Alan Peng

Computational Quantum Physicist by training and an entrepreneur at heart

[Serenity @aleabitoreddit]

Yes. I genuinely don't have a clue why $SIVE still focuses on local Swedish markets for communication/private fundraising.

Over the US.

The questions you get from Swedish heavy audiences include:

- Leading questions like how would you "stop the bleeding"
- "Why can't you disclosure your private customers"
- Why focus on transceivers (it's obvious)
- Implications for non-photonics orders

So 1/3rd of the time, the CEO needs to be defending leading/accusatory questions around what "opportunity pipeline means"

US analysts would have pressed:

- Economic implications from 2 foundry allocations during a bottleneck + ASP hike/operating leverage
- Around much capacity revenue would those allocations lead to (half of AOI calls are around those from US analysts)
- $GFS NPO/CPO/pluggable scale implications and downstream end customers opportunities
- Ayar / CPO player 2028 ramp (that happened to raise $500m+) or other products like ELS production with O-net and TAM opportunities there.
- How big those 6 new pluggable players were, rather than asking "why can't you disclosure them"
- Clarifying CFO legalposts around listing timeline and M&A TAM expansion opportunities

So investors can get a sense of future growth for 2027-2028.

Instead, the way leading questions are framed/answers, the entire calls were focused around current financials (which US investors don't care about), non-photonic implications, or skepticism of wording.

Rather than exciting US investors about economic implications from their time in a CW laser bottleneck.

The more time $SIVE spends in Swedish markets, the more they will be valued as such.

[Alan Peng @hccpeng]

"In order to be a great leader, you must be yourself." https://t.co/80HM5ss9MQ

[Alan Peng @hccpeng]

This device is revolutionary https://t.co/xZFmEwPrOh

[The Health Prospect @health_prospect]

@ButterflyNetInc's AI-powered handheld ultrasound device integrated with an iPhone costs less than $2,000 - https://t.co/pwQ7sY6n0t

[The Health Prospect @health_prospect]

@FDA selects @Apple , @fitbit and seven other companies for new digital health software pre-certification program - https://t.co/BZTTalMhqi

[The Health Prospect @health_prospect]

Groupon Co-founder’s new startup @TempusLabs raises $70 Mn Series C to build molecular database - https://t.co/BZTTalMhqi #HealthTech

[The Health Prospect @health_prospect]

Toronto-based @deepgenomics raises $13 Mn Series A to develop new genetic therapies - https://t.co/BZTTalMhqi #Genomics #HealthTech

[The Health Prospect @health_prospect]

Microsoft is planning a new healthcare division for AI development at its Cambridge research facility; Health and Fi…https://t.co/wrGg41C2uY

[The Health Prospect @health_prospect]

Singapore-based health service platform MyDoc raises US$5.2 Mn Series A to develop its enterprise verison - https://t.co/3X4NzH1CIV

[The Health Prospect @health_prospect]

Seattle-based telehealth startup @98point6Inc raises $19.5 Mn to build virtual clinic - https://t.co/RVmZWqS7HZ #DigitalHealth #fundraising

[The Health Prospect @health_prospect]

Israel-based surgical AR glasses maker Augmedics raises $8.3 Mn - https://t.co/RVmZWqS7HZ #HealthTech #AugmentedReality #fundraising

[The Health Prospect @health_prospect]

@ycombinator backed startup @CofactorGenomic raises $18 Mn in its Series A - https://t.co/9jq0VYCHsB #Genomics #startup #fundraising

[Alan Peng @hccpeng]

@Apple confirms its next move on health at its product launch event today https://t.co/Ly7X2Uovss

[The Health Prospect @health_prospect]

@Apple confirms today it’s working with Stanford on detecting heart conditions using Apple Watch - https://t.co/0p2IdmEKcl #DigitalHealth

[The Health Prospect @health_prospect]

Cardiac Insight raises $4.5 Mn for its wearable ECG heartbeat sensor Cardea SOLO - https://t.co/OQRoyF6i3Q #healthtech #startup #fundraising

[The Health Prospect @health_prospect]

@fitbit partners with @Dexcom to display glucose readings on their new Ionic Smartwatch - https://t.co/qWJAmWndAd #healthtech

[Alan Peng @hccpeng]

Berlin-based digestive health startup @cara_by_hidoc raises $2 million seed funding - https://t.co/0mJI3BeNzP #DigitalHealth #startup

[BBC News (World) @BBCWorld]

"People should follow their dream" - Nobel prize winner Duncan Haldane https://t.co/fS6VHW9W9j https://t.co/AQyMe4916s

[Strategy @MicroStrategy]

The 20 Most Infamous Cyberattacks of the 21st Century (Part I) | MIT Technology Review http://t.co/CtQcFqhu1v

[Alan Peng @hccpeng]

5 Tips to Find and Hire Data Scientists http://t.co/cchH9dVb via @CIOonline