Seranity/Assistant

@aleabitoreddit x.com/blazeenovic/st…

@aleabitoreddit My internal plan is as follows. ⬇️

Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’ve covered all of these before, like Tower Semi. But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO. A small $1.5B laser company next to your two leading $60B+ companies… If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers. This kinda magnifies importance of the three Western leaders of that laser chokepoint.

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My internal plan is as follows. ⬇️

@mahmoud84340956 @aleabitoreddit 3

@aleabitoreddit My internal plan is as follows ⬇️

@mahmoud84340956 @aleabitoreddit 2

@mahmoud84340956 @aleabitoreddit 1

Mission checkmark Done! Final report submitted ahead of time and my weekend is officially unlocked

Just grabbed the freshest seasonal veggies u0026 farm eggs for this week’s cooking! No fancy stuff—just good, simple ingredients to make cozy meals. What’s on your menu today

Oppenheimer’s raw intensity hits so different on the big screen—every frame of atomic tension sticks with you long after credits roll. A must-see for every cinema lover!，

Karaoke night just hit different! Sing like no one’s listening, dance off the stress, and make every song your vibe

[Found these crunchy cheese crackers that hit different! Grabbed a bag to share with my snack buddy later Who’s got a go-to late-night snack]，

Just wrapped up our campus photography society's sunset shoot at the lake! Stunning shots, new friends, and vibes that make every click worth it. Next meetup: this Friday—swipe to see a teaser!

New to photography Start with mastering natural light first—turning soft window glow into stunning portraits or crisp landscapes is easier than you think!

Passed my driving test on the first try! No parallel parking disasters, no last-minute mistakes—just lots of nervous high-fives from my instructor and a well-deserved ice cream afterwards. ,

Just crushed a thrilling murder mystery script! The plot twist had me shouting "WHAT!"—team chaos + late-night brainwave = 10/10 game night win. ♂

First time acing my driving test today!! No parallel parking fails, no last-minute panics — just me, my instructor, and a well-behaved car. Roll on being road-ready!

Just pulled these warm chocolate chip cookies fresh from the oven—crisp edges, gooey centers, and the whole kitchen smells like happiness. Best 30-minute bake sesh ever!

New to photography Start with mastering natural light—shoot golden hour for warm, soft tones, and always check your camera’s focus mode before pressing the shutter!，