Kev

[Kev @kevs_World02]

@aleabitoreddit That’s hurts. I feel that pain too on my account 😕. Fingers crossed, it will go up someday @aleabitoreddit 💪

[Kev @kevs_World02]

@aleabitoreddit Really interesting for Sivers. If these FCC rules actually come through, Sivers could benefit twice — from tighter Western laser supply/pricing and from Chinese transceiver makers needing more US/Western content. The big question is whether this translates into meaningful volume orders in 2027.

[Kev @kevs_World02]

@aleabitoreddit @Sofigoodboy I hope you get better soon. Wishing you fast recovery 💪

[Kev @kevs_World02]

@aleabitoreddit @aleabitoreddit but please don’t forget X :). I still like your ideas and insights.

[Kev @kevs_World02]

@aleabitoreddit @aleabitoreddit Stay exactly as you are. I really appreciate the way you think, the ideas you bring forward, and especially the theses you share. That perspective is what makes your content so valuable :)

[Kev @kevs_World02]

@aleabitoreddit @aleabitoreddit Really bullish setup for photonics. The “next HBM” comparison is especially interesting. Great to see $SIVE and $AAOI directly mentioned among the laser names. 💪

[Kev @kevs_World02]

@Million_Sancet @Fazil_Tarim I hope to 10 and 20 euros as well 😃

[Kev @kevs_World02]

@aleabitoreddit @Sofigoodboy @aleabitoreddit The reported price increases stand out most to me. Combined with capacity expansion and early Chinese customer engagement, that’s encouraging for $SIVE. Thanks to both of you for sharing!

[Kev @kevs_World02]

@Million_Sancet That would be so great if this comes :)

[Kev @kevs_World02]

@OK_Surf @aleabitoreddit I don’t have TE in my portfolio. I think there are currently better opportunities elsewhere.

[Kev @kevs_World02]

@JaysWorldView @aleabitoreddit I just stick to AAOI and of course other shares which I have on my portfolio.

[Kev @kevs_World02]

@aleabitoreddit @aleabitoreddit Astra is already hunting for hidden gems 😂

[Kev @kevs_World02]

@aleabitoreddit @aleabitoreddit what is the answer? 😂

[Kev @kevs_World02]

@aleabitoreddit Very good news. Hopefully the stock goes up now.

[Kev @kevs_World02]

Hi @aleabitoreddit, thanks for the update. I actually think the recent developments around Sivers look quite positive: Jabil moving toward production, more pluggable customers sampling the lasers, NPO/CPO engagement, additional foundry capacity, and the planned US dual listing, with preparations targeted for H1 2027. These all seem like good signs for 2027. That’s why I’m quite surprised by how heavily the stock is being punished right now — I don’t really understand the magnitude of the sell-off.

[Kev @kevs_World02]

@aleabitoreddit Totally agree. $SIVE has the potential to build a very strong position in this market if management moves quickly and fully capitalizes on the opportunity. The technology, products, and overall story are very compelling, and I remain confident in the CEO. I even added more shares on Friday.

That said, the CFO should have communicated much more clearly and decisively on the Nasdaq listing. His response was far too vague for such an important topic and I was genuinely disappointed by it.

[Kev @kevs_World02]

@aleabitoreddit Hi @aleabitoreddit, could you please share your view on the Sivers call? The numbers are weak, but the outlook looks promising. It’s just disappointing that they didn’t provide any concrete details about the planned Nasdaq listing or the concrete orders.

[Kev @kevs_World02]

Interesting because Everspin is one of the few pure-play MRAM suppliers, with potential exposure to AI servers/data centers, defense and aerospace. If MRAM adoption grows for high-speed, persistent memory applications, the company could have significant operating leverage from a relatively small revenue base.

[Kev @kevs_World02]

@aleabitoreddit For me Everspin Technologies is quite interesting. Do you want to research more on that? @aleabitoreddit