WatchThisWatch
2.3K posts
Yes, markets might have missed this with $SIVE + $GFS SCALE.
The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indicator for Sivers.
Whenever semis like $AMD (using $GFS for CPO), builds their optical solutions with GlobalFoundries.
Sivers is the likely light source for their buildout and powers companies like $AMD -> Hyperscalers.
The hyperscaler buildout with CPO flows down to this tiny $1.7B MC laser light source in $SIVE.
siflower@siflower
@aleabitoreddit Today GFS announced its SCALE™ solution, and went up 4.3%. This is bullish for $SIVE.
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Just in case you’re wondering why I’m so bullish on CPO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).
“The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS)”
“The scale-up CPO segment is projected to surpass scale-out applications before 2030 and become the dominant market.
You have almost parabolic growth over the next few years.
With many players like Sivers having no material exposure to previous 800g pluggable optics but are the bleeding edge leaders of CPO as the laser supplier.
This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVDA and $AVGO.
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Tomorrow is day 60 after Trump notified Congress of attacking Iran. By law he has to start pulling troops out tomorrow. He could use this as a forced off ramp, or he could just ignore it like he ignores other laws and veto anything Congress throws him. The GOP's fully behind him.
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🚨🇺🇸🇮🇷 The Pentagon just briefed Trump on the most complex military operation in American history
The plan: fly hundreds of troops deep into Iran, parachute in the 82nd Airborne to secure the perimeter, build a runway from scratch, bring in heavy excavation equipment to blast through 300 feet of rubble, send Delta Force and SEALs in wearing hazmat suits with blow torches and saws to breach underground tunnels, locate and extract 1,000 pounds of uranium in sealed cylinders while checking for booby traps and decoys, decontaminate everything, then airlift it all out through hostile airspace.
Timeline: weeks to months.
Under constant missile and drone fire.
With only a few dozen troops in the entire military trained to handle nuclear material retrieval.
A former defense official put it perfectly:
"It starts to look like you're not just buying a car on the lot, you're buying the entire assembly line."
Yesterday Trump told Reuters he doesn't care about the uranium anymore because "it's so far underground."
Today the Pentagon reportedly briefed him a plan to go get it.
Tonight he addresses the nation.
Something has to give.
Source: Washington Post
Mario Nawfal@MarioNawfal
🇺🇸🇮🇷 Trump claims the U.S. already achieved regime change in Iran "by accident": "I never liked the idea of regime change because it's too complex. But we got it." The old Supreme Leader is dead, sure. But the new one literally just posted a statement pledging to continue the exact same policies. If the ideology, the IRGC, and the resistance doctrine all survive, calling it regime change is like replacing the sign on the building and claiming you renovated the whole thing... Source: @clashreport
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This will be the first peace deal ever negotiated exclusively through passive-aggressive tweets...🤣
First Squawk@FirstSquawk
IRAN'S FM: WHAT IS HAPPENING NOW IS NOT NEGOTIATIONS BUT AN EXCHANGE OF MESSAGES DIRECTLY OR THROUGH REGIONAL ALLIES - AL JAZEERA
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@Lose2Win_Trades Love your market takes!!! Very nice and accurate!!!
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@WatchThisIWC Because of this, and because Trump is too arrogant and narcissistic to give in to Iran, he'll escalate, which means even more destruction that'll lead to complete economic collapse.
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WOW! Look what AI can do. Now it can fix all your bad photos 😂!!!
So I took this unfinished photo and asked Gemini to finish the person's head. Next I told it to change the person to an Asian. Finally I asked it to change the background to the Grand Tetons & sitting on a bench.
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ISRAEL'S PRIME MINISTER NETANYAHU: THE WAR WILL END WAY FASTER THAN MOST PEOPLE THINK
First time Trump and Netanyahu saying the same thing.
The question now is, will Israel be ok with an Iran that is still under the control of the IRGC?
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@TMT_arabic Iran shooting down US F-35
This is a BIG BIG BIG News!
I mean world power is hackled by Iran?
I can't believe it
If it's true then it's thumbs down for USA and it's allies in the middle east
Kindly confirm @grok
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🚨 SOMETHING IS OFF. WATCH THIS CLOSELY. 🚨
One word triggers it.
Both react instantly.
Perfect sync.
That’s not a coincidence.
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BREAKING 🚨
🇺🇸 🇮🇱 🇮🇷 U.S. and Israeli airstrikes have reportedly destroyed an underground uranium enrichment facility in Isfahan, Iran.
Israeli PM Benjamin Netanyahu says the strikes also eliminated several of Iran’s top nuclear scientists.
A major blow to Tehran’s nuclear program.
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@SpencerHakimian @grok did this happen after Trump requested them to send troops?
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🚨BREAKING: EUROPE HAS SIGNALED TO TRUMP IT WON’T SEND MILITARY ASSETS TO RE-OPEN THE HORMUZ STRAIT
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BREAKING:
France has officially rejected Trump's request, saying it will not send warships to the Strait of Hormuz
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@WatchThisIWC Didn't happen in Iran. Happened over Iraq.
Religion bro. Most people in Iran are Shia Muslim. Most people in Iraq also Shia Muslim.
Forces in Iraq who supports Iran shot down the US refeuler. That's why US refeulers are ALL AVOIDING IRAQI AIRSPACE now.
But US lie to Americans.
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Recently a US air refueler crashed, killing all 6 crews. Another came back to base with its tail portion missing. Trump admin claimed it was just some "incident".
It didn't make sense what I understood so I asked AI.
I suspect there's a lot more deaths they're not telling us.
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🚨 BREAKING: President Trump announces the U.S. has DEFEATED Iran
Now it’s time for the WORLD to secure the Strait of Hormuz with America toward “everlasting peace” 🇺🇸
“The United States of America has beaten and completely decimated Iran, both Militarily, Economically, and in every other way, but the Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT!”
“The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. This should have always been a team effort, and now it will be — It will bring the World together toward Harmony, Security, and Everlasting Peace! President DONALD J. TRUMP”
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