kuskús

private investor primarily in Commodities:

[kuskús @mojito7c]

@IberianTorero No tenías que haber vendido $SIVE

[Serenity @aleabitoreddit]

I like $SIVE

[kuskús @mojito7c]

@Matrix_B0SS @GGFitim1 Are you currently only invested in those two companies?

[kuskús @mojito7c]

@inversorBetico Le estoy cogiendo un poco de manía, y eso que me ha hecho ganar dinero…porque ya no es una cosa informativa… mueve el mercado como quiere.

[Toni Kroos @ToniKroos]

Difundir información falsa, ya sea inventada o procedente de fuentes mal informadas, es simplemente mal periodismo. Y de eso ya hay bastante. Especialmente cuando se trata de informaciones que generan expectativas en los aficionados, estaría bien acertar al menos de vez en cuando…

[Apu @Apu_elrojo]

No puedes ondear la bandera de un país víctima de un genocidio, porque se ofenden los genocidas.

Hasta dónde ha llegado la propaganda sionista para que esto sea motivo de debate.

[Ren @renstocks_]

$POET continuation on the POET drama.

NMR photographed an abandoned office and claimed it was POET’s HQ.

Well, in reality they took a picture of another company. Thanks @Scrollingaat for the due diligence, check out the attached images.

The doodle on the whiteboard and the team photo match Puzzle Cats, a gaming company registered on the same floor of 120 Eglinton Ave East.

NMR walked into the wrong suite. Or they chose to do just that.

POET’s actual address is publicly filed with the SEC, on their website, and in every press release: Suite 1107, 120 Eglinton Ave East, Toronto.

The company has operations in Toronto (HQ), California, Shenzhen (China), Penang (Malaysia), and Singapore.

I’m no longer an investor in this stock due to the extreme volatility and continued dilution, but when firms put out misleading information, it most likely only benefits their pockets.

[kuskús @mojito7c]

@Gubloinvestor What would be a target capitalization for $DARE?

[Serenity @aleabitoreddit]

To make things even spicier.

$SIVE is run by UC Berkeley CEOs and $LITE executives.

And the ownership cab table is now controlled by American institutions/investors.

I’d expect things to speed up on NASDAQ listing as American institutions are heavy fond of executive teams + cap tables like this.

US/Silicon Valley is now speedrunning a Swedish in name photonics company.

[Michael Rigoni @michael_rigoni]

$LPKF is stepping into the semiconductor spotlight: a sharper focus on Advanced Semiconductor Packaging, fresh board-level chip expertise HUGE potential.

Could be one of those stories the market notices late. $LPK

https://t.co/zw61NDjSSa

[kuskús @mojito7c]

Este es un tremendo catalizador para los mercados. Espero que no la líen, porque esto puede costarle caro al mercado si no vuelven con un buen acuerdo con China.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane.

President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:

1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO

President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.

Never in history has such a trip even remotely near this scale and caliber occurred.

This Trump-Xi meeting is far bigger than most realize.

[kuskús @mojito7c]

Ha sido increíble la run de $SIVE 🚀

Pero vendo todo lo que tenía y dejo 20.000 € que es lo que le he sacado de beneficio con estas subidas.

Quedan 3 catalizadores y puede pasar cualquier cosa… ¡Ojo! 📈

11 may EGM (emisión dirigida 125M SEK)

15 may Annual Report 2025 (PCAOB)

[kuskús @mojito7c]

Es realmente increíble ver como $SIVE sube con tanto impulso, me recuerda a la crypto en 2021.

[Serenity @aleabitoreddit]

I’m convinced that the people who charge $200 or $2000 just to see their stock picks.

Do so just because their ideas aren’t good enough.

Otherwise they would just go long on them with their own capital and retire.

This is why they get mad when they see others sharing better ideas for free.

[💛🇦🇷 🅟🅐🅜🅟🅐 🇦🇷💙 @Pampa139]

Cada vez que un asesino estadounidense intenta asesinar a Trump:

[vlmk @vlmkapital]

$LPK

LPKF has now delivered their first CPO equipment to their CPO partner (see quoted post). I have speculated this customer to be Intel.

The equipment in question is for writing optical waveguides onto glass via a laser.

In addition, LPKF is seemingly looking to patent an entirely glass-based photonic connector. It seems it would be made in their own foundry, which also makes me speculate that they're probably looking to shift to a hybrid model of also selling components instead of just equipment.

From the article: "LPKF has secured equipment and technology for manufacturing multilayer 3D optical waveguides on large-area glass panels measuring 510 × 515 mm. The technology is no longer merely at the research and development stage; it is ready to be deployed in actual mass-production lines."

[Henry Martinez @HenryMa79561893]

Cole Allen

[kuskús @mojito7c]

Un genio!

[Josef Ajram Tares @josefajram]

Un tipo ganó 36.900 dólares en Polymarket acercándose al sensor meteorológico que usaba la plataforma —un termómetro sin vigilancia cerca de una pista de aeropuerto en París— y apuntándole con un secador de pelo.
Entró con 2.000 dólares a 5 céntimos. Compró “SÍ” en objetivos de temperatura. Calentó el sensor. Cobró sus ganancias. Y desapareció.
El servicio meteorológico abrió una investigación.
El sensor ahora tiene vigilancia.
El tipo ya no está.

[𝕮𝖆𝖕 𝕬𝖕 @CapitanApio]

Pedir donaciones para una causa y quedarte con la pasta ya es legal en España, ya hay jurisprudencia.

[Serenity @aleabitoreddit]

Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.

The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time.

(Special thanks to one of my followers Setian for the DM.)

So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms.

Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in.

This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers.

And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.