Uyip89

@aleabitoreddit Why $sive isn’t up today

Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.

@puigpauu @degencastri @jose_basa Han vendido los dos

@degencastri @jose_basa Quien vendió fue Harish Krishnaswamy, no Andrew McKay. Vendió durante los dos primeros trimestres. Debéis confirmar siempre las noticias que leéis.

Soy un poco pesado con la Optoelectronica y se que llevamos un tiempo en correcciones y sin ir hacia ningún lado pero con algo de paciencia esto explotará de nuevo y no sabéis de que manera Estas son las 3 empresas que tengo en CARTERA: 1/ $SIVE - Sivers Semiconductors (Suecia)

@aleabitoreddit YOU SOLD SIVERS WHILE YOU INFLATED THE STOCK BASTARD

Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5. That’s much more cost efficient as well… Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth among US companies recently) Never doubt Elon, maybe they might end up leapfrogging Anthropic + Mythos?

@aleabitoreddit SIVE 😡😡😡😡😡😡

@Zwarte_Pete @triadriEMB @Stevendiaz Mira las métricas que había la puntocom con las actuales, y las métricas seguirán bajando a medida que se aumenten los beneficios

@triadriEMB @Stevendiaz Si estamos en un escenario como el del 99, y msft se manda un dip de 10 años, justificas comprar a perdida por tiempo indefinido? Y nadie puede saber si estamos o no en un escenario similar a dotcom.

⚠️ Microsoft⚠️ Pregunta para los que pensáis que $MSFT está regalada. Al igual que pensáis que Bill Ackman le gusta, ¿ No os preguntáis por qué la fundación Gates ha ido vendiendo todas las acciones de la compañía?. A cierre de Marzo 2026 ya no tenía ninguna. Han tenido buen timing para soltar el resto que les quedaban no? A título particular, Gates todavía tiene muchas. ¿ No es más fácil ganar dinero en compañías que están en sectores fuertes ? Ya habrá tiempo de rotar sectores ( si es que toca y cuando toque ) Digo yo …..

@Nanosecso Cómo se nota que no trabajas hijo de puta

Habrá que hablar algún día de lo superior que es el calor al frío: - Ropa más ligera y cómoda para salir a la calle - Piscina & Playa - Días más largos - La ropa se seca más rapido - Airecito acondicionado y gozas como un gorrino - Mañanas y noches a temperatura perfecta - Duermes en pelotas como un bebé - Impregno mi mano con el sudor y olor de mis huevos y me la llevo a la nariz para olerlos - Sandia y meloncito - Heladitos - Vitamina D QUE SUPERIORIDAD AL INVIERNO DE MIERDA COÑO.

@Basede7x @PolitlcsGlobal @Telegraph You will cry so much fucking moor

🚨🇪🇸 NEW: Spain and Morocco are in dispute over who should host the 2030 World Cup final Spain wants it to be hosted at the Santiago Bernabéu, while Morocco favours the Hassan II Stadium in Casablanca [@telegraph]

@Rapttorian @espabilaeinv Gastará mucho en capex de expansión no de mantenimiento, el fcf se mide por el segundo

@espabilaeinv El problema es evaluarla exclusivamente por PER. Al final el FCF está desplomado o incluso negativo, por lo que el margen de seguridad debe ser muy alto, xk ha pasado a ser una empresa intensiva en capital que gastará mucho en CAPEX de mantenimiento.

🚨🚨Vamos a hacer un pequeño ejercicio básico de valoración con $META Actualmente $META cotiza a un PER de 22x y tiene unos EPS de 27,5$ 👉Según el consenso de analistas, los EPS de $META para 2030 estarán entre 45$ y 57$. Bien vamos a calcular el precio objetivo mediante el rango alto y bajo tanto de EPS como de múltiplo. ✅Escenario muy bueno➡️Rango alto de EPS con PER promedio: ▪️57$*27x= 1.539$ ✅Escenario bueno ➡️ Rango alto de EPS con PER actual: ▪️57$*22x= 1.254$ ❌Escenario malo ➡️ Rango medio de EPS con PER actual: ▪️51$*22x=1.122$ ❌Escenario muy malo ➡️ Rango bajo de EPS con PER de 15x: ▪️45$*18x= 810$ En el peor de los casos, teniendo en cuenta un EPS en el rango bajo de las estimaciones y un PER de 18x (que en la última década solo ha estado 2 veces, en 2016 y en 2023)... Tenemos un CAGR cercano al 8%

@Thaktag78 @TouchlineX Lying of what monguer it is a fact

@TouchlineX Morocco’s squad is heavily diaspora-based, with 19 of 26 players born outside Morocco! STOP LYING !!

🚨 𝗗𝗜𝗗 𝗬𝗢𝗨 𝗞𝗡𝗢𝗪: Morocco has become the FIRST national team in history to line up 11 players that are ALL born outside Morocco. 🇨🇦 Bono (Montreal) 🇳🇱 Noussair Mazraoui (Leiderdorp) 🇫🇷 Issa Diop (Toulouse) 🇪🇸 Chadi Riad (Palma) 🇪🇸 Achraf Hakimi (Madrid) 🇫🇷 Neil El Aynaoui (Nancy) 🇫🇷 Ayyoub Bouaddi (Senlis) 🇧🇪 Chemsdine Talbi (Sambreville) 🇧🇪 Bilal El Khannouss (Molenbeek) 🇫🇷 Samir El Mourabet (Strasbourg) 🇪🇸 Ismael Saibari (Terrassa)

@madridking15 @2010MisterChip Esos nacieron en España

@2010MisterChip ESPAÑA SIENDO ESPAÑA....UN PAIS RACISTA DE PIES A CABEZA. PERO NADIE DICE NADA DE YAMAL Y WILLIAMS JAJAJAJAJAJAJAJA DOBLE MORAL.

