PastNPresent

[PastNPresent @PastNPresent3]

@asklivermore Hello, witht the war ending, do u see lower risk of head and shoulder from the broader mkt perspective such as QQQ?

[PastNPresent @PastNPresent3]

@asklivermore How do u see today’QQQ strong rebound. Would there still be considerable chance of a H&S

[PastNPresent @PastNPresent3]

@growthrapidly $MTPL

[PastNPresent @PastNPresent3]

@GuyTalksFinance I bought. It is time to dip more!

[PastNPresent @PastNPresent3]

@Gubloinvestor @nikitabier They shld just ban same profile picture of u from commenting in ur post, or just label potential scam…

[PastNPresent @PastNPresent3]

@pakpakchicken How long more do u think the downside will last?

[PastNPresent @PastNPresent3]

@aleabitoreddit Sive is number 2, that could 30x. What abt AAOI?

[PastNPresent @PastNPresent3]

@asklivermore While the mkt drops, do we also add slowly to tech stocks. But it feels like buy the dip, it dips more

[PastNPresent @PastNPresent3]

@pakpakchicken Normally ur PTSD is early

[PastNPresent @PastNPresent3]

@asianinvestors I thought i going to be a bag holder 🥲

[PastNPresent @PastNPresent3]

@Sofigoodboy Feel like the fund is purposely lowering the sive mkt so they can buy cheap

[PastNPresent @PastNPresent3]

@aleabitoreddit Could it be they are trying to lower the stock price so that index inclusion can buy at a better pring

[PastNPresent @PastNPresent3]

@aleabitoreddit Would the nasdaq inflow next week be sell the news?

[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

[PastNPresent @PastNPresent3]

@aleabitoreddit Kinda like clock work. I lmost sold but remember US buyers are waking up!

[PastNPresent @PastNPresent3]

@aleabitoreddit What are u views on the current all time high danger in the broad mkt, couple with high yield rate. Are u concern in the impact to SIVE?

[PastNPresent @PastNPresent3]

@asklivermore Congrats. How long it took u to reach ur goal and do u hv a day job?