Quality Growth Capital

Engineer.
Learning everyday about Micro/Smallcap selection:
$IREN, $ONDS, $OSS, $LPTH, $SATL, $PNG.V.
Smaller : $ZMDTF, $FTG, $RW.V, $VST.CN, $NPTH.V

[Serenity @aleabitoreddit]

I think the implications of JP Morgan's disclosure of buying 5.25%+ of $SIVE is a lot greater than people think.

> $135M is pennies to US institutions. They can easily acquire 25% with their capital.

They're just constrained by the amount of float that's available from retail to buy.

> Signals to other institutions that other large institutions are buying up the float.

Which triggers more institutional interest.

> Given float is heavily shorted by Swedish Hedge Funds and random algorithmic ones.

If large US institutions like JP Morgan are starting to buying the float, it's a blaring signal to start and cover.

Of course, most of all, this is validating thesis of giving ideas to retail first to frontrun the institutions + the next CPO supercycle.

[Quality Growth Capital @QGrowthCap]

@MoneyPrinter0x At least they show it as a customer

[vlmk @vlmkapital]

$LPK

Explicit mention of LPKF LIDE in EBINAX materials. EBINAX is a Japanese glass-processing / TGV house. They work with "major semiconductor makers", but no customers are named

[Quality Growth Capital @QGrowthCap]

$AMPG from red to green +12%

[Johan N. @rk8215]

BREAKING: $AMPG LAUNCHES A NEW WEBSITE. AMAZON $AMZN & NVIDIA $NVDA LISTED AS A CUSTOMERS!

Amplitech just released new website and first time ever they are listing $NVDA and $AMZN as their customers.

We were wondering who were the Fortune 50 customers and I guess we just got the answer.

This is absolute game changing news and I do believe the new website was released strategically now before the new contracts which they said they would announce soon.

https://t.co/E8FjmN9hNR

[ChinoAleman @chinoalemano]

🚨 JUST IN: $AMPG, the only U.S. 🇺🇸 company with a 64T64R O-RAN radio, was the sole vendor of its configuration at the O-RAN ALLIANCE Global PlugFest Spring 2026.

Validated interoperability alongside AT&T, Deutsche Telekom, Orange & Rakuten Mobile. 📡

[Quality Growth Capital @QGrowthCap]

From red to green, lovely day, nice opportunities to buy dips.
$ONDS $XFAB $SIVE $AAOI

[Quality Growth Capital @QGrowthCap]

All AI/ Optophotonics sectors are red, it's not only your $IQE, $SIVE, $SOI, $XFAB, $MRVL, $NVTS, $EWY,...... When this happens just relax and buy the dips, it's not your stock problem, zoom out

[Quality Growth Capital @QGrowthCap]

@Agent_31337 Going in with you

[Quality Growth Capital @QGrowthCap]

@ChairmansLedger I always love to bring back this pic in these situations

[Quality Growth Capital @QGrowthCap]

Best summary of markets right now, after x2/x3/x4/x5... YTD
Patience makes money
$SIVE $DRAM $EWY $ONDS $MU $MRVL $XFAB

[Quality Growth Capital @QGrowthCap]

@ChairmansLedger

[Quality Growth Capital @QGrowthCap]

😂

[The Chairman's Ledger @ChairmansLedger]

I’m seeing a lot of red pre-market.

This has me very worried.

It must mean all my companies are failing, every thesis is broken, and the future has been cancelled overnight.

I’m going to act on the emotion immediately, sell everything, then try to buy it all back lower once I feel smart again.

[Quality Growth Capital @QGrowthCap]

All AI/ Optophotonics sectors are red, it's not only your $IQE, $SIVE, $SOI, $XFAB, $MRVL, $NVTS, $EWY,...... When this happens just relax and buy the dips, it's not your stock problem, zoom out

[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.

[Quality Growth Capital @QGrowthCap]

@Courage_wins It was a funny ride, I still got out with profits so not bad, but worst management ever

[BMSInvests @BMSInvests]

$ONDS

🚨👀 BREAKING: OMNISYS HAS BEEN SELECTED BY A GLOBAL CUSTOMER AS THE SOLUTION TO LEVERAGE ITS AIRBORNE ELECTROMAGNETIC ASSETS‼️

🗣️ “This contract is further proof of the trust our customers place in BRO as a force multiplier for complex mission planning in contested environments.”

Already winning new contracts for $ONDS 👊🏻

[Quality Growth Capital @QGrowthCap]

@ive_m5 how is that the shares outstanding was not public?

[Quality Growth Capital @QGrowthCap]

@memory_gcr New 13G?

[Quality Growth Capital @QGrowthCap]

@teambullish

[Quality Growth Capital @QGrowthCap]

@knedoycap Classic swedish shorters price action in the morning to get bought by americans in the afternoon