‼️ HISTÓRICO ‼️ Marruecos 🇲🇦 se convierte en la PRIMERA selección de la historia que junta en el campo a ONCE jugadores nacidos fuera del país en un partido de la Copa del Mundo: 🇨🇦 Bono (Montreal) 🇳🇱 Noussair Mazraoui (Leiderdorp) 🇫🇷 Issa Diop (Toulouse) 🇪🇸 Chadi Riad (Palma) 🇪🇸 Achraf Hakimi (Madrid) 🇫🇷 Neil El Aynaoui (Nancy) 🇫🇷 Ayyoub Bouaddi (Senlis) 🇧🇪 Chemsdine Talbi (Sambreville) 🇧🇪 Bilal El Khannouss (Molenbeek) 🇫🇷 Samir El Mourabet (Strasbourg) 🇪🇸 Ismael Saibari (Terrassa)

The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right in Singapore -> China and others. Hot take, but steps like this do help preserve American dominance in AI, keeping the most advanced model at home. I don’t think Superintelligence should be global access, since we’re starting to get into uncharted territories.

@marfsanch_ @alfonsopmedina Madre mía. Si es todo lo contrario , tú no estás bien de la cabeza

@alfonsopmedina Estais cono locos por acabar con este gobierno y es que cada día os venís menos gente. TVE informa objetivamente y con pluralidad pero no con animadversion contra Sánchez y el gobierno.

A pesar de sus evidentes mentiras, Mercedes González sigue, a esta hora, dirigiendo la Guardia Civil

@MaximoManguso28 @migue2vlc Has visto tu a la selección de argentina jajajajajaj el único top es Julián

@migue2vlc Jajajaja España está muerto

Yeremy Pino es horrendo, es malísimo. Es el Guillamon de este Mundial con la única excepción de que esté si que va a jugar

@AdamAgainn @Deekingmakerr1 @BIG_MVR It is, cry more you shouldn’t be here

@Deekingmakerr1 @BIG_MVR It's not the main host dumbass

If the 2030 World Cup is being held in Morocco, why is the final being played in Spain?

@adamtlz31 @lnstantFoot @diarioas In your dreams will be in shit Morocco 😂😂

@lnstantFoot @diarioas Chaque mois le même tweet la même source mdrrr ça sera à Casa lâchez sa

🚨🚨 𝗟𝗔 𝗙𝗜𝗡𝗔𝗟𝗘 𝗗𝗘 𝗟𝗔 𝗖𝗢𝗨𝗣𝗘 𝗗𝗨 𝗠𝗢𝗡𝗗𝗘 𝟮𝟬𝟯𝟬 𝗦𝗘𝗥𝗔 𝗝𝗢𝗨𝗘́𝗘 𝗔𝗨 𝗦𝗔𝗡𝗧𝗜𝗔𝗚𝗢 𝗕𝗘𝗥𝗡𝗔𝗕𝗘́𝗨 ! 🏆🇪🇸 (@diarioas)

@aleabitoreddit Thanks for the reply and clarification.

@talethdabm89 The research firm got their glass core substrate timelines off. H2 2026 should be production start (SKC Absolics), not 2028. And TAM figures seems off toward 2040, so thought it was better not to cite it. Even though it’s not full value chain like $LPK and GCS in specific

Very grateful for the objective coverage in De Tijd! It’s cool to see my work in Belgium's top newspaper. Also very refreshing to see a journalist cover $AAOI, $XFAB, $MRVL Celestial, and the nuances behind my supply chain thesis in CPO + Photonics. Ty KLismont for the photo.

@Esautomatix1 @Tagelca Tú eres muy tonto

@Tagelca Pues mira mejor que otros que siguieron de vacaciones o de comilona en un restaurante.

Breve recordatorio de que el hijo de puta este después de uno de los accidentes ferroviarios más grandes de la historia del país no sólo se mantuvo en su puesto sino que encima sacó pecho de su pésima gestión

@aleabitoreddit What about $amsc?

$SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next $80B+ $LITE one day from ~$2.1B. And I personally have plans to acquire more ownership + support their M&A prospects. I believe earnings transcripts will be strongly positive. As in the part few months we’ve discovered: > AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in > Wiwynn + Ayar CPO scale up > $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce) > O-Net scaling up ELS efforts with $SIVE > $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes > New CHIPS ACT funding for $SIVE > $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source) > information discovery around $AAPL using $SIVE lasers for next gen consumer devices > information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers. > Celestial volume ramp with $MRVL indicators. > new customers working on TFLN with $SIVE like Lightium > $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers > Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source > Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc) > pluggable TAM expansion signaled from 2025 annual report > Nasdaq listing expected soon > MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers > M&A signaled from 2025 annual report + 2 new board members that have experience in that area > $NOK as likely customer from 2025 annual report. > $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector. All of this market research was done before earnings. Any results is just confirmation of supply chain mapping done. I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward. Only thing I’m looking at are: > TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments > volume ramp expectations from existing companies > Nasdaq listing timelines for more liquidity to support their M&A efforts > any new customers signaled for CPO/Pluggables

@aleabitoreddit And $hps.a?

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.