Firefly_Keeta

Trading is my passion

[Askara @softmaxedx]

Should have bought $SIVE at
4.3 SEK
6.2 SEK
15 SEK
20.6 SEK
46.5 SEK
55 SEK
67 SEK
76 SEK <-- You are here
88 SEK
101 SEK
303 SEK

[Serenity @aleabitoreddit]

@AnesSaad8 Yep, went from:

Local Swedish investors/funds-> US investors

Now US investors -> US institutions.

The cycle of life

[Serenity @aleabitoreddit]

I don’t quite think photonics from $AAOI to $LITE or $SIVE are disappearing anytime soon…

Just extremely volatile.

Anyway, curious what other people are buying today?

[Serenity @aleabitoreddit]

@jim29223471 Can’t give advice on what you should do.

But personally I think $XFAB valuations are a joke at $1.45B MC if they’re leading Europe’s silicon photonics supply chain efforts.

[Philosway @philosway]

“To understand the world too deeply is to lose the innocence required to enjoy it.”

— Fyodor Dostoevsky

[Serenity @aleabitoreddit]

Given my recent popularity, might be a good time to put out a PSA.

Early followers have known this from the start:

1. I don't do any paid promotions, paid marketing, or accept outside gifts.

But I appreciate all the recent outreach from companies!

If you see or engage with something online related to any type of payment, it's fabricated for engagement or a scammer.

The reason I don't want to is because I'm just posting on X for fun, and when money is involved it turns into a job (which I don't want it to feel like).

Also, well off personally so I've never felt influenced by anyone outside.

2. The only "paid" thing I have is $1 subscriptions. That's all.

From the very start, I've never taken a single penny outside of X subscriptions/creator sharing. Which is why I say in my bio:

"I only use X, beware of imposters."

Anyone approaching you to share an external community or app is a scammer or imposter.

It's just very frustrating that people still fall for these impersonators.

3. I'm just one person posting my thoughts online.

-> Not some institution or Illuminati team.

Quality of research is "high" because I have a technical background. And I genuinely do this as a hobby researching supply chain ideas.

There's not some "hidden" motive like a paid research group from Asia, it's just fun lol.

4. I will always disclose positions if I have them or if I don't. Very open and transparent about it.

With Chinese equities I'm just posting research in hope it benefits people find conviction in critical companies in global supply chains.

I don't have any positions / any financial incentives (so I can be impartial), and haven't privately discussed with anyone about ideas I post beforehand.

Maybe it happens in Asia, but in the US it's highly illegal to be running groups or getting paid to post about companies.

I'm just posting my ideas for free without outside influence, in case others like the idea.

It probably seems odd, but I'm doing this as a hobby and for fulfillment of helping others.

5. I'm staying anonymous so I can just freely post my ideas online.

Reason being is after I first posted negative things about $IREN, I would have a lot of personal IRL threats and harassment from dozens of accounts for me to stop.

Don't want any personal safety or people around me to be at risk for just publishing free research online.

Anyway, goal is to help out retail investors with free information synthesis; rather than just selling that directly to institutions.

I'm sure this positive sum model might anger people along the way (who have expensive paywalls, or financial incentives) that might feel threatened by information democratization.

But genuinely just sharing day-to-day thoughts for free.

Very surprised by recent popularity but it helps me distribute compelling ideas to more people.

And grateful Elon / X gave me an opportunity through X.

[Gabe Anderson Trades 🔮 @GAndersonTrades]

WOW now they have BRAND NEW a PURE photonics ETF. Seems like an insane opportunity $FOTO

How is NOBODY talking about this? Shoutout @seer_xyz for showing me

[The Trend Sage @JonkooTrades]

$AAOI is one of the only U.S.-based optical players that designs AND fabs its own laser chips in-house (DFB/EML via a proprietary MBE + MOCVD process).

That vertical integration = margin control + supply security for Western hyperscalers.

The setup:
→ 800G ramping hard. First volume shipment to a major hyperscaler landed in Q1’26.
→ 1.6T on deck. Mgmt has guided 2026 revenue to potentially top $1B - more than doubling the business.
→ New 210k sq ft Texas facility = largest AI-transceiver capacity in the U.S.

But the sleeper catalyst is CPO.

As the industry shifts to co-packaged optics, the laser moves OUT of the module and becomes an external light source (ELSFP).

$AAOI just rolled out a 400mW ultra-narrow-linewidth pump laser purpose-built for this and they make the laser in-house.

The kicker here is that they’re targeting ~400K ELSFP units/month by 2027.

