Bryce
15 posts
@TheAhmadOsman Feel free to teach us instead of being insufferable.
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If you’re a “Software Engineer” and you don’t know how to bypass this then please pivot to being a Starbucks Barista because you’re ngmi
Cormac@cormachayden_
software engineers before vs after agents
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@tw_crypto_ @aleabitoreddit I hope so brother. I want to buy more asap
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@aleabitoreddit 15B to 154B is an absurd increase
We think we’re late bc we’re all on the same feed, we’re still early !
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Goldman Sachs Projections on Optical Networking.
Aggregate TAM would increase 9x:
From $15B to $154B. CPO contributes $91B.
What the actual?
Yep... And another confirmation why I'm so incredibly bullish on CPO names like $SIVE (laser), MSSCorps (yields), or Shunsin (packaging).
This is frontrunning the next supercycle. I don't think people realize how wild these projections are yet.
Serenity@aleabitoreddit
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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@aleabitoreddit Do you have a price target for $SIVE? I am aiming to hold for 3-4 years?
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@Drizz523 @michaelsikand I added more to my $SIVE position after yesterday’s dip. Can’t complain. But yeah you are right I am fairly new
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@bclay3984 @michaelsikand Lmao you must be new to investing or just not good. You jumped ship right before inevitable uplisting to main TSX exchange
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For most people their "go long, go to sleep" stock is $NVDA, $AMZN, $TSLA
Mine is a < $2B MC defense stock $KRKNF.
It specializes in critical tech that can detect mines and makes batteries that power undersea drones from companies like Anduril.
It's profitable, well run, and fast growing with a robust moat - rare in a theme as hot as autonomous defense etc.
The stock is now trading where it was before:
- The Iran War proved sea mines can neutralize trillions in shipping commerce and foreshadowed tactics in Taiwan
- The company announced an accretive acquisition of another profitable. fast growing complementary business for 2x sales.
- The two leading banks in Canada covering the stock put out PTs at $13/$14 CAD on the PNG ticker, representing nearly 2x upside over current levels.
Catalysts ahead:
- An uplisting to the TSX mainboard this year which will help increase the ratio of institutions to retail (20:80 currently).
- A U.S. Navy order worth many billions for Anduril's subsea products, which would mean Anduril goes full balls into production and so does Kraken (each drone is millions of dollars of revenue for Kraken).
I'm just happy I have spent so much time building conviction around this name through research.
It's rare you can find a tiny small cap stock you feel comfortable DCAing into and being confident enough to concentrate into long term.
Ignore the noise. Buy the capability gaps.
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@michaelsikand hey Michael are there any $KRKNF catalysts in the near future?
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Just in case you were wondering who the end users of $SIVE likely were:
Sivers lasers -> $AMZN (Marvell's 8-K SEC filings).
Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections.
Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+).
These volume orders help $SIVE the most out of this supply chain, given their size.
This is just one-relation to Amazon, I wanted to point out.
But at $720m MC...
Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.
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Solid week overall for the space sector! Could've had a better close, but no complaints. Bullish on it until SpaceX is publicly traded.
We've been eyeing a new sector as well...
The deep dive continues.
More updates to come.
Don't miss out.
Wayne Liang@wliang
We'll continue to see capital rotation and strength towards the space sector/proxies, until the SpaceX IPO actually happens (~2-3 months from now). Typically, it'd be a sell-the-news event, but this could play out differently. If it underwhelms relative to expectations, we'll see capital rotate right back into adjacent space names/or other high-growth industries almost immediately. However, being the largest IPO in history, it's nearly impossible for the market to properly price in what's to come.
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@bclay3984 Bro please don’t enter a name yourself if you can’t stomach just a tiny bit of volatility
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Holy crap $SOI.
$AXTI went up 30% yesterday too.
Substrates to brrr?
Serenity@aleabitoreddit
Wow $SOI is now the 16th name... I've done a mininthesis post on that returned over 100% Year to Date. The most recent two were $ALRIB and $RPI. Why does everything around me keep doubling?
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@Paul48036761376 @aleabitoreddit Was just curious why there was a 20 point swing today. Definitely holding
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@MichiganStOnBTN @MSU_Football @HarlonBarnett @HarlonBarnett the MSU community loves you coach and all the years you’ve given to this program!
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