ledrio

We visited $POET's HQ building in Toronto. We found abandoned rooms and none of the tenants on the same floor recognized POET.

The next $SIVE - Gapwaves AB $GAPWB occupies a strategic position in the automotive radar value chain as a Tier 2 supplier of proprietary multi-layer waveguide (MLW) antenna technology, delivering compact, cost-efficient, and high-performance solutions optimized for mmWave radar sensors essential to advanced driver assistance systems and fully autonomous vehicles. Its unique waveguide designs minimize signal loss and enable superior resolution, making the technology highly attractive for next-generation imaging radar required in Level 2+ to Level 3 autonomy and beyond. The company’s potential is anchored in its expanding partnerships with leading Tier 1 suppliers including Bosch, Valeo, HELLA, Continental, $NXPI (as a Gold Partner), Infineon Technologies, and Smartmicro, as well as direct integration into major OEM platforms such as the Mercedes-Benz CLA, where Gapwaves’ waveguide antennas are already deployed on Swedish roads. Strategic collaborations extend into the broader ecosystem with confirmed involvement in projects for $AMZN Zoox robotaxis and last-mile logistics, $GOOG Waymo’s high-resolution radar systems, and series production support for $GM via partners like HELLA. A recent Vinnova-funded initiative with Waymo further accelerates development of MLW technology tailored for fully autonomous vehicles, underscoring Gapwaves’ role in enabling scalable, safety-critical radar performance. Additional tailwinds include growing demand for high-bandwidth connectivity in 5G/6G infrastructure serving hyperscalers such as $META and $MSFT, as well as robust distributor networks and an experienced leadership team with deep automotive expertise, including CFO Nils Mösko’s background at Ford, Volvo Cars, and Polestar. With proven industrialization of its antenna technology, strong insider alignment, and clear pathways to volume production across passenger cars, robotaxis, and commercial applications, Gapwaves $GAPWB is exceptionally well positioned to capture significant share in the rapidly expanding global market for autonomous driving sensors.

$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers" For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers. "Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion) 2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years" $LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck. And this confirmed it, so was wondering about Win semi. "The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand" $SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know. This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader. VOLUME PRODUCTION H2 INDICATIONS (BULLISH): 3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026" H1 is more preproduction, H2 production signaled starting with names like $POET. 4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026" $AEVA start of volume production Q4 with $SIVE = bullish for both. Revenue floor from LIDAR as their CPO scales. 5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing) FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals. Especially when you're forward looking for the 2027-2028 CPO supercycle. But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE. TLDR: -> Win Semi implied capacity lock in during CW laser bottleneck -> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion. -> New customers for CW lasers -> Volume production scaling starting H2 for both photonics and lidar.

$SIVE The deal that changes everything 🔥 $JBL $INTC Jabil + Sivers = 1.6T LRO in volume On April 15, 2026, Jabil (JBL) and Sivers Semiconductors announced a strategic partnership. Jabil is developing and manufacturing a 1.6‑terabit Linear Receive Optical (LRO) pluggable transceiver module - and is relying exclusively on Sivers’ high‑power DFB laser chips and arrays. Why is this so crucial? LRO is the logical evolution of Linear Pluggable Optics (LPO): DSP/retiming functions move into the switch ASIC (Broadcom Tomahawk 5/6, etc.). The result: up to 2.5× lower power consumption per bit and significantly less heat. Exactly what hyperscalers (Meta, Google, Microsoft, Amazon, xAI) need for 100k+ GPU clusters to break through power walls and cooling limits. Each individual 1.6T LRO module requires multiple high‑precision InP DFB lasers from Sivers - not commodity parts, but customized, high‑power, low‑noise light sources optimized for silicon photonics and CPO. Scaling at Jabil = direct scaling at Sivers. With a market cap of over USD 27 billion and as one of the largest EMS/supply‑chain partners of the hyperscalers, Jabil has the manufacturing power to bring these modules into the tens of thousands, later hundreds of thousands. If Jabil produces 1.6T LRO in volume, Sivers’ laser demand scales 1:1. The real bottleneck: InP lasers are the new “silicon wafer” of the AI era The AI‑optics market is exploding: Optical interconnects for AI: from ~USD 8.6B (2025) to USD 38B by 2034 1.6T modules alone are expected to exceed 5 million units in 2026 The entire pluggable + CPO market is growing at 20%+ CAGR But here’s the catch: wafer yields for InP lasers are below 30% for many players. Scaling is extremely difficult - it requires years of process expertise, specialized epitaxy, and yield‑ramp know‑how. Sivers has exactly that: one of the few scalable, commercially validated InP platforms.

インタラクティブブローカーズで、 $SIVE 遂に買えたァァ‼️😭 10日くらいかかった😂😂✨ さすがに調整あるだろうから、半額買って調整待つーっ‼️