"
We’ll likely going to see a parabolic ride up from the news.
In just the last three days:
-> $JBL 1.6T to use $SIVE
-> $SIVE new US/international institutional investors
-> $SIVE looks to be listed on NASDAQ.
We're witnessing the birth of the next $LITE.
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@barbell_ideas @aleabitoreddit Not very dilutive but together with the rising shorts it could allow us to buy SIVE cheaper today.
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@aleabitoreddit $SIVE - "The Company has undertaken a lock-up undertaking, with certain exceptions, not to issue additional shares for a period of 180 calendar days after completion of the Directed Share Issue." ... pls also see my PMs
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This is exactly why I long the $SIVE laser ecosystem with Win Semi (3105).
The beneficiaries of the next architectural supercycle for laser mass production?
Sivers + Win.
Especially with the announcement yesterday that Sivers is powering $JBL 1.6T optical transceivers.
Serenity@aleabitoreddit
I am long Win Semi (3105.TWO) at $4.1B MC. I believe markets are sleeping on of the most important foundries in the world (aside from $TSM). IMO their strategic positioning exceeds far beyond $4B MC. They sit in almost every major chokepoints: -> In the SpaceX Starlink LEO supply chain. -> As $AVGO, $LITE, $MTSI, $SIVE InP foundries for optical transceivers -> then as the body/eyes of humanoids as the GaAs foundry for TOF lasers possibly mapping to Boston Dynamic Atlas -> With legacy from MediaTek / Qualcomm / $AAPL from their previous business. But Win appears to be bottom of the legacy drag (like with $SOI), with optical as one of their largest growth vectors. Then... Win has the largest TAM expansion/revenue acceleration out of almost any foundry: With: LEO, humanoids / CW laser, 800g, 1.6t, 3.2t optical transceiver massive ramp up over the next few years. Especially with Broadcom as their anchor client ( $AVGO owns ~5% of Win). $NVDA doesn't care who makes the lasers, whether it's $LITE or $COHR. They just care if there's enough. There's not enough. -> Demand for CW lasers will likely go parabolic. (they make the lasers that companies like $SIVE designs) -> Demand for LEO satellites (SpaceX Starlink) will likely go parabolic. -> Demand for humanoids will likely go parabolic. As, Win Semi sits as a semi-monopoly chokepoint in the three most frontier and fastest growing industries for photonics/AI, robotics/humanoids, and space. Especially with Optical TAM explosion: Win fwd earnings for 2027 roughly in ~35x range, I do think this is sandbagging it and forward multiples will end up dirt cheap. Win will largely benefit from TAM expansion and accelerated revenue growth. Of course: Win will win. So I am long Win.
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@aleabitoreddit We are not used to high valuation like in USA, especially in countries like Germany or Sweden. Also Soitec is more seen as a cyclical stock rather than a company owning something special and valuable
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Out of curiosity. Why do Europeans hate their own markets?
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% YTD
It’s just endless salt coming from local analysts and reporters.
But they’re the national security gems in each country (aside from Raspberry Pi).
Locals end up selling all their shares at the bottom, then it just transferred to American investors and institutions.
Then they don’t get any of the upside.
If a company like Riber is used by $MSFT quantum and traded at a 26 p/e, it would be $1.6B+ in the US like $LWLG. But people are salty if it has a valuation premium at all.
The only appreciative community for foreign capital I’ve seen are Japanese, and most have been incredibly welcoming.
I feel like Europeans should be proud their leading frontier companies, are benefiting from Western capital.
So they can scale up production needed for American hyperscalers?
It’s a positive sum effect on the company, and the local economies as well.
This backward mindset phenomenon needs to change.
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@goldencantech @IraninHyderabad France wanted to do that but Iran is much better.
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@IraninHyderabad How many embassies does Iran have and why are they competing for the top troll account? 😂
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The Strait of Hormuz isn’t social media. If someone blocks you, you can’t just block them back.
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Yep… How did I call out and long.
FIFTEEN DIFFERENT STOCKS.
8+7. 9+6. 10+5.
After $ALRIB, the $MSFT Quantum supplier went up 113%, that hit 15 different longs.
That returned Triple Digits year to date???
No paywall, and I've posted everything before it moved.
Hard carrying retail out of the permanent underclass.
Afishyanadoh@afishyanadoh
@aleabitoreddit Was it you that mentioned Riber SA as well? $Alrib? It’s been flying as well.
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@0xSweep If @kucoincom doesn’t refund you and your expenses to be refunded this week you should report them and send your evidences to the Austrian financial authority. It granted this exchange a Mica licence and will want to review this decision.
