Matriarch

$NBIS Big shoutout to @NeuralCadence for flagging the Dutch datacenter news 👏 Why $NBIS might be eyeing the Schiphol corridor 🇳🇱 Collocation: EdgeConneX, CyrusOne, Vantage, Goodman - four colo sites already past the hardest gates. - Zoning locked. Grid connections secured. And they did it before the Dutch political freeze on new hyperscale permits kicked in. Cash Reserves: @nebiusai is sitting on ~$4.3B fresh capital and have cloud contracts to fill. Leasing a powered shell isn’t just convenient, it’s the only path to getting GPUs online fast enough to matter. Power Density: Your typical enterprise rack pulls ~10kW. Liquid-cooled Blackwell/Vera Rubins architecture needs 130kW+. Most colo sites can’t touch that. CyrusOne AMS1 was built for exactly this load profile. ✳️ @nebiusai global HQ is in Schiphol-Rijk. Literally next door. While their greenfield sites in the US and France come online, why wouldn’t you plant your next GPU cluster in your own backyard? Stars are aligning. We might see some Press Releases over the next few week 🚀 $IREN $CRWV $ORCL #ai #DataCenters

@growthrapidly $SATL $EONR $NXXT

If your portfolio is green today in this market, drop the tickers. Because most portfolios are NOT. 👀

@StonerStonkz Is it a sell Tomrrow if we don't break 1.10?

$EONR When you picked up that dip the other day and now you’re just chillin waiting for Trump to shut the F up so oil can pump again This will be green later today for any new investors coming in Unless bogus BS news drops again

@Daybyday2468 A lot of Americans don't have access to trade this yet, because of limited brokerages. I can only assume, the rally will continue - especially as it becomes more available and institutions start to buy in $SIVEF

358 % på en månad. Har nu ca 35 % av aktierna kvar. Den tänkta fleråriga resan mot uppgång blev amerikaner, HELT VILD omsättning och 10 dagars tokrally. Fortsätter åka med. Tacksam är bara förnamnet.

@StockSavvyShay @brewmarkets $SATL

Nowhere to hide.

Green in a sea of red. One more day to hold these BDs intact on $SATL and we'll launch next week. Last time we had 3 Weekly BDs line up, we rallied from $1.40 to $4.8 in 10 trading days. Any shares purchased before next week is considered early IMO.

@TheRayMyers Massive cup and handle formation will play out lovely for the Longs holding till 2028 +

Sivers Semiconductors: The Swedish Photonics AI Play! 🇸🇪 $SIVE 🔴 -51% 5Y 🚀 +191% YTD - AI Photonics Play - Exploding Demand - $453M Pipeline - 29% 2028 Revenue CAGR - 125% 2028 EPS Increase - Reasonable Valuation - 92% Above Consensus Price Targets

It's no coincidence that $NBIS named their AI Cloud - Aether Aether - Nikola Tesla's Scientific discoveries that was deleted from science 🐇 🕳️ Anyway, the Symbology is there - $NBIS will be a Top Dawg

@aleabitoreddit E*TRADE only charges $4.95 commission fee to trade $SIVEF

Photonics are not having a fun time. Laser Companies from: $LITE, $SIVE, $COHR, $MTSI, $AAOI all down. Substrate, Foundries, and Epiwafer from: $IQE, $AXTI, $SOI, $TSEM all down. Almost everything is red. From 6% on lower beta like Coherent all the way to to 22%. Good lesson to learn: Embrace the volatility and don't use leverage. If a name can go up 25% in a day, it can also drop 20% today. Macro-driven liquidity vacuums and stop losses cause pretty violent swings. However, if companies like $LITE and $COHR are sold out until 2028... Or if you know $SIVE is coming next for CW lasers at a ~$340M MC and $AXTI will become a bottleneck for substrates. Crashes like these from Macro are often a way to exchange hands for those who can reposition long.

@aleabitoreddit If that was the case, $SIVE would be pumping way harder if your posts could move billions

Uh guys… don’t think a bearish X post from a random. Can send a $10B+ MC fund like $VCX down 44% straight away… Right?

@Plaskpojken Thank you

@Matriarch_111 There is no official press release mentioning jabil yet but as I mentioned, Sivers had marketing for it during OFC so it's confirmed by people attending OFC and pictures of a sign mentioning Jabil in Sivers exhibition stand.

