Jo sóc CDR

[Quim Gonter @q_u_i_m_]

Hi ha catalans que estan farts del fenomen -innegable- d’immigració massiva que patim, i es plantegen votar VOX excepcionalment.
La realitat és que aquest partit no farà res contra el fenomen migratori, perquè no té ni els collons ni els interessos. L’única cosa que farà VOX és, com sempre, anar contra Catalunya.

[Antoni Gelonch @Antoni_Gelonch]

Aquest video, captat d @jccalbet, demostra 4 coses:
-estem en fase acció-reacció,
-d moment, estem en un empat sostingut d’impotències,
-el 1-O es va tancar en fals, i la seva continuació també,
-el sentiment i la gent hi son, falta direcció i organització

[Serenity @aleabitoreddit]

If I had to be critical of $SIVE earnings:

1. Management underweighted the two disclosures that matter most.

-> 6 pluggable engagements
-> Foundry capacity (during an industry bottleneck)

That's the most important part of the call and should have been the focus to provide economic scale of them. But we got 2-3 sentences about it.

And it shouldn't take an Anime avatar on X to talk most about the implications of those.

2. CFO needs retraining or bring on a new one.

The lawyer like answers were infuriating to listen to as a shareholder. Even I got pissed off with this statement:

"we will evaluate the timing and decide whether the conditions are right to move forward at that particular time."

It should be a 100% given by now they file for dual listing to escape hostile Swedish markets.

Shareholders didn't fund a future growth type company to hear lawyer-like answers.

Again, this was probably one of the worst answers the CFO could have gave and there needs to be firm commitment along with faster timelines.

3. $70M should have gone toward M&A and dual listing.

-> Brutally honestly speaking, it's a waste of capital to focus on hybrid manufacturing at this stage and I was disappointed to hear this during this timeframe.

It's eventually needed but with 2 foundry suppliers

-> You have a ton of new capital and large marketcap.

Use it to pull $AVGO style acquisitions of Cloud Light style IP for pluggables or optical engines.

Lumilens went from 0 -> $5.5B in 2 years and now with hyperscaler engagements.

Sivers should expand out of the laser chokepoint as fast as possible and not stay just a component vendor.

And most of all, who cares about competing with customers? If a customer says: "if you do pluggables, we'll go with other players for lasers"

who?? $LITE / $COHR / $AAOI reroutes their lasers to internal usage. Lot of your Asian players already allocated.

Abuse the current bottleneck as much as possible because there's almost no qualified choices left.

And I'm certain all the partners are trying to vertically integrate upward toward the laser level too and compete.

If there was a new OE/pluggable accusation attempted during the Q2 time frame, things would have been a lot different.

_

TLDR:

$SIVE should aim to be the next $LITE and blitzscale like a Silicon Valley company.

Use that $70m capital to move faster H2, and at the bare minimum finish readiness then. And expect NASDAQ listing to be finished H1 2027.

Not "evaluation" at that timeframe.

And use the capital + equity to expand downward into optical engines/ELS/optical transceivers using your equity valuation, and buy a Celestial/Ayar/Cloud Lite type startup.

As for the wording of the call, markets care about economic value of the foundry allocation + 6 pluggable players, not other business segments.

$SIVE has been extremely conservative to date, but
they need to speed up and communicate to forward looking US/Int shareholders.

Not geared toward local Swedish audiences who care about Q2/TTM revenue.

Otherwise they'll be treated like an Asian component supplier and eventually be valued like an EU one.

[Serenity @aleabitoreddit]

Yes. I genuinely don't have a clue why $SIVE still focuses on local Swedish markets for communication/private fundraising.

Over the US.

The questions you get from Swedish heavy audiences include:

- Leading questions like how would you "stop the bleeding"
- "Why can't you disclosure your private customers"
- Why focus on transceivers (it's obvious)
- Implications for non-photonics orders

So 1/3rd of the time, the CEO needs to be defending leading/accusatory questions around what "opportunity pipeline means"

US analysts would have pressed:

- Economic implications from 2 foundry allocations during a bottleneck + ASP hike/operating leverage
- Around much capacity revenue would those allocations lead to (half of AOI calls are around those from US analysts)
- $GFS NPO/CPO/pluggable scale implications and downstream end customers opportunities
- Ayar / CPO player 2028 ramp (that happened to raise $500m+) or other products like ELS production with O-net and TAM opportunities there.
- How big those 6 new pluggable players were, rather than asking "why can't you disclosure them"
- Clarifying CFO legalposts around listing timeline and M&A TAM expansion opportunities

So investors can get a sense of future growth for 2027-2028.

Instead, the way leading questions are framed/answers, the entire calls were focused around current financials (which US investors don't care about), non-photonic implications, or skepticism of wording.

Rather than exciting US investors about economic implications from their time in a CW laser bottleneck.

The more time $SIVE spends in Swedish markets, the more they will be valued as such.

