PeterKlaas

Around this time next year predictions: $ASTS 120$ $ADUR 30$ $POET 21$ $VRSSD 30$

@tw_crypto_ @1sounded you so are @aleabitoreddit but with a delay?

@1sounded $XFAB

Kevin Xu vs TW Kevin Xu: - $HIMS was a loss ❌ - $QS was a loss ❌ - $BOT was a loss - $PALU down on earnings ❌ - $200 a month subscription 🤡 TW (me) - Called $SIVE at 25sek ✅ - Called $SNDK at $450 ✅ - Called $LPK at $17 ✅ - Called $PURR at $3.6 ✅ - Called $AAOI at $80 ✅ - $0 a month subscription 😁 Don't be a Kevin Xu sheep. There are plenty of great free people to follow on X

Breaking news! 💥 Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions Tue, Jun 02, 2026 07:00 CET Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030 Kista, Sweden – June 2, 2026 – Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market. Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF’s SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability. news.cision.com/sivers-semicon…

New article is out! Used cooking oil → Sustainable aviation fuel? Sounds insane. But $ADUR's chief scientist published peer-reviewed evidence that their chemistry can do that... and much more! At a lower cost than anything in use today. The renewable oils vertical is a +$100B TAM opportunity. The recent peer-reviewed paper just proved $ADUR is not sleeping on it. I wrote the article below so you can understand more in depth what this vertical is about👇

@BotanySoul @The_PennyQueen @ClassicValueInv @Amateur_Inv If Aduro enables (1) lower opex, (2) higher yield, (3) cheaper feedstock tolerance, or (4) higher-value product slate, the customer’s project IRR can improve enough that paying a royalty is rational. In other words, the royalty is not "a tax on capex"

@perprins0 @The_PennyQueen @ClassicValueInv @Amateur_Inv The only aspects of these valuations that I find questionable is the royalty rate. >10% seems very high to me given the fact that it is reliant on customer CAPEX, but maybe I'm missing something here?

$ADUR I've added the renewable oil vertical into my valuations projection calculator based on the TAM. crafts.getmerlin.in/shared/4fd82e4… @The_PennyQueen @ClassicValueInv @Amateur_Inv

@dexapiko @Gubloinvestor crafts.getmerlin.in/shared/94d8811… I made a valuation tool a while ago, see for yourself. Their TAM is huge, they are currently scaling and their technology is proven

@perprins0 @Gubloinvestor why?

Tell me one stock to throw $100K Tomorrow.

@dmeinvestor It is, however, the main part of your thesis. But I agree. And I'm curious how much it would affect the copper deficit

@perprins0 The need for copper is much more than just the AI datacenter boom.

I just published my new article about why I think #Copper is the current most undervalued trade in the entire AI infrastructure stack. Inside I cover: 1) The math behind the biggest commodity shortage of the century 2) Why a single AI datacenter needs an absurd amount of copper 3) Why new copper mines take decades to build (and what that means for prices) 4) How the mining industry works and where to find the real alpha 5) The 4 criteria I use to find quality miners with multibagger potential Full deep-dive below 👇

The supply chain nobody sees Three parallel chains, one cell platform: ⚡ AUTOMOTIVE Murata + $GLW Corning → $QS → PowerCo → $VWAGY Volkswagen + 2 unknown Top-10 OEMs 🖥 AI DATACENTER $QS → $FLNC Fluence → Hyperscaler #1 + #2 🛡 DEFENSE/GRID $QS → Dr. Maybury→ DoD + grid

Why $SIVE is a 10x from today’s levels. (The math) Opportunity pipeline: - 2025: ~$276M - 2026: ~$453M TAM is basically 10x from here. If the opportunity pipeline for $SIVE grew by 64% YoY, and that continues to over the next few years: - 2027: ~$742M - 2028: ~$1.18B $SIVE executed 10% on opportunity pipeline numbers in 2025. Let us say they do the same, adding 25% YoY growth rate, by 2028, that is around ~$184M in revenue, which makes it a ~$10B at 50x P/S. Now, I think 64% pipeline & 25% YoY growth is still small, considering CPO is projecting 10x overall TAM growth over the next 5 years and the inflection will begin in 2027. TLDR: Opportunity pipeline will scale over the next few years and the revenue for $SIVE will be in multiples of 100s of millions of dollars. Anything ~$200-500M USD is possible.

@xai @AnthropicAI @spacanpanman @thekookreport is this SpaceX frontrunning the $GOOGL x $AMZN x $ASTS orbital AI compute?

SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic…

@athuinvests 12 SEK avg. Lowest buy 8.72 SEK. Currently around 40% of my portfolio

$SIVE at 40 SEK now. What is your average price? Mine is 18 SEK... with 15% portfolio allocation in the stock.

FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States businesswire.com/news/home/2026…

$ADUR Is the only technology that can recycle feedstock including mixed waste plastic to Naphta without the need of a process called HydroTreatment (which is a very expensive process, roughly 400-600USD per ton, plus massive Capex). The higher Naphta prices go, the more profitable $ADUR becomes.

@LuckyStuey SpaceX is a launch-subsidized consumer ISP. ASTS is a capital-efficient wholesale infrastructure play. Different game entirely. 🛰️ $ASTS 4/4

@LuckyStuey ASTS never acquires one. SpaceX spends heavily to sign up & retain Starlink subs — that cost is real even if "adjusted" away. Existing spectrum & contracts: ASTS doesn't build a market, it plugs into 3B+ existing subscribers via signed MNO deals. 3/4

$ASTS SpaceMob is using this data to justify its business model, but there are many reasons why this data is wrong: 1) "Adjusted Profits" excludes massive amounts of Starlink depreciation, billions in R&D expenses and Capex investments in factory capacity, etc. The reality is that SpaceX, as a whole, is probably not making any "earnings" by GAAP standards. 2) Starlink looks hugely profitable mostly because it gets launch for free. That $4.1B in launch revenues and $700M in launch profits entirely excludes any revenues for Starlink launch services. Since SpaceX Falcon 9 launched ~125 Starlink missions last year, that's billions of costs transferred from Starlink to Launch. Put another way, if Starlink paid market pricing for launch, it would have lost money last year, whereas Space Launch would have been hugely profitable. Even at marginal internal costs estimated at $20M/F9 SL launch, that's ~$2.5B "adjusted profit" that should be transferred from SL to Launch.

Here we are again $ASTS