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@MarvellTech @TheSixFiveMedia @aleabitoreddit ✌🏽

AI infrastructure is not built on a single architectural choice. It is built on flexibility. In this conversation with @TheSixFiveMedia, Marvell President and COO Chris Koopmans explains why the future of data center design will be driven by “and,” not “or.” From co‑packaged optics and pluggables to multiple modulation technologies and diverse compute architectures, different approaches will coexist to meet rapidly evolving AI workloads. Koopmans shares how Marvell is investing across the full spectrum of optical and high-speed connectivity technologies to help customers scale AI infrastructure across a range of architectures and deployment models. Watch the video for perspectives on why multiple paths to scale will define the next era of AI infrastructure: mrvl.co/4txZvOF

@faizahansar23 @_HalalTrader_ $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

@_HalalTrader_ what are your thoughts on $SIVE, is it worth buying now?

$AAOI Retesting the breakout. Expectations are sky high for all photonics names going into this week's earnings.

@Matrix_B0SS @Trading212 $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

$SIVE is near to 5 euros on @trading212 Told you so

@Million_Sancet $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

We are so early that the opportunity is almost absurd for all from $SIVE to $IQE and $LPKF Goldman Sachs’ Incomplete Map: They’ve sketched out the structure but completely overlooked the foundations and the components that actually make the whole thing work If you want to understand where the real value lies the value this report flagrantly omitted just look at this: - Substrates & Foundries: They ignore $SOI (Soitec), even though every photonic chip $TSMC manufactures for NVIDIA starts on their wafers And regarding fabrication, they mention $TSMC but forget Tower ( $TSE ), arguably the leading independent photonics foundry, which is currently tripling its capacity - The Epi-Wafer Layer: Goldman jumps from lasers to optical engines without recognizing who actually grows the epitaxial layers This is where $IQE ($400M mcap) stands out as a total anomaly compared to giants like Sumitomo ($52B mcap) The asymmetry is ridiculous; the upside potential just shot up 50x - Equipment & Processes: No mention of $AIXA (Aixtron), whose MOCVD reactors are used by EVERY listed laser manufacturer (Sumitomo, Lumentum, VPEC) to grow their material You won’t find $AEHR either essential for wafer-level burn-in testing Nor $LPKF with its LIDE technology for glass-based integration - Next-Gen Lasers: They left out $SIVE (Sivers), despite the fact they manufacture InP lasers specifically designed for the silicon photonics integration that will dominate this cycle - The Supercycle Numbers: Why is this insane? Because Goldman projects the optical networking market will explode from $15B to $154B That’s a 9x increase, with CPO (Co-Packaged Optics) as the absolute king, contributing $91B Goldman has seen the forest, but they have no idea which trees actually make it up We are standing at the edge of the next supercycle, and most people don’t even realize the party has already started

@Matrix_B0SS $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

People who are talking about profit taking or trimming at these levels on $SIVE Here is a live example of regret Yet these think it is too late to ride When $SIVE hits $10 in a few weeks then same guys will do regret posts again What a wild ride lol

@FlachtFunds $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

doubled down on $SIVE this AM you don’t get many opportunities in life like this. See you in 2030.

@aadilbassa_ $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

Big week ahead for photonics earnings If you are long $SIVE or $SIVEF this week is a big week for you too Here's what I'm watching Monday $FN kicks it off Fabrinet manufactures for the entire optical stack. Their numbers tell you what's actually shipping versus what's being guided Tuesday $LITE reports first. NVDA locked up their laser capacity earlier this year. Does management confirm it on the call? Any CPO language around H1 2027 delivery timelines is the signal everyone needs $AMD Their CPO program runs through GFS. If AMD is winning data center share and accelerating optical interconnect deployment, the laser supply scramble gets worse for everyone except the few remaining independent suppliers Wednesday $COHR Watching for 6-inch InP yield confirmation. If they confirm yields are exceeding legacy lines, the InP bottleneck thesis just got validated from the laser manufacturer side Thursday $AAOI Management said demand outpaces capacity through mid-2027. That's already in the price. Need new order flow or a meaningful guide raise to justify current levels This week could define the next 12 months of this trade What are you watching ?

@Gubloinvestor $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

$SIVE $SIVEF holders who bought 4 weeks ago 😀

@Ren_aramb $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

The results are in – $SIVEF 🇺🇸 ended up pulling $SIVE 🇸🇪 higher. After the Goldman Sachs report it is clear the CPO market is going from $15B to $154B. Sivers sits in the laser layer of that buildout, still at a tiny valuation compared to its peers. The most interesting part of today’s move – this isn’t $SIVE catching up to $SIVEF anymore. The Swedish listing is now leading the price action. The premium is moving in the other direction. The winner is retail investors like us that are front running institutional players. When small caps get institutional validation, the repricing will happen in days, not months.

@FinanceMajor_23 $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

$SIVE 34% and above $50. Do I think this can continue? Yes. Our initial report from a few weeks back, price was $27. Report below, much more $SIVE analysis to come as well.

@knedoycap @Gubloinvestor $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

@Gubloinvestor I still think $SIVE has a long way to run… thoughts?

If you missed out on massive gain on $SIVEF $SIVE. Dont worry i have stock which will see 300% this year. If numbers align, 500% to 700% this year. Posting soon..

@Matrix_B0SS $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

People keep waiting for entry on $SIVE It won’t give you that low entry Instead of profit taking on first position and waiting for pull back, I put six figures sum again on second position as it is still early on $SIVE It has to reach $10b mcap for me to take profit

@aleabitoreddit $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

Did you listen anon? It’s still crazy we’re still only at the very beginning of a multi year CPO supercycle with $SIVE. This is what it feels like to be the very first to the names I’ve called out like $AXTI, up 6000%+ over the past year. Still think Sivers is the next $LITE.

@Nektnor $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

If you own around 1050 shares of $SIVE and just hold on to them for a while (Nasdaq listing, short & up tick) you will have 100 k in a couple years (2-3 perhaps) Does anyone believe $SIVE will reach 100$/share? #stock #börsen #trading #finanstwitter

@adam_khai34348 @aleabitoreddit $LITE and $COHR earnings this week will push $SIVE IN another dimension 🚀🚀🚀

@aleabitoreddit Whats do you think about waiting for a pull-back on $SIVE?

Honestly not too bad? Cool to see markets validate my thesis posts… With $SOI (silicon photonic substrates) to $LPK (glass core substrates) going in a straight line up .

@aleabitoreddit Coherent and Lumentum Earnings next push for $sive

@Matrix_B0SS So it‘s not too late to add, my entry was 1,95€ now it’s 4.67$?

@rotounderworld Singleton lol

Everybody loves a dynasty rookie mock draft. 🔥 Any moves you disagree with?

@felixprehn AI

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