The market is waking up in real-time. Swedish microcap Sivers Semiconductors ( $SIVE ) has surged recently, but at a ~$325M market cap, the fundamental disconnect is still staggering. 🧵👇 If you are looking for a weekend research project at the intersection of AI hardware, Geopolitics, and 6G, put this on your watchlist. For months, the stock chart was broken by a major shareholder’s forced liquidation (margin calls). But if you look past the temporary liquidity crunch and read the actual industry white papers, a completely different picture emerges. Sivers is positioned right in the middle of three massive macro shifts: 1. The "Pax Silica" Base (Defense & SATCOM) 🛡️🛰️The West is actively moving critical tech infrastructure away from Eastern dependencies. - Dual CHIPS Act Awards: Sivers has secured multiple US Gov grants to co-develop secure FR3/6G, SATCOM, and Electronic Warfare tech alongside Ericsson, BAE Systems, and Raytheon. - The Satellite Backbone: They provide the core RF chips for commercial LEO/MEO networks (validated by Viasat & AllSpace) AND the upcoming multi-billion European sovereign constellation (IRIS²). - Thesis to research: This division provides the industrial baseline and limits the downside risk. 2. The AI Growth Engine (Photonics) ⚡ Datacenters are hitting a power wall. The transition from copper to Co-Packaged Optics (CPO) and Linear Receive Optics (LRO) is mandatory. - Sivers is the last independent pure-play Indium Phosphide (InP) laser foundry left after NVIDIA bought up the legacy supply chain. - They are powering Fortune 500 giant Jabil’s new 1.6T LRO transceivers (just showcased at OFC 2026) and mass-producing ELS modules with O-Net. - Thesis to research: They are the critical "picks and shovels" arms dealer for the non-NVIDIA AI ecosystem. 3. The Free Call Option (Biosensing) ⌚🩸 Sivers has an ongoing biosensing project with an unnamed Fortune 100 customer. The heavy industry rumor? Customized lasers for non-invasive blood glucose monitoring in wearables. - Thesis to research: Physics here are brutally hard, and it might be years away. But at a $325M valuation, this potential infinite-TAM project is currently priced at exactly $0. Conclusion for your DD: The stock is ripping as smart money absorbs the forced selling and realizes the underlying value. Don't take my word for it—read the OCI Consortium mandates, Ericsson's 6G white paper, and the US CHIPS Act grants. When you separate the temporary chart damage from the actual Tier-1 hardware adoption, this might be one of the most asymmetric Sum-Of-The-Parts (SOTP) setups in the market right now. DYOR. $SIVE $SIVEF $ERIC $RTX $JBL $AVGO $POET

@snmart I'd imagine once they official partnership with Jabil, rally will definitely continue

$SIVE has had an incredible rally in recent weeks, reaching ~$400M market cap. But upside remains. As mentioned in the quoted tweet, $SIVE still trades at a discount vs peers ( $LITE, $AXTI, $TSEM ) If they execute on LiDAR + CPO ramp, multiple expansion could follow. Bridging toward $LITE multiples (~20x) would imply $600–700M valuation, assuming stable revenues.

@aleabitoreddit I think institutions are waiting on confirmation/announcement of the Jabil partnership A lot of retail traders are having a hard time buying the stock with their brokerage, luckily E*TRADE lets me buy it with no crazy commission fees

$SIVE at ~$400m MC is a name I genuinely believe... Institutions missed as the upstream laser chokepoint for hyperscalers. When you look at $TSEM following my thesis, the stock went up 70% to a $21B+ MC. Retail flows do not send NASDAQ stocks up $10B+. Information discovery and synthesis does. Especially when institutions validate it, and follow along. $SIVE was majority owned by Sweden retail investors, with **almost 0 institutional investors**. Now that information is distributed regarding the Upstream CW laser supplier for $MRVL, Ayar, Jabil, O-Net. And with $AVGO + other comments recently stating lasers were a clear bottleneck for supply chains: I strongly think that institutions are trying to accumulate off Swedish retail hands through Iceberg orders, vwap algos, or any other methods to gain exposure to the upcoming CW laser bottleneck. Again, the closest comparison to $SIVE are: $MTSI and $LITE, both at $18B and $55B MCs. Sivers trades at ~$400m MC. With architectural paradigm shifts in photonic supply chains: I think retail has a rare opportunity to frontrun institutions with $SIVE and have heavy exposure to the upcoming CW/EML laser bottleneck.

@AdameMedia The World is a stage .. just wait until people really start to go down rabbit holes and realize nuclear bombs arnt a thing, free energy can be harvested from the Aether, and 5G/6G towers are military direct energy weapons

BREAKING: 🚨 🇺🇸 🤡 Hegseth declares victory, again “Never in history has a country been defeated as Iran has… we wiped it off the face of the earth.” Then who is still being pummelling Israel? Who is blocking the strait of Hormuz? What a fkn clown.