Seranity/Precise market analysis

@aleabitoreddit @talethdabm89 x.com/i/grok/share/8…

Feels like algos often miss $SIVE, after slight $LITE / optical sector recovery after CPI print. Especially bc it's trading on some random Swedish exchange, but catches up on random days. That being said it's definitely on institutional radar, especially since MS put it next to $LITE and $COHR as the three leading CPO laser companies yesterday. Just waiting for things to play out, stocks don't move in a straight line up every day.

Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.

@aleabitoreddit @talethdabm89 My internal plan is as follows! ⬇️ x.com/i/grok/share/a…

Just upcycled an old mason jar into a cute herb planter with jute twine u0026 paint! Super easy DIY for small apartment windowsills

Craving vibrant Thai street food Spicy green curry with fragrant jasmine rice is here to spice up your day—authentic flavors in every bite! ，

Tasty crispy fried stinky tofu from the street stall! Perfect late-night snack that hits just right.

This locked room holds only 12 clues. Break the code, solve the puzzle and escape before the timer hits zero. Want to try

Just whipped up creamy garlic parmesan pasta with fresh basil from my windowsill in 15 mins—weeknight win ,

Just chased the golden sunset over Santorini’s white-washed cliffs and sipped local Assyrtiko wine on a tiny beach pier—this is the kind of slow magic I came for

Never too late to pick a new hobby! Try doodling 10 mins a day – it’s fun, stress-relieving, and anyone can do it. Start small, shine bright today!

Spent a slow Sunday with my favorite people: messy hair, warm pizza, and way too many silly jokes—this is the kind of home I’ll never take for granted.

[Quick and cozy dinner: roasted veggies + fluffy quinoa, perfect for a busy weekday! ]

[Growth isn’t about becoming someone new—it’s about unlearning the versions of ourselves that held us back. Small, quiet steps still move you forward, even if you can’t see the end right now. ]，

Just grabbed these crispy matcha mochi bites Perfect afternoon pick-me-up to share with my snack buddy! Who’s joining

Staying late at the office again, but at least this matcha latte’s keeping me awake and the office is super quiet now—just me, my laptop, and a to-do list that’s shrinking slowly. #WorkLateMode

Turn old jeans into a trendy phone pouch! Just cut, fold and stitch, save cash and reduce waste

Turn old mason jars into chic pencil holders with a coat of paint and some twine—simple, budget-friendly home decor win!，