Roseinator

[Roseinator @Roseinator85]

@banjo_bolaji @alexfrco He’s named the parallels in the post you’re replying to

[Serenity @aleabitoreddit]

GUESS WHAT ANON?

After today’s new news with Ayar joining Nvidia NVLink fusion.

$SIVE is now the laser source for likely:

The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners.

From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO).

This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains.

-> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell.
-> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping.

And… Guess what else?

Then they all happen to use GlobalFoundries.

Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday).

Supply chain mapping all starting to make sense now anon?

Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top.

Algorithms completely miss this type of image based mapping.

After this announcement, I personally think current valuations are very undervalued:

Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.

[Roseinator @Roseinator85]

@MMassey1983 @LeahRay44 @Element_M1ller The murderer was a Sikh

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@Jao_P9 @OlisaOsega ‘
‘YoU dOn’t eVen atTAck’

Second highest scorers in the league. Retard comment.

[Roseinator @Roseinator85]

@lon_wolfman @AtlienGunner

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@Yunus_Oj @Ginho72 @afc_25079 Wrong. Finsbury and Kings Cross were closed after the fact due to overcrowding. There was no prior announcement regarding them.

[Roseinator @Roseinator85]

@nasitrash The terrorist funding oil state is saving football 🙄

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@DjedSpence This is you celebrating not getting relegated.

You’re not like us.

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@SomethingRibald @KlonnyPin_Gosch @spicytoasti Our top scorer, but not PL quality…

[Roseinator @Roseinator85]

@Nshimiy99890115 @JacobsBen Respectfully, shut the fuck up.

[Roseinator @Roseinator85]

@Mr_Derivatives You’ll be rich

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@DanielJ46731153 @ehannah0 @Keir_Starmer

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@batrem44 @aubreystrobel Look at the date

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@amitisinvesting

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@hovie_09

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@Arsenal_rep1 Ozil vs Two snakes.

Ozil easily

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@Midnight_Captl @toiletkingcap You laugh, but those guys are up 500% YTD

[Roseinator @Roseinator85]

@DJKing_G @afcDW What you on about?

[Roseinator @Roseinator85]

@Mr_Derivatives Good

[Roseinator @Roseinator85]

@pls_do_better @charles_watts There’s 500k-1M people expected to be there. How were they supposed to safely manage those numbers in a confined area - Town Hall or Stadium?

It’s not ideal, but because of the sheer numbers, I don’t think they had much of a choice