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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 the most groundbreaking news for Sivers in history.
As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.
I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.
To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.
Wow, $SIVE to be listed in the MSCI Global Small Cap Index.
This is overwhelmly positively as it triggers more passive inflows as the MC grows.
Rebalancing takes places May 29th.
🚨 Cathie Wood says Trump is going after housing affordability
“Last night, the president announced… buy $200B of mortgage bonds.”
Rates down = housing rebound thesis back on the table.
Was an incredible dinner! @mikealfred picks restaurants and wine even better than he picks stocks! And @natbrunell is just as smart and genuine in person as she is on her shows. Amazing for us to meet them both over elite sushi 🍣! 🙏🏻🐐🐐
$WULF speculation WULF will power Anthropic expansion
Terawulf: Big news for U.S. AI infrastructure - and for $WULF
Proud that TeraWulf’s sites will power this next-generation AI expansion
I will talk about Opendoor's product frequently and its stock rarely. That's because my job is to build the product and the company, and that will have good secondary outcomes.
Tomorrow is the first day I am allowed to buy $OPEN and my family is buying $1M at the open.
Excited to have @opendoor stream their earnings call live on @RobinhoodApp with Q&A powered by Say.
It's awesome to see more companies treating retail as first-class citizens.
So. @opendoor’s Q3 Financial Open House is November 6 @ 2pm PT. We're doing things differently. Here's what's new:
→ Video instead of audio, so you can see and hear from us directly
→ Live Q&A powered by @robinhoodapp's Say Technologies platform, where YOU, our shareholders, can ask questions NOW through Nov 5
→ Streaming on @RobinhoodApp (we're proud to be the first major real estate tech company to do this)
Ask anything: https://t.co/ahitgfnIKI
This is earnings, reimagined for everyday investors. Welcome to our Open House 📷