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@cnbean2883

https://t.co/5EKSGFZ43P

Garden Katılım Temmuz 2019
1.8K Takip Edilen1K Takipçiler
Athu Invests
Athu Invests@athuinvests·
$SIVE: You need to watch this! The CEO did address live about the “low” guidance compared to the massive opportunity and hot market. 😍🔥
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cn@cnbean2883·
@PhotonCap Using fidelity or shwab, pay $50
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Photon Capital
Photon Capital@PhotonCap·
Anyone in the US buying $SIVEF (Sivers), $IQEPF (IQE), $SLOIF (Soitec) , which platform are you using and how do you avoid the transaction fees? They're way too high for me.
Photon Capital@PhotonCap

@kaoticrunner I bought through fidelity with the fee

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cn@cnbean2883·
@aleabitoreddit Could you do a writeup in regards to the acquisition of Allspace by York Space Systems and what this means for $SIVE . Thanks again for all your insight
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Serenity
Serenity@aleabitoreddit·
From the reference... it does look like Lightmatter uses $SIVE lasers? Which is brand new information discovery and extremely positive for Sivers. Lightmatter is a massive private leader (~$4.4B valuation back in 2024), with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program. And Lightmatter does require a light source... $SIVE also happens to be on the $GFS laser source suppliers alongside $LITE, so starting to put the dots together? End users are likely your hyperscalers like $MSFT, $GOOGL (they invested), $META, etc through Lightmatter-GUC and others. I don't think markets have priced all of this in, since all the supply chain BOM is very confidential + speculative. But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.
Serenity tweet media
Serenity@aleabitoreddit

Great find. Basically from old investor deck + fundraising amounts: Looks like Celestial has been direct customers of $SIVE. So: $MRVL is likely buying lasers direct from $SIVE now instead of through Poet (which bought Sivers lasers to package them). Since Celestial is designed around Sivers lasers originally. Marvell probably prepared to vertically integrate away packaging IP + assembly for higher margins anyway. Going direct to $MRVL is very bullish for $SIVE.

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cn@cnbean2883·
og kit kat justice for kit kat ❤️
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cn@cnbean2883·
og kitkat
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cn@cnbean2883·
millies for the suckerberg
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cn@cnbean2883·
@crux_capital_ thank u i loved reading ur post
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Gaetano
Gaetano@crux_capital_·
Thank you to everyone who interacted with and shared my posts yesterday. I’ve never had that much traction in a single day. So I’m very thankful It got me thinking harder about what my goal is for this page and how I should go about attaining it I want to take topics, like photonics, that I am very passionate about and spend significant time researching, and present it in a way where non technical investors can also get excited and want to learn more. If I present information in a way that is hard to understand for this target audience, I feel as if I am doing a disservice That being said, I took down my two posts on POET and ALMU yesterday and I am going to re work them and go much farther into detail on the NVDA conference. And I am going to present it in a way thats more aligned with my goals for this page Stay tuned!!
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cn@cnbean2883·
$lick cat
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cn@cnbean2883·
Sending ..
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NO_JEET
NO_JEET@NO_JEET·
@Yourpop8 My rare earth minerals still on big discount. Wont be for long me thinkssss $REM D9aVAWMB1wpRbg1t8zeupprqcnrxcBwvnXtcodafpump
NO_JEET tweet mediaNO_JEET tweet media
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YourPOP
YourPOP@Yourpop8·
JUST IN: $SOL breaks above $200. 👀
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cn@cnbean2883·
investing all my monies into rare earth materials $rem
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Mike Investing
Mike Investing@MrMikeInvesting·
I AM CONTINUING THE OCTOBER $100 TO $100,000 ACCOUNT CHALLENGE TOMORROW!! ☢️ I TURNED $100 INTO $105,000+ IN 28 DAYS LAST MONTH; MILLIONAIRES WERE MADE SIMPLY BY FOLLOWING ME. LIKE THIS POST AND ILL ADD YOU TO MY FREE GROUP WHERE I POST ALL OF MY TRADES THAT I TAKE!! ❤️ $SPY
Mike Investing tweet media
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cn@cnbean2883·
$rem
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cn@cnbean2883·
@moonpay $REM is a more desirable asset
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cn@cnbean2883·
f*ck gold, silver assets. All eyes on $rem
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cn@cnbean2883·
$rem is what started the trump vs china nonsense. They want our $rem
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cn@cnbean2883·
$rem
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cn@cnbean2883·
China ban export of rare earth materials? No problem, we buy $rem
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