🎒 Middlesexkid 🇵🇸🇵🇸🇵🇸🇵🇸

Retail and E-commerce Health Consultant Nutritional Advisor Practices Meditation Spirituality and Healing Therapies Cancer Survivor

[🎒 Middlesexkid 🇵🇸🇵🇸🇵🇸🇵🇸 @Middlesexkid]

Aga Khan Centre to be inaugurated during Mawlana Hazar Imam’s Diamond Jubilee visit to the UK https://t.co/5iFHfKl5F2

[Zachary Foster @_ZachFoster]

Imagine if 8,000 Israeli Jews were missing to this day.

We’d get minute-by-minute updates on their status. We’d know the names of all 8,000 of them.

But because they are Palestinian …. mainstream media is totally indifferent …. they have been completely forgotten.

[Paradis Labs @ParadisLabs]

Analysis & Signals on $SIVE x $JBL Earnings (tomorrow):

Reminder: Sivers announced a collaboration with Jabil (Apr 26) to develop a 1.6T LRO pluggable transceiver for AI data centers.

Jabil's AI numbers are a leading indicator of the end demand that sizes Sivers' TAM, with their 1.6T LRO program as a direct demand channel for Sivers' DFB lasers.

Key signals from $JBL's earnings that reinforce $SIVE's bull thesis:

1. 1.6T LRO transceiver program + ramp timing into 2027
2. TAM expansion via raising FY2026 AI revenue
3. Commentary on optical component/laser supply tightness (links to InP scarcity tailwind)

TLDR on each point:

1. 1.6T transceiver program

1.6T / SiPho / CPO commentary has the highest impact on Sivers directly.

Jabil usually highlight ramp timings etc, so even something like "1.6T pipeline strong / photonics scaling" reinforces the program's commercial trajectory.

Which in turn would be positive read-through for Sivers' tech.

Ofc, Jabil are unlikely to name a component supplier on an earnings call, and has many optical irons in the fire like its own $INTC derived SiPho, CPO, NPO.

And just as a caveat: Jabil thriving in optics does not require Sivers to win...Jabil could source lasers elsewhere or lean on internal/SiPho content.

2. TAM expansion

AI durability / 2027 framing will frame Sivers' own timing.

Sivers' photonics ramp is mainly a 2027+ story, where management say "multiple ramps on track for 2027".

Jabil's Q2 call already flagged:
- A second hyperscaler ramping in Mexico
- A third in discussions
- A margin-expansion/growth setup for FY2027

So continued confident 2027 framing directly supports Sivers' conversion window.

3. Commentary on optical component/laser supply tightness

Jabil flagged memory (DDR4 and below) + PCB constraints at Q2.

Any commentary on optical component or laser tightness would corroborate the InP-scarcity tailwind that is central to the Sivers "structural chokepoint" thesis.

E.g. $NVDA has pushed laser lead-times past 2027 + InP is constrained which supports Sivers' InP laser scarcity tailwind.

---

Just as a high level summary on the most impactful read-throughs for Sivers.

Where Jabil's earnings tomorrow can prove that optical/AI TAM is growing via their photonics/1.6T efforts.

However, it cannot prove that Sivers wins volume against vertically integrated rivals like $COHR / $LITE, or the dollar value / margin of Sivers' content.

That is the point I've been highlighting for a while....management execution and deal flow.

Ultimately, the Jabil program is a pluggable (LRO) play for the near-term, high-volume architecture for Sivers.

With Sivers' CPO exposure running mainly through Ayar Labs, $GFS, $POET, and O-Net/Enablence.

[مجيد موسوي Majid Moosavi @moo0sai]

🚨 Official Announcement.

To all free people of the world
This is the only official account of Brigadier, Majid Moosavi.

affiliated with IRGC Aerospace chief.
following the closure of the previous account
​Please share and support to counter all fake accounts

[Ahmed Sewehli @LibyanIntegrity]

Police arrest 78 year old retired psychiatrist Dr Anne Read for the third time as she is classed as a terrorist under current UK law introduced by Keir Starmer.

