tky

[tky @tkyau_]

@TJ_Research 決定判罰的數個重要條件

1. 犯規時進攻球員仍控制皮球
2. 防守球員侵犯進攻球員
3. 防守球員沒有碰到皮球

阿根廷最初的的攔截精準命中皮球，埃及球員已經失去球權，當然最後有踢中埃及球員。
但兩次犯規不可相提並論

[Rocket Lab @RocketLab]

The Space Force called, and we launched. From call up to lift-off in just 16 hours 42 minutes 🎯 Rocket Lab has made history - the fastest response time ever for a @USSF_SSC Tactically Responsive Space mission.

[tky @tkyau_]

@MrNeverSell My guess is $22, LFG

[Kaz Nejatian @nejatian]

Earlier this year I said every Opendoor buyer would receive a complimentary American flag and flagpole.

As of today, Opendoor buyers can claim their American made American flag. Home is at the heart of the American Dream. Happy Flag Day, America!

https://t.co/ABJc0Azo1v

[tky @tkyau_]

@nejatian @open_army_japan @Opendoor_God Stockholder from Hong Kong.
Just would like to tell how grateful I am to have you as our CEO.
Add oil.
@nejatian

[Kaz Nejatian @nejatian]

@Opendoor_God We have a bunch of work to do and need to get better, especially at luxury/expensive homes. But for the average American, I am very convinced we are on the right track and we are making progress very quickly.

[Kaz Nejatian @nejatian]

This is petty and stupid. It is also dangerous.

Very clearly the first city on Mars will be named Musk and very clearly the Globe and Mail is a rag of lies that would go bankrupt without perpetual subsidies.

[Kaz Nejatian @nejatian]

I shared this note earlier today with the entire team at Opendoor.

Today we began to say goodbye to our colleagues in India as we wind down our India operations.

Our customers are in America, and that's where our operational work belongs.

[Eric Jackson @ericjackson]

Got to spend time today with the new Opendoor OGs - @nejatian and @lucmatheson - at the new Toronto offices. I will write more later but, OPEN Aarmy, your investment is in GOOD HANDS 🙌🏻

[mark @cherryPayment]

我希望我的粉丝都能够支持 serenity

他的推文和分享真的启发了很多人，如果没有他的分析，我也不会知道这些公司。

他真的做了很多他不需要去做的事情，每次也不厌其烦的回复粉丝的问题。

他不会因为你的粉丝数量来决定要不要回答你的问题，他是真诚 智慧 和善良的

在庆祝 $sive 暴涨之余 我们都应该感谢他

[tky @tkyau_]

@NingiResearch Nice try, better luck next time

[tky @tkyau_]

@cherryPayment 60左右是一個好位置

[Sivers-Semiconductors @SiversSemicond]

@Ferbin08 @DNBMarkets Stay tuned! 👀 We've got lots of great things happening!

[Serenity @aleabitoreddit]

There's a new $SIVE short seller with 0 clue what they're talking about.

1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.

As they've been identified as a likely direct customer since 2023.

An analogy is if O-Net / Enablence / Sivers, and O-Net worked directly with $SIVE (which they have) but vertically integrated away Enablence.

They're still likely buying $SIVE lasers.

2. $SIVE is clearly the likely $AAPL supplier for lasers. I use the term likely, because although markets are 99% sure, the BOM is confidential.

The short seller is claiming it's TASC, which I've already identified multiple times as an Apple supplier.

But falsely they're conflating two different generations of Apple Watches with photodiodes and lasers for glucose monitoring to say $SIVE is not a supplier.

3. US NASDAQ listing is likely incoming soon after the new board meeting and shareholder vote.

Upgrading accounting standards and having immaterial changes doesn't mean anything.

4. Ayar labs hasn't scaled up yet. Ayar specifically listed $SIVE as their primary laser supplier in their website.

With their executives going out on statement that they couldn't built their products without $SIVE lasers.

Claiming $SIVE isn't shipping volume to Ayar when their CPO products haven't ramped is stupid.

5. There's zero leak around news for listing. Hilarious coincidence and management has always been pursuing NASDAQ listing since last year.

Short sellers keep repeating this disinformation to try and profit.

6. I've never seen such hilarious BS around Win Semi volume scaling. High confidence in SpaceX and $AVGO supply chain critical foundry.

7. Using arguments from authority saying they know an engineer and then having them confusing architectural differences between $LITE / $COHR and $SIVE is hilarious.

Regardless

-distorting financial statements
-conflating different gen architectures and timeline NRE
- reiterating false accusations

to profit off short term sentiment is likely going to see them turn into a long as CPO/Jabil partnerships volume ramp.

[Elon Musk @elonmusk]

Why have they said nothing about the murder, aided by the police, of this innocent English boy?

[Serenity @aleabitoreddit]

$SIVE 2025 annual report analysis.

TLDR: Extremely Bullish.

Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development.

1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers"

For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers.

"Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion)

2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years"

$LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck.

And this confirmed it, so was wondering about Win semi.

"The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand"

$SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know.

This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader.

VOLUME PRODUCTION H2 INDICATIONS (BULLISH):

3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026"

H1 is more preproduction, H2 production signaled starting with names like $POET.

4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026"

$AEVA start of volume production Q4 with $SIVE = bullish for both.

Revenue floor from LIDAR as their CPO scales.

5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing)

FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals.

Especially when you're forward looking for the 2027-2028 CPO supercycle.

But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE.

TLDR:

-> Win Semi implied capacity lock in during CW laser bottleneck
-> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion.
-> New customers for CW lasers
-> Volume production scaling starting H2 for both photonics and lidar.

[Elon Musk @elonmusk]

On my way to Beijing in Air Force One

[Pueo Keffer @pueokeffer]

$OPEN What do we say Open Army? The general @nejatian stepped up! Is the board with him or is it just a $500K buy to match? Tag all the board members! Friday final tally? Time to ride.

[Kaz Nejatian @nejatian]

Today, my wife and I bought 100,000 more shares of $OPEN. I don't look at the stock price that frequently. I did today and I thought it was worth my family becoming even more invested in Opendoor.

[Serenity @aleabitoreddit]

Every day it's like this on repeat with $SIVE, it's like dejavu lol.

Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets.

New local hit piece on their own frontier company happens every market open, stock drops 10%:

-> "CPO and the CW lasers is nothing new"
-> "Sivers is going up against well funded $LITE and $COHR and will lose because of capital"
-> "They had to dilute 2.5% to get listed on Nasdaq"
-> "Delayed annual report is sketchy" (to get listed on Nasdaq)
-> $SIVE is not big enough to capitalize on $JBL relationship and scale.

Local Swedish folks end up selling. Western investors/funds end up acquiring the float.

Better for the West to own the company before CPO ramp starts.

Creating a frontier company purely from Sweden seems hopeless given local culture.