Brian Rohde

[Brian Rohde @b_r0hde]

@retard3dinvst0r $BWET

[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.

[Brian Rohde @b_r0hde]

@visegrad24 @nayibbukele But i was told that “you cannot incarcerate your way out of violence”..

https://t.co/SdYn3Hhr8A

[End Wokeness @EndWokeness]

Chicago Mayor Brandon Johnson: "We can't jail our way out of vioIence... it's racist"

[Brian Rohde @b_r0hde]

@unusual_whales Is this because Bernie Sanders wants to introduce legislation to "put a moratorium on the construction of new AI data centers." 🤔

[Palmer Luckey @PalmerLuckey]

Almost as far as the circumference of my post-holidays waistline!

[CWBChicago @CWBChicago]

Gov. JB Pritzker says the state will help any children affected by last week’s ICE raid in South Shore.

Too bad the state wasn’t interested in the kids a month ago when the building looked like this
👇
👇
👇

https://t.co/7vltkwVJTN

[Jack Posobiec @JackPosobiec]

BREAKING: Navy jets time flyover at the EXACT moment Trump starts speaking

Crowd cheers USA! USA! USA!

[Eric Daugherty @EricLDaugh]

🚨 JUST IN - STEPHEN MILLER IN MEMPHIS FOR THE FEDERAL SURGE: "This is MEMPHIS. This is the United States of America — and all that bullsh*t is DONE! It's over. It's FINISHED."

"The idea that there is a square INCH of block in this city where a citizen doesn't feel safe is unacceptable."

"To the Memphis Police Department, to the officers that I see sitting in front of me, we are about to provide you with a level of support you cannot even imagine. This isn't just a task force. This is a all-of-government, unlimited support operation. ATF, DEA, FBI, ICE, Department of War, every resource we have."

"And they're not going to be sitting behind a desk at a keyboard. We are sending in real cops with GUNS and badges to go out with you on the street every single night making arrests."

"These are people who have taken down drug cartels, kingpins, the worst criminal offenders in the United States, standing with you shoulder to shoulder to shoulder."

"All we ask from you is to show up at roll call every single night with your brothers and sisters in the federal government, and to go out and get the criminals off the street."

"And if you do that, I pledge to you, we will liberate this city from the criminal element that has plagued it for generations."

[Brian Rohde @b_r0hde]

@elonmusk Test

[Brian Rohde @b_r0hde]

🇺🇸🫡 good luck
@elonmusk //@Tesla

[Elon Musk @elonmusk]

🇺🇸🇺🇸 America will NOT fall 🇺🇸🇺🇸

[Brian Rohde @b_r0hde]

@rawsalerts

[Brian Rohde @b_r0hde]

@scrowder @JoeBiden This looks way too close to a TV sitcom series then it should.. Thank God it has come to an end.

[Brian Rohde @b_r0hde]

@WallStreetMav Democrats are shameless, he will still run for president.

[Brian Rohde @b_r0hde]

@charliekirk11 how are they going to pay for all the venues that need to be built for the Olympics? 🤔

[Brian Rohde @b_r0hde]

@WallStreetMav @CollinRugg It’s probably his first day in the country

[Brian Rohde @b_r0hde]

@libsoftiktok TDS is rotting these people’s brain

[Brian Rohde @b_r0hde]

@unusual_whales unbelievable how much was wasted putting on this 💩 show.

[Brian Rohde @b_r0hde]

@elonmusk Please let these people be one of the first groups that the D.O.G.E goes after.