ZeroKnowledger

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ZeroKnowledger

ZeroKnowledger

@ZeroKnowledger_

Austrian 🇦🇹 investor in disruptive technologies/AI/semi’s/moonshots 🚀 Keine Anlageberatung!

Katılım Ekim 2022
112 Takip Edilen162 Takipçiler
ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
$MU $DRAM Der Markt interpretiert das falsch, das ist nur noise. $NVDA optimiert einfach die specs bzw. Kosten da die Preise so gestiegen sind und um Lieferverzögerungen zu verhindern. SOCAMM 192GB Bestellmenge halbiert sich zwar, aber 96GB und 64GB Bestellmengen erhöhen sich. Insgesamt erhöht sich das Shipment Volumen und der Bedarf an SOCAMM steigt sogar. Und HBM4 welcher den Umsatz antreibt bleibt unverändert.
Jukan @COMPUTEX@jukan05

SemiAnalysis: NVIDIA is reducing the SOCAMM capacity for Rubin. via @TMTBreakout

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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Wilde price action heute in meinem Trade Republic Depot gewesen 😅 Von -8% noch ins plus gedreht 🟢
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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Short Positionen wurden bei $SIVE in den letzten Tagen drastisch verringert und teilweise komplett glatt gestellt. Two Sigma Investments: 2.45% -> 2.18% Voleon Capital Management: 2.27% -> 2.02% Qube Research & Technologies: 0.8% -> 0%
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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Wenn du Sivers als eine Gamble Position siehst gut 🙃 Dann sind wir anderer Meinung. Und nur zu info bei meinem ersten entry waren gerade mal ca 1% von meinem Portfolio at risk und durch DCA sind’s jetzt ca 4%. Wenns dann un 400% steigt wirds wohl oder übel zu einer großen Position
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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
$SIVE was passiert hier?! 🫪 +50% intraday und das bei meiner größten Position 🤯 Ready for take off, next destination moon! 🌕🚀
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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Ayar Labs ist dem NVIDIA NVLink Fusion-Ökosystem beigetreten. $SIVE ist wahrscheinlich die primäre Laserquelle für Ayar, nachdem $MTSI und $LITE auf der Webseite von Ayar entfernt wurden.
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Ayar Labs@AyarLabs

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories. Press Release: bit.ly/4oa8epa

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Alpheios | Trades
Alpheios | Trades@TheWiseAdapter·
Im always fair on an assets price. To date there was no tangible signs that $SIVE was getting big business. Today the strategic partnership changes the outlook. It is positive for Sivers, but still HUGELY OVERVALUED. They are one of two suppliers listed by $MRVL along with $LITE. Now lets do some numbers: $LITE - $4bn in rev in 2026 , 66bn$ market cap (16x revenue) $SIVE - 24m$ in rev, 3bn$ market cap. (125x revenue) Both have future exposure to $Mrvl chips, with Lumentum having much larger capacity. So is $LITE 10x undervalued now??
Alpheios | Trades@TheWiseAdapter

$SIVE & $GFS announce a strategic partnership which could indirectly lead to Sivers fulfilling future $MRVL chip orders. Although its suspicious that this drops 2 days after earnings/guidance at least its semi tangible for once. Already included in the opportunity list & with no $$ value for this 'strategic partnership' it's difficult to really understand the potential.. or not. In any scenario it is still WILDLY overvalued. Thanks for your attention.

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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Triple digits seit Jahresanfang 🎉🥳 Thanks to $SIVE $NBIS $MU $INTC $SNDK $SOI SK Hynix, Samsung Electronics 🚀
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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Sivers Semiconductors $SIVE gab heute eine strategische Zusammenarbeit mit GlobalFoundries $GFS bekannt, um fortschrittliche Siliziumphotonik-Lösungen für den wachstumsstarken Markt für KI-Infrastruktur zu entwickeln.
Ren@Ren_aramb

$SIVE / $GFS Hot off the press. This just dropped this morning. $SIVE Sivers Semiconductors just announced a strategic collaboration with GlobalFoundries (GFS) to develop advanced silicon photonics solutions for AI infrastructure. Sivers' laser arrays will be integrated directly into GlobalFoundries' SiPh platform reference designs. They will also be available inside GF's SCALE platform -- Silicon Photonics Co-packaged Advanced Light Engine -- which combines CPO, CWDM, DWDM, and advanced packaging into next-generation optical sub-assemblies. CPO. LPO. Every major data center interconnect architecture. Sivers lasers powering all of it through a tier-1 foundry platform. The week is just getting started and already have news stacked up. Monday: Sivers laser arrays confirmed as the external light source for AyarLabs TeraPHY, on display at the Wiwynn CPO booth at Computex Taiwan. Tuesday: Sivers announces a strategic collaboration with GlobalFoundries to power their SCALE CPO platform targeting a $25B pluggable optics market by 2030. Two separate confirmations of the same thesis in 48 hours. Two different CPO ecosystems. Both pointing at the same laser supplier. You could say Sivers is a chokepoint on the AI buildout, I’m I right? Bullish $SIVE

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ZeroKnowledger retweetledi
RJC
RJC@RJCcapital·
if you not makin money in this market it’s time to delete Robinhood and put the fries in the bag bro
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SandemanStocks
SandemanStocks@Sandeman52·
Ok, new CAGR is dropping: 63.5% over a span of 12 years. 35,900% total growth. All my subs are super happy! Subscribe today! Oh wait, I don’t run a subscription. It’s all free! Oooops I forgot. 😂🤣😏 Let’s keep winning guys!!!
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ZeroKnowledger
ZeroKnowledger@ZeroKnowledger_·
Was ein krasser Lauf seit Jahresanfang 🚀 +80% YTD 📈 Triple digits performer: $SIVE $SNDK $INTC $SOI SK Hynix $MU $NBIS Von mir aus kann es so weitergehen, aber falls eine Korrektur kommt bin ich bereit. Stay humble, stay invested 🙏🏻
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