Bradley Murphy

@Million_Sancet What do you think will happen once earnings are announced? Will there likely be a drop for people to get in on Friday?

This is big league territory now, and while it's less realistic even for $SIVE, it is still possible Translated, that would mean a 4,178% increase from current levels a 42x multiplier That would allow me to achieve, with just a single stock, 6 times the average lifetime savings of a person in my country If we calculate it from my first entry price (0,7€), for instance, it would be a 35,408% gain, which is a 355x return We are talking about the fact that if I had invested all the money I put in later at that initial price, I would have several million in the bank right now And that's having invested less than 4 average salaries in my country With just one company, if only

@johnmilbank3 @calvinrobinson Why do you conflate a scepticism of acquisitiveness with socialism? Religious life = what’s mine is yours. Socialism = what’s yours is the state’s.

@calvinrobinson As does most socialism in this country.

When did the trade unions become Christian? Or, could it be, they are co-opting the faith to push their socialist codswallop? As for the clueless vicar, it is people like him who are pushing souls away from the Church instead of bringing them in, which is all of our job. Shame.

@johnmilbank3 @ProfBZZZ @ChristopherHale Who are you to speak in such general terms, and on behalf of the world at that?

@ProfBZZZ @ChristopherHale Latin Americans are much more naturally Catholic. I’m sorry but this is just how it appears to the world. The way Barron just doesn’t get Papal worries about the capitalist economy is all too telling.

Bishop Barron on Fox calls “the economy that kills” synodal chatter. It’s not. The phrase is the moral signature of Pope Francis’s pontificate — Evangelii Gaudium, 2013: “an economy of exclusion and inequality… such an economy kills.” Barron isn’t critiquing socialism. He’s attacking Francis.

@johnmilbank3 @ChristopherHale “Bishop Barron is just a non-reflective American” Is that something you actually believe?

@ChristopherHale Quite. Bishop Barron is just a non-reflective American. He doesn’t fully grasp the Catholic legacy.

@aleabitoreddit Is $POET still meaningfully tethered to $SIVE?

$POET and $IREN literally both won the Fake it Until you make it award. -> Grey area endless marketing of crap through influencers. -> Diluted retail enough to hoard tons of cash -> Cash is sets baseline Market Cap. Now $POET probably has around $830M pure cash from dilution after $400m private placement. While their marketcap was sitting under $500m last year.

@aleabitoreddit Certainly looks like a parabolic move is coming. Do you think the ER will present a good opportunity to buy more with a potential dip, or just get in now in case of a fast move up? Do you think some the super-cycle will be teased in guidance?

To answer that question. I’ll just float some historical data out there with laser chokepoints: $LITE went from $3B -> $15B -> $80B in 2 years from 2024. $AAOI went from $770M -> $15B in 1 year from 2025. $SIVE is $1.6B today in 2026. There’s not many in the world and lasers are the absolute center of photonics. Each owned a specific chokepoint from optical architectural shifts. $LITE for EML. $AAOI for cw 800g/1.6T pluggable and now $SIVE for cw CPO.

@Sofigoodboy TA means nothing.

This $sive chart looks ugly

@convequity If there is a parabolic demand for CPO then it won’t matter. Let’s check back in H2.

@mur60674 Capacity tightness helps $SIVE in the near term but it’s not the core long-term reason for customers preferring SIVE for GPU/compute CPO.

I see tons of $SIVE hype on X but almost zero explanation why it’s preferred over $LITE & $COHR in CPO LITE and COHR win on raw power (300-500+ mW single CW lasers) for today’s ELS designs. SIVE is pulling ahead in GPU/compute CPO — where CW laser volumes will really ramp — with native 8λ–16λ CW DFB arrays (~50-100 mW per λ). No heavy splitting = lower loss, less heat & higher bandwidth density right next to the GPU ASIC. Flip-chip + imec PDK lock-in seals it. ⚡

@aleabitoreddit Thanks for the response - really appreciate the community engagement!

Hey great question! So $SIVE headcount doesn't matter as much when you're doing IP/design. Lot of media misunderstand nuances, when they compare it with $COHR that have tens of thousands of people... which are required for assembly. $SIVE ships their designs off to Win Semi / $GFS which handles all the production. Which is why I liked this model a lot more since it reduces a lot of capex and dilution risk until they make material revenue to vertically integrate. I personally see it as a plus, keeping things lean and scalable from an American perspective.

