Bull's Run

[Bull's Run @Bulls_Run]

@cvereeken @aleabitoreddit @NieMehrKrieg $AAOI is 2nd.

[JP Insights @Aktiehedonist]

$AAOI Applied Optoelectronics places record follow-on order for ClassOne Solstice S8 wet processing systems

[Bull's Run @Bulls_Run]

@aleabitoreddit BofA paid by PGIM to spread 3 rate hikes fear?

Bloomberg released an article on 15th June, with PGIM expecting 3 rate hikes this year.

Now BofA pushing the same narrative.

[Bull's Run @Bulls_Run]

@aleabitoreddit @CreatorNim Can you also share some estimates around revenue potential for $SIVE. I have seen a couple of estimates like around 800m revenue in 2028 - which seems low given scale out happening h2 2027 + huge volumes expected.

[Bull's Run @Bulls_Run]

@NotA_Bull $SMCI

[$UnknownBanker$ @unknownbankerL]

$SIVE

WHAT a great find!

Sivers is highly likely in collaboration with $AMD and @anduriltech ?

[softcareline @user637826]

WOW! Nasdaq just announced standardized derivatives on $SIVE starting July 6, 2026.

Why this is bullish:
→ Nasdaq doesn’t list derivatives on stocks it doesn’t consider liquid and institutionally relevant

→ Options enable larger positions , this attracts professional money

→ Risk parameter set at 67% high, reflecting volatility but also serious growth expectations

→ Comes right after the GF collaboration, Ayar/Nvidia news and AGM

https://t.co/TdeNM0r1GE

[Bull's Run @Bulls_Run]

@aleabitoreddit Can you name favorite neoclouds besides $NBIS?

[Bull's Run @Bulls_Run]

@cherryPayment @Cindypeach32190 Shorts spreading fake news?

[Bull's Run @Bulls_Run]

@jukan05 I would rather take $SIVE CEO's words that demand is big enough for every player. Try harder...

[Bull's Run @Bulls_Run]

@rektusd101 @jukan05 @aleabitoreddit Citrini wants optics to fail badly. Seems like too much skin in the game.

[tae kim @firstadopter]

More from @FundaAI : "The [Lumentum] CEO explicitly mentioned that scale-out CPO could contribute $50 million to $100 million of incremental revenue in the fourth quarter. This statement is completely inconsistent with the “PO delay” narrative. If CPO were facing a real demand problem, management would not be sending this kind of near-term revenue-contribution signal at the same conference."

[tae kim @firstadopter]

From @FundaAI : "Jensen already stated very clearly at Computex that CPO will ramp on schedule. Based on what we are hearing from the supply chain, scale-out CPO remains broadly on track, with no evidence of weakening demand or any change in customer attitude."

"From what we understand, scale-out CPO deployments for NCP customers, including CoreWeave and Lambda, as well as Oracle and one major CSP, are progressing toward mass production as planned. Supply-chain feedback has also been quite positive."

[Leroy Groffier @LeroyGroffier]

OPTICAL / CPO Negativity: Optical names didn't get much boost from Computex and are underperforming during the correction. Some negativity on CPO rollout related to manufacturing yields noted by MS today. Not what the names needed (admittedly, CPO not directly relevant for all). FOCI $3363; LANDMARK $3081; SANTEC $6777; FURUKAWA $5801; SEI $5802; YOFC $6869

[Leroy Groffier @LeroyGroffier]

DC POWER UPGRADE FUD: Market weakness begets fear and shortens investor duration, hence tendency to question pie in the sky technology stories. Power transition to 800V seeing some negative press and power names e.g., DELTA $2308; ROHM $6963; $485A; passives in general -- impacted

[Anders Storm @StormDirac]

Just seen both BlackRock and Fidelity showing up as $SIVE institutional ownership? Is this completely new?

https://t.co/OmdTm6wMqE

[Bull's Run @Bulls_Run]

@StormDirac @StormDirac What's your view on rumored CPO delays. Semianalysis just sent out a piece. How would it impact $SIVE?

[Bull's Run @Bulls_Run]

@aleabitoreddit @aleabitoreddit CPO mass production has been delayed till 2029. This is what Semianalysis' report saying. Looking forward to your response.

[Bull's Run @Bulls_Run]

@unknownbankerL Short selling try hard to keep it below 90sek

[Bull's Run @Bulls_Run]

@aleabitoreddit Which one is your favorite besides $XFAB?