AHTSHAM AHMAD

This Concept made me a billionaire. The Time Billionaire. Are you ready to become a billionaire? 😂

@NlTR0_ Thx. I got some questions about SHT. dm u. Can we pls discuss there? Appreciate your reply

Added more $SHT today. My view hasn't really changed: NVIDIA isn't the bottleneck. Henkel isn't the bottleneck. Demand doesn't appear to be the bottleneck. Production capacity is. The upcoming EGM, and what I believe will likely be a substantial capital raise thereafter, potentially involving Henkel as a strategic shareholder, may end up being one of the most important developments in the company's history if it provides the resources needed to scale manufacturing. If SHT can successfully ramp production and meet customer requirements, the opportunity is substantially larger than where the company is valued today. If they fail, the market will be right. That's the bet. I added on today's weakness.

@Zia32456147 Have some questions about SHT. Your DM is not open, can we pls chat? Your time and discussion appreciated.

This is a golden opportunity to buy $SHT Smart high tech. It is a gem!

A nice overview of Cowos vs CoWoP

@EvoDeveloper Thx. I tried to text u but failed..i have some technical questions about SHT. Can we pls chat ? Thx

@RikiLivet Kolla på $SHT (är bättre än vad tickern antyder). Jag investerar i regel inte i tech sedan AI-boomen började se ut mer och mer som en bubbla, men detta svenska bolag har en produkt med patent på tillverkningsprocessen som går lång utanför AI om så krävs, håller för en 10x.

Har förlorat flera miljoner samt livet i detta bolag $SBB Svårt att förstå och relatera till i mellan åt. Hur tappar man ett värde om 15 miljoner kr till dagens 2 miljoner kr… Antar att jag är den mest blåsta på #finanstwitter då jag fortfarande inte sålt en aktie. #GameOver

@NlTR0_ If amd validation was done in 2024, no orders from AMD yet? I guess Nvidia validation will take another 2 years as well ? 35k from Nvidia is same as 2024 amd testing orders ?

Spent the last few days compiling a full historical DD summary on $SHT / Smart High-Tech covering 2022–2026. 17 pages covering: • customer validation • AMD track • Thermal Grizzly / KryoSheet • Henkel partnership • production scaling • AI commercialization / NVIDIA path • AGM notes & observations • key milestones, risks and timeline Built from company communications + own AGM notes. An attempt to create one structured source for anyone trying to understand where the company actually stands after 3+ years of development. (N.b. Posted same information in swedish yesterday)

Graphene in Nvidia chip thermal management

@Craaazy1231 order will come next or dilution?

$SHT.ST / $SHT Guys, I am telling you. This is probably the next $SIVE. This is another Swedish gem. Nvidia ordered from them. The company is only $100M MC. It hasn't even been listed internationally... Once Nvidia mass orders them, this company could go 3000% within 1 year.

@asianinvestors What do u think about dilution?

Not selling a single $SIVE share. Even though it may pullback tomorrow after this massive rally, I'm in this for the long run. No 'trading' this stock. And that principle has worked out for me, from 11SEK to 97SEK

@aleabitoreddit What do u think about dilution risk now ? Before board meeting or after ?.

The most consequential event of an entire company’s history. Got released today with a photonics player. Making them the functional standard laser for CPO, Pluggables, and SiPH. For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry. Does anyone know the name?

@dubidubabap can u pls also post your paper in english language?

