Roger

Investor in technology

[Ash Crypto @AshCrypto]

BREAKING: X will soon add Buy and Sell buttons for crypto, allowing 600 Million+ users to trade crypto directly from their timeline.

[Aster 🥷 @Aster_DEX]

USDG deposits and withdrawals via Robinhood Chain are now supported.

Another direct route into Aster.

[Roger @Roger_Rod99]

$aster

[BSCN @BSCNews]

Aster launches USD1-denominated RWA perpetuals with liquidity backing from World Liberty Financial

@Aster_DEX has listed five perpetual markets settled in solana:USD1ttGY1N17NEEHLmELoaybftRBUSErhqYiQzvEmuB, covering SPCXUSD1, CLUSD1, XAUUSD1, SNDKUSD1 and SKHYNIXUSD1, calling them the first RWA perps denominated in the stablecoin. More markets are set to follow under its AOS-2 listing standard.

A dedicated growth fund backs liquidity across the pairs: 250M ethereum:0xda5e1988097297dcdc1f90d4dfe7909e847cbef6 from @worldlibertyfi and 12.5M USD1 from Aster, worth around $28M combined at current prices.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 President Trump says America will remain the undisputed leader in Bitcoin and crypto.

[Ondas Inc. @OndasHoldings]

Ondas has been awarded a multi-million-dollar strategic tender by the Israeli Ministry of Defense to develop Digital Bat, a next-generation low-cost tactical attack drone platform for frontline combat units.

The program covers the aerial platform, autonomy, mission software, production readiness and command-and-control integration, aligned with priorities driving the U.S. Drone Dominance Program. $ONDS

https://t.co/Oa9BljkkZK

[Mikael Wåhlin @Plaskpojken]

Connecting the dots: Why Aeva’s ($AEVA) major AI Data Center announcement is a massive win for Sivers Semiconductors ($SIVE / $SIVEF) 🧩⚡️

Today (Aug 5, 2026), Aeva released its Q2 results alongside a milestone press release: Aeva is officially launching its Optical Connectivity business to bring high-power optical sources and silicon photonics to next-generation AI data centers (NPO/CPO).

Even more importantly: Aeva signed a Joint Development Agreement with a leading optical engine provider to supply a major hyperscaler, with initial deployment targeted for H2 2027 and a full production ramp in 2028.

Here is why Sivers investors should be paying close attention:

1️⃣ Sivers is the Laser Engine Under Aeva’s Hood
Aeva’s proprietary optical platform doesn't build Indium Phosphide (InP) lasers in-house; it relies on established foundry partners like Sivers Photonics for custom high-power DFB lasers. As Aeva expands into External Laser Small Form Factor Pluggable Source (ELSFP) modules for AI hyperscalers, Sivers' InP laser sources are poised to be inside those modules.

2️⃣ The SEK 700M Capital Raise Suddenly Makes Total Sense
Remember on July 1st when Sivers executed a massive SEK 700M directed issue, with CEO Vickram Vathulya stating the capital was needed to "proactively expand InP manufacturing capacity given long lead times"? Now we know why. Securing volume commitments for a major hyperscaler deployment starting in H2 2027.
Sivers fortified its balance sheet in July so the capacity could be expanded in time for Aeva’s 2027/2028 ramp.

3️⃣ Industrial & Commercial Volumes are Real TODAY
While data centers provide the 2027 hyper-growth option, Aeva’s Q2 earnings confirm that commercial volumes are already scaling:

Industrial Validation: German industrial giant SICK officially launched its first commercial sensor powered by Aeva’s Eve technology and named Aeva its 2026 Supplier of the Year.
Heavy Trucking ADAS: Commercial vehicle leader Bendix selected Aeva’s 4D LiDAR for Class 8 trucks across North America.
Rock-Solid Liquidity: Aeva raised $115M in Q2, bringing total liquidity to $302.9M . Counterparty risk for Sivers is virtually zero.

4️⃣ Sivers Now Has a "Triple AI Engine"
This positioning gives Sivers a diversified, multi-channel exposure to the global AI optics buildout:

The Foundry Path: Sivers' CW lasers integrated directly into GlobalFoundries' SCALE™ silicon photonics platform & joint ELS modules.

The System / Sensor Path: Sivers' high-power InP lasers embedded into Aeva's Optical Connectivity modules for major hyperscalers.

The Tier-1 Transceiver Path: Sivers' DFB lasers powering Jabil’s 1.6T LRO (Linear Receive Optical) pluggable modules for AI data centers.

🔮 The Verdict
The market used to view Aeva purely as a long-dated automotive LiDAR play. Today's expansion into AI datacenter connectivity transforms Aeva—and by extension, Sivers Photonics—into an active participant in the AI hardware boom.

