We’re about to get paid $300,000 to clear-cut our own land… then sell the dirt for another half million. Total cost to us?
$0.
This is the biggest secret in real estate today🧵
I love IBKR so much because the UI is so bad I never get on it except for maybe once a month, perfect place to just buy stocks and then forget about them
Chris Camillo reveals the only way out for a regular person to build generational wealth.
If you are a regular person with a regular job, the only crack you have at this is coming to terms with the fact that you can be a great investor. You can just do it on the side and have fun with it.
You do not have to work with technicals. You do not need to be a pedigreed Wharton grad. You do not even have to understand finance at all, especially in the day of AI.
All you have to do is figure out how to observe the world around you. You just connect the dots of change to companies that are either benefiting or being harmed by the change you see happening.
Most of that seeing is simply watching videos on TikTok and reading comments. If that is not a fun way to make money, I do not know what is.
$SiVE , good news ladies and gents, Institutional ownership has shown up for JP Morganchase as they crossed the 5% mandatory reporting threshold.
Official form:
https://t.co/0bQmLDWAkm
DID YOU LISTEN ANON?
Reuters: New Sivers x GFS strategic collaboration.
$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.
For pluggable optical transcivers, CPO, and SiPH.
This is fundamentally the most groundbreaking news for Sivers in history.
As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.
I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.
To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.
There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.
As they've been identified as a likely direct customer since 2023.
An analogy is if O-Net / Enablence / Sivers, and O-Net worked directly with $SIVE (which they have) but vertically integrated away Enablence.
They're still likely buying $SIVE lasers.
2. $SIVE is clearly the likely $AAPL supplier for lasers. I use the term likely, because although markets are 99% sure, the BOM is confidential.
The short seller is claiming it's TASC, which I've already identified multiple times as an Apple supplier.
But falsely they're conflating two different generations of Apple Watches with photodiodes and lasers for glucose monitoring to say $SIVE is not a supplier.
3. US NASDAQ listing is likely incoming soon after the new board meeting and shareholder vote.
Upgrading accounting standards and having immaterial changes doesn't mean anything.
4. Ayar labs hasn't scaled up yet. Ayar specifically listed $SIVE as their primary laser supplier in their website.
With their executives going out on statement that they couldn't built their products without $SIVE lasers.
Claiming $SIVE isn't shipping volume to Ayar when their CPO products haven't ramped is stupid.
5. There's zero leak around news for listing. Hilarious coincidence and management has always been pursuing NASDAQ listing since last year.
Short sellers keep repeating this disinformation to try and profit.
6. I've never seen such hilarious BS around Win Semi volume scaling. High confidence in SpaceX and $AVGO supply chain critical foundry.
7. Using arguments from authority saying they know an engineer and then having them confusing architectural differences between $LITE / $COHR and $SIVE is hilarious.
Regardless
-distorting financial statements
-conflating different gen architectures and timeline NRE
- reiterating false accusations
to profit off short term sentiment is likely going to see them turn into a long as CPO/Jabil partnerships volume ramp.