🇨🇠Global One SI - Prompt
$SIVE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Just days ago $SIVE announced the strategic partnership with O-Net Technologies and Enablence for advanced External Light Sources (ELS) using their high-performance DFB laser arrays 🔥
ELS is the critical enabler for Co-Packaged Optics (CPO) because it keeps those temperature-sensitive lasers away from the scorching GPUs.
Wavelength stability + reliability at scale?
Sivers is delivering exactly what hyperscalers need.
So now the map looks like this:
Current cycle (1.6T pluggables): Jabil using $SIVE lasers → massive shipments TODAY.
Next cycle (CPO/ELS):
$POET → Marvell/Celestial → $AMZN/$MSFT
Ayar Labs (which just raised hundreds of millions at multi-billion valuations)
And now O-Net (Asian ODM powerhouse) + Enablence → broad hyperscaler and HPC adoption
A $250M market cap company sitting at the absolute top of the light source food chain for BOTH generations of the photonics supercycle.
Forgotten detail:
They own their own advanced photonics fab in Glasgow, Scotland. Capable of $150M+ annual revenue potential on its own for prototyping, custom arrays, and lower-volume high-margin work. Then they de-risk the monster ramps by going fabless with Win Semi for volume. No capex nightmare.
Just pure merchant supplier economics - the same model that made $LITE and $COHR giants in the pluggable era.
2025 revenues hit record levels (up 25%+), opportunity pipeline exploded 64% to $453M, and post-restructuring the business is far more focused and scalable.
Meanwhile $LITE and $COHR trade at $45B+ valuations for their roles in the current pluggable supply chain.
$SIVE is positioned for this cycle AND the bigger CPO one coming.
The second the Street realizes a sub-$300M name powers Jabil's 1.6T modules AND the future ELS/CPO architectures for $META, $AMZN, $MSFT...
Multiple expansion is going to be violent.
I’ll keep hammering it: $SIVE / $SIVEF is one of the most asymmetric setups in the entire AI supply chain right now.
The supply chain doesn’t lie. Position accordingly.
ELS is the critical enabler for Co-Packaged Optics (CPO) because it keeps those temperature-sensitive lasers away from the scorching GPUs.
Wavelength stability + reliability at scale?
Sivers is delivering exactly what hyperscalers need.
So now the map looks like this:
Current cycle (1.6T pluggables): Jabil using $SIVE lasers → massive shipments TODAY.
Next cycle (CPO/ELS):
$POET → Marvell/Celestial → $AMZN/$MSFT
Ayar Labs (which just raised hundreds of millions at multi-billion valuations)
And now O-Net (Asian ODM powerhouse) + Enablence → broad hyperscaler and HPC adoption
A $250M market cap company sitting at the absolute top of the light source food chain for BOTH generations of the photonics supercycle.
Forgotten detail:
They own their own advanced photonics fab in Glasgow, Scotland. Capable of $150M+ annual revenue potential on its own for prototyping, custom arrays, and lower-volume high-margin work. Then they de-risk the monster ramps by going fabless with Win Semi for volume. No capex nightmare.
Just pure merchant supplier economics - the same model that made $LITE and $COHR giants in the pluggable era.
2025 revenues hit record levels (up 25%+), opportunity pipeline exploded 64% to $453M, and post-restructuring the business is far more focused and scalable.
Meanwhile $LITE and $COHR trade at $45B+ valuations for their roles in the current pluggable supply chain.
$SIVE is positioned for this cycle AND the bigger CPO one coming.
The second the Street realizes a sub-$300M name powers Jabil's 1.6T modules AND the future ELS/CPO architectures for $META, $AMZN, $MSFT...
Multiple expansion is going to be violent.
I’ll keep hammering it: $SIVE / $SIVEF is one of the most asymmetric setups in the entire AI supply chain right now.
The supply chain doesn’t lie. Position accordingly.
✍1
🇨🇠Global One SI - Prompt
Massive Plan #Tesla in collaboration with #SpaceX and #xAI is constructing the largest chip manufacturing facility in history (1 TW/year): TERAFAB. Millions or even more Optimus robots will participate as an intelligent workforce. (Optimus holds the potential…
What is the Present Value of TERAFAB?
TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell.
Let's assume that Tesla's TERAFAB economics are similar to TSMC and Samsung - so $2 billion per GW of AI chips.
Scale this up to 1TW and we're looking at about $2 trillion of revenue.
Now let's assume that $TSLA Tesla is able to do this in 2035 - nine years from now - and that this $2 trillion per year doesn't grow. Let's assume a 50% profit margin.
Let's also assume a 50% chance of failure - so there's a 50% chance of zero revenue & profits.
If we use a 15% discount rate, what's the present value of this?
Roughly about $1 trillion.
TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell.
Let's assume that Tesla's TERAFAB economics are similar to TSMC and Samsung - so $2 billion per GW of AI chips.