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6 months ago KuCoin admitted fault for my $300K liquidation. Here's what happened since.
I took a Google Meet with their Head of Futures. I went to an in person meeting at Tribes in Dubai Mall with their Global Business Director. I sent 10+ proposals. I gave them every possible way to make this right.
On the call they took full responsibility. They admitted the liquidation was caused by broken infrastructure. Their platform failed and they said so themselves.
But here's the part that's hard to believe. Their Head of Futures couldn't understand basic futures mechanics. I had to explain how margin, liquidation and order book depth works to the person running the futures division at a top 10 exchange.
The person responsible for resolving my case didn't understand the product that caused it.
Their first offer: bring us $2.5 billion in trading volume and you can "earn it back." I did the math for them live in the chat. $10,000 per 100M volume. That's 0.01% return. To recover $250K I would need to generate the monthly volume of a top 50 institutional desk. For free.
I said no.
Their second offer was worse. $20K upfront, but only if I hit 1,000 active users and $300M in volume first. Then a $30K "cashback" that requires KuCoin's manual approval.
I said no again.
Their third offer was even worse than the second. $10K/month. Halved the numbers from the deal they already couldn't close. After an in person meeting. After a Google Meet. After weeks of negotiations.
Every single offer came with the same condition: delete the tweets, stop talking, and come work for us as a KOL. Promote the exchange that wrongfully liquidated me. Bring them users. Make them money. Then maybe they'd consider giving back what they took.
I told them in the chat: "It's like someone steal from me $250K and then tells me come work for me and you'll make it back (maybe)."
Their response? "Let me think about it."
Then silence. Weeks of silence. I had to chase them for every single reply. Christmas came and went and I gave them a final deadline January 6th. They came back with yet another lowball.
KuCoin had their Head of Futures, their Global Business Director, and multiple senior reps in this group chat. They all saw every message. They all went quiet when it mattered.
Today I'm releasing the full 30 minute Google Meet recording and the complete Telegram history. Every message. Every offer. Every time they went silent. You'll hear them admit fault and then watch them do nothing about it.
They had 6 months to make this right. They chose silence.
Video drops today.
Sweep@0xSweep
KuCoin took responsibility for my $300K liquidation and after a month of “we’ll fix it,” here’s what they finally offered me: To recover the money they caused me to lose, I need to generate: $700,000,000 to $1,000,000,000+ in referral trading volume so I can “earn it back” in commissions. Yes - their solution to a wrongful liquidation is: “Bring us a billion dollars in volume so you can fix our mistake.” Let that sink in. This wasn’t a normal loss. It wasn’t bad trading. It wasn’t a degen gamble gone wrong. It was a liquidation caused by broken infrastructure: KuCoin acknowledged all of this. They took responsibility. They told me they would work with me to resolve it. In the past month, I’ve done everything on my side, days of back and forth messaging and even took 2 IRL meetings with Kucoin. And after all that? Not even the fees I paid are refundable unless I bring them nine to ten figures worth of volume. If this is how an exchange handles a case they admit fault on, imagine how many users get brushed off when the situation isn’t escalated. I’m still waiting for a real resolution.
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Foci2 retweetledi
@aleabitoreddit Where are you seeing the current MC less than 2 B? It shows 4.75B MC all along. Sivers Semiconductors AB google.com/search?kgmid=%…
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IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers.
Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers"
Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale"
Where have you seen the LIGHT SOURCE for hyperscaler supply chains...
At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.
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Swedish financial media is currently busy calling the $SIVE breakout "X-hype." They are completely missing the forest for the trees.
Today's news isn't retail hype—it's a fundamental, Tier-1 validation. Manufacturing giant Jabil just selected Sivers DFB lasers for their next-gen 1.6T LRO pluggable AI transceivers. 🚨
For those who don't understand the supply chain mechanics, let me break down why the media is wrong and why this is a monumental catalyst:
1. Jabil builds for the Hyperscalers
Jabil ($30B+ revenue) builds the actual hardware for hyperscalers like Google, AWS, and Meta. They don't do "science projects." If Jabil designs your laser into their module, it’s for scalable, global volume.
2. The 1.6T LRO Holy Grail
AI data centers are hitting a power wall. Linear Receive Optics (LRO) removes power-hungry DSPs to drastically cut power consumption (PR states 2.5x lower energy footprint). But LRO requires lasers of immense purity and precision. Jabil choosing Sivers proves Sivers' InP DFB lasers are best-in-class globally.
3. The Valuation Disconnect
The stock breaking past 20 SEK today officially pulled $SIVE out of micro-cap territory into a ~$600M Market Cap. But even here, there is a massive valuation gap compared to US photonics multiples.
