DIZ

AI infra coverage. $SIVE coverage, I try to be the first to drop news. NFA.

[DIZ @dizaq1]

$SIVE highlighted in a Digitimes Asia article on takeaways from this years CIOE!

This highlight is actually extremely positive, as it describes $SIVE as "expanding beyond their traditional client base and investing heavily in expanding capacity to benefit from growing AI-related demand"

This highlight from basically their first CIOE + the recognition for investing heavily in extending capacity to adress AI related demand.

Seems like CIOE was a very positive event for $SIVE

[DIZ @dizaq1]

Excited to check out these filings in a couple of days. Maybe there is some new info on $SIVE in there.

They submitted them 5 days before the deadline and now I am waiting on the pdf to become viewable. There could be some clues on $SIVE's fab expansion in there, among anything else I can find.

Follow me so you know when I post the analysis.

[DIZ @dizaq1]

Excited to check out these filings in a couple of days. Maybe there is some new info on $SIVE in there.

They submitted them 5 days before the deadline and now I am waiting on the pdf to become viewable. There could be some clues on $SIVE's fab expansion in there, among anything else I can find.

Follow me so you know when I post the analysis.

[DIZ @dizaq1]

Here is EXACTLY what $JBL said about it's photonics segment and anything connected to $SIVE during Earnings today:

"Our photonics team supplies the silicon photonics transceivers that connect [AI racks], and co-packaged optics move the optics onto the switch silicon… it grows with how much AI is used."

Crazy line about CPO AND $INTC Sipho : "The investments we made back in 2023 with the Intel acquisition, along with our investments in high-speed interconnects and optics, position us well to support co-packaged optics and co-packaged copper technologies as they start to scale."

(Jabil took over $INTC silicon-photonics pluggable transceiver business in October 2023)

Last September the CEO said "pluggable optics remain the backbone and we continue to build those platforms." In today's transcript, the forward story is co-packaged optics

$JBL Chief Supply Chain Officer, on what keeps him up at night: "still getting access to supply… a very constrained [environment]," with customers "getting in front of this for us."

The Sivers 1.6T LRO enters beta builds in this same unit this quarter, orders targeted H1-27 ($SIVE's Q2 letter).

Jabil's photonics business is real and growing fast. It sits inside a networking business growing 45–50%. capacity-funded, and supply-constrained. Things are looking very good, great partner for $SIVE to have, gearing up for a FY2027 of growth!

[DIZ @dizaq1]

Here is EXACTLY what $JBL said about it's photonics segment and anything connected to $SIVE during Earnings today:

"Our photonics team supplies the silicon photonics transceivers that connect [AI racks], and co-packaged optics move the optics onto the switch silicon… it grows with how much AI is used."

Crazy line about CPO AND $INTC Sipho : "The investments we made back in 2023 with the Intel acquisition, along with our investments in high-speed interconnects and optics, position us well to support co-packaged optics and co-packaged copper technologies as they start to scale."

(Jabil took over $INTC silicon-photonics pluggable transceiver business in October 2023)

Last September the CEO said "pluggable optics remain the backbone and we continue to build those platforms." In today's transcript, the forward story is co-packaged optics

$JBL Chief Supply Chain Officer, on what keeps him up at night: "still getting access to supply… a very constrained [environment]," with customers "getting in front of this for us."

The Sivers 1.6T LRO enters beta builds in this same unit this quarter, orders targeted H1-27 ($SIVE's Q2 letter).

Jabil's photonics business is real and growing fast. It sits inside a networking business growing 45–50%. capacity-funded, and supply-constrained. Things are looking very good, great partner for $SIVE to have, gearing up for a FY2027 of growth!

[DIZ @dizaq1]

$JBL earnings, what it means for $SIVE brief overview!

Q4 beat: Q4 beat; FY2027 guided to 44.5b revenue, +24%, margin up to 6.1%, EPS +34% very very nice.

FY2027 guide is the headline: $44.5B revenue (+24%, ~$1.5B+ above consensus), core EPS $17.55 (+34%), core margin up 30bps to 6.1%

FY2025 net capex was just $322M just 1.1% of revenue

AI-related revenue: $13.6B in FY2026, up 50% from $9B

$JBL is positioning to growth in FY2027, they cite their strong and diverse customer and partner relationships.

"AI related demand remains very strong and continues to accelerate".

$JBL earnings deep dive and what it means for $SIVE coming soon.

Follow so you dont miss it I'm posting it soon.

[DIZ @dizaq1]

$JBL earnings, what it means for $SIVE brief overview!

Q4 beat: Q4 beat; FY2027 guided to 44.5b revenue, +24%, margin up to 6.1%, EPS +34% very very nice.

FY2027 guide is the headline: $44.5B revenue (+24%, ~$1.5B+ above consensus), core EPS $17.55 (+34%), core margin up 30bps to 6.1%

FY2025 net capex was just $322M just 1.1% of revenue

AI-related revenue: $13.6B in FY2026, up 50% from $9B

$JBL is positioning to growth in FY2027, they cite their strong and diverse customer and partner relationships.

"AI related demand remains very strong and continues to accelerate".

$JBL earnings deep dive and what it means for $SIVE coming soon.

Follow so you dont miss it I'm posting it soon.

