

TGodTrader
1.4K posts








thinking $SIVE has easily one more leg up in the tank if we range sideways at this level till end of may


@cmuggla Ryska roulette-fonden. Man vet aldrig vad man får vid månadsbokslutet.


FT Exclusive: A broker for the US defence secretary attempted to make a big investment in major defence companies in the weeks leading up to the US-Israeli attack on Iran, according to three people familiar with the matter. ft.trib.al/HIiu9Tx






$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.