[Suppressed Voices @supressedvoic]

She's right

[La Catrina Norteña @catrina_nortena]

🚨 ESTE ES EL VIDEO QUE FIFA OCULTO Y QUE EL CLUB DE EPSTEIN NO QUIERE QUE EL MUNDO VEA

Valientes Iraníes rinden tributo con MINAB 168 en el juego en Los Ángeles por los cientos de niños que fueron asesinados en una escuela en Irán por un Misíl Tomahawk de Estados Unidos...

[Duke Of Nigeria. @xagreat]

Paying Tribute to the 168 school girls murdered by Donald Trump

[Hamza Yusuf @Hamza_a96]

Homes in 'Ma'ale Adumim' were promoted at this event - an illegal settlement a few km from where my family reside in the West Bank, which continues to expand, cutting up roads, restricting movement, and suffocating Palestinian life.

And the Labour government let it go ahead.

[Daniel Mayakovski @DaniMayakovski]

Recordemos como los francotiradores supremacistas sionistas actúan en Gaza:

"Todo el que vive en Gaza es Amalek, si lees la biblia los palestinos son el Amalek de nuestro tiempo. Disparé a un palestino que estaba arrastrando un cuerpo de otro que maté, realmente no me importa".

Daniel Raab, francotirador sionista y colono proveniente de EEUU, mató a un joven palestino de 19 años en Gaza, luego mató a su hermano cuando intentó recuperar el cuerpo y después mató al padre que intentó recuperar a sus 2 hijos muertos.

[Charles Archer @that_stocks_guy]

#ALRT

We're still just getting started.

https://t.co/SPCqewKTzs

[Ryan Rozbiani @RyanRozbiani]

What a Joke

🇮🇷🇺🇸 U.S. Gave an Iranian World Cup Player, Mehdi Torabi, a Visa Good for only ONE Entry

Torabi used it for the New Zealand opener in Los Angeles. The moment that match ended, his visa was expired.

The U.S. forced Iran to base in Mexico, leave American soil after every game, and re-enter for the next one. Under a setup built entirely on repeated entries, they handed one player a single entry.

The Iran Football Federation has taken steps to obtain a new visa for Torabi so that he can accompany the national team in upcoming matches.

This was NOT an accident.

[Dr Rahmeh Aladwan @doctor_rahmeh]

NHS Dr @NadimHCr was suspended MID‑SHIFT for opposing genocide. I am currently listening to his Orwellian employment tribunal and his witness's story will shock you.

Dr David Patch is a senior British consultant who also posted against the genocide and starvation in Gaza.

What happened?
Two jewish GPs reported Patch to his hospital. They claimed (threatened) that they would NOT refer their patients to him because of his political views. UKLFI reported him to the medical regulator (@gmcuk).

What did his trust, the Royal Free Hospital in London, do?

Asked Patch to delete his posts. Sent him to occupational health. Made him sign a behavioural contract.

For opposing genocide and 'israel'.

One of the posts he was made to delete said:
'The Holocaust of Gaza is a stain on humanity.'

Dr Patch has worked at the Royal Free for over THIRTY years. Dr Crowe had worked there for FIFTEEN years.

And this is how they were treated.

This is how zionists use their positions of power in society to silence British citizens and healthcare workers.

Power to Nadeem for fighting back against his unjust suspension and for our freedom of speech in Britain. May justice prevail.

[Sulaiman Ahmed @ShaykhSulaiman]

BREAKING: HEZBOLLAH LEADER SHEIKH NAEEM QASSEM IN A LETTER TO IRAN’S GHALIBAF:

“We have always said that Iran has given everything to Hezbollah, the resistance, and the people of Lebanon and has taken nothing from them.

Iran has provided us with facilities, the power to liberate our land, to heal the wounds of our society, and to help it. Now Iran is shedding blood, confronting the Zionist regime's attack in response to its assault on southern Beirut's Dahieh, and enduring the consequences that herald a war with great sacrifices. I say loudly: Iran is a symbol of dignity and honor.”

