Jerome Benkeran

@Spicy_milk12 @aleabitoreddit Thank for your idea.labout $ENSC I made an analysis at that time and find out that its a promising share. They have top board of directors, they have partnership with $TSM and tiny mcap. lse.co.uk/news/ensilica-… So..i bought it for a next few years.

@aleabitoreddit Tnx for that. I made my own analysis after your post...and bought it for 9€. Thats why i bought a subscription :) Would you be so kind and check this: thearmchairtrader.com/uk-shares/ensi… Company with a product, Spacex and their IPO and...

Did you listen anon? The fact that $SIVE is up 600%+. But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027. Is incredible. Probably my most legendary thesis post since $AXTI.

@ghulam_79 @InvestmentGuru_ @AST_SpaceMobile Are you talking about this? ensilica.com

@InvestmentGuru_ Keep an eye on $ENSI. Small Cap UK company that designs the custom AST5000 ASIC for @AST_SpaceMobile, EnSilica is the "brain" behind the world’s first space-based cellular broadband network. With 10x bandwidth gains, they are literally powering the future of connectivity.

10 Under-the-Radar Tech & Semiconductor Names Worth Watching $HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnings May 7. Stock up 36%+ from March lows. WiseEye ultralow-power AI sensing = hidden edge AI angle. $TRT — Trio-Tech. Revenue up 82% YoY in Q2 FY2026, led by AI chip final testing services (+113% segment growth). $5.3M burn-in board order for next-gen AI GPU platform. $2.5M automotive IDM burn-in contract ramping through 2026. Tiny cap, massive AI testing exposure. $SHMD — Schmid Group. German advanced PCB + semiconductor packaging equipment maker. Secured major order for wet-process equipment supporting AI & HPC infrastructure. Delivered first InfinityLine H+ panel-level packaging system to a leading U.S. tech company. high risk $OPTX — Syntec Optics. Vertically integrated U.S. optics manufacturer. $2M AI-powered AR camera order for U.S. warfighters. $4M+ in defense orders in March. LEO satellite optics ramping — on track to nearly triple 2026 deliveries. NDAA domestic sourcing mandates = structural tailwind. Stock up 7x in 1 year. $QUIK — QuickLogic. Radiation-hardened FPGA play. $89M SRH FPGA prime contract ceiling. $13M contract tranche secured. New eFPGA design win on 12nm data center ASIC. Defense + commercial dual-track revenue building. Underowned, underknown. $NOK — Nokia. Q1 2026: revenue +4%, operating margin expanded 200bps, free cash flow €629M. Optical Networks booming on 800G demand, €1B in new orders. Infinera acquisition synergies flowing. AI + cloud infrastructure = Nokia’s second act. $ALMU — Aeluma. III-V-on-silicon photonics platform. NASA award for quantum dot laser platform. $4M+ in U.S. government contracts in April alone. Targeting AI interconnects, defense sensing, quantum & AR/VR. Revenue inflection expected 2027-2028. Tower Semi + Sumitomo as foundry partners. Early-stage, high-conviction speculative. $LPTH — LightPath Technologies. Vertically integrated IR optics + camera systems. Black Diamond glass + G5 Infrared acquisition. 2026 NDAA beneficiary — domestic infrared optics sourcing mandate. Up 473% since 2018. Defense sensing and thermal imaging long-term compounder. $OSS — One Stop Systems. Rugged GPU-accelerated edge compute for defense. 20-25% revenue growth guidance for 2026. $10.5M in new U.S. Navy + defense contractor awards. P-8A Poseidon lifetime revenue now $65M+. Returned to profitability in 2025. AI-on-the-battlefield is the entire thesis. $LPKFF — LPKF Laser & Electronics. German laser systems maker for PCB prototyping, semiconductor packaging, plastic welding & solar. OTC-listed. Revenue ~$135M TTM. Stock up ~95% from 52-week lows. Warburg Research maintains Buy rating.  Earnings Apr 30. Morningstar fair value estimate $59 vs current ~$15 — significant implied upside if demand recovers. Niche but critical in advanced electronics manufacturing. defense tech, AI sensing, optical systems, laser manufacturing, and rugged compute — the hardware layer of next-gen warfare and AI infrastructure. Not the flashy names. The picks and shovels for the decade ahead. Not financial advice.

