Chloe

Investor, lover of $SIVE, fighter of bears

[Chloe @PebbleSchmebble]

Aaand its back above €2 - where u at doomsayers?? $SIVE

[Chloe @PebbleSchmebble]

@Dj88kHz Great 👍 👌

[Chloe @PebbleSchmebble]

If $SIVE go lower than €2, I am throwing in all expendable cash. What an effing bargain

[Chloe @PebbleSchmebble]

@softmaxedx The worst part is when they don't even read the posts properly. "Omg Serenity hates SIVE now" no - Serenity is posting both sides of a very nuanced situation. There's good and bad. Make your own decision on what you do with all this spoon fed information at the very least.

[Chloe @PebbleSchmebble]

@LassilaJonathan Mmmmmk

[Chloe @PebbleSchmebble]

Hmm. Still hasn't gone under €2 thus far... $SIVE

[Chloe @PebbleSchmebble]

@mrclementine__ Ok boomer

[Serenity @aleabitoreddit]

$MRVL SVP and CTO of Optical Engineering Radha Nagarajan, at Semicon Taiwan:

1. Names Europe/Japan for laser supply sourcing as examples for SiPH modules.

Very interesting that Marvell's SVP had Europe in mind when giving examples of laser supply sourcing for SiPH modules.

I can't really name any notable public EU merchant laser suppliers other than $SIVE. Japan I can namedrop a few like Sumitomo/Furukawa etc.

Maybe I'm reading too much into the geography, but a lot of US players like $LITE / $COHR / $AAOI are redirecting laser capacity internally, so it's interesting that the US wasn't mentioned.

2. Silicon photonics, high-speed drivers, amplifiers and DSPs come from other suppliers, with final integration taking place in Taiwan

Makes sense, with $TSM COUPE / $ASX / ShunSin, and others.

3. Nagarajan appears to say NPO could arrive first around late 2027–2028, with full CPO continuing afterward.

Good to hear more about commercialization timelines.

$LITE similarly sees NPO around late 2027-H1 2028, while expecting CPO laser shipments in H2 2027 ahead of CPO scale up deployments in 2028.

Revenue from upstream suppliers usually hits a bit earlier.

4. $MRVL on Google's TPU program vs. $AVGO / Mediatek and others.

"Hyperscalers are seeking greater supply-chain diversification. If Google selects Marvell for a particular AI-chip segment, that does not mean it will stop working with MediaTek or Broadcom".

Guess he's just trying to emphasize pie keeps growing for ASIC suppliers, nothing really too new.

5. All of Marvell's advanced ICs and ASICs are manufactured at TSMC, making the foundry central to the broader architecture.

$TSM backbone of AI as usual.

TLDR:

- Very odd Marvell's SVP highlights Europe for laser sourcing, given how small a pool for merchant suppliers there is...
- NPO volume looks late 2027, CPO after that. Upstream optical suppliers should start seeing revenue earlier

[Chloe @PebbleSchmebble]

@miraclemaster07 I don't think @aleabitoreddit is questioning the company. More so the management and how the company is not executing in the most optimal way.

[Chloe @PebbleSchmebble]

@aleabitoreddit @SiversSemicond !!!!!!!

[Chloe @PebbleSchmebble]

@softmaxedx Maybe if think less, more money get? 🤯

[Chloe @PebbleSchmebble]

@ashinvests Which is totally fair but stop calling us names because we are willing to wait it out and see what happens. It should be irrelevant to them what we do if they aren't invested anymore...

[Chloe @PebbleSchmebble]

All you people who don't own $SIVE but are constantly talking about it, whining about how rubbish it is, commenting on everyone's posts about it - don't you have something better to do?? How pathetic lol.

[Chloe @PebbleSchmebble]

@skumarinsweden Omg a wild Swede

[Chloe @PebbleSchmebble]

@softmaxedx @Million_Sancet @Sofigoodboy @Pep_Invest 💯 Why would you chuck yourself into the US market BEFORE you've translated some of that big ol pipeline into clear revenue? You also need investors to see that you're worth investing in...

[Chloe @PebbleSchmebble]

@2NightOnTopGear $SIVE FOREVER

[Chloe @PebbleSchmebble]

@ashinvests So BORING man nobody has the ability to hold a stock for a long time period any more. They see a few months worth of noise and go OKAY THIS IS FINISHED. The best plays I've ever heard of people making were MULTI YEAR PLAYS. 🙄

[Chloe @PebbleSchmebble]

@AustinLouys Ok, and?

[Chloe @PebbleSchmebble]

@mirbacx Focus on your watermelon darling.

[Chloe @PebbleSchmebble]

@mrclementine__ Well if you don't own it you shouldn't care, should you? 😊