| Date | Tweet |
|---|
| 2026-09-30T20:39:12 | $GOOGL Gemini 4 Argon benchmarks got released.
Against GPT-6 Astra + Anthropic Fable 5.1 / Opus 5.5.
Still coughing nonstop, so will comment on $MU / $JBL earnings later.
I've always thought Google's internal models were stellar, but anecdotally, they seem to get hard nerfed shortly after publi… → · 1028 likes · 218,051 views |
| 2026-09-30T19:22:04 | @DavidJang0620 I actually thought $JBL earnings were great.
But usually if you disagree with how markets reacted, that just means there's a buying opportunity. → · 47 likes · 9,665 views |
| 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 |
| 2026-09-24T21:22:21 | Nope for $AKAM. But if you look at what’s needed probably CPUs/Memory #1.
So your $ARM / $INTC / $AMD thematically (AMD probably higher beta to this company in specific). Then your Samsung / $MU / SK Hynix are your obvious memory beneficiaries.
Component procurement is done through $JBL, which pot… → · 66 likes · 23,626 views |
| 2026-09-15T23:47:15 | $SIVE has its own piece in Digitimes btw, which is appreciated industry recognition outside of Sweden.
I think Sivers 100M+ CW DFB laser capacity buildout forced the industry to revisit its models and generated considerably more coverage.
BC it puts Sivers into T1 laser capacity convo w/ $COHR, … → · 867 likes · 367,708 views |
| 2026-09-11T10:42:24 | Of course! All it takes is a surprise announcement like “Sivers powers Innolight” like they did with $JBL or $GFS.
Since we narrowed down the pluggable players working with Sivers to China as a geography from channel checks + potentially larger scale.
Could be anytime or never, who knows. → · 162 likes · 38,869 views |
| 2026-09-02T08:44:30 | @dockery58 Yeah, CPO volumes haven’t even started… everyone forgot that $SIVE was a major CPO laser supplier because management focused so much around wireless/5g/fwa/satcom.
Pluggables like $JBL were supposed to be the bridge for 2028 CPO ramp but somehow became the dominant focus. → · 189 likes · 42,347 views |
| 2026-09-01T11:20:47 | Bit of both, mainly around communication.
Operationally things look ideal, they have Jabil, globalfoundries, Ayar, and ~6 pluggable engagements, with 2 foundry capacity during a major bottleneck.
$JBL timelines were in line with what I expected.
But communication focused around focused on near te… → · 93 likes · 15,022 views |
| 2026-08-30T09:14:12 | So far, what I've seen is market volatility stemming from communication failures and noise. Thesis break would be
1. issues with their foundry allocations, since that would affect supply. (But they have 2 now).
2. Or failing qualifications. (they signaled $JBL orders for H1, but we'll see).
Fun… → · 134 likes · 17,795 views |
| 2026-08-30T09:04:08 | Just my final recap on thoughts + fundamentals of $SIVE from ER:
Pluggables (1.6T Ramp) for 2027:
- $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027
-> -> Likely multiple hyperscaler customers
- 3 pluggable makers (evaluation)
- 3 pluggable makers (supply assessment)
Reference Design for… → · 1019 likes · 312,857 views |
| 2026-08-30T06:24:05 | It’s been a little disappointing to see a pattern with some people I've interacted with on X:
- try to engage with the same audience, then quickly move toward aggressively monetizing it
- get upset when I choose not to participate in or amplify paid groups
- throw out personal or illogical att… → · 2395 likes · 268,731 views |
| 2026-08-28T06:53:51 | Here's the angle I'm looking at $SIVE at:
Companies/CSPs have been going out of their way way to lock up any qualified CW laser capacity for optical transceivers.
So now, Sivers is coming into the industry with:
- Large capacity from Win Semi
- "tremendous capacity that is available now" from a… → · 956 likes · 373,785 views |
| 2026-08-27T21:24:26 | Nah, $SIVE is the most unusual $1B photonics company I've ever seen.
Just for AI DCs alone:
- Reference laser for $GFS SCALE (CPO/NPO/pluggable)
- 7 pluggable engagements disclosed, with $JBL as primary ramp (with H1 2027 timeline)
- ELS path with O-Net
- ELS path with $POET
- Lasers to Ayar for… → · 1184 likes · 454,743 views |
| 2026-08-27T19:15:45 | $SIVE ER transcript just dropped, TLDR:
- 6 NEW pluggable players working with Sivers now.
