SA1NT

sharing knowledgde about ai and semi supply chains

[SA1NT @sa1ntresearch]

My views on why photonics is here to stay and the importance for future AI buildouts.

$AAOI $LITE $COHR

[SA1NT @sa1ntresearch]

Anyone still holding ethereum:0xfeac2eae96899709a43e252b6b92971d32f9c0f9

Been holding this one for 2 years lol, send it please

[SA1NT @sa1ntresearch]

Still DCA’ing $LPK $LPKF long term hold for me, patience will pay off imo

[SA1NT @sa1ntresearch]

$LPK $LPKF

[SA1NT @sa1ntresearch]

$LPK $LPKF

[Serenity @aleabitoreddit]

Feels like glass substrate timelines got pushed back at least another quarter.

- "Samsung Electro-Mechanics Delays Semiconductor Glass Substrate Investment" due to a bottleneck in customer reliability evaluations of prototypes.

At its recent second-quarter earnings presentation, less than a month later, the company revised the start of operations to 2028.

- "SKC Reportedly Pushes Glass Substrate Mass Production to 2027, Targets Final Validation by Year-end" (Trendforce), earlier last month.

TLDR:
- SKC Absolics H2 2026 -> H1 2027
- Samsung H2 2027 -> H1 2028

Not everything is always good news with timeline shifts, but glass core substrate shifts do feel imminent.

Volume ramp for some players eg. $LPK / Philoptics (161580) / E&R (8027) likely track these mass production timelines.

[SA1NT @sa1ntresearch]

$SIVEF $SIVE

[SA1NT @sa1ntresearch]

$SIVE is becoming impossible to ignore.

AI data centers need photonics. Photonics needs lasers. $SIVEF sits right at the chokepoint.

CPO, 1.6T, SATCOM, the pipeline is getting bigger while the market still treats Sivers like a small Swedish semiconductor company.

Bullish.

[SA1NT @sa1ntresearch]

$SIVEF $SIVE

[Serenity @aleabitoreddit]

$SIVE announces a $3.4M development program with SemiNex!

For CPO, DFB laser arrays, and optical amplifiers.

Early production is targeted H2 2027 (in line with early scale up CPO timelines)

Seemed weird to me at first given product overlap, since SemiNex is a much smaller Series B company...

But then I got reminded of a less explicit version of $SPCX + Cursor relationship (derisking by working together first).

There's probably something interesting Sivers found in this company.

[SA1NT @sa1ntresearch]

$NBIS insane tbh, having these great partnerships with hyper scalers, and people are still bearish…

Let’s see where we see this stock in 12 months, def higher than today.

[M. V. Cunha @mvcinvesting]

$NBIS on its deal with Microsoft:

"To date, we’ve delivered all capacity tranches to Microsoft under the contract, including two tranches over the past month."

[SA1NT @sa1ntresearch]

Ignore the noise, focus on the facts.

$NBIS

[SA1NT @sa1ntresearch]

Also pretty sure $NBIS will have a nice day tomorrow with the $GS position increase from 7.2% to 10.5%.

Ignore the noise, focus on the facts.

[SA1NT @sa1ntresearch]

@aleabitoreddit Lmao just start of the CPO cycle if you ask me

[SA1NT @sa1ntresearch]

Let’s see what $AAOI cooks today, looks promising so far.

[SA1NT @sa1ntresearch]

Pretty sure we will see a nice pump on $AAOI at market open tomorrow.

Optical cycle just getting started, numbers don’t lie.

[SA1NT @sa1ntresearch]

Also pretty sure $NBIS will have a nice day tomorrow with the $GS position increase from 7.2% to 10.5%.

Ignore the noise, focus on the facts.

[SA1NT @sa1ntresearch]

Pretty sure we will see a nice pump on $AAOI at market open tomorrow.

Optical cycle just getting started, numbers don’t lie.

[SA1NT @sa1ntresearch]

My views on why photonics is here to stay and the importance for future AI buildouts.

$AAOI $LITE $COHR

[SA1NT @sa1ntresearch]

Wouldnt be surprised if $AAOI hits +$300$ by EOY.

Just look at this and do the math.

[SA1NT @sa1ntresearch]

See a lot of negativity about memory last days, really wonder where it comes from, makes no sense at all.

Extremely bullish, especially long term, on both photonics/memory stocks like $AAOI, $LITE, $SNDK, $MU, … to name a few.

No leverage, just holding and adding on dips.

[M. V. Cunha @mvcinvesting]

If you sold $NBIS because Michael Burry went short, you were never a serious investor.

[Northwise Project @InvestNorthwise]

In light of the recent Michael Burry news, Jim Chanos comments, and recent FUD surrounding $NBIS heading into earnings, we have decided to fully ungate our Nebius price targets and model heading into earnings.

Our full report and model are linked in the comments.

If you find value from our research and work, consider Northwise Premium as a way to support our work and in order to receive our upcoming new Nebius model scheduled for after earnings.

We are committed to independent, quality research and Northwise Members allow us to remain focused on equities rather that partnerships, advertising, or compromising deals.

Thanks again for your support, and enjoy!

[Ansem 🐂🀄️ @blknoiz06]

women's standards for men:
- above 6’1.5"
- above 130 IQ
- makes 6 figures+
- in great shape

men's standards for women:
- don't be annoying
- no eskimo bros in the friend group
- genuinely caring + appreciative
- be passionate about 1 thing other than scrolling tiktok

[*Walter Bloomberg @DeItaone]

IRAN'S REVOLUTIONARY GUARDS SAY THE ACCEPTANCE OF CEASEFIRE WAS CONDITIONAL ON CESSATION OF FIRE ON ALL FRONTS, HOWEVER THE U.S. AND ISRAEL DID NOT ADHERE TO THEIR COMMITMENTS

[scar @imfat]

having a gf during a market crash is wild

I'm down $80k
she's down for shopping

we are NOT on the same page😭