In a CPO world, $AAOI stops being “just a transceiver vendor” and becomes a foundational light-source supplier to the entire AI datacenter buildout.

Picks and shovels guys ⛏️ 🪏

I am adding $AAOI throughout 2026-2027 for the CPO ramp up, I think this is a $1000 stock in the making.

What are your thoughts on $AAOI?

[Anders Storm @StormDirac]

$SIVE News.

https://t.co/fXFHwG2h35 Awards $8.2M Production Order to Sivers Semiconductors for Ka-Band Beamforming ICs.

https://t.co/tZvs1OvigW

[CK Capital @CKCapitalxx]

$AAOI could have the next $SNDK type run.

[The Analyst @MMatters22596]

3. $AAOI | Applied Optoelectronics

Manufacturing high-perforrmance Optical transceivers for Data centers.

- Massive hyperscaler backlog
- Vertical Integration

[BULL OF BRITAIN @BULLOFBRITAIN]

$AAOI will be one of those stocks that is completely obvious like $SNDK - it goes up 5,000% and you are wondering what spell was cast on you to not buy it.

Im long $AAOI till the foreseeable.

[Enrich Trades @enrichtrades]

$AAOI is ready for its $MU moment

[The Trend Sage @JonkooTrades]

$AAOI - Zoom out to the prize

How fast is the CPO market $AAOI feeds actually growing?

Per Yole Group, the most respected analyst in photonics, pure co-packaged optics scales from ~$46M (2024) to ~$8.1B (2030).

That’s a 137% CAGR - one of the steepest curves anywhere in AI infrastructure (~176× in six years).

A vertically integrated laser/light-source supplier sitting dead center of that ramp is exactly the kind of name you want to own early.

(Source: Yole Group — “Co-Packaged Optics for Data Centers 2025.”)

[Serenity @aleabitoreddit]

Still think this US list from $MRVL to $ARM to $INTC was goated.

Just as a recap if new followers were wondering what US equities I like.

Especially because I've been talking about international companies recently.

[Firefly_Keeta @torcap1989]

@_alwaysmoney @aleabitoreddit @0xHyperEVM 5x is too conservative for AAOI , probably 15-20x at least

[Serenity @aleabitoreddit]

@0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130.

$87 -> $288 for Marvell
$134 -> $347 for Arm

not too shabby for my names? I still think many have a toooon of room to go like $AAOI.

[Serenity @aleabitoreddit]

Uhh, $XFAB de-risked foundry. Compelling upside from CPO if they make things work in H2 2027/2028?

I call this frontrunning institutions... since it's a massive guessing game few months ahead of normal repricing.

Cause it's a lot of customer/document mapping + timeline guessing without formal volume contracts in place.

But I think I'm right? We'll see.

[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.

[Rich Peter @peterli34923561]

$SIVE --- Sivers (SIVE:STO) is primarily listed on Nasdaq Stockholm, trading in Swedish Krona (SEK). It also has U.S. OTC ADRs (SIVEF) for American investors.The company has fully upgraded its 2024–2025 financials to meet U.S. PCAOB audit standards—a core requirement for a U.S. main-board listing. This process involved restating revenues, inventory valuations, and share-based compensation to align with stricter U.S. rules.

1.Historic Surge in AI Data Center Photonic Chip Pipeline
Through May 2026, Sivers’ opportunity pipeline surged 77% in just five months, soaring from $453 million at end-2025 to nearly $800 million. Design-in and late-stage projects rose 70%, driven mainly by demand for Indium Phosphide (InP) laser chips for AI data centers and LiDAR for autonomous vehicles.

2.U.S. CHIPS Act Contract Momentum
Sivers secured $6.6 million in CHIPS Act funding for the second year (+20% YoY) and has received an invitation for the third-year application. Its defense partner BAE Systems plans full commercial deployment of the technology in 2028–2029.

3.The “Invisible Enabler” of the AI Compute Era
As NVIDIA, Oracle, and others push data center transmission rates to 1.6T and beyond, traditional copper-based electrical interconnects are hitting thermal and loss limits. Silicon photonics and Co-Packaged Optics (CPO) are widely recognized as the solution. Sivers holds world-leading InP high-power laser technology, an indispensable fundamental light source for high-bandwidth AI chips and optical modules.

4.Asset-Light, High-Margin Model
Sivers operates an asset-light foundry model with top-tier wafer manufacturers like GlobalFoundries. Once production scales up in 2027, its net profit and cash flow will see explosive operating leverage.