Booray
@dBooray
Peace is priceless. 🌊
Nature is medicine. 🌿
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@aleabitoreddit @Annoyinmous How do you see AAOI and SIVE demand if data centre builds get delayed or slow down. Do orders get pushed back etc. thanks
@aleabitoreddit @bob80924 Do you think that the macro environment is having a huge impact now? Are we likely to only settle one Iran/US peace is agreed. Feels like the market is pure whiplash.
$SIVE Neutral View
If Sivers delivers production ramps and meaningful AI revenue, the market could value them very differently.
If it takes longer, it remains a promising company with execution risk.
Let’s allow space for all views. The bulls/bears both have a point.
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What a cheat code in the Championship @OmegaLuke