Just 3 months ago, European media called my $RPI thesis: "A Meme Stock" where earnings isn't factored into decisions. 2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis". This month it's $SIVE is "nothing special with Sivers or CPO, it's been around for years". Each are still hitting YTD highs with triple digit returns. Especially, Raspberry PI after it shattered projections by 52% to 55% fwd. rev growth from ~15% est. And I expect all 3 ($RPI, $SIVE, and $SOI) to keep delivering record growth as AI, SiPH, and CPO drive structural re-rating. Maybe after each negative hit piece... it's time for European media to look in a mirror? The ones focusing on actual fundamentals are the ones they're mocking.

@aleabitoreddit Thanks for your work, Serenity. I’ve trusted you on this one! 🙏

I wonder if Swedish media realized what they’ve done transferring control over to American investors/institutions and stopped posting? $SIVE is the most compelling CPO long I’ve seen, especially for the laser chokepoint.

@EndicottInvests $SIVE

It’s Saturday at 12am and I’m really trying to learn photonics. I understand it’s run a bunch and I’m “late to the party” But I’m mega bullish this AI buildout and want to understand this industry a bit more Looking into $LITE, $COHR, $CRSO, $PLAB, $PENG & $AAOI

@CeoOndas you need to pull a rabbit out the hat for these earnings. I trusted this company.

@aleabitoreddit Thanks for your work. I’ve trusted you on $SIVE and hope it plays out!

The US/West now controls majority of the shares of $SIVE. With Goldman Sachs/JP Morgan/Morgan Stanley and other US institutions entering. US/West 46.8%: - Fidelity: 11.5% (retail) - Charles Schawb: 11.4% (retail) - $IBKR: 9.3% (primarily retail) - BNY Mellon: 4.2% (retail) - Morgan Stanley Smith Barney: 3.1% (Retail/Wealth management) -Bank of America: 2.8% (retail/Wealth management) - BNY Mellon: .9% (institutional) - Morgan Stanley Client Assets: .7% (institutional) - Bank of New York Mellon: .5% (institution) - JP Morgan: .5% (institutional) - J.P. Morgan Securities Plc: .4% (institutional) - Citibank New York: .3% (institutional) - JP Morgan SE: .2% (institutional) - Morgan Stanley: .2% (institutional) - JP Morgan Securities: .2% (institutional) - BoFA Securities: .2% (institutional) - Goldman Sachs: .2% (institutional) - Goldman Sachs International: .1% (institutional) - Cbny-Rja-Client Asset - .1% (retail/wealth) Large % now owned US retail shareholders (eg. $IBKR on behalf of clients, probably majority retail some institutions). The new but smaller JP Morgan Goldman Sachs, and Citibank % positions are likely hedge funds or other institutions trying to build positions. Europe & Switzerland: 11.3% - Clearstream: 6.2% - UBS Switzerland: 1.6% - Six SIS: 0.8% - Euroclear Bank: 0.8% - Saxo Bank: 0.6% - BNP Paribas: 0.6% - Caceis Bank / Intesa San Paolo: 0.2% each - KBC / LGT / Julius Baer: 0.1% each Swedish ~8.49%: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring - 2.73% Skandinaviska Enskilda - .2% SEB Life International - .1% Nordea Bank Abp - 0.7% Canada/UK/Middle East ~.6%: First Intl Bank of Israel - .3% Royal Bank of Canada - .1% Royal Bank of Canada - .1% HSBC - .1% A special thank you to the Swedish Media doing the work of US institutions: The West now has ~58.7% ownership. Swedish is now down to 8.49% due to local media. I wonder if they realized what they've done now scaring off local investors now that it's changed hands to US institutions/investors? The West have now acquired majority of the float before the CPO supercycle. You can also start to see US institutions like JP Morgan or Goldman Sachs building start positions (on behalf of institutional investors), probably off of US retail taking profits. This is likely after $SIVE reached a certain MC threshold for fund mandates. But a large % of it is still owned by US retail on places like $IBKR and Fidelity. (this is what I call frontrunning the institutions) TLDR: $SIVE went from majority: -> Swedish retail ownership -> US retail ownership -> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).