[Jo sóc CDR @RepublicaLliure]

@TheProfInvestor First thing I do when I get into X, is watching ALL your last posts. Please, keep going! Love your work, so useful for starters like me

[TΟΝΙ RΟS @ToniRos26]

Què hi fot, aquest porc traïdor, disfressat amb l'estelada? @junqueras Encara se'n recorda, de la lletra dels Segadors, l'estimador d'aspanya? No se l'acaba, la barra? Mireu quina cara de convicció que té...

[La Psicòloga del Born @psiborn]

Em sap greu explicar això, però el meu compromís és amb la veritat. Aquest admirador de Llarena és l'advocat que ha triat el Barça per defensar el noi torturat a Elx, el sistema sempre ha controlat l'independentisme a través de les defenses legals. Només tenim @Pro_Cassandra

[Pau Vidal @pauetvidal]

A Elx va ser un poli, però al dispensari és un metge, a l’aeroport un empleat de lloguer de cotxes i al jutjat un secretari. I el resultat és el mateix.

[Banana3 @Banana3Stocks]

$NVDA $MU $SPY $QQQ

There is no AI bubble

We are in the 2nd inning

Micron and Nvidia multiple compression means the market thinks they have peaked

Not even close

The most advanced and most important technology humans have ever created actually deserves a bubble

So we have 7 more innings to go and then bubble territory

Not bubble territory in the 2nd inning 🤦‍♂️

We have too many money managers that aren’t qualified to understand the complexity of this technology that have an unquenchable thirst to call or time the end of the AI cycle 🤦‍♂️

[Acció Cassandra @Pro_Cassandra]

🔴 CAS VASALLO GIRÓ RAC1
La Generalitat va arxivar sense investigar la denúncia contra RAC1 pels comentaris que titllaven el català de «llengua feixista».
⚖️ Presentem recurs d’alçada: exigim que s’analitzin els fets, s’obtinguin les gravacions i es motivi la decisió.
👇
https://t.co/7cvmFBN49S

[Pau @semprequifalaf1]

dedicat a tots els subnormals de "vaig amb espanya perquè juguen molts del Barça".

[Rania Benjelloun @BenjellounRani]

The Spanish police brutally beaten Barça's fans and stealing their pro independence flags. Scandalous😡 #SpainIsAFascistState

[El Cavall Negre @SaltantQuadrats]

No sé què us penseu

Si cal, justificaran inclús a un mort

Si la policia treu la pistola i li fot un tret al noi, no us preocupeu que tindríem a les bèsties tarades justificant-ho

Ells ho tenen clar: ens volen exterminar

[Kim Dorca @Savallsblog]

El plan sempre és el mateix.

La policia pega a un català de manera salvatge?

La dreta espanyola diu que s'ho mereixia.

L'esquerra espanyola diu que si peguen un immigrant no ens quiexem tant.

El plan sempre és "a por ellos", els uns i els altres.

Només ens tenim a nosaltres.

[ToniStrubellTrueta🎗️República Catalana @tonistrubellt]

Un català pot decidir no ser independentista. Ara, ha de saber que no ser-ho, deixa en mans d'un estat històricament hostil el control (i espanyolització intensa) de la seva vida, l'extinció de la seva llengua i la substracció sistemàtica dels seus recursos

[MarxXxiste☭ @MarxXxiste]

Les tres darreres agressions físiques desvergonyides de la policia:

-Mestra a València
-Manifestants pacífics a Palma
-Menor d'edat del Barça a Elx

Tots tres abusos indiscriminats "casualment" contra catalanoparlants.

[Yann Servais 𝍎𝌆 @Yann2229354456]

Force et soutien aux Catalans qui doivent faire face aux brutes épaisses de la policia nacional espagnole pour avoir simplement été en possession d'une Estelada, le drapeau indépendantiste catalan. L'Europe ne doit plus fermer les yeux sur la catalanaphobie qui existe en Espagne

[Sivers-Semiconductors @SiversSemicond]

Sivers will publish its Q2 2026 Interim Report tomorrow on August 27.
As we head toward Q2, it’s worth looking back at where we left off.
In Q1, Sivers reported a 77% YTD increase in its opportunity pipeline to $799 million, while highlighting multiple customer product ramps across Photonics and Wireless expected to drive growth into 2027.
Catch up on the Q1 report and investor materials ahead of next week’s update: https://t.co/C0ZfGnJAir

[Bernat Deltell @Bernat_Deltell]

Per al president @salvadorilla hi ha catalans de primera i de segona. Uns reben cops de porra, són insultats quan usen la seva llengua i pateixen constants menyspreus judicials. Els altres són els descendents dels qui van guanyar la guerra el 39. Illa fa temps que va triar bàndol

[Defensa dels Països Valencians @ddelvalensiano]

Aquesta setmana hem parlat molt de lo de les rodalies, però aquesta imatge il·lustra perfectament com ens tracta Ñ en tots els terrenys (infraestructures, llengua, cultura, finançament, model econòmic...
És com al vídeo però a poc a poc, repartit dia/any/segle rere dia/any/segle.