osilayer8

I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were the only high volume SiC foundry in America. Making them extremely “critical infrastructure”… Verbatim from the US Gov. And they’re the first comprehensive pure play foundry for SiC/GaN. So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard. For long term photonics exposure: They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now. And production ramp up in 2027/volume production H1 2028 expected. So you have a company at $1.5B MC: Critical both on the power semis front to the US government. And critical to both photonics front to the EU government. Coming off of a legacy drag cycle with auto and others (similar to Soitec). I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies… Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.

Liftoff of Starship on its twelfth flight test

@aleabitoreddit -> $GFS $QBTS $RGTI $INFQ . Today’s stock activity reflects news of a $2 billion grant package from the Trump administration for nine quantum-computing companies. Could this have a sustained effect on the sector, or are we still too early in the cycle?

@aleabitoreddit Isn't financing the more important challenge? So ECM oder DCM bankers would be more of a benefit imo. And Sivers is more of a target than a potential buyer...

$SIVE is nominating two new board members today. It's very highly telling since the newcomers have acquisition backgrounds from: -> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank. -> CFO from HMS / Axholmen and Celerant Consulting around M&A/strategy. The bull case with $SIVE was to start from the laser source: Then speedrun TAM expansion down the pluggable/CPO stack through IP acquisitions, and use $FN + others for final assembly to keep things capex light. If they want to capture more overall revenue during the CPO/Photonics supercycle, following the $LITE playbook. So, it's a healthy indicator they're heading down the right track nominating two M&A focused people. Only idea to float out is to capital raise with private placement or convertibles with US institutions after NASDAQ listing. Since Swedish markets are still very thin and Sivers can get better terms for larger acquisitions... after new US liquidity reprices of MC/shares on listing. (Sivers has that recent bridge round in the meantime) Larger US institutions are likely interested in entering new very material $SIVE positions as well once Sivers passes some US institutions listing mandates.

$LITE CEO basically confirmed GS TAM expansion + CPO Supercycle. From ~close to nothing -> $91B. From H2 2026 to 2028: “ I think what we’ve said is that we will have a massive supply demand imbalance on CPO” Demand > Supply. “Largest single growth driver, scale-up CPO” Massive revenue driver is CPO. “is very much in its infancy”. We’re at the beginnings. This is exactly why I have positions in $SIVE, MSScorps, Shunsin, $TSEM, $SOI and others for high beta exposure to the start of the CPO supercycle.

🚀 for all mankind 🚀

@elonmusk Thank you, @elonmusk - the four of us glimpsed the red hues of Mars far in the distance as the sun slipped behind the Moon and there was zero doubt in our minds that the creative genius of our greatest minds will have us there very soon. LETS GO

Just in: $NVDA invests $2B in $MRVL. This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap. But… guess who powers the light source for $MRVL that markets might have missed? (Hint: $SIVE)

Wolfie: $NET Stock Catching a Little Clawdflare' "What happened? Over the weekend, hype and excitement around Clawdbot exploded across social media, which flowed through to shares of NET rising >10% on Monday. For context, Clawdbot is an open-source AI agent built on Anthropic's Claude—effectively an AI employee that runs locally on your device and executes tasks autonomously. The connection to Cloudflare is that as these agents scale (making API calls, accessing websites, routing inference requests), they require secure, low-latency infrastructure. Cloudflare’s global edge network is well-suited to support exactly that. Our thoughts: We think this is a big moment for edge computing—and a clear positive for NET. Developers have been using Cloudflare Tunnels to securely host and access their Clawdbot instances for remote access, and Cloudflare’s AI Gateway already supports Anthropic’s Claude, allowing developers to route inference calls through NET’s network for caching, rate limiting, and observability. As agentic tools like Clawdbot scale (making more API calls, hitting more websites, generating more traffic), we believe NET is positioned to capture that activity. The key takeaway is that while Clawdbot is still early, it’s showing engineers and investors what the future looks like: distributed AI agents running on edge devices, executing tasks autonomously, 24/7. That future requires infrastructure (security, connectivity, low-latency compute), and Cloudflare is building for exactly that. More agents means more internet traffic and more need to protect against bot abuse and fraudulent queries. Management sees this clearly. On the Q3 call, CEO Matthew Prince said: “The agents of the future will inherently have to pass through our network and abide by its rules.” Clawdbot is an early example of what that world looks like, and as more tools like it emerge, Cloudflare stands to benefit. NET’s Workers platform is consumption-based (pay-per-inference), meaning the more agents do, the more NET monetizes. Clawdbot is a signal that agentic AI is moving from demo to production, with NET’s infrastructure around edge computing and securing the agentic web incrementally more important."

