AVG 🇬🇧 Man that’s so hard Since they all ran up so much But if I had to ignore that and choose one today it would be $SIVE / $SIVEF ( US OTC) It has the most potential IMO

Wouldn’t be surprised if the markets shrug this off too and we close green/flat tomorrow I do believe this is basically over and we get an extension of the ceasefire Bear case - bombings resume Base case - they extend the ceasefire Bull case - strait is full opened again

This is substantial $MRVL $SIVE $POET $GOOG

$SIVE $SOI $ALRIB $IQE Is the broader market finally catching on

Is $SIVE overpriced ? What we know: Confirmed: • Jabil deal (1.6T LRO, Apr 15) • $POET integration • Win Semi ramp • $GFS CPO slide - only $LITE + $SIVE mentioned for lasers • CW-WDM with $LITE $COHR • NASDAQ dual listing in the works (Reuters) Unconfirmed but likely: •

$SIVE now green on the day Just relentless Seems like Americans are buying what the Europeans sold after the Swedish report calling $SIVE a memestock

POET's CFO just confirmed Celestial AI invoice shipping this year, Marvell purchase order in hand, and SIVE DFB lasers are the light source powering all of it. $MRVL $SIVE $POET Serenity Anders Storm

The 100mW vs 400mW debate misses the point different architectures different specs and $SIVE is designed into both Thanks for clarifying Photon Capital $POET $MRVL

$POET absolutely relentless congrats to all shareholders

Already a paid member of Caleb Franzen's substack, but sharing anyway I’ve gained a huge amount from his macro insights over the years. No hype, no noise, just clear, honest analysis that is easy to digest In a space full of bold calls for clicks and substack subscribers this

Always pays to be an optimist

$SIVE has ran a lot and thats why many may be sceptical Whilst I do agree that a 20-30% pullback could happen It would actually be healthy But it does not HAVE TO happen I do think $SIVE 12 months from now will be much higher than it is today $POET $MRVL $JBL

Markets have ran up a lot over the last 2 weeks Would not be surprised if we take a breather over the next few trading sessions Lots of names looking very overextended to the upside Consolidate/dip and then continue higher is my guess $QQQ $SPY $SMH $SOXX

$AAOI $AXTI $SIVE $YSEM $COHR are finally pulling back after huge runs Healthy and needed Time to nibble ?