SarauityPrecise Market Analysis

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@aleabitoreddit This week's plan· ⬇️

This has gotta be the dumbest selloff reason… someone could have provided? I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flying goals. But algorithms go reeee when they see mainstream media narratives like this. Perfect example on why nobody trusts them anymore for fully accurate reporting. That being said, corrections are always healthy to make higher highs.

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@aleabitoreddit This week's plan ⬇️·

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16073313998 Here’s the link : api.whatsapp.com/send?phone=160… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16073313998 Here’s the link : api.whatsapp.com/send?phone=160… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

I'm happy Japanese communities started positions in $SIVE after doing research! A stronger international shareholder base is always positive. As for some thoughts, my read on the market looks like: 1. $NVDA bought out allocation from $LITE / $COHR 2. $AMD CPO went with $GFS + $SIVE / Win for remaining laser supply maybe $LITE if there’s still allocation. 3. And… $MRVL CPO will need lasers regardless. $SIVE looks like one of the last remaining pure play merchant laser suppliers. So Marvell will go with $SIVE (fits Celestial specs already) directly with multi-source down the road (maybe $MTSI). After they vertically integrate away interposer packaging process IP that feeds into Celestial. Just some interesting things to back that up: -> Ayar removed $MTSI and $LITE from their website and went with $SIVE as primary. Ayar’s connected to AlChip/GUC and others. -> If look at the $GFS slide there's only two public players with $SIVE and $LITE after $AMD went with Globalfoundries for their CPO program. -> $SIVE likely has agreements with Win since last year for laser capacity scaling. $NVDA likely hasn't fully allocated that laser supply, so the remaining companies like $JBL, $AMD, and others go to Sivers for overflow. Since $LITE signaled they were already fully allocated for 2028. I could be wrong, but just based on public information that’s what it looks like. As for why I think it's a good long: -> Sivers also basically had no exposure to 800G or previous generations. -> European markets price in previous 12 months revenue... hence previous depressed valuations -> they get all the hyperscaler overflow created by market panic from $NVDA But they also happen to be in the bleeding edge of CPO and even for gen-2 1.6T ( $JBL LRO) scaling next year in 2027. Then for H2 2027 or 2028, they scale in adjacent areas like Silicon Photonics for likely $AAPL consumer devices. Or FMCW 4D AI companies like $AEVA. Many many years of development, finally coming to fruition next year. I personally think markets are missing something big here, that the public uncovers over time with mapping hyperscaler relationships, website digging, or presentation slides. Hyperscalers suppliers don't randomly choose a $1B Swedish laser company for no reason. The direct contract with $JBL was the biggest signal of that. And it’s my high conviction long moving forward.

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@aleabitoreddit This week's plan ⬇️

I guess... Anon finally listened? 20,000 subscribers is unreal for some random on X.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16073313998 Here’s the link : api.whatsapp.com/send?phone=160… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

uh... Korean equities look insane? How are there so many random KR companies supplying to Sk Hynix, Samsung, $NVDA, or $INTC trading at tiny valuations? Yet the moment NASDAQ listed $LWLG gets one "speculative development contract" with $TSEM it gets sent up 400% to ~$2B MC. Are Korean equities a trap or gold mine? or are certain US equities just regarded?

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