
JonnyLee🍃👁️
6.8K posts

JonnyLee🍃👁️
@jonnylee47
Always on-chain🤍, sometimes lost in space👾🌠




$SIVE Sivers Semiconductors: The Photonics Inflection In the semiconductor world, real alpha is found where physics hits a wall. Today, that wall isn’t GPU compute power - it’s interconnect bandwidth. As we transition to 1.6T networking, copper is dying, and light is taking over. Sivers Semiconductors ($SIVE) is no longer just a "Swedish tech hope." It has officially transitioned from an engineering research house to a high-volume product company. 1⃣ The 1.6T AI Bottleneck: Indium Phosphide (InP) AI clusters are only as fast as the links between them. Silicon Photonics (SiPh) is the solution, but silicon cannot emit light efficiently. It needs an external "engine." ➡️The Moat: Sivers is one of the few global players capable of mass-producing InP CW-WDM laser arrays. These are the "spark plugs" for the next generation of AI transceivers. ➡️Proof of Concept: Partnership with $POET is hitting a critical milestone. Prototype External Light Source (ELS) modules for 1.6T architectures are sampling in H1 2026. ➡️The Pivot to "Standard Products": CEO Vikram Vathulya recently confirmed a strategic shift. Sivers is moving away from low-margin custom engineering toward Standard Products. This will drastically shorten "time-to-revenue" and scale margins by serving multiple customers with the same high-spec chips. 2⃣ Hard Evidence: The 2026 Contract Ramp-up Investors have long criticized Sivers for a "paper pipeline." That changed this month (March 2026): ➡️LiDAR Breakthrough: A strategic LiDAR customer (winning in both Automotive and Industrial) is ramping up in Q4 2026. Cumulative revenue potential: $53M to $138M. ➡️SATCOM & IRIS² Momentum: The Wireless division grew 33% in 2025 (constant FX). Crucially, three terminal vendors for Europe's IRIS² satellite constellation have moved to the RFP stage and are currently building prototypes using Sivers technology. ➡️US Chips Act: Sivers is using Chips Act funding not just for cash, but to accelerate the integration of their tech into US Defense "Electronic Warfare" (EW) programs. 3⃣ Financial De-Risking & The "Uplisting" Catalyst The biggest drag on $SIVE has been its balance sheet. That drag is being cut: ➡️Debt Refinancing (Feb 2026): Secured a $17M facility from Bootstrap Europe, consolidating all debt and providing a clear runway to the Q4 2026 ramp-up. ➡️The 2027 Line in the Sand: Management has set a firm target to reach full break-even/positive cash flow by the end of 2027. ➡️The US Nasdaq Spin-off: With 80% of Photonics revenue coming from the US, the plan to spin off Sivers Photonics into a US-listed entity remains the primary "valuation unlock" to capture US-style multiples (think Lumentum or Coherent). 4⃣ 2026 Guidance: The Roadmap to Pavement ➡️Opportunity Pipeline: Stands at $453M (up 64% YoY). ➡️Profitability Pivot: Q4 2025 delivered a positive Adjusted EBITDA of $1.14M. Expect this to stabilize as "Foundry Customers" (SME base business) provide a recurring revenue floor while waiting for the "Big Elephants" (AI & Auto) to join. ➡️OFC Los Angeles (March 15-19, 2026): Currently underway. Industry leaders are vetting Sivers' laser arrays. Success here is the catalyst for large-scale datacenter deployment. 👇Final Verdict Sivers is no longer a "story" stock; it is a "delivery" stock. As 1.6T networking becomes the standard for AI datacenters, the demand for Indium Phosphide laser sources is set to explode. Sivers is one of the very few companies sitting on the right IP at exactly the right time. What’s your take on the Silicon Photonics race? Are you betting on the massive, vertically integrated giants like Broadcom, or do you see the "pick-and-shovel" specialists like $SIVE capturing the real alpha in the 1.6T transition? Drop a comment below with your thoughts or ask me anything. I'm here for you. #Investing #Semiconductors #AIInfrastructure #StockPicking #Sivers #Photonics


The Hyperliquid community has listed and launched its first market on Hyperliquid, together. $AVGO crossed >$1M in volume on its first day of listing. The market was originally proposed by @VikingoDigital_ , and the community showed its conviction by backing the asset. Now @VikingoDigital_ earns a lifetime revenue share from the market he proposed. To ensure deep liquidity on launch, the NLP vault opened with a $1M deposit cap, and was oversubscribed thanks to community demand. Depositors earn a direct share of the fees collected by the $AVGO market and every future Nova listing, and are currently earning a 7.74% APR on deposits. Take part in the next billion-dollar market, with Nova.


@aleabitoreddit Every hedge fund/family offices, even sovereign funds I know… are watching your tweets everyday!










All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?


Nobody wants to admit it but perps are broken Fragmented liquidity, fee structures, and varying funding rates lead to an unnecessary level of complexity Verus solves this We are bringing TradFi's best execution mandate on-chain Follow & reply to this tweet for early access




I just found out that Phoenix is up to 6x cheaper than Hyperliquid Taker Fees: - Phoenix Trade: 0.035% - Hyperliquid: 0.09% Maker Fees: - Phoenix Trade: 0.005% - Hyperliquid: 0.03% Solana got perps




