Cache

@CraigPr78225493 @MarkTheLaird The math doesn’t seem to support that. $NBIS went from roughly $31 to $281 since January 2025 (~800%). $IREN went from roughly $11 to $58 (~400%). Both have had great runs, but it’s clear $NBIS has outperformed.

@hisarchive @MarkTheLaird They’re both up roughly 500% since Jan 1, 2025.

I'm transparent. There have been cracks in my $IREN conviction for some time. The assets have kept me around. But doubts continue to climb as no deals are announced when $IREN has the most of what hyperscalers need. Makes me feel customers prefer $IREN's competitors.

@CraigPr78225493 @MarkTheLaird I mean, $NBIS had a pretty significant run-up before October too, no?

@hisarchive @MarkTheLaird That’s picking a pretty weird timeline…. Iren ran 600% leading up to the cherry picked October timeline you selected.

@wwrdbruh @FynnInvests You’re explaining what a rerating is. I’m questioning whether the rerating is finished. A rerating doesn’t automatically mean a stock is fully valued. Maybe you should stop pretending to know more than you do, and make better choices than $IREN

@hisarchive @FynnInvests You clearly don't understand that a rerating means given a higher multiple, it has nothing to do with the market capitalisation figure, that is not comparable. If you ask questions instead of pretending to know what you are talking about you will actually learn something.

What’s the $SIVE hype? Someone convince me to buy it.

Cipher Digital $CIFR approaching a $12.5B market cap feels like a modern-day tortoise and the hare story alongside peers like $IREN and, eventually, $CRWV

@wwrdbruh @FynnInvests Funny, “incredibly late on the stock” was the argument at 50 - 80 SEK too. So if $SIVE at a ~$2.5B market cap has already been re-rated, why are photonics peers like $LITE and $COHR trading at ~$70B+? I don’t have anything against $IQE either. You’re just wrong is all.

@FynnInvests You are incredibly late on the stock and even later on the theme. Buying now would be foolish. I would suggest DYOR and finding a theme/stock that isn't massively stretched.

@philllyfanatic @TheProfInvestor 16,000 shares of $NBIS. Sir, you dropped this 👑

@hisarchive @TheProfInvestor I overthought it. In the end it doesn’t really matter. I have 16,000 shares of NBIS. I wanted a round 5,000 shares of IREN. It’s a small position.

$SIVE Is giving me the parabolic stock vibes. The one you dont end up buying is usually the one which does that.

@philllyfanatic @TheProfInvestor Sold $SIVEF to buy “more” $IREN? Sir, have you been drinking? (Messing with you) but I’m genuinely curious the reasoning behind that exchange. Go Birds btw.

@TheProfInvestor Yeah, I’m kicking myself. I sold about 13,000 shares at $8.50 to buy more IREN. Still holding over 20,000 shares of $SIVEF on an 8x.

Ayar Labs' partnership with @nvidia enables hyperscalers and system innovators to build optically connected AI infrastructure around NVIDIA's NVLink Fusion platform and partner ecosystem. bit.ly/4xzWUXk #optical #photonics #semiconductor #AI #HPC #CPO

@Kente_Clarke All bark and no bite like the rest of them.

@hisarchive lol nice try

The $SIVE collapse will be biblical. Watch Ayar Labs slowly remove any mention of the name. No position yet

@aleabitoreddit Sivers Semiconductors $SIVE 150 Sek (~$15 USD) Friday. Mark it.

Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping. I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall… (South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile). But basically: Murica go brrrr.

Today, there's a new report that China eased InP substrate exports. Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes) My optical positions are very happy to hear this: From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others. Taiwanese optical players like VPEC, Landmark, and others should go brrr as well. Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there. InP substrates was one of the main bottlenecks affecting upstream capacity. So if you're able to make more = more revenue.

$CIFR CEO Tyler Page says the company may generate its own power on-site to move faster on AI data center demand. Hyperscalers need power faster and Cipher may be able to “tap the pipeline” instead of waiting years on the grid.

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories. Press Release: bit.ly/4oa8epa

@NemCapSE @napoleon21st All bark and no bite.

@hisarchive @napoleon21st do not want to be at the mercy of some degens

The numbers for $SIVE are out and while this year looks negative, the opportunity pipeline is at 800m which is 300m more than the 500m number we've seen before. Now we wait for the market reaction I guess.

@NemCapSE @napoleon21st Short it and post your position.

@napoleon21st That pipeline Will never translate to real revenues..

@Professor_Crab @SEPTA_SOCIAL @SEPTA Not wrong lmao

@hisarchive @SEPTA_SOCIAL @SEPTA It took years to even get tap to pay with debit and credit, don’t hold your breath lol.

When does @SEPTA plan on allowing riders to add their Septa passes to tap to pay?

@Professor_Crab @SEPTA_SOCIAL @SEPTA Right. So many times now I’ve had a monthly pass, but have misplaced my card and paid for the trip… always have our phones though and we already can tap to pay with debit/credit.

@hisarchive @SEPTA_SOCIAL @SEPTA Would be nice

@PhotonCap That $6.77 - $7 was the entry.

$SIVEF has been dropping for two days straight. Since I've already gotten all my initial investment back and am putting money into other stocks, the SIVE drop isn't hitting too hard. I'm thinking of buying it later when the price is right.