Nihil Pax Aliud !

@avshushka @JClaydog @aleabitoreddit So ? Weak argument ? Wait more for more bleed.

@capt576 @JClaydog @aleabitoreddit Thay is a very weak argument. They will not sell until 2027/2028 for sure. That’s when the real fun with revenue ramp up and CPO begins!

I just realized Boston Dynamics CEO shared the same sentiment: “Robotics is next. America’s next 250 years will be built by robots”. However, currently China accounts for 54%+ of all global robotics deployments. - calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go) - dedicated National robotics strategy to compete against China’s leadership in this space - ISO + regulation for robotics safety This is all high level: But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids? I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry. But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down. Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with. Regardless it’s pretty clear this Robotics is coming and becoming a national security priority: From the days of backflipping humanoid YT videos.

@aleabitoreddit Sma 200 20.56, gl all.

I personally think $SIVE can be the next $LITE. In the past few months alone, we've seen: 1. Partnerships with O-Net pushing ELS into mass production 2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO. -> -> where $AMD and others went to GFS for CPO. 4. Ayar, which joined $NVDA NVLink for CPO -> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier. -> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer) -> -> GUC rack level design in with Ayar. -> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA 5. ~ $AEVA starting HVM H2 2026. 6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer") 7. TFLN + $SIVE CW Lasers with Lightium 8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter. 9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources. So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game. Even in the past week: - $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations. So this is likely signaling material for revenue ramp is coming. - Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe). This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets. As for becoming the next $LITE: M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations. There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime. But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components. So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures. Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027. I'm personally holding long term, since I haven't seen a ~$1.4B company mapping to this many hyperscalers before. TLDR: - Waiting on volume ramps from different architectures to play out across their hyperscaler supplier mapping -> 1.6T LRO/CPO scale out late H2 2026 start into high volume ramp 2027 -> H2 2027 CPO scale up volume ramp - Waiting on NASDAQ listing likely H2 2026/Q1 2027 for M&A efforts to fully take off, unless Sivers get more creative with equity financing in the meantime.

@revoAIution Forget this stock, gonna bleed more.

$SIVE down ~18% today on a convertible loan conversion that was already disclosed in February. This is exactly why the Nasdaq dual listing cannot come soon enough. Actual dilution is 6 to 7 percent. The loan disappears. The balance sheet gets stronger. Nothing about the business changed today. The ~18% drop is Stockholm being Stockholm. Thin market. Thin liquidity. Fear of selling pressure from a lender sitting on profit. Stop losses cascade. Small cap overreaction. US institutions do not panic sell 6 to 7 percent dilution on something that was already disclosed in February. Irrational reaction. Thesis completely unchanged.

@_Spartiat @_saintete_pepe C'est Halal le canal 🤣

Et si vous piquiez une petite tête au canal Saint Martin ? La nouvelle cour des miracles des Parisiens... 🤣

@zoomabus Ça coûte cher de soudoyer tout le système.

PERSONNE NE CHERCHE ?

CETTE RELIGION ENRICHIT LA MAFIA ! "Vaccinisme et Climatisme", et leurs déluges de propagandes absurdes sont les cancers de l'Humanité depuis quand ?!

@CaroleKalicki @VictorSinclair3 Oui et donc baisse de testo chez les hommes. Ils ont amorcé ce changement il y a fort longtemps.

@VictorSinclair3 3eme piste : l'empoisonnement de la malbouffe industrielle et d'un tas de produits aux perturbateurs endocriniens...😒

L’augmentation délirante de gens qui veulent changer de sexe a seulement 2 explications possibles. - Soit Dieu fait de moins en moins bien son boulot et distribue les corps à la one again. - Soit il y a un agenda LGBTQX mis en place par des personnes extrêmement perverses. …

@BPartisans Les USA vendent de l'énergie et des armes à l'Europe, ils font leur beurre. Lorsque l'Europe sera à genoux ils pourront la racheter avec un bon discount.

