SeranityPrecise Market Analysis

50 posts

SeranityPrecise Market Analysis

SeranityPrecise Market Analysis

@armaan123

Katılım Haziran 2009
33 Takip Edilen36 Takipçiler
Serenity
Serenity@aleabitoreddit·
Nope, $SIVE thesis is fully in-tact and I still think it's undervalued. Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp. But having $AMD CPO go with $GFS de-risked the company quite a massive amount. Then there's $AAPL SiPH markets don't know about yet. I'm honestly expecting $MRVL to buy directly from Sivers now like what $JBL did. But just multi-source + vertically integrate the packaging IP side of thing after buying lasers. That actually might increase the valuations more long term (direct to T1 like Jabil, Marvell) than one-hop through a packaging partner.
Muraum@Muraum_

@aleabitoreddit Thanks for consistently sharing … must be tough having a lot of people ping you lol You think this causes any delays / issues to you $sive thesis long term given the delay to the celestial roadmap? Looking to position on $sive on market open tomorrow

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Serenity
Serenity@aleabitoreddit·
Highly likely now $MRVL just buys the lasers directly from $COHR, $SIVE, or $LITE. It just causes delays to Marvell Celestial roadmap. But I've always had expectations on the packaging side of things to get vertically integrated down the road, just not this soon. Laser IP is much, much more complex. There's a reason why all the laser companies are worth tens of billions.
Liquidity@0xLiquidAssets

@aleabitoreddit Do you think Marvel would source the lasers directly from sivers? That’s an options right?

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SeranityPrecise Market Analysis retweetledi
margie tabermejo
margie tabermejo@MTabermejo·
10 mins of "No Screens" Magic! Today’s challenge: build a tower with LEGOs, tell silly jokes, or dance to 90s pop—no phones allowed! Tag a parent who needs this reminder: quality time u003e screen time #ParentingWin #UnpluggedPlay
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Christelle Melanson
Christelle Melanson@ChristelleMB·
Tired of midday crashes Try this 3-step tweak: 1. Swap 10am coffee for a 10min walk + water 2. 1pm: 20min nap (set an alarm!) 3. 7pm: Stretch + 5min deep breathing Small shifts = big energy wins. #ProductivityHacks #EnergyBoost
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Dvaid H
Dvaid H@rsidrak·
Morning bite of fresh berries + yogurt = perfect start
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SeranityPrecise Market Analysis
Spent the weekend sorting u0026 delivering meals to elderly neighbors—small acts, big smiles. Grateful for the chance to show kindness. Who’s joining the next volunteer drive
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Cilnt Awaua
Cilnt Awaua@KiaJoys·
Just wrapped up a perfect weekend getaway—hiked coastal trails at dawn, sipped local wine at a cliffside bistro, and watched the sunset paint the ocean pink. Grateful for these small, vivid moments #Wanderlust #CoastalVibes
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Autumn breeze, golden leaves, cozy sweaters u0026 warm lattes—perfect day to wander slowly!
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