Benjamin

@StormDirac @michael_rigoni @PerDahlstrm @aleabitoreddit @SiversSemicond Market is deciding where price action leads. US or EU. time will tell.

@michael_rigoni @PerDahlstrm @aleabitoreddit @SiversSemicond This is super interesting. I know too little about OTC. However a gap of ~30%, I wounder what that might mean for the opening Monday? Anyone out there that has this experience?

$SIVE closed early for holiday at SEK 38,0 - 13.00 today CET. US $SIVEF closed at $4.78 = SEK 44,1 that is a difference of 16% SIVE will be closed tomorrow as well.

@aleabitoreddit 6777 Santec check this out.

Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does this mean? Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp. Names like Msscorps / $KEYS should go brrr. Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production. For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, indicating acceleration. For $FORM: -> $226M, 32% Y/Y, $.56 EPS vs. $.45 -> margins increased a TON to 49% (which indicates pricing power). -> Guidance was $.61 EPS, midpoint ~$240m revenue. "Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications" Basically the smaller yields/test ecosystem in general. BRRR.

@aleabitoreddit Maybe $htz is next?

I didn't know there was a brand new bottleneck in rental cars? $CAR up 509% in 1M. Apparently, this is a short squeeze done by institutions. > SRS / Pentwater locked up over 100%+ of the supply. > 54% of the stock was sold short. > Then Pentwater executed a massive block of call options, forcing share delivery, which was nonexistent. I have no positions, but it’s fun to watch institutions fight it out. Infinite money glitch?

It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $AMD ). Alongside $NVDA investing into CPO everywhere. I just timed my long after OFC but did not expect all of this lol.

@Himothee @aleabitoreddit Fucking gold

@aleabitoreddit The Conch Has Spoken

Looks like $HIMS is finally getting some attention, up +8.64% today. Peptide arc and acquisitions go brrr? Caught me by surprise why the SI is still 36% despite improving fundamentals. I’m very curious to see how this all plays out with the longs vs. shorts.

@BlackPantherCap yes

I’ve just created a free group on X. No paid access. No guru nonsense. No signals. No sales funnel. The goal is simple: A serious space for like-minded investors to discuss markets, share research, break down news, challenge ideas, and learn from each other in real time. What it is: • Research sharing • Smart market discussion • News flow and reactions • Networking with serious people • Different views, same goal: improve What it is not: • Spam & pump • A sales funnel • Buy/sell alerts • Self-promotion • Financial advice What’s expected: • Add value • Be respectful • Think independently • Debate ideas, not people If you want in, comment: YES I’ve already tried adding everyone who requested access so far, but X has changed group messaging. You may need to update your X app enable the new X Chat system by opening messages and setting your personal 4-digit PIN first. Once that’s done, I can add you. -BP $IREN $CIFR $NBIS $AAOI $OUST $AMPX $RKLB $HIMS $PNG.V $ONDS

@aleabitoreddit @FractalVeritas It's also not as restricted to scale out laser manufacturing. Theres technical challenges with the manufacturing but no regulatory hurdles

Yeah? $SIVE just raised $13.5M from European pension funds and Western institutions for 2.5%. Then Win Semi derisked volume. Recent fundraiser derisked more dilution fears/balance sheet fears. It’s just waiting for scale now. Main concern is laser multi-sourcing, not balance sheet/execution.

Just in case you were wondering who the end users of $SIVE likely were: Sivers lasers -> $AMZN (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size. This is just one-relation to Amazon, I wanted to point out. But at $720m MC... Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.

@DanCote303 @PhotonCap @aleabitoreddit Its actually exactly the same but US priced, and not on an OTC board but pink sheets so it has a fee.

@PhotonCap @aleabitoreddit I might need to get in contact with fidelity investments and see how i can invest in international funds... otherwise $SIVEF will have to suffice. It has performed quite well in the past few months.

@thehypedotnews Dead internet first on X 😂

x api is now accessible via openclaw – and this is bigger than it looks x api includes: • posts (create, publish, edit, and delete posts; read timelines, threads, replies, and quote posts; access engagement metrics like likes, reposts, replies, impressions, and media data) • users (retrieve user profiles, follower and following lists, verification status; manage relationships such as follow, unfollow, mute, and block) • search (query public posts across the entire history of X (back to 2006) using filters like keywords, usernames, language, and time ranges) • real-time stream (receive posts live as they are published using custom filtering rules (keywords, accounts, topics), enabling continuous monitoring of specific signals) • trends (access trending topics based on geographic locations to understand what conversations are gaining attention in specific regions) • direct messages (send, receive, and manage private conversations between users) • spaces (discover and retrieve information about live audio conversations, including hosts, speakers, and participants) • lists (create and manage curated groups of accounts to build custom feeds and track specific communities or niches) combine that with agents and you get: • autonomous accounts (moltbook replacement) • automated social media support • automated reply marketing • automated business development • automated custdev • automated sales x is no longer just a social network. it’s becoming programmable distribution for agents. whoever builds the best loops here will own attention.

