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$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.

Truist on $CSCO: “Scale matters, AI momentum shining.” The firm says Cisco now expects $9B in FY26 AI orders, up from its prior $5B view, with AI revenue seen at $4B vs. $3B before. Truist also points to $5.3B in hyperscaler AI orders YTD, non-hyperscaler orders up 19% YoY, and early FY27 commentary implying about 8% top-line growth.

BREAKING: NovaRed Mining’s Wilmac Project Is Nearly 3x the Size of Manhattan, Comparable to ~30,000 Football Fields - and Already Entering the Conversation as One of the Largest Emerging Copper Projects by Land Scale $NRED / $NREDF is becoming impossible to ignore. The company’s Wilmac Copper-Gold Project in British Columbia now spans: • 16,078 hectares • 160.78 km² • ~39,732 acres • Nearly 3x Manhattan Island • Roughly 30,000 football fields By land scale alone, Wilmac is already comparable to some globally recognized copper mining districts and large-scale projects. This is why many investors are beginning to view NovaRed as a potential mega-project in development rather than a typical junior exploration company. But the bigger differentiator may be the AI infrastructure behind the land package. NovaRed’s MetalCore AI platform is designed to integrate: • satellite imagery • geology • geochemistry • magnetic anomalies • geophysics • ownership records • predictive modeling into one mineral intelligence engine capable of identifying high-probability exploration targets at scale. And the market opportunity could be massive. There are roughly 77 million landowners in the United States controlling more than 1.3 billion acres of land — most of which has never been analyzed using modern AI-driven mineral discovery systems. At the same time, copper prices are surging toward historic highs as demand accelerates from: AI infrastructure, hyperscale data centers, robotics, EVs, defense systems, transformers and global electrification. Recent North Lamont results reported copper values up to 379 ppm Cu alongside porphyry indicators and magnetic anomalies, with additional geophysical work already underway. Still early-stage. Still speculative. But by land scale, AI vision and exposure to the copper supply chain, this is becoming a very serious story to add to your watch list. DYOR! Do your work ! Do your own research ! Don’t rely on this information ! Everybody can lose in stocks !

Was looking through old chats from 10 years ago about Cerebras’s Series B .. such a full circle. in 2017, if you bet on GenAI you were a "vibe investor" - Academia hated on Transformers for not being "elegant" enough for CV (RIP ViT/DETR haters). The NLP scientists called decoder-only models a dead end. 2017 was one of those quiet historical forks, no one in the industry grasped how deeply it would shape what became the Fourth Industrial Revolution Now, the same people are begging for H100s. Meanwhile, Cerebras is still fighting the physics of tiny SRAM and no HBM. Hardware is hard; being right early is harder. and ofc Cerebras didn’t feel obvious to me at all Looking back, my judgment was full of the constraints of that moment: I wasn’t sure Nvidia could become the backbone of hyperscale AI datacenters. Google still looked like the kind of company that would keep its best infrastructure for itself. And Cerebras’s wafer-scale engine felt, to me, like a very expensive piece of hype. That’s the thing about living through history in real time..the future rarely sounds loud when it first arrives. 2017 to 2026 was AI’s version of Hemingway: slowly, then suddenly all at once. And four years earlier, 2014 to 2023 was crypto’s The first 7 years of every exponential industry are usually just a long muted prologue, then last 3 tear through the world as a full symphony That’s still the most intoxicating thing about spending the last 15 years around frontier tech: getting to touch history in draft form, watching founders stay faithful while lost inside it, and watching random choices separate people from fortunes they couldn’t even imagine yet Slowly but surely, suddenly all at once

$GLW — Corning is becoming a critical link in the AI data center optical supply chain — with capital, capacity, and customers converging at once. Key highlights: — Q1 2026 EPS of $0.70 came in strong, with optical communications revenue up 36% YoY on robust AI demand. — Nvidia took a $ 500M stake in Corning, while the company committed to expanding U.S. fiber optic capacity by 50%+ to supply AI data centers. — Long-term agreements signed with multiple hyperscalers, including a $ 6B order from Meta — locking in Corning's optical positioning across the AI supply chain. Three converging order streams — fiber, silicon, and cloud — reshaping a 174-year-old industrial company into an AI infrastructure name. Trade $GLW and 1,000+ U.S. and Hong Kong equities with stablecoins on StableStock.

Still think $SIVE is vastly undiscovered. Feels like markets are only slowly starting to realize the likely laser supplier for $AMD? The only two public laser companies were $SIVE and $LITE on the $GFS presentation by the way…. after AMD’s CPO program went the way with GFS. And $SIVE is the only one left alongside GFS on Ayar’s website after they silently removed $LITE and $MTSI from their partner section. AlChip and GUC also happen to be pretty big for hyperscaler suppliers too.. Feels like Sivers lasers are going to end up everywhere next year.

🇭🇰 The Scaling Summit HK 2026 | Session Recap Host: @499_DAO × City University of Hong Kong Co-host: @0G_labs × OpenSchool x IDM of CityU Special Partner: @BAI_AGI x @hetu_protocol 📌 Topic: Hyper-Scale Infrastructure for a Trillion-Agent Economy Orchestrating a trillion agents on-chain. 🌍 As AI scales, so must our infrastructure. Our closing panel debated the hyper-scale pipeline needed to manage intent and execution for the upcoming trillion-agent economy. 🎙️ Speakers & Mod: ▪️ @rayrayweb5, KOL (Mod) ▪️ @blueslin0721, Web3 Business Development Manager of @googlecloud ▪️ @lclwalter, Business Development of @BNBCHAIN ▪️ @0x7SUN, CEO of @flock_io ▪️ @jackyavalabs, Head of Hong Kong at @AvaLabs #TheScalingSummit# #HyperScale# #Intent# #AIAgents#

🇭🇰 The Scaling Summit HK 2026 | Co-hosts Host: @499_DAO × City University of Hong Kong Co-host: @0G_labs × OpenSchool x IDM of CityU Special Partner: @BAI_AGI x @hetu_protoco A huge thank you to our Co-host @0G_labs for their incredible support! Together with @499DAO, we’ve built a comprehensive loop of interaction that bridges infrastructure and innovation. 0G Co-founder Michael (@michaelh_0g) shared visionary insights during our session on "The Hyper-Scale Pipeline," discussing the essential decentralized infrastructure needed to support the massive scale of future AI agents. Beyond the stage, the 0G team led a focused closed-door workshop with 30 core developers, detailing how to build on their network and highlighting the 0G Grant Program to empower early-stage builders. Furthermore, 0G Head of APAC Jt (@Jtsong2) served as a key judge for our Demo Day, evaluating 8 exceptional AI projects and helping select the top 3 winners. From high-level strategy to hands-on developer support, we are grateful for 0G’s deep commitment to the ecosystem. We look forward to a long and successful partnership between 499 and 0G! #Web3# #AI# #0GLabs# #HouseofAI#