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Saturday, November 7, 2026

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@aleabitoreddit

Serenity on X

It’s sad to see X and media turn so extremely negative That there’s now arguments made for “Take or Pay” noncancellable memory LTAs being cancelled. $MU: “strategic customer agreements cannot be unilaterally canceled. Customers are obligated to pay for their committed volumes whether they take delivery or not.” When talking about breaking LTAs from previous historical events: “These LTAs never had any binding terms.” Then there’s TMZ style coverage on $NVDA CEO relationships To misleading cancellations between $MSFT and $ORCL when they were from 2023… Every single day now from the media. Elon Musk posting something negative about Neoclouds to the Korean/Japanese memory companies doesn’t help either. Even today there’s something about SoftBank defaulting: $GE Vernova CEO on whether they see cancellations + financing difficulties on counterparties or turbine orders “No… we are not” Maybe there’s some non-public info not released yet? But I found find it strange that an OpenAI competitor would disclose this I’m personally fine with the volatility, and it’s fine if people have bearish arguments. But the level of misleading commentary or unsubstantiated accusations has hit a record level. And when you see the damage this causes to individuals lives in Japan to Korea to Taiwan. It’s very sad to see.
@aleabitoreddit

Serenity on X

I found the technical discussion helpful, but investor messaging to be way too conservative. If you look at how $NVDA CEO describes CPO, Jensen states scale up is increasing optical volumes by 15x. $LITE and $COHR are quantifying that by describing $5-$20B agreements spanning 3-5 years out. Having this question, and not talking about Ayar, O-Net, Poet, or ELS partnerships. Then redirecting the question to near term pluggables seems off. The vision also needs work, “communications and sensing” semi company is very unexciting. It’s technically true, but there’s no vision being communicated on being the next $40B optical giant or what Sivers is going to be in the next 5 years that would attract long term holders. The core valuation Sivers gets is from optical opportunities, I also personally disagree that it’s helpful to loop back to former cellular relationships when talking about future $GFS volumes I disagree when you portray the company as “small” when Sivers 100m CW DFB capacity is coming online, alongside large foundry partners. Which is a material % of the world’s annual laser capacity. Investors want to hear about future economic opportunities and how you fill the gap with more qualifications during a bottleneck. Sivers has a tremendous opportunity for CPO/NPO/Pluggables but I’m afraid it’s not being communicated properly. It’s understandable here since EETimes is more technical oriented, but I hope this messaging gets communicated better in the next earnings call.
@AsifSuria 1 click

Asif Suria on X

Exactly! I've been long $LION for a while and violated my rule of never averaging down after @garyHeff made me see that this was one of those cases where an exception made a lot of sense. That was when LGF was trading at around $6. I should have held on to the $STRZ spinoff but I didn't see it the same way you did and that was a mistake. Hoping the deal for $LION is in the high teens or over $20 so Jon can get a wonderful payout based on his new incentive plan.

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