uo

[uo @H0ZUTE]

@FlasheurInvest Question qui pourrait m’intéresser : quelles sont les diplômes qui a ? L’évolution de carrière était la suite logique ou plutôt une très bonne opportunité ?
Merci d’avance 🙌🏻

[Flasheur ⚡️ @FlasheurInvest]

🙋🏻‍♂️ Thomas, 28 ans

💍 Situation personnelle : Célibataire

⚡ Profession : Agent EDF

💰 Salaire : 2 000 € nets/mois (loyer déduit, électricité incluse et taxi à disposition)

🤑 Patrimoine net estimé : Environ 19 000 € (patrimoine immobilier net)

❌ Aucun héritage ni donation

🏠 Situation immobilière :

Propriétaire d’une maison ancienne avec un crédit immobilier en cours (22 ans restants).
Envisage une revente d’ici 6 à 7 ans en raison du risque de travaux importants.

💰 Épargne actuelle :

LEP : 3 100 €
Objectif : atteindre 7 500 € d’épargne de précaution.
Capacité d’épargne actuelle : 600 €/mois.

📈 Investissements actuels :

Thomas a ouvert un CTO chez Trade Republic et investit dans quatre actifs :

S&P 500 : 50 %
Euro Stoxx : 20 %
Marchés émergents : 20 %
Or : 10 %

En parallèle, il constitue progressivement son épargne de précaution.

Il a mis en place un DCA de 200 € par mois, qu’il prévoit d’augmenter à 800–1 000 € mensuels une fois son épargne de sécurité constituée et ses revenus augmentés.

📊 Épargne salariale :

PEE EDF :

Versement personnel : 60 €/mois
Abondement employeur : 200 €/an

💸 Évolution professionnelle et salariale :

D’ici quelques mois, Thomas commencera à effectuer des remplacements dans le cadre de son travail.

Son salaire mensuel devrait ainsi passer de 2 000 € à environ 3 500–4 000 € nets, ce qui lui permettra de réorganiser ses investissements et d’augmenter considérablement sa capacité d’épargne.

🎯 Ses objectifs :

Constituer une épargne de sécurité solide.
Investir en Bourse avec une stratégie simple et régulière.
Envisager la revente de son bien immobilier afin de réinvestir une partie du capital en Bourse.
Développer progressivement son patrimoine sur le long terme.
Optimiser sa capacité d’investissement grâce à l’augmentation future de ses revenus.

❓ Ses questions :

1️⃣ Une épargne de précaution de 7 500 € est-elle suffisante compte tenu de sa situation immobilière et personnelle ?

2️⃣ Serait-il judicieux de diversifier davantage ses investissements, notamment en intégrant du Bitcoin (BTC) ?

3️⃣ Comment pourrait-il optimiser sa stratégie patrimoniale et développer d’autres sources de revenus ?

Assurance-vie ?
Épargne salariale EDF ?
Autres solutions d’investissement ?

4️⃣ Avec un salaire qui pourrait atteindre 3 500 à 4 000 € nets par mois, comment devrait-il réorganiser son épargne et ses investissements ?

[Louis CALLIPYGE @LouisCallipyge_]

Vous avez une astuce pour récupérer mon fric ?

[uo @H0ZUTE]

Hello @Get_Bricks, j'utilise @finaryhq pour suivre et optimiser tous mes investissements. Ce serait génial de pouvoir également synchroniser vos comptes 🔥

[Serenity @aleabitoreddit]

$SIVE: "Intent to complete the [NASDAQ] listing process over the next few quarters"

This statement was largely missed by many screeners.

Very material improvement from evaluation, to formal confirmation of timelines.

[Watcher.Guru @WatcherGuru]

JUST IN: GTA 6 new in-game teaser.

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX $SPCX to acquire AI coding startup Cursor for $60,000,000,000.

[Nicolas Baugé @BaugeNicolas]

@doc_chud @pepercastore Y'a vraiment des gens qui croivent que elon musk mange au macdo de meulun ?

[Dr. Chud @doc_chud]

Les gauchistes pensent que quand Elon Musk ouvre son appli bancaire il voit ça :

[Serenity @aleabitoreddit]

$SIVE looks like both a chokepoint and a bottleneck for CPO next year.

Keep seeing information published from nontechnical people who miss any nuances.

Here’s the reason why:

1. CW lasers are bottlenecked signaled by $LITE earnings.

Laser fabs are heavily allocated to EML likely from former $NVDA contracts.

-> Sumitomo/Furukawa = bottleneck
-> Win Semi = bottleneck

$SIVE does fab-lite, so are they a bottleneck?

Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well).

Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing.

Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck.

$SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers)

2. $SIVE is a chokepoint over CPO.

$NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors)

$AVGO is likely vertically integrated as well.

However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence)

Are all likely designed around $SIVE.

Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently)

If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers.

Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source.

$SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1):

If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO…

That makes them a chokepoint.

Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference).

So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note)

This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years.

All of this should play out next year.

And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.

[Serenity @aleabitoreddit]

I now am the #1 most subscribed to account on the entire X platform!

After overtaking Elon Musk today.

Thank you everyone for helping me achieve my goal.

[Serenity @aleabitoreddit]

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.

[Serenity @aleabitoreddit]

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 CPO).

This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains.

-> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell.
-> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping.

And… Guess what else?

Then they all happen to use GlobalFoundries.

Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday).

Supply chain mapping all starting to make sense now anon?

Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top.

Algorithms completely miss this type of image based mapping.

After this announcement, I personally think current valuations are very undervalued:

Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.

[Serenity @aleabitoreddit]

$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.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US Space Force awards Elon Musk's SpaceX $2.29 billion contract to develop space-based military data network.

[Watcher.Guru @WatcherGuru]

JUST IN: Google $GOOGL surpasses $4.5 trillion market cap, adding over $300,000,000,000 so far today.

[Hasheur @PowerHasheur]

Le conseiller crypto de la Maison Blanche parle d’une "grosse annonce" imminente sur la réserve stratégique Bitcoin américaine

On verra l’impact que ça peut avoir sur le prix

[Goku 🗞 @Crypto__Goku]

💬 Le fondateur de Telegram, Pavel Durov, accuse la France et affirme que les attaques contre les détenteurs de crypto en France seraient facilitées par des fuites de données fiscales permettant de les identifier.

«Les autorités fiscales françaises vendent les données des propriétaires de cryptomonnaies à des criminels + fuites massives de bases de données fiscales.»

Il ajoute que plus l’État collecte de données privées, plus les risques de fuites… et donc de victimes augmentent.

[Strategy @Strategy]

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC
https://t.co/NYkkvObeb4

[Watcher.Guru @WatcherGuru]

BREAKING: Michael Saylor's 'Strategy' buys 34,164 Bitcoin worth $2.55 billion.