Escanor

Mad, Bad, not sad

[Serenity @aleabitoreddit]

Just in case you were wondering who the end users of $SIVE likely were:

Sivers lasers -> $AMZN (Marvell's 8-K SEC filings).

Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections.

Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+).

These volume orders help $SIVE the most out of this supply chain, given their size.

This is just one-relation to Amazon, I wanted to point out.

But at $720m MC...

Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.

[Serenity @aleabitoreddit]

IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers.

Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers"

Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale"

Where have you seen the LIGHT SOURCE for hyperscaler supply chains...

At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.

[Mikael Wåhlin @Plaskpojken]

Yesterday I posted about the @arenaphysica launch, saying: "Sivers keeps adding opportunities, haven't had time to dig into this yet but will do and try to come back with a takeaway."

I’ve spent some time going down the rabbit hole on their cap table and engineering team. The fundamental asymmetry here is staggering.

Let’s connect the dots on how a ~$415M market cap company just got embedded into the epicenter of US Defense Tech. 👇

1. What is Arena Physica? 🧠
As I understand it, think of it as ChatGPT, but for hardware blueprints. While LLMs learned language, Arena's AI (The EMFM) learned the laws of physics. Instead of engineers spending months manually drawing chip designs and running slow simulations to see if a drone radar overheats, this foundation model generates and verifies physical hardware designs 18,000x faster than legacy tools. Arena's software designs the hardware; partners like Sivers physically build it.

2. The "Smart Money" Cap Table 💰
This isn't a standard Silicon Valley startup. It’s backed by the absolute highest echelons of the US defense and intelligence apparatus:
🛡️ Peter Thiel / Founders Fund (The godfather of Defense Tech, Palantir/Anduril)
🛡️ Gen. David Petraeus (Former CIA Director)
🛡️ Shield Capital (Exclusive National Security VC)

3. The Deployment Partners 🤝
Arena’s AI designs the hardware, but they need physical partners to actually build the ecosystem. They officially selected four:
✅ @AMD (AI Compute)
✅ @anduriltech ($14B Defense Unicorn)
✅ @BauschLomb (Advanced Manufacturing)
✅ @SiversSemicond (SATCOM & 5G)

4. The "MixComm" Mafia (The real Alpha) 🕵️‍♂️
How does a Swedish tech firm land in a Peter Thiel-backed US defense project alongside AMD and Anduril? Look at Arena’s engineering leadership. The Chief Scientist is Harish Krishnaswamy. The Distinguished RF Engineer is Arun Natarajan.
Who are they?
They are the original founders of MixComm (which Sivers acquired). Harish essentially runs Sivers' Wireless division, and they are now building the physics AI for Arena. This Thiel-backed AI ecosystem is fundamentally calibrated to output designs that integrate Sivers' mmWave and RF hardware. Sivers is acting as the "Merchant Silicon" for this network.

5. The Commercial Proof 📄
In January, Sivers announced an $800k NRE development contract with a "leading US defense contractor" for software-defined drone systems. Given the official Anduril partnership today, the math does itself.

The Takeaway ⚖️
Arena Physica officially launches their Foundation Model in a few days. Smart money is funding the software ecosystem that makes Sivers' physical technology the standard for future AI and defense hardware. While Sivers has re-rated to ~$415M, they are still a micro-cap compared to the multi-billion dollar giants they are now partnered with.
The convergence of software-defined defense and physical RF bottlenecks is here.

$SIVE $SIVEF $AMD #DefenseTech #DeepTech #Semiconductors
Disclaimer: I am long $SIVE. This represents my personal analysis based on public data, not financial advice.

[Nordnet Norge @NordnetNO]

Ny børsnotering!🌊

General Oceans er en global leverandør av avansert undervannsteknologi, og leverer sensorer, systemer og robotløsninger som brukes i krevende marine miljøer. Gruppen utvikler og leverer instrumentering for å måle og forstå havet og dets krefter og bevegelser, bilde- og navigasjonssystemer, samt fjernstyrte og autonome undervannsfarkoster med tilhørende manipulatorer og kontrollsystemer.

Les mer om børsnoteringen: https://t.co/EyQrInNHOj

[Escanor @AFalklind]

@DaStraatosphere @visegrad24 And even if they had some Patriot PAC-3 it would not have the range.. (70km)

[Felix Lindberg @F_Lindberg]

$Neon
Final 24 hours

When will the company inform?
What is the number….

5 years running

APPLE next….

[Felix Lindberg @F_Lindberg]

Let’s gooooo

[Felix Lindberg @F_Lindberg]

Neon settlement!!!!

[Antonio Linares @alc2022]

I went long $PLTR at $7.

And I believe $ABCL is evolving into the $PLTR of biotech.

Here's everything you need to know about $ABCL 🧵

[zerohedge @zerohedge]

TRUMP SIGNED ACTION TO TARIFF CHINA AT 20%, WHITE HOUSE SAYS

[Escanor @AFalklind]

@AndreasSteno FT to re-value the 2019 valuation of 1.1 TUSD. https://t.co/LnTo6ARff5

[Escanor @AFalklind]

@Illskan @MartiniGuyYT @Neonode_Inc 👆

[Illskan @Illskan]

@MartiniGuyYT $neon aka @Neonode_Inc

[Nothing For Free @NothinForFree]

$Neon Neonode https://t.co/KAlSsecYnr

[Wealthy Venture Capitalist @WealthyVC]

Neonode Continues Meteoric Rise on Strategic Pivot and Promising Patent Lawsuit vs #Samsung & #Apple

Up 500% in 6 months, analysts predict $NEON has an 85% chance to win its case against $SSNLF worth up to $31/share

A win against $AAPL is valued at $121

https://t.co/2Fkvb3bPJ3

[Felix Lindberg @F_Lindberg]

$Neon intervju med JvK om rättsprocessen i EFN

https://t.co/RZzjY0izhb

[Tech Viking @techviking1]

$NEON Upgraded today! RedEye analyst upgrades its ”Base case” from 7$ to $37 and it’s ”Bull case” from 36$ to $109! https://t.co/Dbw5TAbVma @F_Lindberg

[Michael Shapiro @mwshapiro]

My best insight re: the four oral arguments the Federal Circuit heard in the $NEON /Samsung/Apple/Google appeals is that the cases are complicated and close calls for the panel:

https://t.co/rUnuDG3H1s

[Escanor @AFalklind]

Kanske bara för @AbCelleraBio att köpa lite nvidia merch för stt få fart på kursen 🤔

Eller vad tror du @2ndtrader ? 😅

https://t.co/ETMtwv4b96

[Andreas Iwerbäck @Iwerback]

@angelEnrich1 @Illskan @F_Lindberg In short;
1. I think the (Markman) court took some short cuts.
2. I still believe Neonode have good support from prosecution (over Hirschberg) in its arguments.

Longer blog-post will come after Christmas