KPC

@cantonmeow Singapore is truly a unicorn. Glad that you like it here.

I want to be in a world where ideas matter more than who we are. Meeting you guys would be great. But isn't it better to know that this unfiltered Cat who understands your pains and your successes is just walking amongst you? Flying out tomorrow. Love this country and you all!💕

@asianinvestors @athuinvests Got the same three picks here. $TSEM is also great imo.

@athuinvests $SIVE $AAOI $COHR

Name your current top 3 photonic stocks. Mine: $SIVE, $SOI & $TSEM

@asianinvestors Did you buy it off SIVE or SIVEF?

$SIVE opens flat today. Thesis still remains intact but will we see a sell off later into the day? Here are the catalysts the Swedes are ignoring: 1. MSCI inclusion (imminent inflows) 2. NASDAQ listing (anytime, big US institutional access) 3. $6.6M CHIPS Act funding 4. Jabil 1.6T LRO mass prod ramp (quals imminent, rev possible late 2026) 5. New M&A-focused board additions 6. More pluggable/hyperscaler wins + Apple optics potential

@asianinvestors Well done! I got in just this week so will just keep DCA'ing.

@kpcrocket We shall see. I got in early so no FOMO here

I missed $BE at $100 I missed $PLTR at $14 I missed $AXTI at $10 I missed $NBIS at $80 I will not miss $SIVE at $5 Cannot make the same mistake again.

@cantonmeow Ya Kun is better in my opinion.

Breakfast with teh, boiled eggs and kaya toast 😺🇸🇬

I appreciate the thorough DD. But it still doesn't directly address the SIVE's 'chokepoint' thesis imho. We can establish consensus on 1) The CPO market is just taking off; 2) Laser will see large demand; 3) SIVE is at the forefront of meeting these demand with its widespread customer network. But does SIVE tech have any competitive advantages over its competition? Does SIVE hold any technical 'chokepoint' like AXTI does? So I am not sure if the play is solely based on asymmetric valuation or true technical differentiation. (Not a troll, only trying to build conviction here.)

@VinnysCorner1 Spurs no brainer, spacing is terrible for the Heats.

Seven-game Series, who you got?

@Hoopss Duncan alone has more champs than the rest of the opposing roster combined. Let that sink in. If it is a go-home-or-go-fish game, my money is on the Spurs.

Which team is better?

Serenity is single handedly destroying the $SIVE bears...😂😂 Imagine when it gets its US stock listing - this can go ballistic. I still think timing is still early, we are basically front-running by at least half a year. Nothing materials has landed on the balance sheet yet. Value investor better wait till quarterly earning is out.

As an investor, you should never underestimate the power of doing your own DD and building conviction as you scale your positions.

Why does $SIVE stand out in your CW laser thesis? Not trying to troll, just want to understand what puts them ahead of their competitors. From the Goldman report, it is evident that CW laser supply will be in shortage for the foreseeable future, meaning that would benefit the wider spectrum of players. I just can’t see why SIVE has a higher potential compared to others. I’d love to hear your views.

Just in: $SIVE gets $6.6M from the US CHIPS ACT. This is a $6.6M Year 2 Program. In collaboration with BAE Systems: "Modernizing U.S. Defense Infrastructure Using Sivers Technology" This is incredibly bullish to have such a small company in $SIVE to get CHIPS ACT funding. As it positions Sivers as a critical, US-government backstopped chokepoint for national security.

Trading options in Asian timezones has been tough, that is why I am stepping away from it, at least for a while. Need to re-focus on my longer term investment (2+ years hold) Photonics, robotics and agentics are the main themes that I am planning to bet huge on. There are a few emerging players such as $SIVE $PATH $OUST $AAOI I'd be quietly identifying and sharing alphas and keep building positions. Slow is the new fast.

$SIVE quite extended on a weakly timeframe. Hoping for a retest of the 10 EMA. That'd be my first entry point.

$SIVE if you are not planning to DCA and hold for an extended period of time, don't touch this stock. Playing small cap is not for the weak handed. Build your position and conviction along the way not full porting because a X influencer tells you so. BTW: I am bullish but have no position right now.

@athuinvests A timeline of US listing would be fantastic. I expect a lot of pump and dump after that. Plenty of time to load. Hopefully...

$SIVE earnings in exactly 1 week. What are you expecting?

@TradexWhisperer Can you post more about agentics?

Today's AI is the least capable version you will ever interact with, running on the least amount of HBM it will ever be equipped with. The trajectory from here has only one direction. $MU $DRAM $SNDK

$SIVE this is getting a lot of traction recently. I admit the vision looks euphoric, and the bottleneck thesis does seem promising. I plan to accumulate it as the CPO super-cycle unfolds, and the holding period will be 2-4 years. Why it is not a immediate buy for me: The valuation is pricing in a future that doesn't exist in the financials yet. 1) The true inflection point of the CPO market is in 2027-2028 when revenue will start to ramp up massively. We are still early in the market cycle. 2) SIVE has already 10x this year which is purely supported by the "bottleneck" thesis, which is again not fully proven in the financials yet. 3) Dilution is coming ahead; the business is still burning cash. 1.6B market cap with around $8M quarterly revenue, and loss making. Management will definitely need to raise more funds. I still remain bullish in this theme, and in $SIVE. But going big right now seems like an insanely bold and risky move. Build slowly and cautiously.