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Tom White
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Tom White
@twhite
Catholic | Thinking, Writing, Investing | AMDG | Galatians 6:7
Peripatetic Sumali Mart 2021
5.6K Sinusundan4.2K Mga Tagasunod
$1M BABY 👿
My public photonics fund just hit $1M AUM.
Just saw someone put in $100K.
Even in the face of a choppy macro, you can stay long if you are concentrating into the next infra supercycle.
$LITE $COHR $AAOI $CIEN
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Tom White nag-retweet
These are the top things Claude users wanted from AI
Meanwhile a lot of AI companies’ messaging focuses on the things at the bottom of this list:
creativity, learning, entrepreneurship, societal transformation
ie, things tech people care a lot about
Anthropic@AnthropicAI
We invited Claude users to share how they use AI, what they dream it could make possible, and what they fear it might do. Nearly 81,000 people responded in one week—the largest qualitative study of its kind. Read more: anthropic.com/features/81k-i…
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Tom White nag-retweet
BREAKING: New study finds that nobody is more stressed than a 25-35 year old male who thinks time is running out, per Tirana Post.
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Sivers is up another 29% to a $282M marketcap today.
I genuinely think $SIVE could be the next $LITE.
As they’re positioned as the light source for the next generation of hyperscaler supply chains.
When scale up-scale out architectures transition to CPO & Silicon photonics.
For the start of next Photonics Supercycle.
The companies that buy and package their laser arrays/cw dfb lasers from $POET to Ayar?
Are worth ~$1B-$4B+ (not including o-net or undisclosed).
With current pluggable transceiver cycles:
Laser suppliers typically command higher valuation premiums than their packaging counterparties that buy the light source.
So, I do think $SIVE is largely undiscovered by markets and far from being priced in.
Serenity@aleabitoreddit
$SIVE is the upstream laser supplier for CPO and Silicon Photonics. They're the likely $COHR / $LITE type future light source for: - $AMZN Trainium Clusters - $MSFT Maia Clusters and possibly other hyperscalers like $META MTAI and $GOOGL TPU clusters. At a ~$200M MC. Relational Mapping (speculative): $SIVE (light source) -> $POET (optical interposers) -> $MRVL (Likely Celestial Captive) -> $MSFT Maia + $AMZN Trainium. $SIVE (light source) -> Ayar -> AiChip -> $AMZN Inferentia/Trainium $SIVE (light source) -> Enablence -> O-Net -> ? Asia Hyperscalers _ Ongoing: $SIVE (light source) -> Ayar -> GUC -> ? (Google $TPU) $SIVE (light source) -> Ayar (TeraPHY/SuperNova)-> Wiwynn (captive CPO) -> ? ( $MSFT, $META historically Wiwynn's largest clients). Because of captive models like $MRVL Celestial, they get a free ride. However, they do compete multi-source ELS against Lumentum, Coherent, and $MTSI with Ayar and win anyway in merchant models. But they win either way. For high-volume production ramp up, a large part of it depends on the ongoing Win semi qualification, but this will likely be a large indicator. Again supply chain BOM is extremely confidential. $AMZN will never tell anyone "Hey, we use $SIVE ". But if you put 1+1+1+1+1 together, you can piece together the likely suppliers. Most people see "Poet Starlight" uses $SIVE. Or Ayar uses $SIVE. But don't map all the multi-hop relations to see where they end up. I do think $SIVE is an extremely undiscovered opportunity as the next possible mini $LITE for Silicon Photonics at $200m MC. As they're the likely upstream laser supplier for hyperscaler supply chains for future CPO/Silicon Photonics scale up with cw dfb lasers and scale out with laser arrays.
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Tom White nag-retweet
Say what you want about the fella but North Koreans love him
Leading Report@LeadingReport
BREAKING: Kim Jong-un has won North Korea's parliamentary elections with 99.93% of the vote.
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Tom White nag-retweet
.@j_bambrick does my favorite reading of St. Patrick’s breastplate, also known as the lorica of St. Patrick. At 1500 years old, it is one of the oldest prayers in church history not to come directly from scripture. Happy St. Patrick’s Day! ☘️ 🇮🇪
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“In leisure man overcomes the working world of the work–day—not through his utter most exertion, but as in withdrawal from such exertion.”
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Who looks outside, dreams; who looks inside, awakes.
—Carl Jung
More Perfect Union@MorePerfectUS
Billionaire Marc Andreessen says he has "zero" introspection, and that the idea itself is a modern invention.
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Tom White nag-retweet
Christ with me,
Christ before me,
Christ behind me,
Christ in me,
Christ beneath me,
Christ above me.
—Saint Patrick
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Tom White nag-retweet
You're a 15 second sliding context window with the working memory of a goldfish, your long term memory is mainly fake, and it's a minor miracle you can get out of the door in the morning.
Marc Andreessen 🇺🇸@pmarca
TLDR There is no inner self, you're chasing an imaginary concept, the end.
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Tom White nag-retweet
Tom White nag-retweet
Congratulations to Cuba on reaching net zero
Open Source Intel@Osint613
JUST IN 🔴 Cuba’s entire electrical grid collapses, plunging the country into blackout - CNN.
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