Fatih Dursun

[Fatih Dursun @dursufa]

@ebabahan İsmail Kartal kalsın dersin artık !!!

[Fatih Dursun @dursufa]

@RTErdogan Yalan söylüyorsun . Türkiye 'yi F-35 ortaklığından çıkararak bölgede korumasız duruma soktun , İsrail, Yunanistan bile bizden havada daha üstün duruma geldi . Bunu şahsı çıkarların öyle gerektirdiği için öyle yaptın . Yolsuzluğun ,hırsızlığın ülke için güvenlik sorunu .

[Fatih Dursun @dursufa]

@StormDirac

[Serenity @aleabitoreddit]

Lot of people were wondering about $SIVE earnings in 2 days.

What I'm watching out for:

1. I'm hoping for more visibility on photonics co-development/qualifications/contracts.

-> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away)
-> $MTSI stated many customers approaching them for CW capacity (but doesn't come online until H2 2027)

So read through for a company serving as $GFS reference laser, $JBL for pluggables (ex. intel siph), to Ayar for CPO.

And in a merchant position:
-> with independent CW DFB supply (with Win semi)
-> CPO-grade lasers.

Is incredibly positive for more customers approaching Sivers.

2. Ongoing developments turning into volume

-> I'm most excited about $JBL, which would probably be the main revenue ramp in H1 2027.
-> $AEVA is likely much smaller in comparison, but should be a contributor H2 2026.
-> Ayar and optical I/O players already stated 2028 for HVM, so not really expecting much there.
-> Co-developments from their other pluggable players (from last ER) turning into qualifications -> volume).

Aside from that:

3. NASDAQ listing

-> We already got timelines for that "next few quarters", so it's not really a focus to narrow that down further. Always nice to get an update.

4. Financials

-> Again, current financials aren't a focus for qualification-cycle players. Just a heads up, there's some one-time accounting this quarter, which affects things optically.

Main thing is volume ramps for future quarters.

-> revenue pipeline increase
-> any early volume contracts signed

Balance sheet concerns should be cleared now given their recent $70m fundraising + bootstrap dilution overhang gone.

Bonus cookies:
-> Any information about allocations secured "eg. we have substantial CW capacity secured -> would be extremely high signal given current shortages.

-> Reiterate demand that AOI, Macom, Lumentum, Coherent stated. "eg. any capacity we get would be filled from demand"

$AAOI had their massive $30 -> $220 rally after they stated like $471M expected capacity in 2027, and reiterated that into revenue guidance. (but then had a lot of ATMs)

An ambitious bull case + full capacity revenue statement for future timelines like H1 2028 for Sivers would be nice, but not expected.

A further re-rating would help for M&A with a Cloud Light type acquisition for revenue acceleration in future earnings.

Obviously Sivers has other volume ramps, but I think photonics is what the market is primarily underwriting.

Regardless, excited for what's up and coming.

[Fatih Dursun @dursufa]

@SiversSemicond

[Serenity @aleabitoreddit]

Lot of people were wondering about $SIVE earnings in 2 days.

What I'm watching out for:

1. I'm hoping for more visibility on photonics co-development/qualifications/contracts.

-> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away)
-> $MTSI stated many customers approaching them for CW capacity (but doesn't come online until H2 2027)

So read through for a company serving as $GFS reference laser, $JBL for pluggables (ex. intel siph), to Ayar for CPO.

And in a merchant position:
-> with independent CW DFB supply (with Win semi)
-> CPO-grade lasers.

Is incredibly positive for more customers approaching Sivers.

2. Ongoing developments turning into volume

-> I'm most excited about $JBL, which would probably be the main revenue ramp in H1 2027.
-> $AEVA is likely much smaller in comparison, but should be a contributor H2 2026.
-> Ayar and optical I/O players already stated 2028 for HVM, so not really expecting much there.
-> Co-developments from their other pluggable players (from last ER) turning into qualifications -> volume).

Aside from that:

3. NASDAQ listing

-> We already got timelines for that "next few quarters", so it's not really a focus to narrow that down further. Always nice to get an update.

4. Financials

-> Again, current financials aren't a focus for qualification-cycle players. Just a heads up, there's some one-time accounting this quarter, which affects things optically.

Main thing is volume ramps for future quarters.

-> revenue pipeline increase
-> any early volume contracts signed

Balance sheet concerns should be cleared now given their recent $70m fundraising + bootstrap dilution overhang gone.

Bonus cookies:
-> Any information about allocations secured "eg. we have substantial CW capacity secured -> would be extremely high signal given current shortages.

-> Reiterate demand that AOI, Macom, Lumentum, Coherent stated. "eg. any capacity we get would be filled from demand"

$AAOI had their massive $30 -> $220 rally after they stated like $471M expected capacity in 2027, and reiterated that into revenue guidance. (but then had a lot of ATMs)

An ambitious bull case + full capacity revenue statement for future timelines like H1 2028 for Sivers would be nice, but not expected.