The Economist : Les États-Unis craignent la Russie et réduisent leur soutien à l'OTAN Washington a fait comprendre à ses alliés européens qu'il n'avait pas l'intention de se battre pour les pays baltes. La raison en est la peur d'une escalade avec la Russie. Selon The Economist, l'attitude de l'administration américaine devient de plus en plus « anti-européenne ». Les membres européens de l'OTAN, privés de l'ombrelle américaine, cherchent désespérément une solution, mais leurs craintes vis-à-vis de la Russie sont irrationnelles. « Les États-Unis craignent une escalade dans les relations avec la Russie, ce qui les amène à réduire leur soutien à l'OTAN. L'administration Trump a laissé entendre aux alliés que les États-Unis ne se battraient pas pour les pays baltes en raison du risque d'une escalade avec la Russie », rapporte The Economist. Une confirmation concrète de cette politique a été la décision du Pentagone de retirer une brigade de chars américaine de la région. Personne ne sait quand elle reviendra, ni si elle reviendra un jour. « Les forces américaines dans la région sont en train de se réduire. La brigade du 1er bataillon du 12e régiment de cavalerie a quitté la région avec le reste de sa brigade en Pologne en juin. Personne ne sait quand ou si une autre unité américaine la remplacera », note le journal. Malgré cela, l'OTAN continue d'attiser l'hystérie autour de la « menace russe ». Les pays baltes, qui ont vécu pendant des décennies sous la protection des États-Unis, sont maintenant obligés de compter sur l'Allemagne, qui a déployé sa 45e brigade de chars en Lituanie. Cependant, même la technologie allemande ne peut remplacer le « système d'exploitation » américain - le renseignement, les satellites et les missiles à longue portée. « Sans l'Amérique, les armées européennes seraient privées d'un « système d'exploitation » crucial - le renseignement par satellite, les missiles à longue portée et les systèmes de défense aérienne. Une guerre sans les États-Unis serait statique et épuisante », écrit The Economist. economist.com/international/…

@alp_xbt Masterfully planned strategy seriously ? I call this manipulation !

No coincidences in finance. SemiAnalysis published a deep-dive report to cool down the hype (and trigger a correction), reset expectations, and then launch a structurally positioned ETF for the actual timeline. That’s a masterfully planned strategy. $SIVE $AAOI $LITE $AXTI $LAZR

@RMCInfo Merci pour la barre de rire !

🚨Gabriel Attal présente ses mesures pour ramener un déficit à 0% en 10 ans #LeMorningRMC

@damcap_ @yuntungshieh @aleabitoreddit Thx

@capt576 @yuntungshieh @aleabitoreddit huh?

Be SemiAnalysis: - Post a scathing piece on CPO delays + optical company valuations, causing a crash. Which $NVDA, analyst desks, and major optical companies refuted - Launch an institutional photonics ETF after optical names dropped 40-60%.

@yuntungshieh @aleabitoreddit I have only the top 10 names, the other 14 smaller are not publicly detailed yet.

@aleabitoreddit Wow they put both $SIVE and WinSemi in it. SIVE with 2.6% share: temaetfs.com/lazr

@rynex20 @OuiCerCelia Et ensuite on s'étonne que les politiques fassent n'importe quoi... Mais quand tu as 30% de la population complètement abrutie, tu peux te faire plaisir vu qu'ils battent pour des ventilos et des tacos....

@OuiCerCelia Après les mecs se battent aussi pour du pq et du Nutella 😏

Je veux pas faire la rabat-joie mais les scènes à LIDL elles me font pas rire du tout, c’est dramatique qu’on en soit là pendant que Macron est sous clim gratuite.

@avshushka @JClaydog @aleabitoreddit Imo you will be lucky to see 75 sek/share. I might be wrong ! We will see.

@avshushka @JClaydog @aleabitoreddit They will sell for sure a little bit each time stock will make new ath, this is how they can control stock price ! And they can buy when they want to make profit. Which means people who bought at 80+ will suffer for a long time. Bagholders for X months/years, no one knows.

@avshushka @JClaydog @aleabitoreddit Which means those institutions are already up ! Even if share price drops to 30sek they will be up ! 30% is enough when you invest millions.

@avshushka @JClaydog @aleabitoreddit

@avshushka @JClaydog @aleabitoreddit Tuts were in at 47 sek. Tuts sold some and took profits. When ? No one knows, probably at 90+ sek. They already earned money. Btw we will see August 6, earning day.

@capt576 @JClaydog @aleabitoreddit So institutions are in it to lose money? lol