Probably the biggest news of the entire ER next to new foundry allocations.
"3 are in alpha sample evaluation stage" and another 3 in technical engagement / supply assessment stage."
And now it makes more… → · 1172 likes · 616,040 views |
| 2026-08-25T09:46:32 | Lot of people were wondering about $SIVE earnings in 2 days.
What I'm watching out for:
1. I'm hoping for more visibility on photonics co-development/qualifications/contracts.
-> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away)
-> $MTSI stated many cu… → · 758 likes · 308,070 views |
| 2026-08-06T22:54:46 | Just some TLDR notes on $AAOI earnings:
- Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks
(helpful revenue ramp #2, timelines)
- Continues to believe that AOI will have the largest AI DC transceiver production capacity in the US
(reiterati… → · 1493 likes · 299,875 views |
| 2026-08-06 | $AAOI is an end of H1 2027 volume ramp player for me, since around then is when they hit inflection point of $471m/month revenue projections.
Recent drafted ban on new optical transceivers coming from Innolight and others, increase weight on players like AAOI, $SIVE / $JBL, $LITE, $COHR for their … → · 161 likes · 20,195 views |
| 2026-07-31T08:57:11 | Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE.
Originally the wording was "readiness" for EOY 2026.
But $POET upgraded that wording, by stating "production" with Sivers lasers projected EOY 2026.
So a volume orders from… → · 1169 likes · 501,725 views |
| 2026-07-24T00:11:40 | Not exactly for $AAOI (they're working on CPO too, just a little further behind in commercialization).
There's a podcast that featured the $SIVE CEO recently called: "Market Insights: Photonics & AI".
Most interesting take was:
"Pluggables will be around for the next 10 years".
There's a lot of… → · 1125 likes · 644,432 views |
| 2026-07-16T14:54:42 | Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):
Using 10% of Win's wafer capacity as a low-end allocation (65% yield assumption, $50-$75 ASP):
Sivers would support $341-$512M worth of annual array revenue. Given upper end of managements 5… → · 1228 likes · 1,147,186 views |
| 2026-07-13T23:17:46 | TLDR of Innolight investor relations takeaways:
1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations"
Prob most important takeaway as a whole was 800G demand revision (also longer tail demand). Which is a bullish r… → · 930 likes · 397,527 views |
| 2026-07-10T12:27:45 | Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027.
Pairing with Highlanders, a Japanese robotics company.
- Agility $CCXI x Foxconn, Toyota
- Apptronik x $JBL, Mercedes
- Highlanders x Mitsubishi
- Figure × BMW
- Boston Dynamics x Hyundai (subsidiaries)
- Optimus x Tesla (I… → · 783 likes · 288,368 views |
| 2026-07-09T18:44:07 | Three new $SIVE insider purchases today.
Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today.
This is following the massive drop on Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider sale report from anothe… → · 1886 likes · 589,826 views |
| 2026-07-08 | For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dramatic moat with their 1.6T LRO and are getting qualified done over next 1-4 months (2 months ago). So should be August 2026 to March 202… → · 275 likes · 56,989 views |
| 2026-07-07 | $SIVE is probably my favorite stocks right now, not concerned about short term drops.
- You have the laser supplier to $GFS, $JBL, Ayar, $POET, and many other hyperscaler suppliers.
- NASDAQ listing planned in the next few quarters
- Followed by M&A goals for TAM expansion.
And it's literally t… → · 522 likes · 105,164 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 |
| 2026-07-02 | Are you stupid?
1. $JBL mass producing 1.6T LRO is revenue.
2 O-Net mass producing ELS is revenue.
3. $GFS using $SIVE as reference laser for the hyperscalers is revenue.
4. Ayar joining $NVDA NVLink for CPO and using $SIVE for mass production is revenue.
5. Other pluggable players, potentially… → · 268 likes · 27,529 views |
| 2026-07-02 | Nobody should care about TA charts since people just made up squiggly lines trying to convince others to sell.
$SIVE just raised an emergency $70M for mass production likely for allocation from fabs.
With $JBL, $POET, $AEVA, and others volume ramping near term.
Then $GFS, Ayar, and many other … → · 505 likes · 87,959 views |
| 2026-06-30T01:10:57 | I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier this year.