With both companies capitalized with hundreds of millions in cash and locked into 2027 hyperscaler roadmaps, the deep-tech thesis is playing out exactly as planned.
#Semiconductors #AI #SiliconPhotonics #LiDAR #DataCenter #SATCOM #SiversSemiconductors

Disclaimer: I am a shareholder in both Sivers Semiconductors ($SIVE) and Aeva ($AEVA). This post reflects my personal analysis and thoughts, not financial advice. Always conduct your own due diligence—investing in financial markets involves risk.

[Ondas Inc. @OndasHoldings]

Ondas announces that Ondas Defense has appointed former Mossad Director David Barnea as Global President and Chairman.

Barnea will support global expansion and the integration of Ondas' AI-enabled, multi-domain defense platform spanning Aerial Security, ISR, Precision Strike, and Autonomous Ground Systems. 
$ONDS

https://t.co/wWYlTwuoCW

[BMSInvests @BMSInvests]

$ONDS

🚨👀 IRON DRONE RAIDER HAS OFFICIALLY BEEN PROCURED BY THE ISRAELI MOD TO DEFEND AGAINST HEZBOLLAH’S FIBER-OPTIC DRONES‼️

As reported by Haaretz today, the Israeli MoD has spent the last two months testing a layered system which includes radars, sensors and Airobotics Iron Drone Raider..

The MoD have spent roughly 1.5B shekels on the procurement of these systems, which equates to around ~$490M.

Officials believe this layered CUAS solution will eventually achieve >90% interception rates against fiber-optic drones.

Massive win and validation for $ONDS 👊🏻

[Bull Theory @BullTheoryio]

NEXT 72 HOURS COULD DECIDE WHERE MARKETS GO FOR THE REST OF THE QUARTER.

Here's what's happening:

1. Tuesday, Consumer Confidence

A weak print signals households are pulling back on spending, a bad sign for the whole economy.

2. Wednesday, FOMC Rate Decision

Markets are pricing roughly a 25% chance of a hike. Any surprise here moves every asset class at once.

3. Wednesday, Microsoft & Meta Earnings

Meta is expected to post EPS near $7.18-7.24 on $60.2B revenue. A miss, or a bigger AI capex number, could hit the entire "Magnificent Seven" the way Alphabet's capex hike already has.

4. Thursday, PCE Inflation

The Fed's preferred gauge. A hot print here raises the odds of a hike even further.

5. Thursday, Apple & Amazon Earnings

Apple's EPS is expected around $1.88, Amazon's around $1.81-1.85. Amazon's AWS growth is the real swing factor for the stock.

6. Thursday, Q2 GDP

Consensus sits near 2.1-2.2%. A weak number alongside hot inflation is the Fed's worst-case combination.

7. Friday, Michigan Consumer Sentiment

Tracks how households expect inflation to move, which feeds directly into the Fed's next decision.

[Roger @Roger_Rod99]

$ONDS

[Eric Brock @CeoOndas]

In a sector bear market, it's usually best not to piss into the wind.

Our job is to build real, durable value... not fight the tape.

We're focused on executing: DZYNE integration, delivering on our raised guidance, converting backlog into revenue, leveraging our strong capital position, and positioning Ondas as a leader in autonomous defense systems during what we believe is a durable, multi-year adoption cycle.

We'll let consistent execution speak for itself.

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 Visa with 4.8 billion active users worldwide, has launched a platform to provide stablecoin services.

This is absolutely massive

[Roger @Roger_Rod99]

@BMSInvests @YoYInvestor @bodoxstocks I'm a small investor, but I still hold my 4,500 shares of $onds.

I haven't sold any; on the contrary, when I have extra money, I accumulate more.

Strong conviction; I don't look at short-term charts.

[BMSInvests @BMSInvests]

$ONDS

Well, here it is, finally..

The MASSIVE update to one of my largest pieces of work ever.

All my research and DD that I've accumulated over the last 18 months for $ONDS - all in one place.

All the details on $ONDS senior management, strategic partnerships, customers and investments.

I hope you enjoy reading through this insane ecosystem that $ONDS has created, just as much as I enjoyed compiling it for you all.

This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.

CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @retail_mourinho @moninvestor @BlackPantherCap @CeoOndas

[Michael Rigoni @michael_rigoni]

$SIVE INSIDER BUYING - you genuinely cannot make this up 👀🚀

Retail panic-sold this morning because of recycled, misleading headlines while actual insiders were buying:

✅ CEO Vickram Vathulya: 24,000 shares
✅ Board Member Karin Raj: 13,264 shares
✅ Board Member Todd Thomson: 12,500 shares

Total: 49,764 shares acquired today 🚀

The paper hands sold the noise.
Management and the Board bought the company.

