PanDrak (@PDrakoul) profile picture
Switzerland
Joined June 2026
Photo by PanDrak (@PDrakoul)Photo by PanDrak (@PDrakoul)
Mark my words, SpaceX will become the first $10T company, and the first $100T company. 🚀🚀🚀
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$TSM (Taiwan Semiconductor Manufacturing) #earnings are out:
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PanDrak retweeted
At AI Infra Summit, Ayar Labs is showcasing co-packaged optics at rack scale with Wiwynn and how a robust ecosystem across advanced packaging, ASIC design, and optical connectivity brings CPO to high-volume manufacturing. bit.ly/4iA3okc
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PanDrak retweeted
$SIVE something caught my eye in its patent portfolio: how it tackles alignment across wider laser arrays. A tiny rotation during assembly changes the gap between the lasers and the silicon photonics chip from one channel to the next. For scale: 0.1° across a 1 mm span creates roughly 1.75µm of gap variation. In US12523817B2, Sivers forms its alignment marks during BOTH the waveguide etch and the facet etch. The assembly process can then reference the waveguide and the actual light-output edge together. The patent specifically discusses keeping the gap consistent across wide arrays to reduce insertion loss. For multi-wavelength AI optics, the potential advantage is better coupling across the whole array. If that improves production yields, Sivers’ lasers could help customers lower the cost of each working optical engine. TLDR; $SIVE’s patented alignment method could provide a competitive advantage because it can deliver better assembly yields and lower integration costs than competing laser designs.
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PanDrak retweeted
Can I ask for a favor. Report this account @renstocks_ There can only be one cute Pokemon on here sharing alpha. Let me know in the comments if you did pretty please. Thanks!
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$SIVE 03.07.2026 BULLISH BALANCE SHEET MOVE Bootstrap converts the full $12M convertible loan into equity 🚀 ✅ $12M debt removed ✅ 10.85% interest burden eliminated ✅ No repayment pressure until 2029 ✅ Stronger balance sheet ✅ Lower refinancing risk It is a major debt-to-equity clean-up that strengthens Sivers ahead of its next growth phase. Less debt. Lower interest. More financial flexibility. Very bullish for the long-term $SIVE story 📈 sivers-semiconductors.com/pr…
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Sivers $SIVE upgrades US listing plan from evaluation to execution Market is missing this big news $SIVE NASDAQ US listing is expected in late 2026 to early 2027
Very bullish news for $SIVE , issue set price at 57 SEK oversubscribed multiple times means more demand than supply wow Strategy to expand business, CEO said they intent to complete the US listing process in next quarters SIVE to 150 - 200 SEK soon 500 SEK by eo 2026
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Great news with a Direct share issue that was oversubscribed multiple time. What started as a planned SEK 600M (+$61m) raise was upsized to SEK 700M ($73m) thanks to strong institutional investor demand. That's a clear vote of confidence in $SIVE and the ramping within AI photonics, SATCOM and defense. SEK 700M is roughly US$73M in fresh capital, providing even greater financial flexibility to accelerate execution and scale the business. Strong demand. Strong balance sheet. Exciting times ahead. Great work by the Sivers team! Congratulations! $SIVE #AI #Photonics sivers-semiconductors.com/pr…
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Power is one of the biggest design challenges in #mmWave systems. As bandwidth demands increase, so do power consumption and thermal constraints. At Sivers Semiconductors, we're addressing these challenges through advanced beamforming, highly integrated RF architectures, and optimized antenna designs, helping customers deliver higher performance with lower power consumption. Learn more: sivers-semiconductors.com/wi… #mmWave #RF #Wireless #Semiconductors #Beamforming
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