Sergio

Cybersecurity & Finance

[Idafe González @idafegonzalez]

Sí, fue suerte.

Suerte de jugarse toda su fortuna tras vender PayPal (180 millones) en 3 empresas distintas.

En 3 sectores distintos.

Y justo cuando casi nadie quería financiarlas porque muchos pensaban que no tenían futuro (y que estaba loco).

Que suerte tuvo...

(Nótese la ironía).

[Tesla @Tesla]

Belgium is the 5th European country to approve FSD Supervised

[Tesla Europe, Middle East & Africa @teslaeurope]

FSD Supervised now approved in Belgium 🇧🇪

Rollout will begin soon

[Pep Invest @PepInvestStocks]

Many people look at $SIVE cap table today and see BlackRock buying shares as a strong vote of confidence.

However, it’s important to distinguish between passive index flows and active investment decisions.

Following the recent MSCI and Nasdaq inclusions, BlackRock is largely buying the stock because its index-tracking funds are required to mirror those benchmarks. Those purchases are driven by index rules rather than a fundamental view on the company itself.

What stands out more is the involvement of Fidelity Research.

As an active investor, Fidelity does not buy stocks simply because they enter an index.

The firm conducts its own research and invests based on its assessment of a company’s prospects.

When Fidelity builds or increases a position, it suggests that its analysts see value and long-term potential that may not yet be fully reflected in the market.

A similar pattern could be observed with $NBIS and $RKLB.

During periods of negative sentiment and heightened uncertainty, many retail investors became cautious or reduced their positions.

At the same time, several large institutional investors used the opportunity to accumulate shares at lower prices.

That is why it is often worth looking beyond short-term headlines and paying attention to which investors are committing capital and the reasons behind those investment decisions.

[Annick De Ridder @AnnickDeRidder]

De @Tesla community houdt hier al geruime tijd de vinger aan de pols over de toelating voor de FSD-technologie op onze Vlaamse en Belgische wegen.
Uit waardering voor jullie niet-aflatende interesse (en aanmoediging 😉), krijgen jullie hierbij de primeur: ik heb net de toelating getekend! 🚘

Deze beslissing gaat nu naar onze dienst homologatie, zij zullen @RDWnl op de hoogte brengen van de goedkeuring. Vlaanderen omarmt innovatie!

[Eric Brock @CeoOndas]

I met Jim several times during the early days at Clough Capital. Lovely guy then and by all accounts still is.

Jim has earned the right to be wrong once in a while. Still a legend. 👊🏼

We remain focused on building a category-defining autonomous systems company.

Time will tell. Full steam ahead.

[Brian Sozzi @BrianSozzi]

Piper Sandler: Tesla has solved the self-driving puzzle.

[Mihura @XMihura]

el tío al final va a hacerlo jajajaja

va a poner GPUs en el espacio

del tito elo se podrán decir muxas cosas, pero no que no le echa huevos a la vida

bancamos

[Michael Rigoni @michael_rigoni]

🚨 $SIVE 👀 TRADING HALTED 🚨

BIG BOUNCE 🚀

[Tesla Europe, Middle East & Africa @teslaeurope]

FSD Supervised now approved in Denmark 🇩🇰

Rollout will begin soon

[*Walter Bloomberg @DeItaone]

$TSLA - SPACEX IPO FUELS TESLA MERGER SPECULATION

Wolfe Research says SpaceX’s IPO is intensifying speculation about a future merger with Tesla, with some investors now viewing it as a core TSLA thesis. Analyst Emmanuel Rosner cites potential benefits including stronger AI capabilities, expanded capital access, and increased Musk voting control. However, he flags major hurdles such as shareholder opposition, regulatory issues, and timing likely beyond 2027. Near term, merger talk may support Tesla shares, but execution on robotaxi and Optimus remains critical for upside momentum.

[Annick De Ridder @AnnickDeRidder]

De 5000 kilometers voor @Tesla FSD zijn gereden. Het dossier ligt nu bij mijn administratie voor advies. Helaas hebben we nog steeds het volledige homologatiedossier van @RDWnl Nederland niet ontvangen. Wat wel nodig is om mijn administratie op basis van alle feiten een correct advies te kunnen laten opmaken. To be continued, ik blijf aan de kar trekken voor een zo spoedig mogelijke homologatie in Vlaanderen en dus België.

[El Tesla de Piltrafilla @piltrafilla129]

TESLA acaba de solicitar un permiso al estado de Nevada, para poner en servicio 5000 ROBOTAXIs en ese estado.
Por ponerlo en contexto... Waymo tiene 2500 coches en todo Estados Unidos. Eso supone EL DOBLE de coches que Waymo, EN UN SOLO ESTADO! 🔥

[TeslaZoa @TeslaZoa]

🚨 🇰🇷 Jensen Huang Just Put Korea at the Center of Nvidia’s AI Empire

1️⃣ SK Hynix
Strengthening next-generation HBM and AI memory collaboration.

2️⃣ SK Telecom
Building Nvidia-powered AI cloud and data center infrastructure in Korea, with the first data center targeted for 2027.

3️⃣ Naver
Potential cooperation in AI data centers, sovereign AI, and cloud platforms.

4️⃣ Doosan
Cooperation in AI data centers, energy solutions, and robotics.

5️⃣ LG
Discussions around Physical AI, robotics, autonomous driving, and vehicle electronics.

6️⃣ Samsung Electronics
Potential expansion of HBM and AI semiconductor supply-chain cooperation.

7️⃣ Hyundai Motor Group
Collaboration opportunities in humanoid robots, smart factories, and Physical AI.

In short, Nvidia appears to be positioning Korea not just as an HBM supplier, but as a key AI partner across data centers, robotics, autonomous driving, and industrial AI.

