Chasing Blue Skies

[Chasing Blue Skies @jseth53]

@Will__Stern This card is 🔥

[Chasing Blue Skies @jseth53]

@Will__Stern Smart investment if they win this card will 2-3x

[Chasing Blue Skies @jseth53]

@theragingbullX Dude serenity has projections of 30B by next year this is a buy hold and forget stock. Open it up next summer sould be trading $500 plus

[Chasing Blue Skies @jseth53]

@aleabitoreddit @softmaxedx GOAT!!! LOVE YOU

[Leo Edge @LeoCapital_01]

@blueorigin 's New Glenn just exploded during a static fire at LC-36. $ASTS is down 6% after hours. Before you do anything, read this.

No $ASTS satellite was on this rocket. This was a test firing with no payload.

BB8, BB9, BB10 are launching mid-June on a @SpaceX Falcon 9. Different rocket. Different pad. Completely unaffected. The most important near-term catalyst hasn't changed.

The 45-satellite target for 2026 does not depend on New Glenn. ASTS can hit it on Falcon 9 alone.

What IS a legitimate concern: $ASTS wanted multiple launch providers to avoid depending on @SpaceX - who is also their competitor. New Glenn being grounded again means more reliance on @SpaceX for future launches. That's not ideal but it's manageable. ULA Vulcan and ISRO remain alternatives.

What IS NOT a concern: the next launch, the constellation timeline, or the fundamental thesis. Nothing about tonight changes the $740B D2D TAM, the carrier JV, the EU sovereignty decision, or the SpaceX S-1 repricing.

Algo and some retail will see "Blue Origin explosion" and panic-sell $ASTS because of the BB7 association. That's emotion, not analysis.

The thesis hasn't changed. The June launch hasn't changed. Breathe.
$ASTS 🛰️

[Chasing Blue Skies @jseth53]

@jasonschips Stop being a herb

[Serenity @aleabitoreddit]

$LITE went from $2B to $80B in two years by owning the laser chokepoint for EML

$AAOI went from $1.4B to $14B in one year by owning laser chokepoint for 800g/1.6T transceivers + assembly

$SIVE is $1.4B today before CPO and owns the CW laser chokepoint.

Sivers is my favorite out of everything.

[Chasing Blue Skies @jseth53]

@CludioNune67383 big herb

[Chasing Blue Skies @jseth53]

@Gubloinvestor $100 next stop

[Athu Invests @athuinvests]

Dear $SIVE community,

US financial institutions still don’t have seamless direct access to the Stockholm listing.

Once a Nasdaq dual listing lands and institutional capital flows in, Sivers can accelerate capacity expansion, deepen supply chain partnerships, and capture more of the AI optics ramp (Win Semi already helps, but broader access unlocks faster growth). - BIG CATALYST!

We’re still early. At ~$1.2B market cap, it trades at a fraction of diversified photonics peers like $LITE (~$65B) and $COHR. - UNDERVALUED!

What makes Sivers stand out is its real diversification across AI infrastructure, Defense, SATCOM/Space, Telecom, and LiDAR/Robotics - less narrow than Innolight, Fabrinet, or AAOI. - LOWER RISK!

One of the most asymmetrical opportunities I’ve seen. 🩷

[Serenity @aleabitoreddit]

I think $SIVE realistically should be valued around ~$3B today after information discovery/news around $YSS + Golden Dome and Lightmatter.

NASDAQ listing doesn’t change it fundamentally, but gives it more liquidity to bridge that valuation gap.

Next year $10B very possible on volume ramp.

And I see a realistic path to competing with $60B+ $LITE over next few years if they want to speedrun it with downstream IP acquisitions.

[Chasing Blue Skies @jseth53]

@Gubloinvestor bro im in same boat kind of taking a toll on me mad hard to sleep when you have tickers open almost around the clock

[Chasing Blue Skies @jseth53]

@Gubloinvestor market is up huge this will be up $4-$5 tomorrow

[Chasing Blue Skies @jseth53]

@SFivez @Gubloinvestor Haha yup Sek that would be about $30 usd

[Chasing Blue Skies @jseth53]

@MWM76 Thanks bro let’s get it!!!

[Chasing Blue Skies @jseth53]

Your kids are about to all be in school so when they are in school tell her u need to pick up your slack as u are doing everything. Threaten her with a divorce give her a reality check that she needs to bring something to the table, once she realizes the importance of losing you that might change her motivation to help out. If u have extra money u can hire a cleaning lady for two hours a day pay her 50 bucks a day to tidy up the house.

[Chasing Blue Skies @jseth53]

@aleabitoreddit @grok which other company has a similar setup with this short interest