DanToshi.Minato

$XRX already sits inside governments, hospitals, banks, and Fortune 500 workflows worldwide. AI needs secure document pipelines, OCR, workflow automation, compliance, and enterprise data infrastructure. #AI 🤖 @BillAckman @zoink @ericjackson @danielmarke81 @realDonaldTrump

I do believe that $XRX is going to make a HUGE play into the infrastructure of AI. They have all the potential and data needed to make it happen. 🚀 Wait till they declare a data center or AI compute system coming soon 👀

$1500 stock. Go $XRX 🚀 news.xerox.com/news/xerox-nam…

Look's like the Roaring Kitty for $XRX came back!! That's probably a big reason we saw the surge today. Retail really rallied behind this today. We're squeezing this thing boys 🫡 This thing is really shaping up to be the next GME/BYND. It has all the markings of it. Older legacy, name-brand company, turnaround story, extremely heavy short interest, awesome recent earnings, etc. It fit's the bill to a "T". reddit.com/user/Cabininth…

$XRX is definitely a $250-$1500 stock. Just wait and see.

Let’s run it back $XRX $3! 🚀

Is @Xerox just an aging copier company with government contracts… or can it evolve into a secure enterprise/government AI infrastructure provider? 👀 🐐 bullish! $XRX 🚀

$XRX is going to be very interesting and the future of AI infrastructure. Legacy contracts and legacy businesses will continue to evolve and grow. 🐐 🚀

$XRX is the next $SNDK and $NVDA

@Plaskpojken @NieMehrKrieg Good info 👍

@NieMehrKrieg Oh yeah, sorry, it is on the Nordic Growth Market. Probably hard to find for foreign investors.

I just initiated a small, long-term position in a new deep-tech case: Obducat ( $OBDU ). 1. The Role in the AI Race (The Equipment Maker) To scale Co-Packaged Optics (CPO) for AI datacenters, the industry needs to manufacture nanoscale optical structures (waveguides, lenses) in massive volumes. Traditional semiconductor lithography is often too expensive or physically limited for these specific 3D photonic patterns. Obducat pioneers NIL (Nanoimprint Lithography). Instead of using light to etch patterns, NIL physically "stamps" nanometer-precision structures directly onto the material. It is high-throughput, cost-effective, and tailor-made for mass-producing photonics. They provide the factory-floor physics. 2. The Catalyst & The Upside (Why Now?) Obducat historically sold these NIL machines (lumpy, unpredictable revenue). But they just announced a massive business model shift: They signed a 3-year Foundry Service Agreement worth a minimum of SEK 115M for Defense Photonics (a near 4x increase from the previous contract). They aren't just selling the machine anymore; they are printing the components for the customer. This transforms them into a recurring-revenue manufacturing bottleneck for the optical supercycle. 3. The Risk (Full Transparency) To be completely clear: I view $OBDU as a significantly higher-risk play than my other deep-tech holdings. It is a micro-cap with a history of extreme volatility and dilution. Consequently, I have started with a very small, exploratory position. The risk is high, but if they successfully transition into a recurring-revenue Photonics Foundry, the upside from these valuation levels is extreme. I am currently mapping their upstream/downstream partners. Does anyone in the deep-tech community track the NIL ecosystem closely? Let's dig in. 🤝 (Disclaimer: I hold a small long position in Obducat. I share my research, not financial advice. Micro-caps carry extreme risk. DYOR and invest in fundamentals.) $OBDU #Photonics #DeepTech #Lithography #MicroCap

@Plaskpojken @NieMehrKrieg Looks like a gem 👍

$XRX 🚀 People need to pay attention!!! $1k 🌙 stock! finance.yahoo.com/markets/stocks…

I said it here first about $XRX that it is the best bet in this market. I believe that @Xerox is going to pivot itself in AI. Xerox is building the next generation of intelligent workplace and production solutions with AI, cloud, and automation at the center. The next $500 stock.

@paulg You should try gondolen restaurant. Great view over Stockholm City.😃👍

We're in Stockholm. You know how there are some places where you think "Nice place to visit, but I wouldn't want to live there"? Stockholm is the kind of place that makes you want to live there.

@aleabitoreddit @vancegson Genius👍

@vancegson I’ve talked to management US listing is planned on $SIVE

I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company. Not later this year. Since I’m not sure how: - $LWLG trades at 3.5x+ the valuation - packaging companies that buy their lasers trade at 5-6x their valuation. - laser companies from $MTSI to $LITE have premiums trading in the tens of billions. And Sivers are in hyperscaler supply chains through $MRVL, $JBL, O-Net, and others rather than being dependent on one customer. There’s not very many publicly listed AI DC laser companies in the world either. So either it’s a highly sought after acquisition target for $AVGO or $MRVL that want to vertically integrate upstream. Or they can pull a $LITE that went from $17->$800 and downstream TAM expansion the ELS/optical transceiver stack through IP acquisitions. Depends how ambitious the company is of course but i just don’t think anyone noticed this laser supplier in Sweden since my thesis post. Just might require a little patience for the US listing and I’m almost certain US institutions are interested like they were with $IQE. DD periods usually last a few weeks after they read my thesis but I see a clear path to $10B+ MC from here over the next few years.

@aleabitoreddit 4,03% yesterday to 3,57% today 👍

@aleabitoreddit shortsellers percentage going down 👀

There's many nuanced architectural changes for "supercycles" in photonics. If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers. $SIVE was my lesser known pick for laser exposure. They're in $JBL 1.6T LRO, $MRVL via Celestial, O-Net -> Hyperscalers. Which is extremely abnormal for a ~$350M MC company. If I had to draw parallels: it's similar to $AAOI 2025 or $AEHR now with current qualification cycles before volume. Which is why retail misunderstands it when you look at purely financial numbers today with negative eps or capex spend. And a lot of that execution uncertainty with volume production / capex spend for scaling dfb laser is de-risked from Win Semi. However, it looks to just keep ramping past 2029+ starting from H2 2026. Might be a little early... But I think it's a decent read on what's up and coming. Dilution is a real risk. But a lot of fears are priced into its ~$350M MC, especially when a company like $AVGO or AlChip can just buy $SIVE for vertical integration or to troll Marvell’s CPO program.

@aleabitoreddit @PaperTZH $SIVE looking good

@PaperTZH Their other segment is critical to national security (CHIPS ACT recipient), but I do think investors prefer pure-play photonics exposure. And that would likely command higher premiums for $SIVE.

When you go through the list of the leading CW laser companies from $COHR to $AAOI. It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the billions. This is despite being the light source for $JBL 1.6T LRO optical transceivers and ~ $MRVL Celestial photonics program (now accelerated by $NVDA $2B investment). The sector from Furukawa to Yuanjie has been re-rated recently. But I do think markets missed this one, as they start volume ramp est. H2 (from $POET earnings) with multi year exponential TAM expansion from CPO and optical scale up. Downside risk is balance sheet, but I do think the likely Nasdaq listing for their photonics entity + scaling as the hyperscaler light source far exceeds current valuations. And will likely drive valuation premiums in a matter of time. We’ll see if this turns out right or not.

@_jeremiahj @YouTube You are doing great Sir. Keep up the good work ✝️

Why Everyone Wanted Jesus Dead youtu.be/AYVrdjo7fX0?si… via @YouTube

@StormDirac Thanks

.., we're looking at ~10.6B SEK market cap (~34 SEK/share). Not Inclu $SIVE forward sales growth potential, 3–4x in this cycle. Misunderstanding of this potential is the actual disconnect in media and the true reason behind the recent $SIVE correction after forced selling etc.