Ollie Hext

[Ollie Hext @Hexty123]

@NoLuckGamble @OptaJoe @Opta

[Ollie Hext @Hexty123]

@FilmzRico @OptaJoe @Opta

[Ollie Hext @Hexty123]

@NoLuckGamble @bet365

[Ollie Hext @Hexty123]

@FilmzRico @bet365

[Serenity @aleabitoreddit]

$SIVE is the most compelling CPO/photonics exposure to me.

Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.

I do think this ends up the next $80B+ $LITE one day from ~$2.1B.

And I personally have plans to acquire more ownership + support their M&A prospects.

I believe earnings transcripts will be strongly positive.

As in the part few months we’ve discovered:

> AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in

> Wiwynn + Ayar CPO scale up

> $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce)

> O-Net scaling up ELS efforts with $SIVE

> $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes

> New CHIPS ACT funding for $SIVE

> $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source)

> information discovery around $AAPL using $SIVE lasers for next gen consumer devices

> information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers.

> Celestial volume ramp with $MRVL indicators.

> new customers working on TFLN with $SIVE like Lightium

> $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers

> Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source

> Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc)

> pluggable TAM expansion signaled from 2025 annual report

> Nasdaq listing expected soon

> MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers

> M&A signaled from 2025 annual report + 2 new board members that have experience in that area

> $NOK as likely customer from 2025 annual report.

> $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector.

All of this market research was done before earnings.

Any results is just confirmation of supply chain mapping done.

I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward.

Only thing I’m looking at are:

> TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments

> volume ramp expectations from existing companies

> Nasdaq listing timelines for more liquidity to support their M&A efforts

> any new customers signaled for CPO/Pluggables

[Ollie Hext @Hexty123]

@kevinhollinrake @PalantirTech At what stage do these guys show some decency and just resign?

[Ollie Hext @Hexty123]

@KHerriage @grok what are the best funds/ETFs to play this theme?

[Ollie Hext @Hexty123]

@TheTranscript_ @grok list 10 capital intensive businesses like construction services, aggregates, transports and defence contractors Dan Loeb refers to in this article

[Ollie Hext @Hexty123]

@ekwufinance @grok provide a list of stocks / ETFs which will benefit from these themes?

[Ollie Hext @Hexty123]

@mvcinvesting Hims?

[Ollie Hext @Hexty123]

@StockSavvyShay Why doesn’t @BernieSanders stop being so miserable and embrace the new technology that might lift so many people out of poverty…

[Ollie Hext @Hexty123]

@UtdChapters Ozil

[Ollie Hext @Hexty123]

@alc2022 What have you been buying?

[Ollie Hext @Hexty123]

@alc2022 What’s happened this time?

[Ollie Hext @Hexty123]

@alc2022 Have you been adding to any of your names?

[Ollie Hext @Hexty123]

@martynziegler Just do it from the start of the season

[Ollie Hext @Hexty123]

@0xFrogify 3NNdpU1p77rxQAL56EZY3aC2HVrDBZWeFtbwFGWQi7XQ

[Ollie Hext @Hexty123]

@0xFrogify Next runner

[Ollie Hext @Hexty123]

@0xNonceSense 3NNdpU1p77rxQAL56EZY3aC2HVrDBZWeFtbwFGWQi7XQ

[Ollie Hext @Hexty123]

@0xNonceSense In