Scale this up to 1TW and we're looking at about $2 trillion of revenue.
Now let's assume that $TSLA Tesla is able to do this in 2035 - nine years from now - and that this $2 trillion per year doesn't grow. Let's assume a 50% profit margin.
Let's also assume a 50% chance of failure - so there's a 50% chance of zero revenue & profits.
If we use a 15% discount rate, what's the present value of this?
Roughly about $1 trillion.
✍1
🇨🇠Global One SI - Prompt
What is the Present Value of TERAFAB? TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell. Let's assume that Tesla's TERAFAB…
Everything has a present value.
Before profit comes revenue.
Before revenue comes a ramp.
Before a ramp comes scaling production.
Before scaling production comes start of production.
Before start of production comes development (and “endless delays”).
Before development comes marshaling resources.
Before the marshaling of resources comes a vision.
Where is the value created?
Just at the last step?
No - the potential value is there all along, only the probability is increasing over time.
Before profit comes revenue.
Before revenue comes a ramp.
Before a ramp comes scaling production.
Before scaling production comes start of production.
Before start of production comes development (and “endless delays”).
Before development comes marshaling resources.
Before the marshaling of resources comes a vision.
Where is the value created?
Just at the last step?
No - the potential value is there all along, only the probability is increasing over time.
đź—ż1
🇨🇠Global One SI - Prompt
$TSLA/USD H2 #Indicator #Signal #Trading #GlobalOneAI
All Eyes on $TSLA Tesla: Q2 May Be a Turning Point
There are a large number of likely events, milestones & catalysts in this upcoming quarter.
While the financial impact may not be felt in Q2, these are many of the important precursors.
There are a large number of likely events, milestones & catalysts in this upcoming quarter.
While the financial impact may not be felt in Q2, these are many of the important precursors.
🇨🇠Global One SI - Prompt
All Eyes on $TSLA Tesla: Q2 May Be a Turning Point There are a large number of likely events, milestones & catalysts in this upcoming quarter. While the financial impact may not be felt in Q2, these are many of the important precursors.
Let's not completely forget about Autos and 10 million deliveries sometime in Q3!
Drones are no longer a niche. They are becoming core infrastructure across defense, industry, and the future of mobility.
This is one of the fastest-growing Physical AI markets — and most investors are still early.
Let’s break down the drone ecosystem
Military Drones (Defense Backbone)
The battlefield is rapidly shifting toward autonomous and unmanned systems.
$KTOS → Loyal wingman drones, low-cost tactical systems
$AVAV → Switchblade drones, proven in real combat
$LMT → Integrating drones into next-gen warfare systems
Elbit Systems → Advanced ISR and UAV tech
$RCAT → Military-grade drone solutions (watch this space)
AIRO Group Holdings → Emerging defense + drone platform
This segment will see massive government spending tailwinds.
Drone Components & Systems (Picks & Shovels)
This is where the real scalability lies — enabling the entire ecosystem.
$TDY → Sensors, imaging (critical for autonomy)
$LHX → Communications + ISR systems
$RTX → Radar, propulsion, defense integration
$TXT → UAV platforms + aviation systems
DroneShield → Anti-drone tech (huge future demand)
Unusual Machines → Early-stage, high-risk/high-reward
Think of this layer like NVIDIA for drones — whoever controls sensors, chips, and comms wins big.
Commercial Drones (Real-World Adoption)
Drones are now being used in inspection, security, agriculture, and logistics.
$ONDS → Industrial + government drone networks
$DPRO → Healthcare, public safety, agriculture, delivery use cases
This is where recurring revenue models will emerge.
eVTOL (Future of Urban Air Mobility)
This is the next evolution — drones that carry people.
$JOBY → One of the leaders, strong partnerships
$ACHR → Backed by major industry players
$EVTL → Global certification race
$EH → Autonomous passenger drones already flying
Horizon Aircraft → Unique hybrid design approach
High risk, but massive TAM if execution succeeds.
Drones sit at the intersection of:
•AI 🤖
•Robotics ⚙️
•Defense spending 💰
•Automation 📡
This is not just a trend — it’s a multi-decade transformation.
My Take
The winners won’t just be the drone makers.
The real money will be made in:
•Components (sensors, chips, comms)
•Software & autonomy
•Defense contracts & scaling production
Watch the stack. Follow the money. Stay early.
Because once this becomes obvious…
the biggest gains are already gone.
Not financial advice, DYOR
This is one of the fastest-growing Physical AI markets — and most investors are still early.
Let’s break down the drone ecosystem
Military Drones (Defense Backbone)
The battlefield is rapidly shifting toward autonomous and unmanned systems.
$KTOS → Loyal wingman drones, low-cost tactical systems
$AVAV → Switchblade drones, proven in real combat
$LMT → Integrating drones into next-gen warfare systems
Elbit Systems → Advanced ISR and UAV tech
$RCAT → Military-grade drone solutions (watch this space)
AIRO Group Holdings → Emerging defense + drone platform
This segment will see massive government spending tailwinds.