[Marius Schober @mariusschober]

thank me later regarding the SpaceX IPO

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

📣 Korea's telecom network is becoming national AI infrastructure.

@SKtelecom plans to build a gigawatt-scale AI Cloud in Korea, powered by the NVIDIA DSX platform. 🇰🇷

The first AI factory comes online in 2027 to support sovereign, physical and agentic AI services for enterprises and industries across Korea — with plans to expand across Asia.

🔗 Read the announcement: https://t.co/knJ5j81cEa

[bryan @BryzonX]

🐧

[StockChaser @StockChaser_]

All strong photonics names, but since April 23:

• Sivers +190%
• LPKF +47%
• Soitec +42%
• $AAOI +28%
• $COHR +12%
• $LITE +2%

Overall, the thesis played out with the underappreciated chokepoint delivering the strongest gains

The biggest debate now is $AAOI

Its upside potential is clear but the market is split on wheter its still early or too much is priced in

Whats your $AAOI MC expectation?

[Rich Peter @peterli34923561]

$SIVE --- Sivers (SIVE:STO) is primarily listed on Nasdaq Stockholm, trading in Swedish Krona (SEK). It also has U.S. OTC ADRs (SIVEF) for American investors.The company has fully upgraded its 2024–2025 financials to meet U.S. PCAOB audit standards—a core requirement for a U.S. main-board listing. This process involved restating revenues, inventory valuations, and share-based compensation to align with stricter U.S. rules.

1.Historic Surge in AI Data Center Photonic Chip Pipeline
Through May 2026, Sivers’ opportunity pipeline surged 77% in just five months, soaring from $453 million at end-2025 to nearly $800 million. Design-in and late-stage projects rose 70%, driven mainly by demand for Indium Phosphide (InP) laser chips for AI data centers and LiDAR for autonomous vehicles.

2.U.S. CHIPS Act Contract Momentum
Sivers secured $6.6 million in CHIPS Act funding for the second year (+20% YoY) and has received an invitation for the third-year application. Its defense partner BAE Systems plans full commercial deployment of the technology in 2028–2029.

3.The “Invisible Enabler” of the AI Compute Era
As NVIDIA, Oracle, and others push data center transmission rates to 1.6T and beyond, traditional copper-based electrical interconnects are hitting thermal and loss limits. Silicon photonics and Co-Packaged Optics (CPO) are widely recognized as the solution. Sivers holds world-leading InP high-power laser technology, an indispensable fundamental light source for high-bandwidth AI chips and optical modules.

4.Asset-Light, High-Margin Model
Sivers operates an asset-light foundry model with top-tier wafer manufacturers like GlobalFoundries. Once production scales up in 2027, its net profit and cash flow will see explosive operating leverage.

[BourseAsieFR @BourseAsieFR]

🇩🇪 Une société allemande fondée en 1976 contrôle le brevet le plus important de la prochaine révolution du packaging semiconducteur. Son titre a progressé de 300 % depuis janvier.

LPKF Laser & Electronics (Xetra: LPK) fabrique des équipements laser de précision depuis cinquante ans. Son activité historique : découpe de PCB, prototypage rapide, panneaux solaires. Son activité future : le traitement du verre pour semiconducteurs avancés.

Le problème que LPKF résout.

Les substrats organiques actuels atteignent leurs limites physiques. Ils se déforment à la chaleur, limitent la densité des interconnexions et ne peuvent pas intégrer de fonctions optiques. La solution industrielle émergente est le substrat en verre : meilleure stabilité dimensionnelle, résistance thermique supérieure, et surtout possibilité d'intégrer des guides d'onde optiques directement dans le substrat pour le CPO.

Problème : le verre est cassant. Percer des vias traversants avec des méthodes classiques crée des micro-fissures. Quand la puce chauffe, le verre se brise.

LPKF a résolu ce problème avec LIDE, Laser Induced Deep Etching. Un procédé laser-chimique qui grave le verre sans contact mécanique, sans micro-fissures, à haute densité. La société détient 300 brevets autour de ce procédé. C'est le seul équipement industriel capable de former des TGV de manière fiable à l'échelle de production. Intel, Samsung et Corning l'utilisent déjà. Part de marché sur le marché coréen des substrats verre : 80 %.

Le double levier CPO.

La prochaine étape de LPKF est d'étendre le LIDE au CPO sur verre. L'idée : utiliser le verre non seulement comme substrat électrique mais comme guide d'onde optique intégré, permettant de connecter les puces entre elles par lumière plutôt que par cuivre à l'intérieur même du package. Corning a présenté à OFC 2026 une démonstration sur panel 515x515mm intégrant 16 composants photoniques et un ASIC sur substrat verre avec interconnexions sous 13mm. LPKF fournit les équipements de traitement.

CA 2025 : 115 millions d'euros. Perte opérationnelle. Les premières commandes de production LIDE sont attendues au Q2 2026. Le marché a anticipé massivement : +300 % depuis janvier.

L'ensemble des analystes qui couvrent le dossier situent les revenus volume sur le substrat verre entre 2027 et 2029. Le marché paye aujourd'hui une option sur dans deux à trois ans.

Ce que dit la direction : "La question n'est plus de savoir si le verre va s'imposer dans l'encapsulation avancée, mais quand le ramp-up va commencer." Objectif de marge opérationnelle double chiffre d'ici 2028.

TSMC évalue le substrat verre pour ses packages CoWoS de prochaine génération. ASE Group, premier OSAT mondial, qualifie les procédés d'assemblage sur verre. Si le substrat verre entre en production de masse chez TSMC d'ici 2028, LPKF devient fournisseur critique de la chaîne d'approvisionnement qui alimente les datacenters IA mondiaux depuis Taiwan.