| Date | Tweet |
|---|
| 2026-06-27T02:11:30 | $SPCX / Elon Musk acquires Mesh, an optical networking startup.
Which is working on 1.6T OSFP (pluggable).
It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies.
$SIVE is one of the more startup friendly plausible merchant suppli… → · 1790 likes · 657,629 views |
| 2026-06-16 | Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have LTA in place with Celestial)
I said this a few months ago, we'd see this exact same playbook. But $AMD, $AMZN, $META, and others are ju… → · 174 likes · 26,341 views |
| 2026-06-15T07:25:28 | Wow, $IQE and $TSEM sign a multi year InP epiwafer deal.
Remember I told you all IQE was important to Western optical supply chains back at $12?
$MTSI had to go out of their way to secure their supply with IQE.
Now there’s another critical deal with Tower Semi. https://t.co/4A5PAuA3PU → · 997 likes · 445,970 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 |
| 2026-06-12T07:22:33+00:00 | VPEC new price hikes on Epiwafers today.
Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.
This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints https://t.co/EeOR3HjzPV → · 577 likes · 453,336 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 |
| 2026-04-21 | Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time.
(Special thanks to one of my followers Setian for the DM.)
So $SIVE likely be… → · 1162 likes · 438,706 views |
| 2026-03-26 | Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.
Almost everything is red.
From 6% on lower beta like Coherent all the way to to 22%.
Good lesson to learn:
Embr… → · 840 likes · 134,574 views |
| 2026-03-26 | So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhen Ding Tech (TPE: 4958)
- Gold Circuit Electronics (TPE: 2368)
Were winners for the optical transceiver PCB bottleneck.… → · 282 likes · 88,535 views |
| 2026-03-26 | @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is down -4% YTD. → · 37 likes · 6,559 views |
| 2026-03-26 | $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock went up 70% to a $21B+ MC.
Retail flows do not send NASDAQ stocks up $10B+.
Information discovery and synthesis does. E… → · 467 likes · 67,576 views |
| 2026-03-26 | @Berlinergy Exactly. Lot of things come just a lack of understanding.
If people developed their own conviction around names like $SIVE, $MTSI, $LITE if they saw how severe the EML/CW bottleneck is going to be.
Then when you see a 125%+ increase, you would still think it's undervalued. → · 27 likes · 4,363 views |
| 2026-03-25 | @rodrimartinezgg Trading at ~$440M right now but my expectation is $2-3B today.
Then could be $MTSI $17-20B MC in a year and half once Jabil and others scale up. → · 31 likes · 4,993 views |
| 2026-03-25 | @TGodTrader Oh 100% companies would want to acquire Sivers. They're one of the few companies in the world like $MTSI that can do this.
But acquisitions might be blocked since $SIVE is central to national security for both Europe and US (CHIPS Act recipient). → · 43 likes · 6,752 views |
| 2026-03-25 | @yathatone2 They're all kinda high conviction... aside from $MTSI and Win Semi.
You can probably just put all those in an equal weighted ETF and strongly outperform the market.
There's more laser suppliers/foundries like $GFS, but I chose my personal winners in the list above. → · 31 likes · 23,467 views |
| 2026-03-25 | Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
-> CW Lasers: $SIVE | $MTSI
-> EML Lasers: $COHR | $LITE
-> or their foundries in $TSEM/Win Semi
Maybe it's time to wak… → · 729 likes · 279,979 views |
| 2026-03-24 | There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Spac… → · 891 likes · 122,897 views |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |