Omar

[Omar @oshobucco]

@_yazzj @MartinShkreli @JimRambo8 Damn got some corkscrew action and everything

[Omar @oshobucco]

@aleabitoreddit @wannabepanacea US gov grants and most of their main business is in SATcom. So I don’t think divesting is a viable business strategy at this point in time.
If there’s no mention of Ayar, or GFS - it stands to reason there’s nothing there. NDAs sure maybe but like you said - investor’s care.

[Serenity @aleabitoreddit]

Management feels increasingly misaligned with my expections

Sivers could use the current bottleneck to radically restructure around photonics. Use US capital to speed up timelines, and leverage NASDAQ for further growth with 1.6T/CPO.

But got no sense of urgency, especially on listing timelines.

I also genuinely don't understand continuous emphasis on SATCOM/Wireless which would be better off divested. Or the near term contract values that are invisible relative to photonics TAM.

Not a single mention of Ayar, globalfoundries, and any other big program that US investors care about.

[Omar @oshobucco]

@fynnvestor Trigger finger starting to itch…

[Omar @oshobucco]

@ParadisLabs El Niño hurting harvest yields + Hormuz blockade. Sulfur goes into agrichems (fertilizer) and is a byproduct of oil refinement - Qatar a major producer and there’s simply less supply now.

[Omar @oshobucco]

@asianinvestors Algo hedge

[Omar @oshobucco]

@RealNickMugalli Agree - and the technical difficulties with the CFO didn’t inspire a lot of confidence!

Overall though I think it’s a positive call so long as the stock gets hammered down to a nicely valued 9SEK.

Call could’ve been better with hard financials but c’est la vie 🤷

[Omar @oshobucco]

@AheadOfTmrw @Million_Sancet @Sofigoodboy A lot of it has to do with how easily ragebaited serenity fanboys are.

Emotional investing is a rather unsuccessful strategy.

[Omar @oshobucco]

@GVAResearch @MoodyWriter13 @aleabitoreddit 💯💯

He isn’t the problem for sure. His toxic dick riders with hope in their eyes are.

[Omar @oshobucco]

@AF_Orthodoxy @MoodyWriter13 @aleabitoreddit Considering how triggered you are and how you went through my entire post history.

Safe to say I’m the well off one. 😭🥀🥀🥀

Hope things get better and you don’t have to rely on Twitter randos to make it!

[Omar @oshobucco]

@Matrix_B0SS Why are you SIVE and serenity fanboys so rabid?

I understand money makes people emotional but god learn to hedge or stay out of the game.

[Omar @oshobucco]

@fynnvestor By what measure is 26sek the support?

[Omar @oshobucco]

@Sofigoodboy Better if he stays quiet.

Let the stock bleed down to fair value, answer in hard financials.

They’re trying too hard to financial engineer.

[Omar @oshobucco]

@AF_Orthodoxy @MoodyWriter13 @aleabitoreddit Holy shit get a life 😭

5 replies in an hour and im the brokie?

Bro 🥀

[Omar @oshobucco]

@AF_Orthodoxy @MoodyWriter13 @aleabitoreddit Is this your “gotcha?”

Lmao, move along, journeyman. Burgers won’t flip themselves.

[Omar @oshobucco]

@AF_Orthodoxy @MoodyWriter13 @aleabitoreddit I’m not going to defend one rando over the other. I never said moody isn’t a rando, but he’s 100% less dangerous than serenity.
You’re probably new, but “pipeline” and “TAM estimates” as well as loose maybe and probably links are 100% NOT analytics. It’s little better than vibes

[Omar @oshobucco]

@AF_Orthodoxy @MoodyWriter13 @aleabitoreddit Moody hasn’t made grand sweeping statements, and he definitely hasn’t fed retail frenzies in the way serenity has.

I take issue with serenity’s lack of financial analysis. It’s all well and good to map, but there’s more to it than that. XFAB, and LPKF come to mind.

[Omar @oshobucco]

@pequityresearch @SixSigmaCapital Can only assume they’re more focused on their SATcom and the recent run just made them realize they need to pickup the photonics slack

[Omar @oshobucco]

@babyfolio Completely fair, but there’s a reason we say if you’re early you’re wrong.

All these people saying “we’re extremely early” look really goddamn silly.

By no measure of the imagination should it have ran to 100. So it doesn’t make sense to hold through every dump.

Will buy @9