1. Threats of safety, which I don't enjoy.
- Random new accounts sending personal threats
- Mysterious for… → · 3563 likes · 543,475 views |
| 2026-06-27T06:22:38 | Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS.
At up to 750 tokens/sec, which is obscene performance.
American inference go brrr.
I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news ye… → · 1587 likes · 924,332 views |
| 2026-06-26 | Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announced 1.6T LRO with Sivers
- $GFS reference laser announcement with $SIVE
- $AMD went to $GFS for CPO
- $SIVE announced CW with TFLN
- Aya… → · 387 likes · 72,512 views |
| 2026-06-26 | @beauty_oe Nice! Ill check out the specs now for $JBL + $SIVE https://t.co/psjeaFVx8f → · 165 likes · 23,665 views |
| 2026-06-25T16:15:27 | oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up
- $POET and others for CPO scale out
- $JBL and others for 1.6T+ pluggable optical trans… → · 2213 likes · 859,023 views |
| 2026-06-25 | @RJCcapital Bruh $SIVE is $GFS reference laser, $JBL 1.6T pluggable laser, Ayar CPO scale up laser, $POET scale out laser, O-Net ELS laser.
And many other undisclosed partnerships.
Watch and learn. → · 1348 likes · 238,512 views |
| 2026-06-24T06:52:41 | OpenLight (private) seems to get bigger and bigger every time I look at it.
If you’re curious about their public ecosystem outside of Advantest:
$JBL ( $SIVE partner ) for scaling PICs
$MRVL and $MXL for DSPs
$TSEM for the foundry.
$300394.SZ / TFC Optical (OSAT/subassembly)
Can often get exposur… → · 791 likes · 650,271 views |
| 2026-06-21T11:04:51 | That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went god-mode and developed 1.6T optical transceivers with CW lasers.
Effectively designing around the EML bottlenecks, and… → · 1496 likes · 777,978 views |
| 2026-06-21T07:53:18 | I've been getting a lot of questions about OE Solutions (138080) recently.
Here's my research/thoughts so far on it:
They're a small Korean optical transceiver company, similar to $AAOI.
And they've become one the few EML players in the world (eg. $COHR, $LITE, Mitsubishi, Source, Sumitomo), w… → · 1081 likes · 680,218 views |
| 2026-06-21 | @eldan_0123 @CreatorNim Don’t think so. $JBL + $SIVE was known from OFC conference in person.
But it took an official PR for markets to know.
If there any release over the more higher confidence mapping to $NVDA cpo ecosystem, I’d expect it to rerate a lot more → · 121 likes · 17,666 views |
| 2026-06-20T11:52:49 | I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-17 | @Raccoononomics $JBL would be my pick if I had to choose one. → · 129 likes · 28,664 views |
| 2026-06-15T12:31:08 | $SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar and the $NVDA NVLink CPO ecosystems
While being the foundational reference laser for $GFS and → · 1832 likes · 668,156 views |
| 2026-06-15 | Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyperscaler supplier intention to multi-source, there's nothing material being added there.
Ayar is one of the bigger CPO players, … → · 162 likes · 18,318 views |
| 2026-05-25 | $JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this specific optical transceiver.
Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser sup… → · 1037 likes · 359,194 views |
| 2026-05-25 | Nah, I think $SIVE is still extremely undervalued relatively speaking.
Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations.
Not even including small guys like $POET or pluggables like $JBL.
Sivers lasers likely power them all, and they’re primary/sol… → · 232 likes · 34,321 views |
| 2026-05-24 | When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others.
Then you have $SIVE -> $AEVA -> Boston Dyn… → · 201 likes · 23,320 views |
| 2026-05-24 | Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CPO/optical hyperscaler players go through Sivers, likely:
Ayar. Celestial. Lightmatter. Lightelligence. Poet.
If you … → · 2868 likes · 785,694 views |
| 2026-05-23 | $AAOI is more pure manufacturing scale and I'm extremely bullish on them.
So it's more like Furukawa + Innolight in my view? So extremely bullish for revenue ramp.
$SIVE is just pure one-of-a-kind IP, where major CPO hyperscaler supplier seems to all use them, like Ayar/Celestial and others.
E… → · 249 likes · 34,319 views |
| 2026-05-23 | For $SIVE to become the next $80B+ $LITE.
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T.
They basically supply lasers to the leading players in the CPO space.
