Jesse
1.3K posts
Jesse
@JImesRx
Pharmacist | Nothing Bundt Cakes Owner | RE Investor | Entrepeneur | Go Bucks | Go Bills
Katılım Eylül 2014
652 Takip Edilen275 Takipçiler
Arm 2b in demand. Only 1b of available chips. “In the process” of securing ….
English
If you’re curious why $SIVEF is up even more today.
$SIVE, as a CHIPS act recipient:
Now likely powers the Golden Dome.
As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS.
York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome.
So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.
Mac 🐺@MacnBTC
$SIVE +200% something in only 2.5 weeks all credit to @aleabitoreddit, made me more than I made in crypto past 5 months
English
@aleabitoreddit NASDAQ listing prob won't happen for at least 3 quarters, no?
English
This is actually my favorite $SIVE TA setup.
I name this:
"Transferring ownership of the company from Swedish locals to American investors/institutions."
Good timing right before US Nasdaq listing and hyperscaler 2027 volume ramp.
Special thanks to the media over there.
weewoo@itsakek
@aleabitoreddit Looks like the Swedes are selling again 🤣
English
Oh wow, I missed this.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates materially to $SIVE laser production as well.
Markets haven't fully priced in either yet imo.
PelicanTrader@satoritrade
@aleabitoreddit $POET CFO also said that he's expecting purchase orders "far in excess" of the $5 million order they received last Oct. If these orders come through, revenues could ramp meaningfully in the coming quarters
English
This rally is no different to any other bear‑market rally $BTC has ever printed.
Yet the timeline is full of victory laps and ATH calls… off a 3% move above resistance.
Must I remind you.
In every bear market it has had, BTC puts in a rally that reclaims the 100‑day moving average, and tags the 150‑day to put in a macro lower high.
That is currently the rally in play. And in this cycle, that lower high band sits around 81K.
The exact same sequence occurred last cycle.
A 50% rally from 33K to 48K mid‑bear above both bands, followed by a 65% drawdown to fresh lows over the next few months.
So nothing about this move is special until it can actually reclaim a prior distribution range.
Only then would it become the first BTC bear‑market range to do something it has never done before.
😉
English
If you paid $1 in federal income taxes this year, you paid more than:
Walt Disney
Citigroup
CVS
Kohl's
Ticketmaster
Tesla
United Airlines
GoDaddy
Paypal
Palantir
Roku
HP
3M
PG&E
Halliburton
That’s absurd. We need real and progressive tax reform.
English
English
English
When the coins go back up.
They will go back up fast.
You will see literally hundreds of "dead alts" go from 1 mil market caps to 10-20 over night.
Eaziest. Money. Ever. Right. Now.
English
@StonkChris @SpoozDon Bears in cash don't lose anything. Max pain is how much people lose if we continue the correction
English
$SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$SIVE- $400M
You basically almost never see this...
Genuinely shocked there's a small cap company out there like Sivers... That already is a qualified supplier to hyperscaler supply chains through Jabil, Marvel Celestial, O-Net, Ayar and others.
This is one of the largest structural gaps in the market I've seen.
I expect the market to keep repricing this every day like $AXTI as more institutions begin to realize this.
Serenity@aleabitoreddit
$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI? No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)… At a $140M valuation. ($350m now) Not only do you get the most direct laser exposure to future CPO scale up? But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon. With Win Semi bridge capacity scaling needed for hyperscaler supply chains. Don’t think 99.9% of people realized the sheer scale of this yet.
English
Only1sam. Long sndk and mu into weekend because. Too smart to be short 100% growth …
English