@PolarizingLit Someone already knows something about $XTIA earnings.

Wondering when $xtia earnings is because literally yesterday they were estimating this week ?

@aleabitoreddit @BonyBallf2 Eh...i thougth that you made a mistake..stockanalysis.com/quote/sto/SIVE/ mcap here is 1,4 b.. but its in SEK :) my bad

@BonyBallf2 I shared my $SIVE thesis with my subscribers first. However, I don't like keeping my information synthesis permanently paywalled, so I always release my thoughts publicly afterward

I’m long $SIVE at $140M. I believe this is the next $LITE that markets and institutions missed. $SIVE makes InP CW DFB lasers. Closest comparison is $LITE in the current EML laser bottleneck. But instead of supplying to Innolight/Eoptolink for current optical transceivers cycles. They supply the lasers to $POET Starlight, Ayar SuperNova. And others for the future CPO/silicon photonics architectures spearheaded by $NVDA. Current valuations make 0 sense to me personally. 

 $POET is advanced packaging for $SIVE type lasers… But $POET commands worth 11x+ more than the company making the laser itself?

 It’s feels like valuing a more advanced $FN (~$20B) packaging at $400B when $LITE is valued at $40B. 

 So now at $130m:

- - You have a likely mini $LITE like laser supplier to Marvell Celestial + hyperscalers through $POET. 

 - Laser supplier to Ayar ( $NVDA, $INTC ), though they do multi source with $LITE, Sumitomo, $MTSI. And other potential up and coming suppliers potentially like Lightmatter that they’ve name dropped (eg. Q2 2023 earnings). This is unconfirmed but supply chain BOM is confidential. 

 On top, for revenue, they expected $453M "pipeline next few years”. 

And, they have capacity expansion through WIN: “Win Semi foundry qualification in progress for volume production from Laser designs from Sivers." 

Sivers feels the silicon photonics/CPO version of $LITE, with actual rapidly growing customers like Celestial through $POET, Ayar, with more to come. 

I wouldn’t have liked it last year, but just 3 weeks ago, they refinanced all their debt successfully to $12M convertible loan (10.85%) and a $5M term loan (12%), which cleans up debt.

 It’s $17m total, which feels like nothing to US markets when $AAOI is doing a $500m ATMs every other week. Best of all, this is their pure play inp laser segment for silicon/photonics + cpo. 

Their Lidar segment is ramping up and they have $53-138M projected revenue coming in. 

Downside risk: 
- execution (as always) 
- dilution to scale up capacity to compete with $LITE and others. - $LITE, $COHR competition on scale after $NVDA just gave them $4B
- CPO ramp gets delayed. 

I have no clue how, $LWLG, a pre-revenue science project with $TSEM, is valued at $1B+ MC. 

Or how $POET, is worth ~9-10x more than its laser supplier. 

 When $SIVE, the mini $LITE equivalent for CPO/Silicon photonics, is valued at $140M. I do believe this is largely undiscovered by institutions, since this is some random company in OMX Nordic Exchange (similar to micro $AXTI before I started posting about the inp substrate bottleneck). 

 But I do think it will get a lot of institutional attention as Celestial and Ayar scale up. Especially if $POET and $SIVE gets qualified with other customers. 

 If CPO completely replaces pluggable transceivers in the next generation of hyperscaler architectures. Sivers, with possible WIN Semi qualifcation and if they become the multi-source lasers for NVIDIA, Marvell, Intel, and Broadcom architectures, can be strongly rerated. Just as how $LITE did today going from $16 -> $622. This is just my personal thesis I'm sharing, DYOR/NFI. TLDR: InP Lasers are the current bottleneck in photonics as seen with $LITE valuations. 

 $SIVE looks like the mini $LITE for the upcoming CPO/Silicon Photonics ramp. 

I personally took long position in $SIVE, as I believe they’re a large beneficiary of the upcoming silicon photonic/CPO architectural changes by $NVDA (with GTC cataylst). 