From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got… → · 1644 likes · 676,514 views |
| 2026-05-20 | @osilayer8 Nah, I'm cheering on $SIVE to become the next $LITE.
I didn't acquire positions just for Sivers to be bought out by $MRVL or $JBL.
I also really don't think fundraising is going to be a problem on NASDAQ listing given photonics demand.
Just a waiting game. → · 137 likes · 14,353 views |
| 2026-05-20 | It's probably due to extreme uncertainty risk for short sellers.
> Since MSCI listing triggers tens of millions of new inflow for $SIVE in a week or two.
> NASDAQ listing could be anytime
> Earnings catalysts, with new pluggable partners
> News about $JBL extreme demand for 1.6T LRO using $SIVE to… → · 126 likes · 9,836 views |
| 2026-05-20 | @ShakespeareDad $SIVE is likely sole source for this specific 1.6T LRO from $JBL given the architectural uniqueness.
It’s not a standard cw laser. → · 152 likes · 23,728 views |
| 2026-05-20 | $SIVE mass production for 1.6T optical transceivers with $JBL:
Is now earlier than expected per JP Morgan Fireside chat.
Here's what they announced:
> "Relatively dramatic moat" implied with $SIVE laser architectures
> Extreme demand for their 1.6T, which was previously unknown in terms of vol… → · 1175 likes · 444,817 views |
| 2026-05-19 | Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to meet US institutions through:
> MSCI inflow in 2 weeks.
> NASDAQ Listing.
> US CHIPS Act backstop.
alongside core rev… → · 1140 likes · 335,947 views |
| 2026-04-25 | It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different architectural changes in each supercycle:
-> $LITE, $COHR, Innolight, $AXTI and these names led the first
I did a the… → · 2384 likes · 483,574 views |
| 2026-04-25 | I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash.
I was long $HOOD in the 10's because of their massive consumer base and TAM expansion into other segments.
I'm long $SIVE because their lasers look designed into $AAPL, $MR… → · 217 likes · 26,167 views |
| 2026-04-24 | Hi, appreciate the more productive discussion.
But I've never seen anyone aside from Europeans complain about 2.5% $13M dilution to get listed on NASDAQ.
Over in the US... we have random Bitcoin miners with $6B+ dilution (over half the MC) just to attempt a pivot and buy GPUs. So the amount to … → · 90 likes · 6,685 views |
| 2026-04-24 | @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer Jabil acquired).
People get upset and start shorting. It's an amusing culture. → · 60 likes · 8,818 views |
| 2026-04-24 | I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD CPO
-> $JBL 1.6T LRO
-> $NVDA
-> $AMZN, $META, $GOOGL, $MSFT
-> Tencent, Baidu, Alibaba for ELS.
Then they go crying e… → · 1158 likes · 296,894 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 |
| 2026-04-23 | @centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time. → · 139 likes · 14,578 views |
| 2026-04-23 | Win Semi handles expansion… that’s why I was bullish on $SIVE so they don’t need to burn through capex handling this.
There’s only a few publicly traded companies in the world that can do this and they’re all in the tens of billions.
There’s a reason $JBL selected Sivers in specific. Same with Aya… → · 99 likes · 9,737 views |
| 2026-04-23 | All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRVL ->
1. $AMZN (purchase agreement/warrants with photonic fabric from celestial)
2. $MSFT (maia)
3. $GOOGL (recent dev… → · 2152 likes · 465,760 views |
| 2026-04-22 | Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIVE realized who found $AXTI?
I’m very confident institutions will likely follow-in soon given Sivers lasers power $MRV… → · 705 likes · 258,174 views |
| 2026-04-22 | @scrotum_pensif I still think $SIVE should be valued $2B today and can hit $10B+ next year depending on volume ramp from Ayar, $MRVL, $JBL and others in 2028
They have all the stars aligned right now. → · 105 likes · 10,676 views |
| 2026-04-21 | I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics.
Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme".… → · 935 likes · 276,028 views |
| 2026-04-21 | They're actually doing good work for US institutions encouraging local investors to sell.
It was a majority retail-locally owned stock. It will just transfer control over to institutions in the West.
Not sure what "meme stock" powers $JBL 1.6T, Ayar, $MRVL, and other CPO/photonics programs lol. → · 111 likes · 7,022 views |
| 2026-04-20 | 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. → · 95 likes · 8,268 views |