In order to really understand the $LPK/ $LPKFF thesis, you need to be able to answer two simple questions: 1. Why Glass? 2. Why Now? If you can’t, don’t worry. I’ll do the heavy lifting for you: 1. Why Glass? Every chip you've ever used sits on top of a substrate. Think of it as the foundation of a building--it redistributes electrical signals between the chip and the motherboard. For the last 20 years, that foundation has been made of organic materials. ABF (Ajinomoto Build-up Film) became the industry standard. It's cheap, it works, and it scaled well enough to get us to where we are today But organic has problems. The internal structure is non-uniform--messy at the atomic level. It warps under heat. It bends under mechanical stress. The wiring resolution is limited because you can't do precise lithography on a surface that isn't flat. And as chips get bigger and hotter, these problems compound. There's a reason $NVDA's Blackwell had thermal issues--we're running into the physical ceiling of what plastic can handle Glass is the step change which solves all our problems at once: It's rigid. You can build substrates over 100x100mm without distortion (larger substrates = better margins). Georgia Tech demonstrated 60 chiplets on a single glass substrate--roughly 4x what's possible on $TSM's current CoWoS. More chiplets, more transistors, more compute per package It's atomically flat and smooth. This means finer lithography, tighter component spacing, fewer defects, better yields. The kind of precision that organic materials structurally cannot deliver It has a low dielectric constant. Less parasitic capacitance, faster signal propagation, higher frequencies. The substrate stops being a bottleneck for chip speed It's thermally stable up to 600°C with a CTE (coefficient of thermal expansion) up to 5x lower than organic and nearly identical to silicon. Both contain silicon atoms--they expand at (pretty much) the same rate under heat. No warping, no cracking, no connection failures. Even on the largest designs Rectangular panels (650x650mm) instead of round wafers. More chips per panel, less waste. Better unit economics at scale Glass is the step-function to organic which the industry is so desperate for! Why Now? Because AI broke the old roadmap. Simple as that! The demand for AI acceleration and high-performance computing has pushed chip design into 2.5D and 3D packaging--stacking multiple dies vertically, integrating CPUs, GPUs, HBM memory, all in a single package. The packages are getting physically larger and thermally denser at a pace nobody expected five years ago Organic substrates were supposed to carry us through the rest of the decade. They won't. The industry is already running into thermal and dimensional limits on current-gen AI chips, and next-gen designs (think 1 trillion transistors per package by 2030) will be impossible on plastic. The breaking point isn't theoretical--it's happening now That's why every major player is moving simultaneously: - $INTC: $1B+ invested, dedicated glass facility in Chandler AZ, fully functional glass-core prototype, targeting mass production 2026-2027 - $TSM: developing glass for Fan-Out Panel Level Packaging, driven by NVIDIA demand - Samsung Electro-Mechanics: already sampling glass substrates to Apple and Broadcom, targeting 2027 mass production - Absolics (SKC): $600M dedicated glass fab in Georgia, first CHIPS Act recipient for glass - LG Innotek: pilot line underway, targeting 2028 - Meta + Georgia Tech: published 5.5D packaging research on glass showing major improvements in area, power, and signal integrity This isn't R&D curiosity anymore. This is capex being deployed, pilot lines being built, and customer qualifications underway. The industry has collectively decided that glass is the next 20 years of semiconductor packaging. I'm positioning accordingly

This is really cool! $SIVE @ParadisLabs Shared with me this morning that Sivers shared my deep dive report on their LinkedIn account So cool to see the recognition! If you want to read it yourself, check it out here: cruxcapitalgroup.substack.com/p/sive-deep-di…

@everestchris6 Roof

this OpenClaw bot finds warehouses with old roofs, renders solar panels on their actual building, and books the owner a call, all on autopilot... here's how commercial roofers can close $2M+ deals before the solar tax break ends: - scans thousands of commercial roofs via satellite - scores each building by roof age & urgency - pulls exact panel count from Google Solar API - finds the real owner (not the property manager) - calculates their federal credit to the dollar - renders a video of panels materializing on their roof - ships a personalized proposal - fully automated end to end every day that passes is money off the table. reply "ROOF" + RT and i'll send you the full breakdown so you can build this too (must be following so i can DM)

I feel like $COHR and $MRVL are the two "They Do Everything" longs. That nobody actually knows what they do if you ask them in public. $NVDA? GPUs. $INTC? Foundry. Marvell? No clue. Coherent? No clue. They're the Deloitte of Semis. Both are really solid profitable longs over the next year. Probably not 200% gains but 50-100% seem reasonable here.

The Periodic Table of Photonics: Every Material That Powers the AI Infrastructure open.substack.com/pub/luminaryla…

Fiber preform shortage forces datacenter co-location shift Photonics supply chain splits into two geopolitical blocs by 2028 Full analysis with sourced evidence

The photonics supply chain is about to break. 5 predictions nobody's making: $COHR $LITE $AXTI $MRVL $GLW $NVDA

The AI buildout's real bottleneck isn't chips. It's glass. Fiber optic prices are up 500% since 2025. Half of planned US data centers are delayed or cancelled. Meta just paid Corning $6B to lock supply. Here's why — and what it means for $GLW $NVDA $COHR $LITE substack below