[LIBERTA DEPRE @liberta___depre]

Amir Ghalenoei, técnico da Seleção do Irã, após o empate contra a Nova Zelândia: ''Somos a seleção mais oprimida da história da Copa'.

"Nem nós sabemos [porque vamos ter que sair] e é realmente engraçado. O planejamento da nossa equipe é feito em um lugar, mas a decisão final é tomada em outro. Deveríamos ter vindo para Los Angeles duas noites antes do jogo, mas não permitiram. Nosso plano era ficar aqui esta noite, descansar e voltar amanhã à tarde, mas mesmo assim não permitiram, e eu não sei por quê.

É por isso que digo que a seleção iraniana é talvez a mais oprimida da história da Copa do Mundo. O presidente da federação não está aqui, o gerente da equipe não está aqui, o gerente interno da equipe não está aqui, o departamento de mídia não está aqui. Parte das responsabilidades pré-jogo que deveriam ser da diretoria ficaram a cargo da comissão técnica, enquanto o foco da comissão técnica deveria ser em questões técnicas. É por isso que digo que somos a seleção mais oprimida da história da Copa do Mundo."

Via: @UOLEsporte

📷Getty Images

[InfoGram @_InfoGram_]

🇧🇾 Belarus President Lukashenko brutally EXPOSES Trump and Netanyahu 🔥

He said: Does the 🇺🇸 U.S. have nukes? Yep. 🇮🇱 Israel also has nukes but stays quiet about it.

So 🇮🇷 Iran could say, “Why can’t we have nukes?” Even Pakistan does. Why can’t Iran?

If we really want fairness, we should get rid of all nukes, bit by bit. 🔥🔥

But if nukes are what keep you safe from attack, then Iran has the same right as anybody else to have them for defense.

Brutal truth by him👏. What a brave leader 🔥

[🎒 Middlesexkid 🇵🇸🇵🇸🇵🇸🇵🇸 @Middlesexkid]

Nice

[Michael | Hypermarkets @itsmichaelluu]

$SPCX makes $20B/year with $2 trillion valuation.

Its revenue will 100x in a few years says $GS.

These 20 companies will explode 10x-20x with $SPCX:

LAUNCH & INFRASTRUCTURE

1. $RKLB (Rocket Lab) — Small satellite launcher, competes & complements SpaceX launch cadence

2. $ASTS (AST SpaceMobile) — Direct-to-cell satellite network, mirrors Starlink Mobile ambitions

3. $LUNR (Intuitive Machines) — NASA lunar lander contracts, Starship Moon mission ground support

4. $RDW (Redwire Space) — Manufactures solar arrays and hardware for satellites and space stations

5. $MNTS (Momentus) — In-space transportation, moves payloads after SpaceX delivers to orbit

SATELLITES & CONNECTIVITY

6. $VSAT (Viasat) — Competing satellite broadband, acquires customers Starlink will absorb

7. $MAXR (Maxar Technologies) — Earth observation satellites, data sold to DoD & NRO like Starshield

8. $GILT (Globalink) — Satellite ground infrastructure connecting Starlink-adjacent networks

9. $IRDM (Iridium) — L-band satellite network, potential Starlink Direct-to-Cell displacement target

10. $TSAT (Telesat) — LEO broadband constellation, competes directly with Starlink globally

DEFENSE & CLASSIFIED

11. $LMT (Lockheed Martin) — Pentagon space contracts, NRO partner overlapping Starshield territory

12. $NOC (Northrop Grumman) — Classified satellite buses, DoD space contracts Starshield competes for

13. $RTX (Raytheon) — Space-based missile defense systems, DoD customer SpaceX serves

14. $KTOS (Kratos Defense) — Satellite ground systems and space communication infrastructure

SEMICONDUCTORS & COMPUTE

15. $NVDA (Nvidia) — AI chips powering orbital compute satellites, critical to AI1 constellation

