Benson Lin aka Mal Lin

The AI investment cycle is only accelerating: Global data center CapEx driven by AI is projected to reach $5.2 trillion by 2030, according to McKinsey. IT equipment would represent ~$3.3 trillion of that total, followed by data center infrastructure at ~$1.6 trillion and power generation at ~$300 billion. This assumes 125 incremental gigawatts of new AI data center capacity added between 2025 and 2030, requiring as much electricity as ~125 nuclear reactors to power. In an accelerated demand scenario, total CapEx could rise to $7.9 trillion, with 205 incremental gigawatts of capacity added. A constrained scenario would require $3.7 trillion, with 78 incremental gigawatts added. The investment is expected to be driven by mass adoption of generative AI, enterprise integration across industries, competition between mega-cap tech and other firms, and governments investing heavily in AI infrastructure. The AI buildout is set to reach unprecedented scale.

The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE. With the news, it's likely $SIVE lasers power $AMD's CPO program. Either through two potential paths: 1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS, $AMD could source it from multiple players with $SIVE as the underlying multi-source laser source. 2. Ayar ( $AMD invested in March 2026, Series E). Ayar's SuperNova light source already uses $SIVE DFB laser arrays alongside $LITE. Ayar's SuperNova is the most likely first-gen CPO path for MI500 in 2027 given timelines and the enormous fundraise last month. That path already has $SIVE designed in alongside $LITE and they both appear with $GFS's slide. Enosemi becomes more relevant for 2028+ generations? Regardless, $AMD through Enosemi/Ayar needs lasers for their 2027 MI500 rollout... It seems likely Sivers ends up powering $AMD's CPO program as the light source since they're designed into Ayar. The $AMD / $GFS materiality looks large for Sivers.

Anyone with a functioning brain can trade stocks successfully—so then, why do few succeed on a big level? Because few are willing to admit one simple truth: you suck! Your head is full—sucky opinions, sucky assumptions, and “logic” that feels right but produces the wrong results. As long as your cup is full, there’s no room for anything that actually works. Empty it!!! Strip away the ego. Discard everything you think you know. Then find someone who’s already done it—at a high level—and shut up long enough to learn. And finally, the hardest part: commit. Commit to a strategy. Commit to your coach. Commit to the process. Commit to the belief that you can do it. No dabbling. No second-guessing. No halfway effort. Because success in this game doesn’t come from intelligence—it comes from discipline, humility, and coachability. And most people fail because they lack all three. You don't know shit! If you did, you would already be worth tens of millions of dollars. But I'm here to tell you that you CAN do it. Because I did. Anyone who tells you can't, never did it themselves. That's the final peace of the puzzle. Stop listening to losers and self proclaimed gurus. If they are so smart and they know how to teach you. Why haven't they done it for themselves. Do you really think someone who hasn't made 100 million dollars can teach you how to do it? If you do, then, that's why you'll never achieve it.