@Nostre_damus I guess "weekend project freedom" and "bombing love taps" aren't peace after all
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Georg_PS
181 posts
@aleabitoreddit Btw how are u tracking the chips act? Could find anything and most is closed doors😥
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$NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today)
$SIVE 100% confirmed laser supplier to Ayar.
$SIVE high confidence laser supplier to Marvell Celestial, Lightmatter.
Nvidia, Marvell, Lightmatter, Ayar all use $GFS, which Sivers is reference laser.
Sivers = laser supplier to entire NVLink CPO ecosystem.
People were doubting Sivers connections to Nvidia, but Ayar joining is clearest tie of $SIVE to $NVDA.
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GUESS WHAT ANON?
After today’s new news with Ayar joining Nvidia NVLink fusion.
$SIVE is now the laser source for likely:
The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners.
From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO).
This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains.
-> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell.
-> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping.
And… Guess what else?
Then they all happen to use GlobalFoundries.
Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday).
Supply chain mapping all starting to make sense now anon?
Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top.
Algorithms completely miss this type of image based mapping.
After this announcement, I personally think current valuations are very undervalued:
Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.
Serenity@aleabitoreddit
Wow… new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidia’s optical infrastructure supply chains. Can anyone guess the name?
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Münchener Rück bei unter 450€ die Aktie
Ich kaufe morgen für 150€ nach
Dividendenrendite: 5,3%
Keine Anlageberatung
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@Leon8995385220 @BlackPantherCap 😂 der Bre hat 50% plus einfach vergessen
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Sold rest of my $SIVE today with 120% in profit.
I believe sentiment in $SIVE is switching a bit. Prosecutor in SWE/EU going hardcore after - you know who atm.
Happy with my overall 240% gain.
Added to my $NOK position today.
Nokia is doing incredible work in the moment. I believe they’ll place a HUGE role in the whole AI infrastructure going forward.
Furthermore insider buying has been ridiculous lately, tells me something is coming.
$NOK is apart of my short-perm portfolio. As of now I could see develop into a long-term hold. Conviction is high right now.
-BP
Not financial advice.
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@Leon8995385220 @NingiResearch Haha 😂 kurz mal minus 60 Prozent in einem Tag
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@ps_georg @NingiResearch Zig Stunden Arbeit in die Analyse gesteckt und dann so gebumst werden 😂😂
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We are short $SIVE.
A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.
Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: ningiresearch.com
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The most consequential event of an entire company’s history.
Got released today with a photonics player.
Making them the functional standard laser for CPO, Pluggables, and SiPH.
For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry.
Does anyone know the name?
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Nice to see this $OBE.TO $OBE.
The world needs barrels. Some E&Ps are better positioned to provide them.
obsidianenergy.com/press-releases…
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@GavMcCracken Best thing for my nerves is probably turning the phone off for 3 weeks and then turn it back on at 150$ oil😅
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@GavMcCracken Agree, even though my portfolio is down a little from today’s highs because of some fake news, it’s 100% clear that Iran has the leverage and only needs to survive a few weeks more to get USA/Trump to somewhat surrender or make things even worse. Both ways investors get rewarded
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as of today, Max has ZERO penalty points on his license!
Verstappen News@verstappenews
Max has been given 3 penalty points.... he is 1 penalty point away from a race ban.....
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Are you at this point fully invested in OBE and JOY or do u still have cash on the side? I am still 75% cash and still observing before the World Cup, to get the best entry’s. I think some more BS will be thrown at us from AXIOS and co. Or donni personally🤞full porting at low 80s oil seems like a free money glitch at this point😅
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Modest Calvin means: he has made money trading all shipping bottlenecks since 2018.
Ppl say tankers/shipping is hard to make money in. His understanding of SoH is alternative to barrel counting & he's sounding the alarm just like barrel counters.
The supply chain is cooked.
🏴☠️@calvinfroedge
I have traded every shipping bottleneck since 2018. People are wildly underestimating the logistical issues. The Red Sea never went back to normal after Houthi attacks. My take - Hormuz traffic won't be back at pre war levels this time next year.
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@aleabitoreddit Will $AAOI ramp up more with CPO demand coming next year and will they still be relevant in 2028/2029 and beyond?
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Yo no sé cuántas personas hablan español en X...
¿Es verdad este post?
Hablo un poco porque jugué fútbol en Mexico por dos o tres años
Voy a publicar un thesis sobre CPO o $AAOI en español si hay muchas personas que leer mi post jaja
Lo siento, mi español es malo
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Both Iran and Trump agree that they disagree on a deal and this is something they both agree on
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looks like we have to wait until the market closes before we find out what just got blasted
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trying to have a balanced view on the $SIVE earnings but they don't seem great?
the numbers look bad on the surface and I understand everyone is saying this is a 2027 and beyond growth story, and that the current 2026 numbers aren't what's important
they point to the pipeline numbers going up, but it seems like this pipeline number is basically completely made up?
"the opportunity pipeline we talked about includes customers we already have and other customers who are rapidly entering the pipeline and also customers that can benefit from our standard products"
so is the CEO saying that this pipeline can essentially include whatever they decide?
stock doesn't seem to have dipped too much on the german exchange, but will wait to see what happens when the Swedish market opens in 10 minutes. might set some low bids to see if I can catch some capitulation (if it comes, which it probably won't)
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@aleabitoreddit But the number is basically fictional and is from 2026-2030, they include companies that could benefit from their standard products. They could say any number and it could look amazing
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$SIVE basically took their entire revenue pipeline.
In the entire company’s history.
Then grew that by 77% in the first 3 months.
Thats by far the clearest indication of the inflection of the CPO supercycle.
It’s probably going to look exponential from here on out.
Serenity@aleabitoreddit
Only thing to look at with $SIVE earnings is forward growth. Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players. Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799m In a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding. “The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers). Is also very positive and validates the thesis about volume ramp for photonics. Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come. Overall, very positive.
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what do you guys think tomorrow's fake news is going to be?
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I read ur article and thought for a little bit, how Iran/US could resolve:
Bad Deal for US - Bitch of Iran, Russia, China and lose support in the Party + Midterms, Markets tumble
Bomb them - lose party + Midterms, Oil to the moon
- any bad deal gives the IRGC support and keep their power, so they win biiig
I think there is just no way of winning, only loosing slower.
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America is about to pay Iran to allow them to toll the strait.
The most embarrassing loss in America's military history.
Congrats @realDonaldTrump for the "great" deal 😂
The Kobeissi Letter@KobeissiLetter
BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal. INITIAL DETAILS OF THE DEAL, PER IRAN: 1. US Military forces will withdraw from the vicinity of Iran 2. The US Navy will lift its blockade of the Strait of Hormuz 3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month 4. Iranian state media says military vessels are not included in this draft agreement 5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman 6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution US oil prices extend losses to drop below $89/barrel.
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