Shernice軒嬣 2000
05-15

$FLNC 20260821 25.0 CALL$

$Fluence Energy, Inc.(FLNC)$ $FLNC 20260821 25.0 CALL$


Added during panicky selling 

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Comments

  • Shernice軒嬣 2000
    05-15
    Shernice軒嬣 2000
    @Ah_Meng This is a goldmine [Miser]
    • Shernice軒嬣 2000ReplyAh_Meng: 
      O-Net is mass-producing ELS with Sivers like it’s a factory assembly line for AI hype, and Jabil is pumping out pluggable optical transceivers powered by Sivers tech. The growth is going to be very massive.
    • Shernice軒嬣 2000ReplyAh_Meng: 
      SIVE has basically become the Silicon Valley Prata for AI hardware.
      ​They got into the optical early, backing the "cool kids" like Lightmatter, Celestial AI, Ayar Labs. They started crashing the ASIC ecosystem party too, rubbing shoulders with Marvell, Alchip, and GUC.
    • Ah_MengReplyShernice軒嬣 2000: 
      I saw that [Gosh][Strong][Salute] I didn’t take a position as I preferred options on the AI related theme… some are here to stay, but many will disappear into la-la land when the music 🎶 finally stops… at least that’s what I think… 🤔
    • Shernice軒嬣 2000ReplyAh_Meng: 
      $SIVERS SEMICONDUCTORS AB(SIVEF)$ [Happy] [Sly]
    • Shernice軒嬣 2000ReplyAh_Meng: 

      They build custom hi pow DFB laser arrays for silicon photonics and CPO, replace electrical links with optical interconnects in AI data centers to cut power, latency, and bandwidth limits.
      They design mmWave RFICs and beamforming chips for Ka-band SATCOM, FWA for space communications.

  • Shernice軒嬣 2000
    05-15
    Shernice軒嬣 2000
    @Ah_Meng Muthu boy buying the dip
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