Imagine panic-selling at the exact moment the people closest to the business are putting their own money on the table. Outstanding financial analysis from the usual geniuses. 😂

Thanks for the cheap shares $SIVE

[AgAu Element @AgAuElements]

Institutional Lenders Just Swapped $12M in Debt for $SIVE Equity at the Bottom. If You’re Selling $SIVE Here, You’re Trading Against the Smart Money.

Until a month ago, everyone was bullish on $SIVE at the top. Now everyone is max bearish because it’s down 55% from ATH. Classic retail psychology. People see red, panic, and completely miss the structural reality of what’s actually happening beneath the surface for $SIVE.

If you are short $SIVE here, you're basically betting the entire AI data center physical layout is going to grind to a halt. But look at how the puzzle pieces are locking together right now for $SIVE:

The Silicon Valley Pure-Play Carve-Out: The crowd is totally blind to this value play. $SIVE is merging its hyper-growth photonics business with Nordic Acquisition to spin it off into a standalone, U.S. Nasdaq-listed entity. By liberating this unit into the heart of the tech ecosystem, $SIVE is putting its indispensable Indium Phosphide (InP) laser platform right in front of deep-pocketed American AI capital while keeping controlling ownership.

The Institutional Vote of Confidence: Skeptics keep crying about paper dilution, but they completely ignored what just crossed the wire. A top-tier institutional lender (Bootstrap Europe) chose to convert their entire $12M loan straight into ordinary $SIVE equity at these exact lower levels. Smart money didn't want their cash back; they took 22 million shares of equity instead because they know the optical supplier thesis is fully intact.

The Weaponized Balance Sheet: That recent SEK 700 million directed share issue wasn’t generic fundraising, it was a calculated move. Equipment lead times for high-purity cleanrooms are hovering at 9 to 12 months. $SIVE proactively secured the cash today to expand its InP manufacturing capacity. If you aren’t spending that CAPEX right now, you completely miss the 2027 demand curve.

The Reality Check: Near-term execution risks, corporate restructuring friction, and high beta mean localized volatility for $SIVE will stay extreme. Microcaps transitioning into multi-entity setups always face messy trailing quarters before peak commercial production volume ramps late next year.

But if you look past the standard retail panic, $SIVE just systematically wiped out its external debt, capitalized its capacity expansions, and established a direct pathway to Silicon Valley valuation multiples. This isn't a structural breakdown for $SIVE, it is a massive accumulation window.

Holding my core $SIVE positions without a single trim.

[SoFire @Sofigoodboy]

$sive

Sivers Semiconductors Updates Financial Reporting Calendar.

Aassociated with the dual-listing objective is mentioned.

- Q2 2026 Interim Report: August 27, 2026
- Q3 2026 Interim Report: November 26, 2026
- Q4 2026 Interim Report: February 25, 2027

"As we continue to scale our business, pursue the dual-listing objective, and execute on our long-term strategy, it is important that our financial reporting processes evolve accordingly,"

said Vickram Vathulya President & CEO.

"Taking the additional time to complete our reporting process ensures compliance with the US PCAOB audit standards, as well as the quality, rigor, and transparency expected by shareholders and the broader investment community."

[BMSInvests @BMSInvests]

$ONDS

👀💎 Probably nothing once again..ah who am I kidding⁉️

Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of the Board of Directors for the Center for European Policy Analysis (CEPA).

Now stay with me.

CEPA are a nonprofit that focuses on strengthening the transatlantic alliance (US/EU/Allies.

They’re backed by defence giants such as Lockheed Martin, General Atomics, Auterion and Rheinmetall + tech giants $META $GOOG $AAPL $AMZN $MSFT.

They’re also supported by the Russia Strategic Initiative (RSI) USUECOM, a US Department of War initiative focused on analysing and countering Russian threats along the Eastern Flank👀

So..

We have the Chairman of one of the most influential nonprofits across Allied nations as one of the largest institutional holders of $ONDS.

The other half of their shares are in lock up for 6 months.

His firm have been quoted by Eric as being “bullish on the combination of DZYNE & $ONDS” and wanting to “continue to participate in the upside”.

Are you as bullish as I am?🐂

[Bodoxstocks @bodoxstocks]

$ONDS THOUGHTS.

most of the Ondas chatter completely misses the point because people are straight-up mis-categorizing the company.

some folks are treating it like it’s already a finished compounder, like it’s this rock-solid quality business with a proven moat, clean margins and total platform dominance.

others are just screaming: dilution, warrants, short interest, just X hype.

