We see multi hundred billion dollar stocks move 50% almost in a day
You aren’t ready for what’s coming to $BB
The narrative is S-tier and genuinely backed by fundamentals
Europe is releasing its Tech Sovereignty Package, today June 3rd.
This includes, CHIPS ACT 2.0, which is expected to prioritize photonics.
Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation.
This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes.
To bridge early European companies to volume production.
I personally expect my two thesis ideas to be large beneficiaries:
- $XFAB, given they're leading Europe's SiPH value chain, with Nokia and Nvidia evaluating them for photonics HVM.
- and $SIVE as Europe's leader for lasers in AI datacenters, scaling lasers to mass production in 2027.
More details will be announced today, but this is a structural tailwind to photonics critical to Western and especially EU supply chains.