CDan

这一波 Serenity 带着大家买瑞典、德国、法国、韩国股票的，都跑去 $IBKR 开户了吧。 $HOOD 真心悲剧

This is my current portfolio As I said, I wouldn't sell any positions And I’ve kept my word, the money for the new position in $PENG does not come from my existing investments At the moment, I don’t see better opportunities in the market than what is already in my portfolio At least not at these prices I have on my radar things like $KOPN $DGXX $SOI etc

$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers" For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers. "Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion) 2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years" $LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck. And this confirmed it, so was wondering about Win semi. "The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand" $SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know. This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader. VOLUME PRODUCTION H2 INDICATIONS (BULLISH): 3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026" H1 is more preproduction, H2 production signaled starting with names like $POET. 4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026" $AEVA start of volume production Q4 with $SIVE = bullish for both. Revenue floor from LIDAR as their CPO scales. 5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing) FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals. Especially when you're forward looking for the 2027-2028 CPO supercycle. But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE. TLDR: -> Win Semi implied capacity lock in during CW laser bottleneck -> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion. -> New customers for CW lasers -> Volume production scaling starting H2 for both photonics and lidar.

ChatGPT allegedly shares your chat query topics, user IDs, and email addresses with Google and Meta, according to a new class action lawsuit filed today.

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

$EOS.AX MARSS acquisition update - unpacking it below as this is transformational for the company. Headline order book * EOS standalone - A$509m (up from A$136m end- 2024) * MARSS adds: A$217m * Pro-forma combined: A$726m * ~5.3x order book growth in 17 months The new contract * €102m (£85m / ~A$160m) from an existing Middle East national defence force * Country-wide drone detection and mitigation, NiDAR C2 at the core * ~70% of revenue and cash earned in 2026 and 2027, support tail running another three years * Several additional pipeline opportunities each over $100m flagged by management NiDAR is now battle-proven * Successfully defeated Shahed drone and missile attacks in active conflict * In c-UAS procurement right now, field credibility against Shahed-class threats is the buying signal * That credibility is what unlocks the follow-on pipeline Deal terms revised, mostly in EOS's favour * Upfront US$36m paid today, unchanged * Earnout cap lifted from €100m to €140m * But vendors now need €700m of new orders to hit max (was €500m), so the bar moved up too * First €500m of orders converts at A$7.40 per share. Above that, the next €200m converts at VWAP, so dilution scales with the share price * Three earnout tranches now (90 days, 270 days, May 2027) instead of two Funded with debt, not equity * A$70m drawn from the WHSP secured term loan * No discount placement, no register pain on the acquisition itself * Earnout shares are contingent on MARSS hitting hurdles, not given away upfront The integrator thesis is playing out * EOS now has the full counter-drone stack: detect, decide, defeat * Apollo HELW and remote weapon systems on the effector side, NiDAR C2 on the AI/software side * Software-led acquisition. The C2 layer was the gap and MARSS fills it * This is what distinguishes EOS from a pure hardware integrator