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@Margiela97
AI & Semiconductor Investor Photonics • RF • AI Infrastructure Bullish on $SIVE 📈
Paris Katılım Temmuz 2016
93 Takip Edilen217 Takipçiler
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@KingDavidvs It’s for Nasdaq listing liquidity requirements and M&A, very positive since I want to see $SIVE trade on US markets.
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Je ne suis pas un fan d’Elon Musk
Mais cet homme a créé des dizaines de milliers de millionnaires au fil des années, que ce soit ses employés comme ses actionnaires.
Et vous ?
À part vous être goinfrée d’argent public depuis des années,
Quel est votre palmarès ?
Alma Dufour@alma_dufour
Pendant ce temps, 266 millions de personnes dans le monde dont 35,5 millions d’enfants souffrent de malnutrition aiguë. Mais saluons cette belle réussite du capitalisme !
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@Margiela97 J avais un bag initial de 40k dollz.
Mais j'ai respecté le plan et tp.
Donc là le prochain tp c'est life changing money
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@aleabitoreddit I was watching #CNBC to follow $SPCX IPO launch on #NASDAQ
But look who is on TV going up and strong !
Yes it's $SIVE

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A man working as a welder at SpaceX for $28 an hour has just become a millionaire.
Juan Hernandez, who came from Mexico, welded rockets for SpaceX at $28 an hour.
SpaceX gave him $10,000 in stock when he went full time in 2015, and he bought more with every paycheck for 10 years.
$SPCX is now trading at $167, making his shares worth over $1 million.



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J’ai quasiment aucune épargne, un petit filet de sécurité de quelques mois, mon patrimoine est concentré dans Argil à 99 %.
Mais j’ai décidé de prendre le risque de mettre une grosse partie de mon épargne sur SpaceX.
C’est pas un investissement, c’est un acte militant.
L’homme derrière cette société doit être aidé dans son combat pour transformer l’humanité en civilisation kardachev de type 1 puis 2.
Let’s go @elonmusk !!!

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🚀 We're hiring!
Join Sivers Semiconductors and help develop the next generation of SatCom, 5G, 6G, Photonics & Silicon Photonics technologies.
We're looking for experienced Custom IC Layout Engineers with expertise in RF & mmWave IC layout, verification, and full-chip integration.
For more details and to apply, visit: sivers-semiconductors.com/careers-passio…
#Hiring #RFIC #MMWave #Semiconductors #Photonics #5G #6G #SatCom #EngineeringJobs

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Teams are go for launch with a $135 price per share for the SpaceX IPO → #priceannouncement" target="_blank" rel="nofollow noopener">spacexipo.com/#priceannounce…
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ESTO ES UNA LOCURA
SpaceX acaba de presentar AI1: un satélite cuyo único trabajo es ejecutar IA en el espacio.
Ni internet. Ni GPS. Solo cómputo flotando en órbita.
El problema: los data centers en la Tierra ya no escalan.
Consumen demasiada energía, demasiada agua, y no queda red ni terreno donde construirlos.
La solución de Musk: construirlos en el espacio.
En órbita todo cambia:
→ El sol nunca se pone: energía gratis 24/7
→ No hace falta agua: el calor se irradia directamente al vacío
→ Los dos cuellos de botella de la IA en tierra prácticamente no existen ahí arriba
Y lo más loco:
Musk dice que es MÁS FÁCIL de construir que un satélite de Starlink.
Solo necesita células solares, un radiador y enlaces láser.
Las cifras hablan solas:
→ Cada AI1 = el cómputo de un rack Nvidia GB300, el hardware por el que se pelean los data centers
→ El plan: una constelación de hasta UN MILLÓN de satélites
→ SpaceX sale a bolsa esta semana con una valoración de ~1,75 billones de dólares
El timing no es casualidad.
SpaceX ya no es una empresa de cohetes: es la red eléctrica de la IA, en el espacio.
La carrera por el cómputo de IA acaba de salir del planeta.
Literalmente.
Polymarket@Polymarket
JUST IN: Elon Musk predicts SpaceX could become the largest & most profitable company in this sector of the galaxy.
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Markets should be cheering on domestic champions like $AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...
With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others...
If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains.
Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones.
As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid.
I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today.
Especially if $AAOI hits their $471m/month projections after reshoring their production to America.
Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later.
US/EU don't just hand out subsidies or CHIPS act grants to anyone.
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