Loki

[revoAIution @revoAIution]

June 2nd was a massive day for $SIVE with the $GFS partnership... BUT something just as big dropped the same day with Ayar Labs

Everyone jumped on the $GFS news. Fair enough, it was massive. 70%+ in one day

But on the exact same day Ayar Labs quietly joined the Nvidia NVLink Fusion ecosystem and it got completely buried.

Here is why that matters for $SIVE.

Ayar Labs is backed by Nvidia and AMD. Their SuperNova is the light source that powers their entire CPO solution. And $SIVE is the only laser on their website.

That is the chain.

$SIVE laser. Ayar Labs SuperNova. NVLink Fusion. Nvidia AI factories.

Nvidia's own VP said in the press release that NVLink Fusion combined with Ayar Labs CPO gives customers more options to build heterogeneous AI factories.
That is Nvidia's VP talking about a product that runs on $SIVE lasers.

Now what does this mean for production timelines.
Ayar Labs closed a $500 million Series E specifically for CPO manufacturing scale. They have been targeting volume ramp in the 18 to 24 months from December 2024. That puts meaningful production somewhere between mid 2026 and end of 2026.

Joining NVLink Fusion on June 2nd is not a research announcement.

Companies do not join Nvidia's production ecosystem to run experiments. They join because they are ready to ship.

If that ramp hits on schedule $SIVE laser orders flowing into Ayar Labs scale with every unit that goes into a Nvidia AI factory.

Two huge announcements. Same day. One got all the hype.

The other one is still just sitting there waiting to be priced in.

[Loki @Loki_bobble]

@theblockspot I'd relegate Brazil to the surprise me section.

[Loki @Loki_bobble]

@HughWoozencroft When we were 1-0 down, this is what i thought he'd go to.

[Loki @Loki_bobble]

@Matrix_B0SS Same, just a bit gutted I didn't take profits in $sive and put more in space now its dropped aswell as robotics and others... I'm not a trader though so ill never predict tops and bottoms, all I can do is find mid/ long term investments and hold. $sive has amazing upside IMO.

[Loki @Loki_bobble]

@user637826 Interesting!

[Loki @Loki_bobble]

@napoleon21st We don't know the price the shares were bought at though, its usually a bit lower than the price at close in these circumstances IMO.

[Loki @Loki_bobble]

@baroninvestment We are overdue some news aren't we? $85m debt package and arrival of the mining fleet?

[Loki @Loki_bobble]

@LeopoldATracker 6. Space coz its cool 😁

[Loki @Loki_bobble]

@michael_rigoni @SiversSemicond 6 months before it goes above 8 or 9 euros though at a time when space and robotics are rallying.

[Loki @Loki_bobble]

@retail_mourinho Don't you think it'll drop Monday and tuesday also?

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@JClaydog @aleabitoreddit Very frustrating for those that have been averaging up but everything's down so I'm not too worried.

[Loki @Loki_bobble]

@TT_stocks_ $tun

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@itschrisray Also rare earths $tun, $usar are my favourites.

[Loki @Loki_bobble]

@itschrisray Im the same and have chosen Photonics, its pretty popular and many think will grow the way memory did through the next 18 months. Space stocks are down almost 60% so are a great entry (but might still fall a bit more)

I looked at healthcare and decided to pass on it.

[Loki @Loki_bobble]

@hewantswealth Only the interest is taxed, still shit though!

[Loki @Loki_bobble]

@hamptonism What about all the space stocks 58% down

[Loki @Loki_bobble]

@zuguoren_China @napoleon21st Space stocks have fallen 50% in June... most of the market is down

[Loki @Loki_bobble]

@PepInvestStocks @aleabitoreddit Its moat seems to be more about a supply chain independent from Asia than the tech itself, just missed a huge revenue target and they dilute allot. I agree its interesting but it feels a bit early for a long term investment.

[Loki @Loki_bobble]

@DeltaSierra4 @2147mill Thanks