Serenity (X Mirror) 2 months ago

Just some random notes about $AVGO earnings transcript - Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop) Remember $NVDA Jensen comments about $MRVL $1T company around networking/connectivity/interconnects? -

[Source: https://x.com/aleabitoreddit/status/2062322546809381094]

Serenity (X Mirror) 2 months ago

EU CHIPS Act 2.0 proposal is now released. Great news: Photonics is now confirmed to be the new structural addition to EU policy. This is thematically bullish for the EU photonics sector. Thematically: - "This new component of the Chips for Europe Initiative supports the

[Source: https://x.com/aleabitoreddit/status/2062176094162428410]

Serenity (X Mirror) 2 months ago

The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for warrants > $XFAB: $1.7B MC ->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT -> Below replacement P/B value -> [Source: https://x.com/aleabitoreddit/status/2062139870613745890]

Serenity (X Mirror) 2 months ago

Wow, only 1K more subscribers until I overtake Elon Musk! Right now I’m at 46K. Elon is at 47K. Then I’ll hold the crown of the #1 most subscribed to person on the entire X platform? What a fun timeline.

[Source: https://x.com/aleabitoreddit/status/2062127364482720087]

Serenity (X Mirror) 2 months ago

Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets. [Source: https://x.com/aleabitoreddit/status/2062116398210703462]

Serenity (X Mirror) 2 months ago

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

[Source: https://x.com/aleabitoreddit/status/2062079425475473595]

Serenity (X Mirror) 2 months ago

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? [Source: https://x.com/aleabitoreddit/status/2062064540075123050]

Serenity (X Mirror) 2 months ago

Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to prioritize photonics. Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation. This proposes sovereign backing [Source: https://x.com/aleabitoreddit/status/2062045895500419101]

Serenity (X Mirror) 2 months ago

Is majority of the next generation stuck in the permanent underclass? > Missed out on gaining control of AI through ownership of infra/compute today > Majority of jobs getting replaced by AI > Housing more expensive > Inflation makes cost of living go brrr. Gg? [Source: https://x.com/aleabitoreddit/status/2062001786492523005]

Serenity (X Mirror) 2 months ago

There we go. My CPO longs in Taiwan are finally starting to take off today. Shunsin +10% Foci +10% Xintec +10% Just waiting on Win Semi, Msscorp, and Nextronics to catch up.

[Source: https://x.com/aleabitoreddit/status/2061980916323598838]

Serenity (X Mirror) 2 months ago

Good times with $AEHR, it’s now ~$3.5B MC. Haven’t mentioned it as much since there’s nothing too new. Just waiting on volume orders for these types of players like $LPK, and others. [Source: https://x.com/aleabitoreddit/status/2061958857132585076]

Serenity (X Mirror) 2 months ago

Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS. He actually gave a $1T price target this time with Marvell. Marvell up 35% with one remark… [Source: https://x.com/aleabitoreddit/status/2061914361120362678]

Serenity (X Mirror) 2 months ago

$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables. My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW. Sivers + GFS SiPH reference laser news, alongside the +54% increase today. Is just one step of the way. [Source: https://x.com/aleabitoreddit/status/2061815015892791408]

Serenity (X Mirror) 2 months ago

Tbh $XFAB lowkey reminds me of early $TSEM. Just sub <$2B MC. You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB) While getting CHIPS act/Gov grants to subsidize capex. While leading the [Source: https://x.com/aleabitoreddit/status/2061799291681956348]

Serenity (X Mirror) 2 months ago

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally [Source: https://x.com/aleabitoreddit/status/2061718299139100931]

Serenity (X Mirror) 2 months ago

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? [Source: https://x.com/aleabitoreddit/status/2061704502076747781]

Serenity (X Mirror) 2 months ago

$NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen for the 5x?

[Source: https://x.com/aleabitoreddit/status/2061671824388403368]

Serenity (X Mirror) 2 months ago

Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy

[Source: https://x.com/aleabitoreddit/status/2061624122560692587]

Serenity (X Mirror) 2 months ago

I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. [Source: https://x.com/aleabitoreddit/status/2061596599588114444]

Serenity (X Mirror) 2 months ago

Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in France. This was my favorite comment: “What about the Water” [Source: https://x.com/aleabitoreddit/status/2061545299055882675]