@0nly_Blu3 @aleabitoreddit $5.2 trillion AI capex expected out to 2030.
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Nimish Patel
3.7K posts
@aleabitoreddit You talk about which companies $SIVE supplies. But what about expected CapEX from these companies, or from the end of the chain companies (trillion usd cloud hyperscalers)
If trillion usd hyperscalers can increase it as they are going to, what about next gen cloud providers?
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Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC)
That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC.
Again $1.3B is literal spare change for hyperscalers and US institutions.
And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI.
Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome.
Part of it is game theory for share accumulation.
Since US/Western retail now owns a large part of the float (off of the Swedish sellers).
And US institutions now want exposure.
OrangeGroveCapital@OGCapital25
Also feels like there’s an infinite TWAP on $SIVE Price goes up, long time holders sell, price goes up even more. Feel like large institutional bids averaging their buys.
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@aleabitoreddit NO meaningful institution will participate in a low tier "Pinksheets" listed co. Nasdaq/ dual listing is when it really get real!!! Which at the earliest would be late Aug- early Sept if the process is already initiated.
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@SamofAmerica Great commentary on the morning show!!! Great reminder of fundamentals+ HE process and importance of compute in the AI value chain. Hard assest supply chain > commodities, energy infrastructure, ....👍@hedgeye
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My precious commodities supercycle is here I’m so happy
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Assets under management in mining exchange-traded funds more than doubled to $87.4 billion by March 31, from $37 billion a year earlier.
Oil & gas and agriculture have also attracted significant inflows, marking one of the sharpest rotations toward hard assets in history.
Reuters@Reuters
Big funds bet billions on mining supercycle reut.rs/4cR00wF reut.rs/4cR00wF
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@RnaudBertrand Big brother, Orwell, 1984!!! Ironic Apple computer tv ad used that theme.
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Another beautiful illustration of this: probed for using (much) cheaper Chinese open source AI because "security risks" - even though, given it's open source, companies keep control of the data 🤷♂️
x.com/i/status/20495…
Rachyl Jones@RachylJones
NEW: House committees are probing Airbnb and Cursor parent Anysphere over their use of Chinese AI models @semafor
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Probably China's greatest achievement: they ended the free market in the U.S.
NewsWire@NewsWire_US
Senators introduce bipartisan bill banning Chinese vehicles and auto parts — NBC
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@Nostre_damus Please do we need all the fkn help we can get on this rock as there is NO sane leadership!!!
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ok now release the UFO files to distract the masses
*Walter Bloomberg@DeItaone
TRUMP: WE WILL BE RELEASING UFO FILES IN THE NEAR FUTURE
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@aleabitoreddit I appreciate your insight into tech co's. Since innovation is your interest do deep DD on $HGRAF it hits on defense, space, tech, all industrial and commercial sectors. It's 100% pure fractal #graphene ready to go even bigger burrr and soon to be on Nasdaq.
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Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle)
The U.S. government doesn't just give out funding to random $1B Swedish companies.
It's highly unusual. And there's probably something markets are missing.
Since they got funding for:
-> $RTX and $ERIC Beamformers (space/telecom).
-> BAE Systems for STAR duplex arrays (radar jamming during electronic warfare)
Defense Primes are likely using Sivers microchip IP to build the final products with this.
As for the final products... What other space + military contractor applications are there involving LEO satellites? And I think you can guess.
The defense primes aren't trying to play Taylor Swift Youtube videos in space...
But the commercial spinoff can also be used for SpaceX/Amazon LEO Kuiper type applications.
Regardless, you have the side of the AI photonics story, which is the core growth vertical.
I'm most excited for photonics... but you also happen to get a company backed with U.S. CHIPS ACT embedded in Raytheon and BAE Systems for whatever black magic they want to do in Space.
Just nobody knows exact timeline + applications because due to the nature of CHIPS ACT defense contracts.
But it might appear randomly in financial statements down the road.
Anders Storm@StormDirac
We are now wating for the second round of US ChipAct funding for $SIVE. CEO shared in Q4 report and webinar that it has been delayed, but it is soon to be shared. Mean while here you can watch details about the first founding round here ⤵️ Partnership with Ericsson $ERIC and Raytheon $RTX youtu.be/KIqEJ2mR8P8?si…
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@BambroughKevin @WolanskyJa91908 @green78499 Has a strong probability to do so by end of June. Lots of chatter now in industrial circles abt this co!!!
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@WolanskyJa91908 @green78499 Sure looks like it wants to take a run to $10 usd
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@PepInvestStocks Appreciate you insights! 👍Industrial/ nano-materials innovations have great upside. I highly suggest getting to know $HGRAF as it will eventually touch almost everything in the world. I suggest following @BambroughKevin @ArneriDesign
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$CPSH is a technology and manufacturing leader in producing high-performance materials solutions for its customers.
The company’s products and intellectual property address critical needs in a variety of applications, including electric trains and subway cars, wind turbines, hybrid vehicles, electric vehicles, Navy ships, the smart electric grid, 5G infrastructure and others. CPS hermetic packages can be found in many Aerospace and Satellite applications.
CPS’ armor products provide exceptional ballistic protection and environmental durability at very light weight.
CPS is committed to innovation and to supporting our customers in building solutions for the transition to clean energy.
Pep Invest@PepInvestStocks
$CPSH Advanced Materials Powering the Future 🔥 CPS Technologies leads in AlSiC metal matrix composites, unmatched thermal conductivity, perfect CTE match, lightweight strength, extreme reliability. Powering: EVs, high-speed rail, wind/5G/smart grids, nuclear shielding, defense armor, Mars rovers/ISS/GPS satellites. Momentum: • $15.5M major semiconductor contract • Record 2025 revenues → strongest year ever • Short interest crashed 77% → bullish signal 40+ years solving critical challenges in electrification, defense & space. Real tech, real traction 📈 Not financial advice.
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@StormDirac What am I misssing. I can easily see it 3X from here if it was on the Nasdaq??
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@rodricoc2001 @Kaizen_Investor Well this didnt age well. Just brutal managment team, fire the CFO!!!
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@rodricoc2001 @Kaizen_Investor 2) engines are already moving into the production phase with partners like LITEON and Celestial AI. And "safety net" of $430M in cash!
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It’s incredible difficult to short stocks nowadays.
Short reports are meant to spread fear in the market and create a short-term drop on the stock.
Those reports are often written on stocks which are difficult to understand like $POET.
Without X, without AI, investors had to spend days/weeks to understand the stock. Most investors did not have the time/recourses to do this. So a short report from a big institution often impressed and created fear.
Short trades are often closed in just weeks. They are happy with a drop of 10% - 20%. So they created fear and closed the trade almost immediately. Nothing to do with fundamentals.
Researching stocks has become more accessible in the last few years. We all have access to experts and can check certain facts with AI. We are all informed of what we own, even if the stock might be a bit more difficult to understand.
A short report is now easily punctured and creates less fear.
$POET is now up 125% since the short-report. This gives me confidence that investors actually know what they own these days and do their due diligence.
Congrats on everyone who did their research and took advantage of the 1-day dip.
KaizenInvestor@Kaizen_Investor
$POET down 7.5% after the short position of Wolfpack Research. As I explained in the previous post, Q3 earnings of Poet will be very important. This is in 5 months. Institutions like Wofpack close 90% of their short trades within these 5 months. Most of them even within weeks. Short-seller reports are designed to create market fear and capitalize on downward momentum. I’m not worried at all by this report.
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@aleabitoreddit So the real value and underappreciated/ undervalued at $SIVE and $LITE one of them have had a huge run already. So its the other one's turn.
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Pretend $SIVE, $LITE make specialized blue and red maine lobsters.
Very rare, not many people can do.
$POET steams the lobsters and prepares it in a ready-to-go container.
$MRVL buys those lobster tails, puts it together on a plate with broccoli and steak.
Then serves it at the highest price to high end customers.
Marvell is famous for serving Blue lobster tails.
But can always serve Red ones, and it’s easier to keep serving Blue that they’re used to.
And it’s also possible for the Red lobster farmer to shift to Blue lobsters with some effort, but it takes time to raise those lobsters.
But… it just so happens Marvell’s competitor Nvidia bought out all the Red Lobsters for their restaurant.
In the end, they still need those rare blue Maine lobsters. But just decided to steam it themselves.
That’s $POET and $MRVL situation. It’s likely they’ll just go buy lobsters directly since you can’t just spawn Blue lobsters.
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$POET losing $MRVL today triggered a knee jerk reaction
$SIVE got dumped in sympathy along with $AAOI $AXTI $SOI $COHR $LITE (possible margin calls from $POET liquidations)
But look closer at what actually changed and what didn’t
$MRVL still needs lasers
$LITE capacity is effectively tied up with $NVDA
$COHR is sold out for years
Ayar quietly distanced from LITE months ago
That leaves $SIVE as the only scalable laser partner stepping into the gap
Win Semi ramp hinted at mid 2026
The timing lines up almost perfectly with demand
The market reacted to the headline
But structurally? Nothing broke for $SIVE
The middleman got cut (on an NDA breach; not a tech issue)
The supplier didn’t
Market sold the wrong names?
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@aleabitoreddit Fire the CFO and go get another big contract if your offering is so great!!!!
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$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry.
Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk.
On the bright side for $POET holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story)
It does look like Marvell delayed their own timelines as well by doing this.
That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.
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2) engines are already moving into the production phase with partners like LITEON and Celestial AI. And "safety net" of $430M in cash!
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$POET "Optical Interposer" is THE motherboard for light. It replaces manual, active alignment of lasers (expensive and slow) w wafer-scale passive alignment (cheap and fast).POET owns IP fr interposer platform. Others try to replicate it in silicon, POET’s "Starlight" and "Blazar
Crazy@Craaazy1231
$MRVL isn't just a semiconductor company anymore. They acquired Celestial AI, confirmed orders with $POET, and sit directly in $NVDA's supply chain. Every time AI scales up, $MRVL wins. The infrastructure layer people keep sleeping on 🎯
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