trextopaz

Restore Britain is under brutal assault by the establishment. Listen to me when I say this - they want us gone. Everything will be thrown at us - false allegations, dishonest polling, media hysteria, vile personal attacks. They’ve already tried to put me in prison. It will all keep coming and coming. It is going to get a lot worse, the more support we gain. The establishment is getting very nasty with us. Good. It shows we are making progress. Ask yourself why? Why do they want to destroy us? Why do they react with such fury whenever ordinary British people begin organising outside their control? Because Restore Britain is not going to merely reform the establishment - we are going to destroy it. The system will be dismantled, the state will be torn apart and rebuilt as one that serves the people it always should have done - the British people. The permanent Westminster machine that has grown rich and comfortable while Britain became poorer, weaker, more divided and less safe is biting back. Is that any surprise? All-powerful bureaucrats who have lived the most comfortable life for decades in shadowy Westminster corridors will have it all taken from them. Many will even go to prison. That’s what will happen if Restore Britain takes power. They do not want that. They will do everything to stop that from happening. We are already seeing it. Reform, the Tories, Labour. With them, it all continues - their club is safe. Different slogans. Same people. Same outcome. Same decline. Is it any wonder they hate Restore Britain so much? The establishment understands it can accept a turquoise blue. Control it, use it. They know they can’t with Restore Britain, and that is why they want us removed. Because we are not here to ‘reform’. It is too late for that. The country is too far gone. The old political consensus is dead. The system has failed too many people, in too many places, for too long. We are here to restore Britain itself its borders, its safety, its confidence, its freedoms, its competence, its sense of who we are. And no amount of smears or intimidation will stop us doing that. Makerfield will show Britain the way. If you want change. And I mean real change, radical change, unprecedented change. Join us. Join the party. Join Restore Britain. Get your country back.

To be honest I do believe $SIVE can reach 80b market cap. It's in an exploding market and its peers have done it.... So what prevents them?

" $SIVE can reach $80b because $LITE is $80b" has to be the dumbest and most dangerous investment thesis ever. People will lose their savings listening to all this misinformation. It's sad and needs to stop (I am starting an anti $SIVE crusade). 1. $SIVE is not a bottleneck (despite it being the poster child of the photonics bottleneck craze). A bottleneck, by definition, must be the company that constrains the production of a massive downstream industry. To constrain production, you must both own hard physical assets and hold a dominant market share position. Sivers has neither. Sivers is a fabless design company that relies on WIN for Foundry services, and with revenues of ~$30 million, they hold near zero market share in the massive datacom laser industry. 2. Supply chain analysis is misleading. In semiconductors (or any industry producing a durable manufactured good) switching costs are near zero while process power, cornered resources, and scale dominate. Therefore, "who has a superior product" is far more important than "who supplies what to whom." CPO external light sources require quality lasers meeting noise (linewidth and RIN) and power (400mW+) specs. $SIVE lasers are far inferior to that of larger peers like $LITE. 3. $SIVE valuation is comically detached from reality. On NTM metrics, $LITE trades at 14x EV/Revenue and 32x EV/EBITDA while $SIVE trades at 50x and 650x (!!) those same metrics. As a permanent AI infra bull, I fully agree that consensus is too conservative; however, they are not off by two orders of magnitude. The misinformation needs to stop. Let's help actually help retail understand what they own.