SarautiyPrecise Market Analysis

50 posts

SarautiyPrecise Market Analysis

SarautiyPrecise Market Analysis

@tizzie15

Katılım Haziran 2010
42 Takip Edilen47 Takipçiler
Serenity
Serenity@aleabitoreddit·
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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Serenity
Serenity@aleabitoreddit·
I guess markets agree with my take on $LPK? -> When you have glass core substrates as the next advanced packaging wave -> be a monopoly chokepoint -> add in CPO applications. It typically goes brrr.
Serenity tweet media
Serenity@aleabitoreddit

I do really like $LPK. Critical monopoly chokepoint in glass substrates… Which are used for advanced packaging and CPO. I flagged it as a potential 10x back in Jan, but thought it was a bit early. However… time seems right now? "About four years ago, we began collaborating with a semiconductor company to develop mass-production equipment for direct 3D waveguide formation," Lee said. “The customer has already installed LPKF's equipment." Maybe Samsung or SKC Absolics since this was in Korea? Seems like momentum is ramping up now though like $AEHR pre-earnings, not quite high volume (2027), but around this time felt compelling for me. During the transition from qualification/pilot -> high volume.

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Serenity
Serenity@aleabitoreddit·
Probably just this functional CPO monopoly name and an unknown KR Samsung/SK Hynix memory supplier tomorrow… Then I’m fully allocated rest of the year unless there’s material changes, getting a little burnt out. Curious if anyone can guess the Korean name? (Will keep posting free DD though)
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Serenity
Serenity@aleabitoreddit·
Fun fact, $SIVE just crossed the $1B MC threshold. So a select few US institutions are able to buy it now (fund mandates) However, the vast vast majority still can’t until they get listed on NASDAQ. Just an FYI: $1B valuations are spare change for institutional investors in US hyperscaler supply chains if they end up powering $JBL, $AMD, $AAPL, $AMZN, $MSFT and others. Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.
Serenity tweet media
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Serenity
Serenity@aleabitoreddit·
Both Anthropic's Opus 4.6 and 4.7 are probably the dumbest LLMs I've interacted with recently? Did they get hit in the head by a rock. Or just retrained off $IREN investor conversations? Probably not going to use it again for awhile. Felt like God-Mode when 4.6 first came out and just the stupidest LLM I've interacted with recently.
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SarautiyPrecise Market Analysis retweetledi
Dan Merline
Dan Merline@DanMerline·
" Murder Mystery Night Alert! ♂ Just unravelled a twisty whodunit with 5 strangers—plot twists so sharp they made my detective brain spin! Who’s in for a night of lies, clues, and epic accusations Tag your crime-solving crew below! #ScriptKiller #DetectiveVibes"
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Jordi Visser Advisor
Jordi Visser Advisor@a_c_martins·
"Watched my tiny furball turn into a gentle giant—time flies, but the cuddles stay gold. #PuppyGrowth #PetLove"
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Kaitlyn Girardin
Kaitlyn Girardin@kobererun·
"First time parallel parking without instructor’s help—success! From jittery starts to nailing it, every small win fuels me. #LearningToDrive #WinningMoments"
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iPhonatics
iPhonatics@iPhonatics·
"Struggling to remember English vocab Link new words to daily moments (e.g., 'espresso' when you grab coffee)! 5 mins/day = steady progress. #LanguageHacks #EnglishTips"
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SarautiyPrecise Market Analysis
SarautiyPrecise Market Analysis@tizzie15·
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