@InvestFreedom05 Photonics

Which sector of the stock market will go on a massive bull run next like memory and semiconductors did?

@aleabitoreddit Where does $SIVE fit in here?

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

@Chaamacoo @Qlarividencia When do you think we might hit 60 SEK?

Thanks to @Qlarividencia for pointing it out!

When you zoom in on $SIVE photonics platform, one truth stands out: this isn’t just another laser supplier riding the AI hype, it’s the enabling backbone quietly unlocking scalable, energy-efficient data movement at the heart of hyperscale AI clusters. And the deepened partnership with Ayar Labs on co-packaged optics (CPO) is one of the strongest signals yet that this AI infrastructure opportunity is moving from early demos into manufacturing scale. Back in December 2024, $SIVE and Ayar Labs expanded their collaboration into a full strategic framework. What began with successful joint demonstrations of $SIVE high-precision multi-wavelength DFB laser arrays integrated into Ayar Labs SuperNova light source, including demos with $INTC has now progressed into product qualification, manufacturing readiness, and preparations for volume production. This is the technology powering Ayar Labs TeraPHY optical I/O chiplet, the industry’s first UCIe-compliant solution delivering up to 8 Tbps bi-directional bandwidth (scaling toward 16 Tbps with SuperNova) at a fraction of the power and latency of traditional pluggable optics. The mission is simple: eliminate the data-movement wall constraining next-generation AI clusters. What makes this even more compelling is the ecosystem momentum around Ayar. Alchip Technologies, a major player in advanced ASIC packaging and design has chosen Ayar Labs for upcoming CPO architectures. Importantly, $SIVE stands as the sole supplier to Ayar in this context. Alchip is already heavily engaged with AWS on the Trainium series, particularly Trainium4, with expectations that CPO could play a larger role in future generations such as Trainium5 around the 1.4nm node in 2029. This creates a pathway not just for AWS but potentially other hyperscalers pursuing custom silicon. The investor lineup behind Ayar Labs speaks volumes. $NVDA, $AMD, and $INTC Capital are all involved. In the recent $500M Series E, valuing Ayar at ~$3.75B, Alchip joined alongside MediaTek, ARK Invest, and Sequoia Global Equities. These are deliberate ecosystem bets on optical interconnects becoming foundational for future AI scale with strong ties to the $TSM advanced packaging ecosystem. Leadership continuity strengthens the picture. Mark Wade now serves as CEO, while former CEO Charlie Wuischpard moved to $NVDA as VP of North America & Latin America sales, adding credibility within the AI chip ecosystem. What truly distinguishes this collaboration is the depth. Ayar Labs has participated in multiple $SIVE CMDs and joint engagements. That repeated involvement points to a genuine strategic partnership rather than a transactional supplier arrangement. Additional momentum comes from collaborations with Wiwynn for rack-scale AI systems and broader industry discussions involving players such as $ALAB. The broader market remains focused on $SIVE nearer-term drivers in Lidar, mmWave, and SATCOM. Yet the Ayar Labs CPO opportunity represents the high-volume, high-margin AI data center ramp many investors have been anticipating. With early systems in the field, qualification advancing, and hyperscaler interest building, $SIVE role as the critical laser provider looks increasingly entrenched in 2027. This is why the $453 million opportunity pipeline feels conservative. One unified photonics platform addressing the power wall in AI clusters while supporting multiple revenue streams across connectivity and infrastructure, that multi-domain strength is what sets $SIVE apart. The CPO/AI infrastructure piece is advancing steadily. Same core laser technology. Same experienced team. Different verticals with converging timelines. That’s not a single-product story. That’s a platform story. And the more you connect the dots, $NVDA and $AMD backing, Alchip’s strategic moves, sole supplier positioning, and ties into the wider $TSM/MediaTek ecosystem, the more $SIVE emerges as one of the most underappreciated opportunities in the AI+photonics landscape.

@aleabitoreddit are you still confident $SIVE will be involved in the making of glucose monitoring enabled Apple Watches?

@aleabitoreddit Do you think $SIVE will have a similar run to $AXTI? How confident are you on this?

I’m just going to leave this here with $AXTI. 100% of the comments were negative when I posted at ~$13. And I got banned later after it went up 10 times.