가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Serenity
@aleabitoreddit
I only use X, beware of impersonators. AI/Semi Supply Chain Analyst ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
가입 July 2025
171 팔로잉 중    585.7K
Only thing to look at with $SIVE earnings is forward growth. Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players. Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799m In a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding. “The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers). Is also very positive and validates the thesis about volume ramp for photonics. Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come. Overall, very positive.
더 보기