the.Fibonacci.bounce

no crying in the casino

[Sancet @Million_Sancet]

I’m in $SIVE

[the.Fibonacci.bounce @stockprodigyman]

@Sameer9398 @aleabitoreddit Till divorce do us part

[Serenity @aleabitoreddit]

$SIVE announced today that it is expanding InP manufacturing in Glasgow.

The new capacity target is:

~100 million CW DFB laser annual production.

Using Sivers’ historical $50-$100 per 8-laser array pricing, the implied revenue capacity might be ~$625M-$1.25B/year (not guidance, just illustrative modeling)

I’m personally very surprised by the amount of capacity coming online from their new hybrid manufacturing model, targeted Q4 2027.

Especially during an industry shortage, mentioned by $AVGO earnings call today.

[the.Fibonacci.bounce @stockprodigyman]

@revoAIution @MrShorte Don’t you feel like regardless if they really do everything right and become next lite they still are worth more then what it is today? Like even if they don’t capture all that TAM

[the.Fibonacci.bounce @stockprodigyman]

@aleabitoreddit Say sive.

[the.Fibonacci.bounce @stockprodigyman]

@aleabitoreddit @Path21Mil Still would like to hear a response here respectfully…

[the.Fibonacci.bounce @stockprodigyman]

@aleabitoreddit @Path21Mil Well we’re here?? Are you buying more?? What changed..

[the.Fibonacci.bounce @stockprodigyman]

@cherryPayment @nicolesong68 @Sofigoodboy He also called Vikram the 🐐 less then 48 hours ago so maybe put a little trust in him since he knows more then all of us

[the.Fibonacci.bounce @stockprodigyman]

@TW_trades_ Extremley dissapointed with his flip flop @aleabitoreddit

[the.Fibonacci.bounce @stockprodigyman]

@Sandeman52 Can you please explain your thinking here? I don’t disagree just trying to understand

[Rocket Lab @RocketLab]

LIFTOFF! Electron has launched for the 94th time🚀

[the.Fibonacci.bounce @stockprodigyman]

@aleabitoreddit can you explain why your thinking is so different now? Blood in the water and your scared now?

[Serenity @aleabitoreddit]

I’d probably consider launching a fund to just buy out $SIVE if it reached those levels lol.

Don’t think it’s possible to go there again, given $JBL pluggable ramp and more optical transceiver customers underway.

Also not sure who they’re analyzing for, Swedish folks don’t own the company anymore, just a few percent to go.

[the.Fibonacci.bounce @stockprodigyman]

@softmaxedx Serenity the biggest influencer of the stock bear posting doesn’t help. We all know we need to wait to see product orders come in and be patient and she’s talking about not cheerleading because of communication

[the.Fibonacci.bounce @stockprodigyman]

@aleabitoreddit Still can’t believe your bear positing sive after all your confidence

[the.Fibonacci.bounce @stockprodigyman]

@aleabitoreddit Your sentiment to your favorite stock to this over managment communication is concerning.

[the.Fibonacci.bounce @stockprodigyman]

@EchoAnalysis No way it gets to $1.10

[the.Fibonacci.bounce @stockprodigyman]

@softmaxedx Just earned yourself a follow.

[the.Fibonacci.bounce @stockprodigyman]

@zaynchd @aleabitoreddit No he tweeted he’s holding

[the.Fibonacci.bounce @stockprodigyman]

@softmaxedx @aleabitoreddit I still believe in the thesis but how can you not get down with this price action