Anschaupflicht für alle deutschen Zufallsenergiefans: x.com/i/status/20022… Amazon investierte 11 Milliarden USD in das KI-Rechenzentrum in St. Joseph County, Indiana (USA). Dort werden KI-Modelle trainiert und betrieben. Die Leistung von 2,2 GW ist das Äquivalent des Strombedarfs einer Stadt mit einer Million Haushalte.

Milton Friedman on illegal immigration…

Yesterday a quasi-judicial body in Italy fined @Cloudflare $17 million for failing to go along with their scheme to censor the Internet. The scheme, which even the EU has called concerning, required us within a mere 30 minutes of notification to fully censor from the Internet any sites a shadowy cabal of European media elites deemed against their interests. No judicial oversight. No due process. No appeal. No transparency. It required us to not just remove customers, but also censor our 1.1.1.1 DNS resolver meaning it risked blacking out any site on the Internet. And it required us not just to censor the content in Italy but globally. In other words, Italy insists a shadowy, European media cabal should be able to dictate what is and is not allowed online. That, of course, is DISGUSTING and even before yesterday’s fine we had multiple legal challenges pending against the underlying scheme. We, of course, will now fight the unjust fine. Not just because it’s wrong for us but because it is wrong for democratic values. In addition, we are considering the following actions: 1) discontinuing the millions of dollars in pro bono cyber security services we are providing the upcoming Milano-Cortina Olympics; 2) discontinuing Cloudflare’s Free cyber security services for any Italy-based users; 3) removing all servers from Italian cities; and 4) terminating all plans to build an Italian Cloudflare office or make any investments in the country. Play stupid games, win stupid prizes. While there are things I would handle differently than the current U.S. administration, I appreciate @JDVance taking a leadership role in recognizing this type of regulation is a fundamental unfair trade issue that also threatens democratic values. And in this case @ElonMusk is right: #FreeSpeech is critical and under attack from an out-of-touch cabal of very disturbed European policy makers. I will be in DC first thing next week to discuss this with U.S. administration officials and I’ll be meeting with the IOC in Lausanne shortly after to outline the risk to the Olympic Games if @Cloudflare withdraws our cyber security protection. In the meantime, we remain happy to discuss this with Italian government officials who, so far, have been unwilling to engage beyond issuing fines. We believe Italy, like all countries, has a right to regulate the content on networks inside its borders. But they must do so following the Rule of Law and principles of Due Process. And Italy certainly has no right to regulate what is and is not allowed on the Internet in the United States, the United Kingdom, Canada, China, Brazil, India or anywhere outside its borders. THIS IS AN IMPORTANT FIGHT AND WE WILL WIN!!!

Cloward-Piven Strategy - Sound familiar? Because it’s exactly what’s happening in real time - you can see it.

Stellaria und Equinix haben einen Vorvertrag geschlossen: Ab 2035 sollen die ersten »Stellarium«-Flüssigsalzreaktoren Strom für Rechenzentren liefern. Der 250-MW-Reaktor kann laut Hersteller auch abgebrannten Kernbrennstoff (»Atommüll«) verwerten. world-nuclear-news.org/articles/equin…

Fast eine Million Opfer durch Tatverdächtige aus größten Asyl-Herkunftsländern! Zwischen 2015 und 2024 sind rund 426.000 Deutsche und rund 512.000 Nichtdeutsche zu Opfern von Tatverdächtigen aus 10 wichtigen Flüchtlings- Herkunftsländern geworden. Hat aber nix mit nix zu tun.

Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one, xAI’s and Hyperion are even bigger. If any of you had any doubts - a year ago, most of this was dirt:

🚨 BEAUTIFUL: Phoenix Air Traffic Control sent a message to Charlie Kirk when he landed back in Arizona on Air Force Two “Welcome home, Charlie. You didn’t deserve it… May God bless your family.” 🙏🏻 Americans of all walks of life are mourning the loss of Charlie 🇺🇸