Ondas is sitting smack in the middle of a „TRANSITION ZONE“ right now, that’s the most important thing to understand. it‘s an unfinished platform story with aggressive capital raising and massive optionality. that’s the category.

historically, some of the biggest valuation fuck-ups happen exactly here. $ONDS is in one of those rare, chaotic transition phases that have actually produced some of the greatest winners ever. what a lot of people don’t get:

early asymmetric moonshots almost never look clean. they look overvalued, volatile, diluted, half-baked, retail-overhyped. only later does the market catch on: revenue starts inflecting, the category has structural tailwinds, capital gets deployed productively, the company owns a real bottleneck.

Amazon looked like a cash-burning machine for years. Tesla felt like permanent bankruptcy risk. Palantir was „just a diluted meme and gov contractor hype.” NVIDIA got misread as cyclical forever. even early software platforms looked „too complicated, too expensive, not sustainable.“

the market loves clarity. but the biggest winners are born in maximum confusion. and $ONDS right now? peak confusion. the story is impressive, strategically juicy, capital-intensive, super complex, risky and hard to pin down.

real moats don‘t come from stuffing a pitch deck with logos. it comes when other systems start depending on you. EXACTLY where Ondas gets interesting. not the drones. not the flashy videos. not the trade show flexes. but the slow move toward becoming the control, orchestration and infrastructure layer.

cause true platform power isn’t usually at the hardware level. more where systems connect, data gets orchestrated, decisions get optimized, different assets start working together seamlessly. where lock-in, data advantages, margin leverage, real control happen.

most people still see a „DRONE COMPANY.” the real bull case is autonomous security and defense infrastructure as an integrated layer. completely different valuation framework.

the market prices hardware cheap. the market prices platform control stupidly expensive. that’s the whole game. cause you’re not competing against random drone bros anymore, you’re competing for infrastructure relevance - where the crazy multiples live.

the hard part: getting there is a fckin war. in defense you’re not just battling on tech. you’re up against prime contractor networks, political bullshit, national industries, procurement cycles, regs, decades-old relationships and military standards.

that’s why EXECUTION at $ONDS isn’t some buzzword. execution is the story. what most people gloss over: „Ondas will be huge if execution works.”

that’s too vague. the real question is: what specific kind of execution turns this into a monster?!

🗣️ can the systems actually work together interoperably? the entire narrative core. lots of companies buy stuff. few can stitch it into a real operating system.

🗣️ do real cross-sales happen? will customers buy the full stack, not just one product? that’s the massive leverage. system of systems.

🗣️ margin quality: is revenue just going up or is economic value actually compounding? a lot of defense integrators scale top-line with zero operating leverage. the market will eventually rip apart gross margins, EBITDA quality, cash burn, backlog conversion.

🗣️ prime relevance - probably the biggest one. does $ONDS become a niche vendor or a mission-critical architecture partner? Eric’s been screaming this publicly every week. there’s only one path for this company. it decides the long-term multiples.

[SoFire @Sofigoodboy]

$sive

유상증자 주관사 파레토 증권에서 말하기를,

유상증자로 인한 주가희석보다 그에 따른 업사이드가 더 크다고 판단해서 180일 이내 유상증자 제한을 면제해줬다고 함

$sive 살려

https://t.co/3eJwMdCgQn

[Serenity @aleabitoreddit]

oh i think u misunderstand... I'm actually more bullish than ever as prices go down.

$SIVE at ~$1.9B MC you have:

- $GFS reference laser
- laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up
- $POET and others for CPO scale out
- $JBL and others for 1.6T+ pluggable optical transcivers
- O-Net for ELS mass production

So you have all these hyperscaler suppliers trying to create as much as possible with Sivers as the laser bottleneck...

And it's just a matter of how much Win Semi + others partners can make, with $SIVE receiving ~60% gross margins + optionality to TAM expand downward.

The 15% recent share expansion that Swedish media have been bearposting is for NASDAQ listing float + M&A (and it's authorization).

You just have potential short sellers running illegal bot farms, Swedish media bearposting a company Swedish exchange, on top of a general macro drop.

The ~$140M convertible note is real, but it's pennies to US institutions. We'll likely see more institutional ownership when data comes out.

But this is also why it's good for $SIVE to prioritize NASDAQ listing so they don't need to deal with this noise and local media.

With $AAOI at $10B, you have:

- A end-to-end US laser/design/assembly player projecting $471m month revenue H1 entering H2 2027.

- With other hyperscalers like $AMD apparently discussing LTAs.

And they probably are sitting on a ton of cash after running ~$1.4B in ATMs (400M + 400m+ 600m).

Kinda all that needs to be said with those insane revenue projections as long as management doesn't BS.

This just reminds me of when $NBIS crashed to $70 last year even while projecting $7-9B ARR, and as timelines got closer it recovered to $250+. Feels like dejavu.

I'm just waiting for both volume ramps to hit. Photonics are generally more volatile than the rest.