@mzuhair123 hi zubair, hope all is well there. I am from Pakistan as well. Would love to get in touch to discuss more about SEMI world. I am more invested on bottom layer of energy, and slowly moving up ladder and discuss. Can u pls DM me or pls share a way to discuss. Thx. Apprecaite reply

I am a proud Pakistani to see Farza making such great progress, but agentic OS features are likely the best, if they remain native, rather than third-party. Regulatory compliance, agent data monitoring and what not becomes a massive issues when such implementations are mapped at a scale :)

@LIWEI_TWCapital @Jackylee811574 @w6e6w Got it. So they are not doing advance discrete manufacturing like some fabs are trying ? I know its expensive but starting 100 die (each having 8 laser array) and only 27 die outputs are useful, too much waste. Seems an old technique? Had it been elon musk, 1st principle thinking

If a single InP laser has an 85% yield, an 8-laser array requires all 8 lasers on the same die to function properly. Assuming the failures are independent, the effective array yield becomes: 0.85⁸ ≈ 27% In other words, an 85% single-laser yield does not translate into an 85% 8-channel array yield. The yield drops dramatically because every channel must pass simultaneously. SIVE will almost certainly have effective strategies to mitigate this, at a high level it’s worth noting that yields could become a meaningful consideration for the 8-laser array.

@EhrmantrautCap_ @valerijatrades1 What about kraken ? Dip enough to buy it ?

@valerijatrades1 Wise choice!

$AAOI is currently trading at 2.25x the mid-2027 ARR of ~$5.65 billion (as per management's guidance). It's gone down a bit recently on the $600m ATM offering. The $600m ATM offering itself isn't that worrisome, given that $AAOI is manufacturing in-house and therefore has a much higher CapEx than fabless players. If $AAOI manages to deliver on their own guidance, then this stock still has enormous upside. Obviously, this stock can be risky due to dilution fears and the execution risk. I rotated partly out of $AAOI recently while it was trading near $180-210 because I felt overexposed. $AAOI looks pretty compelling now after a dip, if you ask me.

@LIWEI_TWCapital @Jackylee811574 @w6e6w Confused i am. R u saying in 1 die, if 100 lasers are made then 80 comes out without faults, then 8 array laser should still be 80%. Can u pls guide if I am missing something? Guidance appreciated

For modeling purposes, a reasonable industry assumption for a single InP optical-communication laser die is roughly 75–80% final tested yield. Mature telecom-grade DFB lasers may achieve higher yields, while cutting-edge high-power AI/CPO laser devices can be materially lower. But as a rule of thumb, 75–80% is a fair base-case assumption for InP laser manufacturing. Assume Single InP laser Yields is 85% → 8-array yields = 27% if 70% → 8-array yields = 5.76% Many people underestimate my point and unfollowed me.. I feel very frustrated...

Pulak Prasad (founder Nalanda Capital - AUM $5 Billion) In September 2023, he wrote this remarkable 4 pager on ‘What Darwin can teach you about Investing’ It has potential to change your perspective on Investing for a lifetime, just as it changed mine. Incredible 👏🏻

