Cache

[Cache @hisarchive]

@aleabitoreddit Sivers Semiconductors $SIVE 150 Sek (~$15 USD) Friday. Mark it.

[Serenity @aleabitoreddit]

Today, there's a new report that China eased InP substrate exports.

Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)

My optical positions are very happy to hear this:

From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others.

Taiwanese optical players like VPEC, Landmark, and others should go brrr as well.

Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there.

InP substrates was one of the main bottlenecks affecting upstream capacity.

So if you're able to make more = more revenue.

[Serenity @aleabitoreddit]

Not all dilution is bad and depends on what structure.

If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC ranges), then that's accretive.

If you're diluting 15% for NASDAQ listing requirements with $SIVE, and using proceeds for M&A, that's accretive.

If you're diluting with $IQE and doing private placements with $MTSI to wipe off old toxic debt, that's accretive.

If you're diluting $6,000,000,000 with $IREN, and likely selling that into the open market on every rally off the backs of $SLNH / $BKKT shills where majority of those retail went to 0, then that's predatory.

[Shay Boloor @StockSavvyShay]

$CIFR CEO Tyler Page says the company may generate its own power on-site to move faster on AI data center demand.

Hyperscalers need power faster and Cipher may be able to “tap the pipeline” instead of waiting years on the grid.

[Ayar Labs @AyarLabs]

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories.

Press Release:
https://t.co/vNhVcHzLIA

[Cache @hisarchive]

@NemCapSE @napoleon21st All bark and no bite.

[Cache @hisarchive]

@NemCapSE @napoleon21st Short it and post your position.

[Cache @hisarchive]

@Professor_Crab @SEPTA_SOCIAL @SEPTA Not wrong lmao

[Cache @hisarchive]

When does @SEPTA plan on allowing riders to add their Septa passes to tap to pay?

[Cache @hisarchive]

@Professor_Crab @SEPTA_SOCIAL @SEPTA Right. So many times now I’ve had a monthly pass, but have misplaced my card and paid for the trip… always have our phones though and we already can tap to pay with debit/credit.

[Cache @hisarchive]

@PhotonCap That $6.77 - $7 was the entry.

[Cache @hisarchive]

@hower1015 @aleabitoreddit Hypothetically, even with secondary suppliers, the market opportunity may still be large enough for Sivers to achieve significant upside. This is a hold.

[Cache @hisarchive]

@SEPTA_SOCIAL @SEPTA Yes, Apple Pay. Meaning, the physical Septa card wouldn’t be required.

[Cache @hisarchive]

@aleabitoreddit I heard someone bring up Serenity in the middle of a LeBron vs. MJ GOAT debate at the barbershop today.

[Cache @hisarchive]

@TheWiseAdapter Short it and post your position.

[Cache @hisarchive]

The typical interaction of everyone shorting Sivers Semiconductors $SIVEF $SIVE

Meanwhile, the stock is up over 20% today.

[Cache @hisarchive]

@RevenueShare10x You’re gonna get stomped out. Volatility is too high with these small caps. Look how it rebounded just today.

[Serenity @aleabitoreddit]

$JBL literally announced in their fireside chat…

Mass production of their 1.6T LRO with excessive demand in 3-10 months.

$SIVE is likely sole source laser supplier for this specific optical transceiver.

Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier.

2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET.

This is how you do supply chain mapping on qualification cycles.

Anything they make, Sivers makes revenue off lasers.

If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints.

Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.

[Cache @hisarchive]

@alexisgion Short it and post your position.

[Cache @hisarchive]

@DHanoi612 @Gubloinvestor Sivers is the next one.