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74 posts

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@ebarica

Katılım Ocak 2022
209 Takip Edilen55 Takipçiler
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eb@ebarica·
A lot of people are talking about 5-10x returns (from current levels) on $SIVEF @aleabitoreddit said that Sivers should have a $10B MC in 2 years. If true, this will imply even bigger returns on $POET (and a ~$30-50B MC). I don’t understand why people don’t get it.
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Serenity@aleabitoreddit·
$MRVL in talks to develop $GOOGL TPU for two different chip models. High possibility $SIVE likely became the light source for Google's supply chains if talks go well. Especially as their custom ASIC likely pushes Celestial IP for scale up (Photonic Fabric) in the MPU's architecture. And this maps to both $POET and Sivers. Custom ASICs take years, so there's probably no material revenue from Google until H2 2028. Vendors are also probably multi-sourced, but having Google as a likely end user is a structural multi-year catalyst past 2028. Markets are typically forward looking.
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eb@ebarica·
@PhotonCap You should apply to the job and go to the interview, so we can find more 😂
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Photon Capital
Photon Capital@PhotonCap·
$POET / $MRVL Marvell Job Description Directly Related to POET Discovered: 1. Senior Staff Silicon Photonics Packaging Engineer: PIC-EIC co-design, Interposer, Optical PKG, 2.5D/3D PKG, wafer level PKG, OSAT marvell.wd1.myworkdayjobs.com/en-US/MarvellC… 2. Staff PIC Design Engineer: Photonic Fabric, PKG teams marvell.wd1.myworkdayjobs.com/en-US/MarvellC…
Photon Capital tweet mediaPhoton Capital tweet media
Photon Capital@PhotonCap

🚨Just posted 3 hours ago! It seems like $MRVL is aggressively hiring for two key roles to accelerate its Celestial AI integration, and the clues lead straight to $POET Marvell just opened two critical roles in Santa Clara: 1) Optical Engineer, Advanced Photonic IC Development 2) Silicon Photonics Advanced Development Engineer Why this matters for $POET holders: Both positions were posted in LinkedIn 3 hours ago and focus on - Productization of DCI lines (Next-gen AI infra) - Heterogeneous Integration (The core of $POET ’s Interposer) - Electro-optic material integration into SiPh platforms The mention of 'integration of electrical and optical devices', 'electro-optic material and integration into Silicon photonics platform', and 'process development' strongly points to $POET ’s Optical Interposer as the bonding/packaging solution for Marvell's next-gen AI fabric.

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Serenity@aleabitoreddit·
@FamineRE $SIVE is extremely early and I see a clear path to $10B+ in 2 years if the stars align + depending how ambitious management is
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Serenity@aleabitoreddit·
Just in case you were wondering who the end users of $SIVE likely were: Sivers lasers -> $AMZN (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size. This is just one-relation to Amazon, I wanted to point out. But at $720m MC... Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.
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eb@ebarica·
@photon_era Great article!! Could you share some stock picks that you would invest in?
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Serenity@aleabitoreddit·
@InvestWithFelix Yep $POET is a massive beneficary. It’s more well known with Celestial. Even analysts miss though Poet’s light source for ELS comes from $SIVE. But huge for their whole ecosystem that Nvidia is validating it
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eb@ebarica·
@planert41 Earnings next week
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PPE@planert41·
$POET somethings up. Wants 7
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Ace@HackermanAce·
What are we longing or are we shorting ?
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eb@ebarica·
@ys_gogogo No, just an investor
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Caetano
Caetano@ys_gogogo·
@ebarica 당신은 직원입니까?
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eb@ebarica·
$POET earnings report will probably be on the last day of the month. They are working on the investor deck.
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Xtrades Analysts Team@TradingXtrades·
Folks are loaded & waiting that's for sure $POET
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eb@ebarica·
@legendsmindset I’m down like 30%. I bought in October last year. I will have a little more patience. Hoping for an announcement today/during the earnings.
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eb@ebarica·
FIT has $POET in it. Confirmed with an OFC attendee who spoke directly to the Foxconn team. Game changing news.
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Keşfet

@aleabitoreddit @PhotonCap @FamineRE @photon_era @AlphaScout360 @InvestWithFelix @Jingyu1604 @planert41