PeterKlaas

$ASTS $ADUR $KRKNF $QS $OCO - that's all you need

[PeterKlaas @perprins0]

Around this time next year predictions:
$ASTS 120$
$ADUR 30$
$POET 21$
$VRSSD 30$

[PeterKlaas @perprins0]

@wave3trades $ADUR can at least 10x (more like 50x)

[PeterKlaas @perprins0]

@TweetByWale Obviously the Netherlands

[PeterKlaas @perprins0]

https://t.co/qKZhET6wS5

$ADUR big update. 86% yield will get more than 2% market share in my opinion, but only 2% would get to 100x from here. I'm buying more

[Aduro Clean Technologies @AduroCleanTech]

Pilot plant update: 86% liquid hydrocarbon yield.
Our latest NGP Pilot Plant operating campaigns delivered a major step forward, with results consistent with our prior lab & R2 scale tests.

Key highlights:
• 86% liquid hydrocarbon yield
• 47-hour continuous experimental run
• 29 hours of steady-state operation
• 85% of the liquid product at C20 or below
• Product quality aligned with prior R2 results

This progress demonstrates that expected performance can be repeated, measured, and translated into the engineering data needed for our first-of-a-kind facility.

👉 https://t.co/ipyY098T6f

$ACT.TO $ADUR #CleanTech #EcoInnovation #PlasticRecycling #CircularEconomy

[PeterKlaas @perprins0]

@dmeinvestor Me too. I hope they publish the pilot plant results soon

[PeterKlaas @perprins0]

@AliGrids Infinite claude, sell the usage of it and buy btc with the revenue

[PeterKlaas @perprins0]

@kingtutcap $ADUR

[PeterKlaas @perprins0]

@tw_crypto_ @1sounded you so are @aleabitoreddit but with a delay?

[Anders Storm @StormDirac]

Breaking news! 💥

Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions

Tue, Jun 02, 2026 07:00 CET

Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030

Kista, Sweden – June 2, 2026 – Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market.

Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF’s SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability.

https://t.co/xyns9R2hAJ

[DME @dmeinvestor]

New article is out!

Used cooking oil → Sustainable aviation fuel?

Sounds insane.

But $ADUR's chief scientist published peer-reviewed evidence that their chemistry can do that... and much more!

At a lower cost than anything in use today.

The renewable oils vertical is a +$100B TAM opportunity.

The recent peer-reviewed paper just proved $ADUR is not sleeping on it.

I wrote the article below so you can understand more in depth what this vertical is about👇

[PeterKlaas @perprins0]

@BotanySoul @The_PennyQueen @ClassicValueInv @Amateur_Inv If Aduro enables (1) lower opex, (2) higher yield, (3) cheaper feedstock tolerance, or (4) higher-value product slate, the customer’s project IRR can improve enough that paying a royalty is rational. In other words, the royalty is not "a tax on capex"

[PeterKlaas @perprins0]

$ADUR I've added the renewable oil vertical into my valuations projection calculator based on the TAM. https://t.co/qKZhET6wS5 @The_PennyQueen @ClassicValueInv @Amateur_Inv

[PeterKlaas @perprins0]

@dexapiko @Gubloinvestor https://t.co/q5vjA3YbJ0 I made a valuation tool a while ago, see for yourself. Their TAM is huge, they are currently scaling and their technology is proven

[PeterKlaas @perprins0]

@dmeinvestor It is, however, the main part of your thesis. But I agree. And I'm curious how much it would affect the copper deficit

[PeterKlaas @perprins0]

The supply chain nobody sees
Three parallel chains, one cell platform:
⚡ AUTOMOTIVE
Murata + $GLW Corning → $QS → PowerCo → $VWAGY Volkswagen + 2 unknown Top-10 OEMs
🖥 AI DATACENTER
$QS → $FLNC Fluence → Hyperscaler #1 + #2
🛡 DEFENSE/GRID
$QS → Dr. Maybury→ DoD + grid

[Athu Invests @athuinvests]

Why $SIVE is a 10x from today’s levels. (The math)

Opportunity pipeline:

- 2025: ~$276M
- 2026: ~$453M

TAM is basically 10x from here. If the opportunity pipeline for $SIVE grew by 64% YoY, and that continues to over the next few years:

- 2027: ~$742M
- 2028: ~$1.18B

$SIVE executed 10% on opportunity pipeline numbers in 2025.

Let us say they do the same, adding 25% YoY growth rate, by 2028, that is around ~$184M in revenue, which makes it a ~$10B at 50x P/S.

Now, I think 64% pipeline & 25% YoY growth is still small, considering CPO is projecting 10x overall TAM growth over the next 5 years and the inflection will begin in 2027.

TLDR: Opportunity pipeline will scale over the next few years and the revenue for $SIVE will be in multiples of 100s of millions of dollars. Anything ~$200-500M USD is possible.

[PeterKlaas @perprins0]

@xai @AnthropicAI @spacanpanman @thekookreport is this SpaceX frontrunning the $GOOGL x $AMZN x $ASTS orbital AI compute?

[PeterKlaas @perprins0]

@athuinvests 12 SEK avg. Lowest buy 8.72 SEK. Currently around 40% of my portfolio