Hova

[Hova @hova1111]

@DeeTriumph Actual lol at this

[Hova @hova1111]

@itvfootball @markpougatch @IanWright0 @juanmata8 Why is this allegedly? They were found, and are guilty.

[Hova @hova1111]

@Liambroady Cool mate

[Hova @hova1111]

@Rimo17532637 @CraggerRagger Hurzeler is famously a coach, not a manager. He even refers to himself as a coach whenever he’s interviewed.

[Hova @hova1111]

@sunxliao Beast mode

[Hova @hova1111]

Big

[Sancet @Million_Sancet]

What interesting news, and how well this information positions $SIVE technology

$SIVE and $JBL present an ultra-low power 1.6T DR8 LRO module

The slides and demos at OFC point to 11–13 W (11.15 W on the prototype)

$LITE, with a similar product, consumes 16 W, which givesSIVE savings of around 25%

Ligent reaches 17 W, and ATOP comes in under 16 W

In a market where energy is the main bottleneck for AI optics, that figure proves to be very competitive

[Hova @hova1111]

@sampeoples_ Be more decisive tactically, earlier in games to change them. His subs come too late. And often don’t have any impact. Stop taking Mainoo off. He’s by far the best player this season.

[Hova @hova1111]

@aleabitoreddit “Exciting” isn’t how I’d describe it

[Hova @hova1111]

@tom_watson Depressing

[Hova @hova1111]

@AlternativeMUFC There’s nothing on earth like being a red

[Hova @hova1111]

@TheAthleticFC They’ve removed fernandes

[Hova @hova1111]

@TalkinTactics Scholes comparison. Behave.

[Hova @hova1111]

@SMASIMHO Boss

[Hova @hova1111]

@aleabitoreddit Brrrrrrilliant

[Hova @hova1111]

@Pep_Invest Aren’t the Apple Watch series 12 and ultra 4 expected to be announced in 2 days time? One expected feature specifically cited is health tracking updates.

[Hova @hova1111]

@Million_Sancet How do the payments work for component orders like this under NDA? Surely this will show up in Sive revenues before any wearable product release, assuming they get paid for shipping the components to Apple before Apple then release and sell the product?

[Hova @hova1111]

@THINGEO Doggies got a boner for her 😂

[Hova @hova1111]

@revoAIution The news this past week is a game changer. Still boggles the mind how bears see this as being worth less than 1bn 🫠

[Serenity @aleabitoreddit]

This is the correct response when looking at $SIVE >100m CW DFB extraordinary capacity disclosure.

To give some context, Trendforce July data cites global CW/EML capacity is roughly 608.4M/year (~50.7M monthly units annualized).

With $AVGO, $LITE, and Sumitomo making up ~335m/year combined.

By Q4 2027, it's likely a lot of these players will significantly expand capacity again, with broadcom citing 3x Y/Y growth. (also capacity not being 1:1 since many are allocated to EML or UHP CWs, etc).

But this capacity target would place Sivers in global Tier 1 laser supplier category.

With possibly low double digits global laser market share if you factor in their hybrid 2:1 manufacturing model.

This new disclosure is very exciting coming from a conservative company.

And sheds more light on why the $MRVL SVP cited Europe as a major geography when talking about laser supply chain sourcing.

[Hova @hova1111]

@FisherThem_ Wow. 1.1 billion million. Excitings.