Luke

[Serenity @aleabitoreddit]

It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.

This is my prediction/guess with est. mapping:

$NVDA ate up all the capacity with $COHR, $LITE after their new $2B+ spending spree.

Same playbook with EML early 2025, causing the bottleneck seen today.

Now, $AMD / hyperscalers are scambling for upstream laser suppliers.

Hence why $SIVE + Win / $GFS became likely primary route to go down.

You can see this with:

-> $MVL CPO through Celestial (Nvidia signed a deal, but they don't have lasers)
-> $AMD CPO
-> Ayar
-> $POET
-> Lightmatter
-> and other programs (eg. Jabil 1.6T)

As a result, Sivers/Win emerged as the Tier 1 bleeding edge + critical independent laser supplier.

And there's hints for this when:
1. $GFS listed $SIVE / $LITE as the two only public laser suppliers in their ecosystem.
2. Ayar removed $LITE / $MTSI off their website and elevated $SIVE to their primary laser supplier.

So everyone else ended up going with Sivers since $COHR / $LITE are fully allocated.

My guess is that a lot of the secondary suppliers also capture overflow as architectures standardize.

But scramble for this chokepoint will be insane early next year given $NVDA bottleneck.

And a small $1.2B Swedish company in $SIVE will be in the center of it.

[Luke @ffatsl32]

@PArgent99 Had to watch 80 minutes of us try to play football what it does to ye

[Luke @ffatsl32]

Throwing our centre half up top while the crowd shout “keano keano” one pointless football club us hahahaha

[Luke @ffatsl32]

@1878_LW_EFC

[Luke @ffatsl32]

@PArgent99 @ash_dhd Heard you was home by 1am

[Luke @ffatsl32]

@PArgent99 😞

[Luke @ffatsl32]

Fuckinell someone show dyche this video the fuckin crab

[EuroFoot @eurofootcom]

Xabi Alonso: "No, no! No long ball!" 🛑 ✋

[Luke @ffatsl32]

@tl3298 Ashley Young on the wing while two actual wingers that arent touching 40 on the bench its crazy

[Luke @ffatsl32]

Worst thing is cant even afford to sack that useless gravel voiced cunt fuck off

[Luke @ffatsl32]

@wighty13_ Cole palmer mate

[Luke @ffatsl32]

@PArgent99 I lost my metamask trust wallet got hacked on instagram and kucoin IPTV

[Luke @ffatsl32]

That beto needs putting down fucking hell

[The Denbigh Castle @DenbighCastl]

Not a bad line up for a Thursday afternoon …..

[Luke @ffatsl32]

Footy is absolutely finished whats the point anymore

[Luke @ffatsl32]

What the fuck are we doing

[Luke @ffatsl32]

@lorcan11006061 @everton_sparess @evertonspares Hi mate will you follow back

[Luke @ffatsl32]

Don Goodman must have both teams to score here on Sky fuckin crying in a forest goal the tit

[Luke @ffatsl32]

@tl3298 One of the worst ive seen in a while for us him

[Luke @ffatsl32]

Ashley Young mate absolute crab