JD - Investor

UK 🇬🇧 29 | Building wealth, one deposit at a time 📈

Hop in, there’s memes and stonks to be made

Not financial advice

[JD - Investor @YieldHunterJD]

UK FinTwit, let’s connect.

JD, 29, UK🇬🇧.

Building a long-term wealth portfolio from scratch and documenting the whole journey here. ISAs, SIPPs, ETFs, the lot.

If you’re into passive investing and tax-efficient strategies, give us a follow and drop a reply.

Always looking to learn from others doing the same.

RT appreciated if you know someone who’d be interested!

[Serenity @aleabitoreddit]

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.

[JD - Investor @YieldHunterJD]

@ben__investing $2DG Sivers Semiconductors - it’s extremely volatile, obviously not financial advise and dyor

[JD - Investor @YieldHunterJD]

Best week on record for me😅

No risk no reward?

Happy Friday people!

[JD - Investor @YieldHunterJD]

@ben__investing Can’t quite believe it mate but you’ve got to trust the process and stick to your convictions!

[Serenity @aleabitoreddit]

Just to add to the very positive $SIVE news amid MSCI likely tens of millions of inflow in 2 weeks:

$AMZN has a new private placement with AlChip.

Probably implying design wins with future Trainium.

If you don’t remember… AlChip was Ayar’s lead customer. And $SIVE is the primary laser supplier to Ayar.

So implications for $SIVE, is enormous piggybacking off of Amazon’s ecosystem growth.

[Serenity @aleabitoreddit]

I wonder if Swedish media realized what they’ve done transferring control over to American investors/institutions and stopped posting?

$SIVE is the most compelling CPO long I’ve seen, especially for the laser chokepoint.

[TopInvestor @Matrix_B0SS]

“ $SIVE Photonics DFB laser array technology is essential to powering our optical I/O solution that is becoming a must-have technology for the growth of advanced generative AI models.”  Matt Sysak, VP Laser and Platform Engineering, Ayar Labs

[JD - Investor @YieldHunterJD]

Someone take the man’s account away quickly @elonmusk

[Jim Cramer @jimcramer]

We are no longer overbought so it is possible we can rally once more led by compute-ai and financials and even travel & leisure and manufacturing on the Middle East rebuild

[JD - Investor @YieldHunterJD]

@xItsTinnyx Yeah the market is on such a run right now that I think other opportunities are more attractive

[JD - Investor @YieldHunterJD]

@xItsTinnyx Lesson learnt about patience haha. No I haven’t, doesn’t interest me at current prices

[JD - Investor @YieldHunterJD]

@2147mill Definitely, but its not for the faint of heart lol

[JD - Investor @YieldHunterJD]

@QC_Capitals You too bro

[JD - Investor @YieldHunterJD]

GM FinX ☕️

After a long and tedious process I’ve transferred my assets (S&S ISA and emergency fund cash ISA) into T212.

Portfolio looks very different since the last update!

It’s been a great week, I hope this bull market continues until right until I pull out 😁

[JD - Investor @YieldHunterJD]

@ISAmaxxxxxing @baileyinvests 100% totally agree and that’s why although it seems tempting it will definitely stay where it is.

Discipline is hardest when everyone else is losing theirs

[JD - Investor @YieldHunterJD]

@baileyinvests Hardest part was fighting the temptation to throw the emergency fund into the bull market but that totally violates all my own rules, so it ain’t happening! Thank you bro

[JD - Investor @YieldHunterJD]

@TradingWithGuy I keep waking up and checking my phone expecting pictures of the traders jumping out of Wall Street windows à la 1929 🤣

[JD - Investor @YieldHunterJD]

@Investorgurued GM bro, plans for today?

[JD - Investor @YieldHunterJD]

UK FinTwit, let’s connect.

JD, 29, UK🇬🇧.

Building a long-term wealth portfolio from scratch and documenting the whole journey here. ISAs, SIPPs, ETFs, the lot.

If you’re into passive investing and tax-efficient strategies, give us a follow and drop a reply.

Always looking to learn from others doing the same.

RT appreciated if you know someone who’d be interested!

[JD - Investor @YieldHunterJD]

What are we buying today? Is software dead? Is the AI market insanely overpriced? Can prices keep going up?

So many questions… What’s your take?