A Chicago philosopher wrote one book in 1940 proving that 95% of the books you have read in your life, you didn't actually read, and Charlie Munger has been telling people to read it for 50 years. His name was Mortimer Adler. He spent 40 years at the University of Chicago, ran the editorial board of the Encyclopædia Britannica, and built his entire career on one uncomfortable observation about the people around him. Most adults who called themselves well-read had not actually read a book in the real sense even once. They had run their eyes over the pages, registered the words, formed a vague impression, and put it back on the shelf. The book had passed through them without ever entering them. In 1940 he wrote How to Read a Book. It has stayed in print for 86 years. Charlie Munger recommends it. Naval Ravikant recommends it. Fareed Zakaria recommends it. Every serious thinker who builds a career on absorbing information eventually finds their way to this book, and the reason is that Adler had isolated something nobody else was naming clearly. There are four levels of reading. Almost everyone is stuck on the second one. The fourth level is so different from what most people call reading that you have probably never done it in your entire life. Level one is elementary. You learn it as a child. You decode the letters into words and the words into sentences. You finish the sentence and understand roughly what it said. This is reading the way a 7-year-old reads, and almost every adult on earth has stopped developing past this point in some quiet way. Level two is inspectional. This is skimming. You move through a book quickly to figure out what it is broadly about. You read the back cover, scan the table of contents, glance at a few paragraphs, and form an opinion. Most adults who claim to have read 50 books a year are actually doing this. They are inspecting books, not reading them. They walk away with a vague sense of the argument and almost none of the evidence that supports it. Level three is analytical. This is the level Adler said most people have never properly experienced. You take one book and you wrestle with it for as long as it takes. You identify the question the author is trying to answer. You map their argument from front to back. You write your disagreements in the margins. You force yourself to articulate, in your own words, what the author is claiming and why. The point is not to finish the book. The point is to argue with it as if the author were sitting across the table from you. Most people never do this once in their life, because it is exhausting and slow and feels nothing like the reading they were taught as children. Level four is the one almost nobody knows exists. Adler called it syntopical reading. The word means "across topics," and the technique is something closer to running a small private research lab in your own head. You pick a single question that actually matters to you. How does power corrupt people. Why do civilizations collapse. What makes a marriage last. How does a person change their own mind. Then you assemble five or ten or twenty books from different authors, different centuries, different traditions, all of them taking a swing at the same question. You do not read any of them cover to cover. You move between them. You find the chapter in book three that addresses the same question as the chapter in book seven. You force those two authors to argue with each other inside your own head. The book stops being the unit of reading. The question becomes the unit. And the authors become voices in a conversation you are now hosting. This is the level where reading stops being consumption and starts being construction. You are no longer absorbing what someone else thinks. You are building a position of your own out of the friction between people who disagreed. Adler argued that this is the only level of reading where you stop being a passive receiver of other people's ideas and start being someone who can produce ideas of their own. The reason Charlie Munger has been recommending this book for 50 years is that this is exactly how Munger has always thought. He calls it building a latticework of mental models. The technique he is describing is just syntopical reading applied for a lifetime. You take the strongest insight from psychology, the strongest insight from biology, the strongest insight from economics, and you stack them against the same problem until something new falls out the bottom. The reason most people never reach level four is not that it is intellectually difficult. It is that it is logistically uncomfortable. It requires you to keep multiple books open at once. It requires you to take notes that nobody is going to grade. It requires you to abandon the goal of finishing books and replace it with the goal of answering questions. This is also why AI just changed everything Adler was teaching. NotebookLM, Claude, and tools like them let you do syntopical reading at a speed that would have looked like magic to a Chicago philosopher in 1940. You upload 10 books on the same question. You ask the AI to surface every place those authors agree and every place they contradict each other. The technique Adler said almost nobody on earth had reached can now be run on a Sunday afternoon by anyone with a laptop and one good question. The technique was always the unlock. The bottleneck used to be time. The bottleneck is now curiosity. Most people will keep reading the way they always have. A book at a time. Eyes over the pages. No question driving it. No other authors in the room. Adler called that level two for a reason. You are not behind on your reading list. You are behind on the level you are reading at.

@itsJeevanGanesh @ciainvestor I had a hard time finding the proof, supplier part to enaff, seems made up fact by Twitter community . If you come across any , pls let me know ?.

@ciainvestor I think $SIVE is going to pop off once $MRVL partnership is announced And also a supplier for $ENAFF (I am also looking into this)

$SIVE dumping pre-earnings. Wouldn’t be surprised if it keeps dumping today. Completely normal honestly considering the trust issues and volatility around the stock. I’m still holding. Don’t really care about short-term price action. My thesis was never based on one day. DYOR.

@Simipandaface Confirmed? Does the management said or chapgpt said so ? Pls explain

A Confirmed $SIVE hardware partner Enablence Technologies ($ENA / $ENAFF) reported 80% year-over-year revenue increase to $2.25M for the quarter and achieved their first positive gross margin quarter (13%). . + in active discussion to fund production expansion at their fab.

@MrShorte @HyperTechInvest Where do we see its SIVE Partner ? Any proofs or leads?

@HyperTechInvest $ENAFF Enablence Technologies $SIVE partner with US manufacturing

Valuations are quite high across the board What’s your best undervalued stock idea? I want to read some pitches