A further re-rating would help for M&A with a Cloud Light type acquisition for revenue acceleration in future earnings.

Obviously Sivers has other volume ramps, but I think photonics is what the market is primarily underwriting.

Regardless, excited for what's up and coming.

[Fatih Dursun @dursufa]

@samiltayyar27 Yahu nasıl bir o.ç sun sen ! Senin gibi o.ç na denebilecek tek bir şey var canınız cehennemin dibine.

[Fatih Dursun @dursufa]

@herkulser @kuheylan_gibi @ozguradamm1 Sen kimsin qy !

[Fatih Dursun @dursufa]

@ProfKayaFinance Kaya bey ,maliyetlerini de paylaşmanız mümkün mü ? Diğer konu hafta sonu araştıracağınız Robotics ile ilgili paylaşımınızı ne zaman yapacaksınız ?
Selamlar

[Fatih Dursun @dursufa]

@ProfKayaFinance CCXI ( Ability Robotics)bir bakar mısınız Kaya Bey

[Akın İpek @akinipek01]

https://t.co/01ESVk7Cnh

[Fatih Dursun @dursufa]

@Ateology_X Yalancı iftiracı pislik !

[Fatih Akalan @fatihakalan49]

Alparslan Kuytul 40 yıldır bu mütevazi apartman dairesinde oturuyor. Ne zaman da görsek üstünde bu mavi gömlek var. Ama bakana göre operasyon mali suçlarla ilgiliymiş. AKP rejimine muhalefet etmesiyle zerre ilgisi yokmuş. Yiyene afiyet olsun.

[Mehmet Saka @MehmetSaka41]

@ErkanMumcu63 George Clooney
derken Abdullah Gül'ü kastediyor.
Çakal ya...
Hemşehrisi Kılıçdaroğlu gibi Aklı sıra sahalara dönmek için sarayın kapısında dolanıyor.
Recep'in bin tane tasması var birini de sana takar.
"puşta girme dedik puşt da girmedi "diyen Karadayıya mı sana mı inanalım

[Aslı R. Topuz @wittsrhannah]

Tarikat, ticaret, siyaset üçgeni yazmışın.

Bunların hangisi, niye suç?

Siz faşo köpeklerde olmadığı için mi?

[Fatih Dursun @dursufa]

@eczozgurozel Diğer tarikatlarıda ziyaret edebilir misiniz !?

[Fatih Dursun @dursufa]

@ZaferArapkirli @Orsatramola AQ yavşağı kim tutuklattı ona birşey desen ya ! Yusuf yusuf mu ! Nedir ağzınızda sakız gibi 'Ftü ftü ' geveliyorsunuz .

[Aslı R. Topuz @wittsrhannah]

Din düşmanısınız.

Git, Rahmi Koç’un servetini eşele mesela. Ali Yıldırım’ınkini eşele.

ÇYDD’nin fon yapılanmasını eşele.

Siyasi bir parti neden İş Bankası’na hissedar diye eşele.

Ama onlar olmaz tabi!

[ꌚꍏ꒒ꀤꀍ ꓄ꍏꌚ @salihtas]

Ergenekon, hafız yetiştiren bir cemaati sözde bir hafız eliyle yok etmeye çalışan örgütün adıdır!

[ꌚꍏ꒒ꀤꀍ ꓄ꍏꌚ @salihtas]

ALLAH’IM! Senin bir ismin de Müntakimdir. Onları yıldırımlara maruz bırakıp öylece intikamını al. Şiddetle derdest et ve hiç kımıldıyamayacakları şekilde kabza-ı tasarrufuna al.
ALLAH’IM! Hiç şüphesiz Sen her şeye kâdirsin ve yegâne güç ve kuvvet sahibisin.
ALLAH’IM! (Temerrüt ve din düşmanlığını meslek edinen) o düşmanları ancak Senin inayetinle engelleyebiliriz.
ALLAH’IM! Onlarla aramıza Senin havl ve kuvvetini perde yapıyor ve bizi onların şerlerinden koruman için Dergâh-ı İzzetine istiâzede bulunuyoruz.

[Aslı R. Topuz @wittsrhannah]

Ezilen, kemalist putperestler yapamadığınız sünni Anadolu insanıdır.

Bir kenarda toplaşıp Allah diyen 3-5 kişi dahi kalmayana kadar kininiz
soğumaz. Sizin kibriniz, düşmanlığınız Allah’a.

Ama Allah’ın intikamı acı olacak üzerinizde.

[Emre Uslu, PhD @EmreUslu]

Türkiye'nin en büyük kuyumculuk şirketlerinden birine sahip olan bu insanlara yapılan operasyonda altın çıkmayacaktı da ne çıkacaktı? Uyuşturucu mu? Asıl şerefsizlik bu rejimde değil. Bu rejimin yazdıklarını GERÇEK gibi yayan bu sözde muhalif medyada.