| Date | Tweet |
|---|
| 2026-09-30T04:21:25 | Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
… → · 1546 likes · 350,015 views |
| 2026-07-06T08:25:00 | I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers.
3. $GFS SCALE reference level laser for hype… → · 1932 likes · 839,521 views |
| 2026-05-20 | $SIVE is nominating two new board members today.
It's very highly telling since the newcomers have acquisition backgrounds from:
-> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank.
-> CFO from HMS / Axholmen and Celerant Consulting around M&A/strategy.
The bull … → · 853 likes · 403,239 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-20 | Global Foundries photonics/CPO ecosystem list:
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly trad… → · 1135 likes · 207,635 views |
| 2026-03-25 | @QuantumDom It’s like $NVDA, there’s a whole ecosystem but sometimes the largest beneficiary is the direct GPU or Laser supplier like $SIVE or $LITE.
Instead of the $POET, $FN type companies.
There’s some high margin exceptions like Eoptolink → · 43 likes · 6,116 views |