The Swedish media is distracted by the noise. In reality, Sivers just cemented its spot as the critical upstream laser chokepoint for next-gen AI infrastructure. If you were doubting the US spin-off / M&A thesis, this just accelerated the timeline. ⏳🔥
Press Release below👇
$SIVE $SIVEF #Photonics #AI
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@aleabitoreddit @vancegson On Nasdaq there is the issue of financial situation of $SIVE
Won’t happen this year.
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@vancegson I’ve talked to management US listing is planned on $SIVE
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I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company.
Not later this year.
Since I’m not sure how:
- $LWLG trades at 3.5x+ the valuation
- packaging companies that buy their lasers trade at 5-6x their valuation.
- laser companies from $MTSI to $LITE have premiums trading in the tens of billions.
And Sivers are in hyperscaler supply chains through $MRVL, $JBL, O-Net, and others rather than being dependent on one customer.
There’s not very many publicly listed AI DC laser companies in the world either.
So either it’s a highly sought after acquisition target for $AVGO or $MRVL that want to vertically integrate upstream.
Or they can pull a $LITE that went from $17->$800 and downstream TAM expansion the ELS/optical transceiver stack through IP acquisitions.
Depends how ambitious the company is of course but i just don’t think anyone noticed this laser supplier in Sweden since my thesis post.
Just might require a little patience for the US listing and I’m almost certain US institutions are interested like they were with $IQE.
DD periods usually last a few weeks after they read my thesis but I see a clear path to $10B+ MC from here over the next few years.
larma@larmatrade
@aleabitoreddit $SIVE is ripping today too and still have along way to go, do you still support your 2/3B MC for this year ?
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$SIVE Nasdaq US Listing Quick Facts & Why the Rumors Matter
1/ No official company announcement of a new US Nasdaq listing (primary or dual) has been made in 2026.
Latest interim reports, annual report, investor page & press releases all confirm: $SIVE still trades only on Nasdaq Stockholm (SIVE.ST) + OTC (SIVEF) in the US.
2/ Background on the past attempt:
In Aug 2024, under ex-CEO @StormDirac, Sivers announced a non-binding LOI to spin off its Photonics division via SPAC with byNordic ($BYNO).
Goal = standalone US Nasdaq-listed photonics powerhouse.
Deal was paused in Nov 2024 due to tough SPAC market conditions for small-cap tech. No revival announced yet.
3/ What a future US listing could mean (if/when it happens):
✅ Direct access for US institutions (many can’t easily buy foreign stocks or OTC names)
✅ Higher liquidity & visibility
✅ Potential re-rating for this micro-cap (~SEK 3–4B market cap)
✅ Stronger anti-takeover protections vs a small European market
Retail fam still bullish on the $SIVE listing rumors despite no official confirmation?
Or waiting for hard news?
Drop your take below 👇
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@Jebaim3 @aleabitoreddit Long term holders of $SOI are still losing, but less and less with the time.
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You're wasting money in $AAOI $AXTI $IQE $SOI $LITE?
Check $TGEN and get early in the real alpha play! Almost 10% up daily (On some days at least.)
Wink wink @aleabitoreddit
TGEN community members, thank me later.
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Oh, I can't wait. I'm more than confident that 90% of these stocks will not endure through time.
Their valuations went astronomically high and there's no justification on this planet for those prices.
There are legit businesses, but he makes it like every stock is one in a life opportunity.
I called him out as he didn't mention $SOI for some time after the stock dropped 30%. See how quickly he started mentioning it once it started climbing. x.com/aleabitoreddit…
If you don't see these pumps, even after the price skyrocketed more than any valuation can justify, this is what he says (see screenshot).
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I made it, friends!
The tactic is always mention what's up for that week - ofc it's $SIVE because it's up, but completely ignore $SOI which was pumped as the best market opportunity just a while ago. Today it's not interesting because it dropped massively.
This week it's time for $AEVA to be pumped.
Allegedly "pandora's box" is not opened today as it's hard to pump on a very red day, but it'll be opened at the first opportunity.
I didn't see anyone this similar to TLI for a very long time.
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@aleabitoreddit Are you expecting pullbacks from current levels in the short term due to profit taking
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I really meant it when I thought $SIVE could be valued at $2B today.
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC?
You can't... Since there's only a few in the world.
And the rest in hyperscaler supply chains from $LITE to $MTSI are in the tens of billions...
Serenity@aleabitoreddit
$SIVE is the next $LITE at $560m MC. Institutions just got full confirmation today: Sivers is now the light source in hyperscaler supply chains and the direct supplier of $JBL optical transceivers. It’s only a matter of time.
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