 The upside here just way too compelling for me personally as the next possible $LITE.

@faustocoppi60 You need a cofee. Just like him: strava.app.link/xTpeZdRAU0b

@JextremeJ Also I didn't sleep well last night, air con didn' work

Back from one quite awful ride, started uphill with big headwind and zero power in the legs, did 15 km/h where I usually go 25 km/h LOL. 🙈 Also the wind and the dogs almost took me down multiple times. Still a million times better than staying inside, gotta keep moving! ❤️🚲

@faustocoppi60 Why not?

Oh well, absolutely no chance for a bike ride this week. 🥶

@mrJackLevin I bookmarked this :)

Solana will hit $200, Avax will hit $75 before Eth gets to $3000. Bookmark this tweet.

@PythNetwork @0xKaco @mpost_io Cant wait...

Get hyped 💪 BD & Ecosystem Lead, @0xKaco is live with @mpost_io 🎙️

@phlp_ftz @faustocoppi60 How could me a sattelite? I think that Rogla is better than Florian on terain like that. I really want to know what Bora want today. :)

@faustocoppi60 We don't hate it. Utilize every weapon you have. Stage victory for Bora would be great. Worst case Lipowitz is still in white. Or Roglic could be a satellite if he can't fight for the stage.

Rogla has 2 minutes advantage on the peloton! He's now just 40 seconds far off the virtual podium. Good tactics by Red Bull even if the Germans might hate it because he jumped over Lipowitz. #TDF2025

@thebusinesscoin What is going on with this token: 4AcNRnBBz7NsMfkdcLwgaAu2dijxkxuzg9v7P3MgA4ny rugcheck.xyz/tokens/4AcNRnB… Any explanation?

🌐NEW BUSINESS ANNOUNCEMENT🌐 @thebusinesscoin Official Lore is live! Who is Cowdog? Was it really created by $SPX dev? (yes) Was there really an airdrop? (yes to the top 250 $SPX holders) Trace our full memetic history back to Sept 2023 inception: …439822e641a79e88aadc5098931c.elf.site

@faustocoppi60 @SibiuTourEN So you saw one bear...But you dont know how many bears already saw you. :) Tnx for your tweets!

Guys, I've just seen my first bear on Transfăgărășan in 10 years of @SibiuTourEN ! 🐻 #SibiuTour

@faustocoppi60 Hey..1 question..not connected with tweet.. We were planning to visit Romania and make 2000-3000 km with bicycle. But I saw a lot of simmilar photos and videos on the internet : youtube.com/shorts/S37aWro… Is this normal in Transfagaras or they were lucky to see a baer on this road?

50 km to go. It's incredible how close the peloton kept the breakaway today: max advantage was not even 3 minutes. There are no great climbers up there. 2:30 now with the mountains looming ahead. #SibiuTour

@cz_binance @lilbubble In $TST and $BROCCOLI and @cz_binance too we trust

@lilbubble And buy the bottom for sure too? 😂

Next time we’ll sell the top for sure 🙏

@MacnBTC Sure..he never sold. Did you really beleive this?

Michael Saylor's average buy price is around $66,500 per BTC

@stoolpresidente What did you eat today and where to buy this? I want the same strong shit as you.

Anybody wanna buy some fake Libra? Warning. This is a meme coin. I bought it by accident. It will be volatile. It will eventually go to zero. It may rip. It may tank. Don’t put on more than you can lose!!! It’s a collectible 7Zt2KUh5mkpEpPGcNcFy51aGkh9Ycb5ELcqRH1n2GmAe

@AntiRugAgent what do you think about Gdvw8p7Dnoq25m6F9AymqgEGh3jf3Qxxhp9374LKKVkC

@CryptoBenFrank @stoolpresidente And ca of his wallet is?

 CZ DOG ( $CLEO )  H6FqNeA6hzqS6zruMzaCTWUQM4eVhtC727ZWMwVPpump

@halusolana Thank you for really good idea!!!! CA: HXDAYmsfrNxPCCtSocSeAhvpC2Cg7txUPagQAY2Hpump