16. $INTC (Intel) — TerFab chip factory partner in Texas alongside $SPCX and $TSLA

17. $AVGO (Broadcom) — Custom ASICs for satellite modems and RF communication chips

GROUND SYSTEMS & POWER

18. $BSFC (Blue Safari) — Satellite ground station network enabling Starlink data offload

19. $EOSE (Eos Energy) — Grid-scale battery storage powering $SPCX launch facilities

20. $NEE (NextEra Energy) — Largest renewable energy provider supplying $SPCX launch & data centers

I'm 100% adding $SPCX long term + 3 space leaders.

♻️ RESHARE this post and write 1 comment, I'll share my favorite SPACE stocks under $20 with you.

[Gianl1974 @Gianl1974]

BREAKING: JD Vance just accidentally confirmed the DIRTY SECRET about Trump's Iran deal.

JD Vance went on CBS News and tried to spin Donald Trump's Iran deal. Instead, he CONFIRMED exactly how badly Trump got fleeced.

CBS correspondent Ed O'Keefe asked Vance point-blank whether Iran would have access to a $300 BILLION reconstruction fund. Vance's answer? Essentially yes — "funded by the Gulf Coast coalition so long as they honor their end of the obligation."

So let's do the math that the Trump administration desperately doesn't want you to do. Let's compare Trump's Iran deal to the one Republicans spent a DECADE calling the worst deal in American history — Barack Obama's.

OBAMA'S IRAN DEAL:
• $1.7 billion in unfrozen Iranian assets
• In exchange for a 98% reduction in Iran's uranium stockpile
• And strict limits capping enrichment at 3.7%

TRUMP'S IRAN DEAL:
• $24 BILLION in unfrozen assets and cash
• A $300 BILLION reconstruction fund
• Lifted sanctions
• In exchange for an "opened Strait" under Iran and Oman's control

Read those numbers again. Trump is handing Iran roughly FOURTEEN TIMES the unfrozen cash Obama did — plus a $300 billion reconstruction windfall — after starting a war that nobody wanted, spiking gas prices, and killing the existing ceasefire because he found negotiations "boring." AND the deal just kicks what happens with Iran's uranium stockpile to future negotiations!

Republicans screamed for YEARS that Obama "gave Iran billions" and "appeased the mullahs." They called his deal treasonous. They tore it up. And now their guy is giving Iran an order of magnitude MORE money for a far weaker arrangement.

But here's the part Vance accidentally revealed. He warned that Iranian hardliners would "over-emphasize the benefits that Iran gets while under-emphasizing all the things they have to concede."

That's PROJECTION. Because it's the TRUMP administration that's been over-emphasizing the "wins" while burying the $24 billion, the $300 billion fund, the lifted sanctions, and the fact that the strategic Strait would fall under Iranian and Omani control. Vance is accusing Iran of doing EXACTLY what his own administration is doing — hiding the real terms of the deal from the public.

The man who promised to be tougher than Obama on Iran just handed Tehran the biggest payday in its history — after dragging America into a war first.

$1.7 billion versus $324 billion. That's the difference between Obama's "terrible" deal and Trump's "great" one.

Someone should mention that.

Please like and share!

[InfoGram @_InfoGram_]

🇹🇷Turkish President Erdogan has given BELT TREATMENT to Netanyahu. 🔥

He said: "Bibi started a crisis that pushed our region and the whole world right to the edge.

Their plan to turn brother against brother flopped, and trying to stir up trouble between Turks, Arabs, Kurds, and Persians also failed.🔥

Anyone walking in Hitler’s footsteps today better remember how that story ends for tyrants."

What a courageous leader Turkey has.👏🔥

[Consilience @lyonsnicholas1]

@ZackPolanski At least you are brazen about supporting Terrorists, Keir has developed a more subtle approach…

[Operation Epstein's Fury @RackerBob]

@ZackPolanski These guys want to tell you who a "terrorist" is: