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@0xAkina Check les IA elles vont te dire. Jles utilise plus. Ce que j’avais fait au lieu d’utiliser une API, c’était de simuler une connexion manuelle via code python

[Bark @barkmeta]

Let me explain what just happened 👇

5 minutes before the President announced a halt to attacks on Iran… someone placed a $1.5 BILLION bet on stocks going up and dumped $192 million in oil.

5 minutes…

These trades were 4 to 6 times larger than anything else in the entire market. Whoever did this wasn’t guessing. You don’t risk $1.5 billion on a hunch.

There was zero public indication this announcement was coming. No leaks. No press. Nothing. The only people who knew were in the room when the decision was made.

Someone in that room picked up a phone.
And within minutes they made more money than most Americans will earn in a thousand lifetimes. In a single trade. On a war that cost you $4+ a gallon gas and $16 billion in tax dollars.

American citizens funded this war. Politicians are profiting from it.

This is not the first time. Every major announcement from this administration has had massive suspicious trades right before it dropped. Tariff reversals. Policy shifts. War decisions.

This is the most blatant insider trading operation in the history of American politics. It’s not even close. And it’s happening over and over in broad daylight.

You would go to federal prison for trading on a tip from your cousin. These people are front running war decisions with billion dollar bets and nobody will ever ask a single question.

Nobody will be investigated. Nobody will be charged. By tomorrow this will be buried under the next satisfying headline. Just like last time. And the time before that.

The game is rigged. And they’re not even trying to hide it anymore…

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@Frenchie_ Tu devrais checker $ETOR

Normalement y’a un beau multiple à la clé

[DexterLab @TraderDext3r]

$NQ Yearly PO3 + Standard Deviation

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@bruno_0879 Ton tweet est tellement inutile

Tu confonds fondamentaux et volatilité.

Une action a la baisse ne veut pas dire que la qualité baisse…

Autre exemple: la tech US fait -20% mais les fondamentaux sont meilleurs

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@Frenchie_ ton défi est en train de corrompre les IA

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@Frenchie_ Y'a qu'à demander, ça part dans la semaine pour ceux qui veulent, j'vais partager étape par étape

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Building a bot that long/short directly from his tweet is something I have in mind…

[Serenity @aleabitoreddit]

I’m long $SIVE at $140M.

I believe this is the next $LITE that markets and institutions missed.

$SIVE makes InP CW DFB lasers.

Closest comparison is $LITE in the current EML laser bottleneck.

But instead of supplying to Innolight/Eoptolink for current optical transceivers cycles.

They supply the lasers to $POET Starlight, Ayar SuperNova.

And others for the future CPO/silicon photonics architectures spearheaded by $NVDA.

Current valuations make 0 sense to me personally. 



$POET is advanced packaging for $SIVE type lasers…

But $POET commands worth 11x+ more than the company making the laser itself?



It’s feels like valuing a more advanced $FN (~$20B) packaging at $400B when $LITE is valued at $40B. 



So now at $130m:

-

- You have a likely mini $LITE like laser supplier to Marvell Celestial + hyperscalers through $POET. 



- Laser supplier to Ayar ( $NVDA, $INTC ), though they do multi source with $LITE, Sumitomo, $MTSI.

And other potential up and coming suppliers potentially like Lightmatter that they’ve name dropped (eg. Q2 2023 earnings). This is unconfirmed but supply chain BOM is confidential. 



On top, for revenue, they expected $453M "pipeline next few years”.



And, they have capacity expansion through WIN: “Win Semi foundry qualification in progress for volume production from Laser designs from Sivers."



Sivers feels the silicon photonics/CPO version of $LITE, with actual rapidly growing customers like Celestial through $POET, Ayar, with more to come.



I wouldn’t have liked it last year, but just 3 weeks ago, they refinanced all their debt successfully to $12M convertible loan (10.85%) and a $5M term loan (12%), which cleans up debt.



It’s $17m total, which feels like nothing to US markets when $AAOI is doing a $500m ATMs every other week.

Best of all, this is their pure play inp laser segment for silicon/photonics + cpo. 

Their Lidar segment is ramping up and they have $53-138M projected revenue coming in.



Downside risk:

- execution (as always)

- dilution to scale up capacity to compete with $LITE and others.
- $LITE, $COHR competition on scale after $NVDA just gave them $4B
- CPO ramp gets delayed.



I have no clue how, $LWLG, a pre-revenue science project with $TSEM, is valued at $1B+ MC.



Or how $POET, is worth ~9-10x more than its laser supplier. 



When $SIVE, the mini $LITE equivalent for CPO/Silicon photonics, is valued at $140M.

I do believe this is largely undiscovered by institutions, since this is some random company in OMX Nordic Exchange (similar to micro $AXTI before I started posting about the inp substrate bottleneck). 



But I do think it will get a lot of institutional attention as Celestial and Ayar scale up.

Especially if $POET and $SIVE gets qualified with other customers. 



If CPO completely replaces pluggable transceivers in the next generation of hyperscaler architectures.

Sivers, with possible WIN Semi qualifcation and if they become the multi-source lasers for NVIDIA, Marvell, Intel, and Broadcom architectures, can be strongly rerated.

Just as how $LITE did today going from $16 -> $622.

This is just my personal thesis I'm sharing, DYOR/NFI.

TLDR:

InP Lasers are the current bottleneck in photonics as seen with $LITE valuations. 



$SIVE looks like the mini $LITE for the upcoming CPO/Silicon Photonics ramp.



I personally took long position in $SIVE, as I believe they’re a large beneficiary of the upcoming silicon photonic/CPO architectural changes by $NVDA (with GTC cataylst). 



The upside here just way too compelling for me personally as the next possible $LITE.

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Les banques marchent aussi bien grâce à ce genre de réflexion…

25 ans de prison financière avec un rendement trop faible.

Les prêts lombard sont pas assez connus

[Nala 🦋 @Dissidente971]

À partir de 700-800€ de loyer, où est l'intérêt de louer ?
Mdrr va à la banque, demande un prêt pour acheter, au moins c'est ton appart que tu payes.

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Ptit récap des investissements des dernières semaines :

- $COIN : +45%
- $SNAP : +10%
- $ETOR : +16%
- $BABA : 0%
- $DUOL : 0%

Prochaine update fin de semaine pro

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@TaiiReXxX Ca peut être lié à un hedge qu'il a avec marge croisée

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@JulienDoclot Ptite inspiration de TR, ça se sent

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@aleabitoreddit "slight red days"

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Maintenant que tout la shitstorm est passée sur $DUOL, je vais mettre un billet.

Les fondamentaux reste vraiment bon avec une valuation bien meilleure, et graphiquement, soit on rebondit, soit un vient faire un new ATL

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plutôt benef, ils deviennent moins dépendants et moins assujettis aux conflits internationaux

[*Walter Bloomberg @DeItaone]

$BABA $BIDU - ALIBABA, BYTEDANCE AND TENCENT ARE TURNING TO DOMESTIC CHIPMAKERS TO EASE THE PAIN FROM A DEEPENING GLOBAL SHORTAGE OF MEMORY CHIPS - THE INFORMATION

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@PetitPrinceETH On rigole on rigole mais c'est pas bullish pour extended...

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Si la tendance reste haussière, on devrait rebondir dans ces eaux là

Prix moyen d'achat : 133.28$

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J'accumule $BABA

L'IA — Alibaba est un des leaders
Le commerce — N°2 mondial derrière $AMZN
La diversification — Trop d'exposition aux US
La valorisation — trop faible

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$COIN

+50% depuis le tweet

TP partiel

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Toujours suivre la liquidité

$COIN up 13% aujourd'hui

Up 28% depuis le call