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[simply 🍊 @RaAlLe4]

#Bitcoin

[AskTraders @Asktraders1]

Raspberry Pi Holdings shares surged over 17% to 739.5p after H1 profit before tax tripled, up 216% to $19.6m. $RPI 1/4

[EDATEC @EDATEC_Offical]

SCIIF 2026 has successfully concluded!

EDATEC, with industrial automation software leader #CODESYS, showcased:
- The @Raspberry_Pi industrial ecosystem
- The global debut of our ED-CLAWBOX mini AI host
- Integrated hardware + software industrial automation solutions
#SCIIF2026

[Serenity @aleabitoreddit]

A massive catalyst arrived today with $SIVE:

Sivers announced $8.2M volume orders starting for Space applications (allspace).

This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication.

The bigger implication is not the contract size:

But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial).

Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract.

Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers...

This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)

[Serenity @aleabitoreddit]

Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers.

Just in the last month alone.

First major signal of major institutional buying of the float for Sivers.

[Serenity @aleabitoreddit]

$SIVE basically took their entire revenue pipeline.

In the entire company’s history.

Then grew that by 77% in the first 3 months.

Thats by far the clearest indication of the inflection of the CPO supercycle.

It’s probably going to look exponential from here on out.

[Raspberry Pi @Raspberry_Pi]

"My most daily used agent is running off a Raspberry Pi which is at least two or three years old; all that it has is 8GB of RAM. You see my point about accessibility, personalisation, relevance, use. [...] This is my point: the barriers have fallen." 🫶

Singapore's Minister for Foreign Affairs, Dr Vivian Balakrishnan, built his own agentic AI tool running on a Raspberry Pi (inc appropriate security measures!)

[Serenity @aleabitoreddit]

$SIVE mass production for 1.6T optical transceivers with $JBL:

Is now earlier than expected per JP Morgan Fireside chat.

Here's what they announced:

> "Relatively dramatic moat" implied with $SIVE laser architectures

> Extreme demand for their 1.6T, which was previously unknown in terms of volume.

> Faster than expected timelines, pulling revenue realization window forward.

The statement:

1. Jabil’s 1.6T LRO: "Goes into different qualifications across the next 1 to 4 months"

“The quals can take anywhere between 2 to 6 months"

Given its May H1 2026, mass production and revenue realization could begin in anywhere between 3 months to 10 months.

So late 2026 with 6.5 month midpoint.

Lot of former estimates were H2 2027.

3. Architecturally it's "which is about 11 kilowatts dramatically lower than current 1.6T power profiles"

Hyperscalers would like to hear this, and this is the competitive differentiation + relatively dramatic moat proven with $SIVE as the critical photonics chokepoint.

4. "At this point, it's not about share. It's really about keeping up with the organic growth of the entire market."

Again this shows that the enormous demand has outstripped supply.

The implications are that it’s more of a matter of how much Sivers + Jabil can build together, as anything they make would be bought.

This type of statement is just incredibly material for Sivers revenue relative to their current marketcap.

The market was previously uncertain about the exact volume demand and commercial timeline from Sivers X Jabil.

Jabil just publicly confirmed that the demand for their 1.6T LRO with $SIVE lasers is essentially uncapped.

[Serenity @aleabitoreddit]

Wow, $RDDT just posted an absolute blowout quarter.

-> $663M revenue (69% growth Y/Y) vs. ~$608M consensus.
-> $1.01 EPS reported vs. $0.6 consensus (68.3% beat).
-> 91.5% gross margins.
-> Q1 GAAP net income was $204M. This is probably the most important figure for true profitability since it includes SBC.

Next quarter they projected, $715M to $725M revenue growth with $285 million to $295 million adjusted EBITDA.

Reddit looks like a literal, high growth money printer. (Disclosure: I do have Reddit positions.)

Expect a lot of chart volatility from short term option flows.

But fundamentally, if you look at Reddit earnings without the noise, Reddit money printer go brrr.

[Serenity @aleabitoreddit]

@centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time.

[simply 🍊 @RaAlLe4]

@EUnicornHunter 😉

[simply 🍊 @RaAlLe4]

@EUnicornHunter 😁

[simply 🍊 @RaAlLe4]

@EUnicornHunter 🥃

[Serenity @aleabitoreddit]

$RPI does look sort of cheap for GAAP forward projections.

- 2026 Forward P/E: $5.29 / $0.256 =

20.6x

- 2027 Forward P/E: $5.29 / $0.400 =

13.2x

- 2028 Forward P/E: $5.29 / $0.553 =

9.5x

Off personal projections. Especially when you’re growing 58% Y/Y (expect this to beat again due to OpenClaw buying):

There’s not really much of a premium when it trades at 2x fwd/sales. Especially when theres new TAM expansion opportunities in the AI agentic hardware space.

The downside risk is, OpenClaw is just a short term trend. But Jensen did validate it as the next major trend at GTC.

If it is structural demand and Raspberry Pi is the $NVDA for consumer agentic hardware… could be a great opportunity at ~$1B MC.

[Serenity @aleabitoreddit]

Thesis validation in effect.

$RPI up 44.76% after earnings.

Raspberry Pi likely has a long way to go with some ~11-13x p/e projections for 2027.

And ~19-22x for 2026.

With a massive surge in demand to 58% fwd growth from 14% expected…

Raspberry Pi has become the rapidly accelerating AI orchestration hardware of choice for OpenClaw.

[Serenity @aleabitoreddit]

My original post on $RPI and OpenClaw vertaim:

"But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues."

$RPI New Analyst Projections:

The broker raised its 2026 $RPI forecast to $511 million from $360 million, implying 58% year-on-year growth.

....

The media labeled "Meme Stock" $RPI from my thesis is up 27% on the projections beat.

[Gus - The Italian Investor @italianinvesto]

Raspberry Pi $RPI FY25: a quiet compounder turning into something bigger 👇

• Revenue +25% YoY to $323M
• EBITDA +25% to $46M
• EPS +73%
• Units +~8% (H2 strong acceleration)

BUT the real story:

[Proactive @proactive_x]

$RPI Raspberry Pi shares surge as strong demand continues despite price rises https://t.co/w48wHddaFz #RPI

[simply 🍊 @RaAlLe4]

@EUnicornHunter earnings.

[Raspberry Pi @Raspberry_Pi]

The tech corners of the internet are buzzing with talk of OpenClaw, an open source AI agent.

Our Maker in Chief has been playing around with it in the Maker Lab at Pi Towers for the past couple of weeks to find out what it’s really capable of.

https://t.co/1vz6LGpqC1