mark

As for 3x brrrs these levels: 1. $SIVE 2. MSSCORP (6830) 3. Auros (322310) Are my best guesses. Here's my thought process: 1. $SIVE: I genuinely do see them being $10B+ next year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

让我感到不可思议，一开始我也并不觉得自己的内容会有那么多人看，因为我是用ai去做搜索引擎，然后结合自己的想法来写内容！ 在过程中受到很多人的不喜欢，所以我也在改进！感谢大家的喜欢，增加了100位蓝标粉丝和观看量达到了14万！ 这对我来说太不可置信了！ 我会持续更新更好的内容和追踪优质股票，YOLO！ 勉励自我！ 再一次感谢！ lets do it！

川普飞中国的飞机在阿拉斯加加油期间，黄仁勋跳上了飞机。

Great technology alone doesn’t build billion-dollar companies. Execution does. And after a few more serious posts on $SIVE / $SIVE, I figured it was time to analyze management using the only framework that really matters: Marvel character comparisons. So here’s Sivers management as the Avengers of semis and photonics. 🛡️ Vickram Vathulya — CEO — Captain America
Bio: Previously led Nuvotronics through a strategic and operational transformation focused on long-term growth and value creation. Before that he revitalized Maxim Integrated’s largest and most profitable business unit and helped scale RF/wireless businesses at Maxim and $NXP.
Strengths: Execution, growth strategy, identifying secular trends before the market.
Weaknesses: Empty office buildings and decorative bookshelves with no actual books. 💚 Harish Krishnaswamy — MD Wireless — Hulk
Bio: World-class mmWave expert with deep technical expertise and experience around strategic semiconductor funding opportunities like the CHIPS Act.
Strengths: Elite RF expertise, technical credibility, long-term industry vision.
Weaknesses: Selling shares with bad timing. 🔴 Karin Raj — Board Member — Scarlet Witch
Bio: Telecom and networking veteran with leadership experience from $NOK, Ericsson and Huawei, including CTO and product leadership roles across the industry.
Strengths: Industry network, operational discipline, seeing around corners.
Weaknesses: If $NOK is involved with Sivers, good luck getting anything out of her. 🤖 Andrew McKee — MD Photonics — Iron Man
Bio: Photonics and manufacturing expert focused on turning advanced technology into scalable real-world products. Has spent years bridging deep-tech innovation with manufacturable production capabilities.
Strengths: Engineering depth, execution, productization.
Weaknesses: May casually discuss something 15 years ahead of public market understanding. 🧠 Bami Bastani — Chairman — Nick Fury
Bio: Semiconductor veteran with 40+ years in the industry. Former CEO and board member of ANADIGICS, Trident Microsystems and Meru Networks, and later SVP at $GFS where he led the high-growth Mobile & Wireless Infrastructure business.
Strengths: Strategic vision, industry relationships, pattern recognition through cycles.
Weaknesses: Probably measures time in semiconductor cycles instead of years. 💰 Todd Thomson — Board Member — Doctor Strange
Bio: Former executive at Citigroup, GE Capital and Bain with deep financial and strategic expertise.
Strengths: Capital allocation, strategic planning, financial structuring.
Weaknesses: Has seen so many capital markets cycles that nothing qualifies as “normal” anymore. 📡 Raymond Biagan — CRO — Hawkeye
Bio: Semiconductor sales leader with a strong track record of driving major revenue growth and customer expansion across the industry, including at $GFS.
Strengths: Customer relationships, commercial execution, closing large opportunities.
Weaknesses: Probably hasn’t seen his family in weeks because he’s too busy expanding the opportunity pipeline. 💼 Heine Thorsgaard — CFO — Vision
Bio: CFO with 20+ years driving growth, operational efficiency and long-term value creation across technology companies, most recently as CFO of Napatech.
Strengths: Discipline, operational leverage, financial oversight.
Weaknesses: He’s Danish. 🤷🏻‍♂️ Jokes aside, this isn’t a rookie team trying to figure things out for the first time. These are people who’ve already been through the process of scaling semiconductor and deep-tech businesses before, navigating industry cycles, executing strategic transactions and building long-term value. Great technology alone doesn’t build billion-dollar companies. Execution does. And Sivers has assembled a management team that already knows what that journey looks lik .. Hope I don’t get copyrighted 😅

今天下跌的原因之一： 韩国总统政策顾问提议对三星、海力士等AI相关企业的超额利润征税，引发市场对AI芯片企业盈利能力受政策压制的担忧。这一情绪迅速蔓延导致以三星和海力士为主的美国etf资金抽离，etf的下跌导致了 $mu 和 $SNDK 的连环下跌。 今天更像是情绪面的下跌，而不是需求端的改变。 目前看来就是：韩国要打压AI芯片企业 → 全球AI芯片需求存疑 → MU受牵连这样的逻辑。

‼️South Korean stocks are UNDER PRESSURE: The Kospi index fell as much as -5.1% on Tuesday before closing down -2.3%. This comes after South Korea's presidential policy chief proposed distributing cash payments to citizens, financed by tax revenue collected from the record profits of AI-related companies like Samsung and SK Hynix. Within 90 minutes, the Kospi shed more than $300 BILLION in market value. Samsung Electronics and SK Hynix, the two biggest beneficiaries of the AI boom, led the initial decline before recovering much of their losses by the close. The policy chief later clarified the proposal would draw from excess tax revenue rather than a new windfall levy on corporate profits, prompting the partial rebound. As a result, foreign investors withdrew 5.6 TRILLION won worth of Kospi stocks on Tuesday, bringing total sales for the month to 8.8 trillion won. Despite the fall, the Kospi remains up more than +80% year-to-date, making it the best-performing major index in the world in 2026.