Drone Components & Systems (Picks & Shovels)
This is where the real scalability lies — enabling the entire ecosystem.
$TDY → Sensors, imaging (critical for autonomy)
$LHX → Communications + ISR systems
$RTX → Radar, propulsion, defense integration
$TXT → UAV platforms + aviation systems
DroneShield → Anti-drone tech (huge future demand)
Unusual Machines → Early-stage, high-risk/high-reward
Think of this layer like NVIDIA for drones — whoever controls sensors, chips, and comms wins big.
Commercial Drones (Real-World Adoption)
Drones are now being used in inspection, security, agriculture, and logistics.
$ONDS → Industrial + government drone networks
$DPRO → Healthcare, public safety, agriculture, delivery use cases
This is where recurring revenue models will emerge.
eVTOL (Future of Urban Air Mobility)
This is the next evolution — drones that carry people.
$JOBY → One of the leaders, strong partnerships
$ACHR → Backed by major industry players
$EVTL → Global certification race
$EH → Autonomous passenger drones already flying
Horizon Aircraft → Unique hybrid design approach
High risk, but massive TAM if execution succeeds.
Drones sit at the intersection of:
•AI 🤖
•Robotics ⚙️
•Defense spending 💰
•Automation 📡
This is not just a trend — it’s a multi-decade transformation.
My Take
The winners won’t just be the drone makers.
The real money will be made in:
•Components (sensors, chips, comms)
•Software & autonomy
•Defense contracts & scaling production
Watch the stack. Follow the money. Stay early.
Because once this becomes obvious…
the biggest gains are already gone.
Not financial advice, DYOR
✍1
Discussions on the #CLARITY Act have increased on social media, with most analysts forecasting its passage by mid-2026, according to Santiment. Market participants are optimistic that the legislation will serve as a significant bullish catalyst for the cryptocurrency sector, facilitating legal and unrestricted investment opportunities for professional investors and enabling diverse crypto services.
đź‘€1
Elon says Terafab will require thousands of acres and over 10 GW of power at scale — too large to fit anywhere near the existing GigaTexas campus.
For context — Giga Texas sits on about 2,500 acres and is already one of the largest factories ever built on Earth.
Terafab is going to make it look small.
This isn’t a factory. It’s infrastructure for a new civilization.
For context — Giga Texas sits on about 2,500 acres and is already one of the largest factories ever built on Earth.
Terafab is going to make it look small.
This isn’t a factory. It’s infrastructure for a new civilization.
đź‘€1
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Google’s Data Center Buildout Could Top $1 Trillion
In an exclusive interview, Google’s new AI infrastructure chief says the tech giant has a “significant investment” planned. At current levels, Forbes projects it could be a very big number indeed.
In an exclusive interview, Google’s new AI infrastructure chief says the tech giant has a “significant investment” planned. At current levels, Forbes projects it could be a very big number indeed.
🇨🇠Global One SI - Prompt
$TSLA has built the world’s largest Supercharger station in Lost Hills, California called Oasis. The site runs on 11 MW of solar and 10 Megapacks storing 39 MWh powering 164 stalls as a self-contained energy system.
Everyone’s losing their minds over Chinese solar+BESS charging stations…
Meanwhile Tesla quietly built the world’s largest one right here in California.
Oasis Supercharger – Lost Hills:
• 164 stalls
• 11 MW solar
• 10 Megapacks (39 MWh)
This isn’t China. This is California. 🇺🇸⚡
Meanwhile Tesla quietly built the world’s largest one right here in California.
Oasis Supercharger – Lost Hills:
• 164 stalls
• 11 MW solar
• 10 Megapacks (39 MWh)
This isn’t China. This is California. 🇺🇸⚡
🇨🇠Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$RKLB silicon pivot just got validated this weekend.
TeraFab’s push toward gigawatt-scale orbital data centers makes it clear where this is heading.
Rocket Lab is positioned ahead of the curve with their new silicon solar arrays built for "cheap, scalable, rad-hard, gigawatt-class, kilometer-wide deployment."
TeraFab’s push toward gigawatt-scale orbital data centers makes it clear where this is heading.
Rocket Lab is positioned ahead of the curve with their new silicon solar arrays built for "cheap, scalable, rad-hard, gigawatt-class, kilometer-wide deployment."
🇨🇠Global One SI - Prompt
Elon says Terafab will require thousands of acres and over 10 GW of power at scale — too large to fit anywhere near the existing GigaTexas campus. For context — Giga Texas sits on about 2,500 acres and is already one of the largest factories ever built on…
This would roughly be the scale of the Tesla/SpaceX TERAFAB compared to Tesla’s Giga Texas factory, which is already one of the largest buildings in the world.
We are talking about an unprecedented amount of scale.
We are talking about an unprecedented amount of scale.