[DIZ @dizaq1]

SI* lol

[DIZ @dizaq1]

SI* lol

[DIZ @dizaq1]

What a stacked room. How can you be bearish at a time like this? They won't let AI fail, and AI needs many many many things to run and improve...

$SIVE $LITE $AAOI $INTC

[Elon Musk @elonmusk]

Super Intelligence

[DIZ @dizaq1]

What a stacked room. How can you be bearish at a time like this? They won't let AI fail, and AI needs many many many things to run and improve...

$SIVE $LITE $AAOI $INTC

[DIZ @dizaq1]

$SIVE calls an EGM and gives a timeline update on the US dual listing stating "expected to be completed during the first half of 2027."

The most interesting part of the EGM meeting is a rare mid year auditor switch. So why did they do this?

Well, $SIVE called an EGM to replace Deloitte with Ernst & Young citing, verbatim, EY's experience with "U.S. capital markets activities and SEC reporting requirements"

So they did a rare mid year auditor switch apparently to pivot to the one with more experience in the exact situation $SIVE is in, a US dual listing.

The listing is going from a promise to a paper trail, and we are seeing real shifts in $SIVE to make the dual listing happen. I feel like it was kinda brushed off during the ER so this news is very reassuring.

[DIZ @dizaq1]

$SIVE calls an EGM and gives a timeline update on the US dual listing stating "expected to be completed during the first half of 2027."

The most interesting part of the EGM meeting is a rare mid year auditor switch. So why did they do this?

Well, $SIVE called an EGM to replace Deloitte with Ernst & Young citing, verbatim, EY's experience with "U.S. capital markets activities and SEC reporting requirements"

So they did a rare mid year auditor switch apparently to pivot to the one with more experience in the exact situation $SIVE is in, a US dual listing.

The listing is going from a promise to a paper trail, and we are seeing real shifts in $SIVE to make the dual listing happen. I feel like it was kinda brushed off during the ER so this news is very reassuring.

[DIZ @dizaq1]

This may have gone completely overlooked...

Filed with the SEC in May, largely unnoticed: the "T-REX 2X LONG $SIVE DAILY TARGET ETF." A proposed 2x daily leveraged ETF for $SIVE!

Proposed, un-launched, zero $SIVE involvement. This is purely recognition of demand.

This along with the Deutsche Bank news today shows the crazy US demand for $SIVE investment accessibility is.

Funny enough you can see they were listed along with A Samsung 2x ETF, Nintendo 2x ETF, Hyundai 2x ETF among others. $SIVE really sticks out like a sore thumb lol.

This all could be a signal to $SIVE that they should do everything in their power to start optimizing for US investors rather than Swedish investors.

I search for obscure news like this around the clock.

Follow me for the next drop...

[DIZ @dizaq1]

This may have gone completely overlooked...

Filed with the SEC in May, largely unnoticed: the "T-REX 2X LONG $SIVE DAILY TARGET ETF." A proposed 2x daily leveraged ETF for $SIVE!

Proposed, un-launched, zero $SIVE involvement. This is purely recognition of demand.

This along with the Deutsche Bank news today shows the crazy US demand for $SIVE investment accessibility is.

Funny enough you can see they were listed along with A Samsung 2x ETF, Nintendo 2x ETF, Hyundai 2x ETF among others. $SIVE really sticks out like a sore thumb lol.

This all could be a signal to $SIVE that they should do everything in their power to start optimizing for US investors rather than Swedish investors.

I search for obscure news like this around the clock.

Follow me for the next drop...

[DIZ @dizaq1]

@Sofigoodboy posted about this before me! Apologies I did not see it until I already posted it. I found this filing and thought I struck gold hahaha.

Credit to @Sofigoodboy!

[DIZ @dizaq1]

Yesterday, Deutsche Bank Trust Company Americas filed a Form F-6EF with the SEC: an American Depositary Share program for $SIVE.

One of America's biggest banks just built the plumbing for US investors to own $SIVE shares.

25,000,000 ADSs, each representing 3 ordinary shares, capacity for about 75M shares, roughly a fifth of the register, effective immediately upon filing.

This is the bank's filing, not $SIVE's. BUT a major global depositary looked at US investor demand for a Stockholm listed laser company and decided it was worth registering 25 million ADSs of capacity.

[DIZ @dizaq1]

Yesterday, Deutsche Bank Trust Company Americas filed a Form F-6EF with the SEC: an American Depositary Share program for $SIVE.

One of America's biggest banks just built the plumbing for US investors to own $SIVE shares.

25,000,000 ADSs, each representing 3 ordinary shares, capacity for about 75M shares, roughly a fifth of the register, effective immediately upon filing.

This is the bank's filing, not $SIVE's. BUT a major global depositary looked at US investor demand for a Stockholm listed laser company and decided it was worth registering 25 million ADSs of capacity.

[DIZ @dizaq1]

Some interesting $INTC - $SIVE connections I have picked up during my research:

2001: Intel invests in the Series A of a tiny Scottish laser fab called CST Global.

2020: Intel and CST are among the founding members of the CW-WDM MSA, the multi-wavelength laser spec for AI optics.

2025: Jabil launches a 1.6T transceiver "built using an $INTC Silicon Photonics engine", from the transceiver business it took over from Intel.

2026: Jabil announces a second 1.6T module, an LRO, being developed with DFB lasers from that Scottish fab, now Sivers Photonics $SIVE.

Pretty cool full circle connections, just picked them up while doing some investigating.