5/8

Pipeline is accelerating fast:

• 4th Fortune Global 500 customer in Stage 3 (prototype → final product)
• Telcordia reliability passed
• Al clusters screaming for 800G-1.6T optics
OFC 2026 will make this crystal clear.

6/8

Valuation check (no bullshit):

~ $1B market cap, still pre-revenue. Dilution risk is real. Execution on 2026 tapeouts matters.

But two top foundries + Stage-3 design wins
+ exactly the tech the market needs = heavily
bullish risk/reward.

7/8

The real winners in Al won't only be GPU makers.

The companies that solve the interconnect bottleneck at scale will print money.

$LWLG is building exactly that moat - quietly and with real momentum instead of vaporware.

8/8

$LWLG is no longer a "maybe someday" story.

It's a foundry-integrated, customer-validated, Al-critical platform with multiple 2026 shots on goal.

Where do you see fair value in 12-24 months?

$2B+ market cap realistic?

DYOR.

$LWLG/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$SIVE Thread: The Semiconductor Play Most Investors Are Still Sleeping On 🔥

Most investors are chasing the obvious AI names… while Sivers Semiconductors is quietly building the invisible infrastructure that makes next-gen AI data centers, autonomous LiDAR, and satellite comms actually work.

Record 2025 revenues. Massive 2026 production ramps locked in. And a $453M opportunity pipeline that just grew 64%.

This is not hype. This is the inflection.

Thread (1/6)👇

(2/6) $SIVE

2025 was a breakout year:

• Revenue: SEK 304M (+25% YoY, +33% constant currency)

• Product revenues: SEK 86M and climbing

• Adjusted EBITDA improved 31% while the company doubled down on high-margin Photonics and Wireless tech

They’re no longer just developing, they’re shipping at scale.

(3/6) $SIVE

The real fireworks start in 2026:

1. AI Data Centers (Co-Packaged Optics) New partnerships with O-Net, Enablence & POET for external laser modules. These are the “light engines” hyperscalers need for faster, cooler, more efficient chips. Sivers is right in the middle of it.

2. LiDAR Production Ramp Strategic customer starts volume production Q4 2026. Cumulative revenue potential: $53M–$138M across the product lifecycle (automotive + industrial). One customer. Multiple platforms.

(4/6) $SIVE

3. SATCOM & Defense

Ka-band antenna panels with Doosan, ESA contracts secured, and fixed wireless momentum. Geopolitics + space economy = structural tailwinds.

Opportunity pipeline hit $453M in 2025 - up 64%. That’s real visibility, not vaporware.

(5/6) $SIVE

Why this matters for investors:
Sivers is asset-light, product-focused, and sits at the intersection of three unstoppable megatrends (AI photonics, LiDAR autonomy, SATCOM).

The market finally noticed, shares up >100% in recent weeks - but analysts’ price targets and the broader street still lag the execution.

This is the setup for asymmetric upside in 2026–2028.

(6/6) $SIVE

Sivers isn’t another “story stock.” It’s a proven technology provider with contracts, ramps, and pipeline that de-risk the next leg up.

The question is no longer “if” - it’s “how big.”

What’s your biggest catalyst for $SIVE in 2026: AI photonics, LiDAR ramp, or SATCOM?

Bullish or still on the sidelines?

$SIVE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

🚨 TRUMP IS ADDRESSING THE NATION TONIGHT AT 9PM AND NOBODY KNOWS WHAT HE IS ABOUT TO SAY 🚨

This is not a press briefing. This is not a rally. This is not a tweet. This is a formal Address to the Nation.

Broadcasters have been asked to clear 20 minutes of airtime. Twenty. Minutes.

They don't even know if he'll be in the Oval Office. The White House hasn't confirmed the location. Only thing confirmed: 9PM. Tonight. The President speaks.

Now let's talk about what is actually happening.

This is about the Gulf. This is about Iran. Here is what could be announced tonight — and all of them are serious:

OPTION 1: MILITARY STRIKE ALREADY HAPPENED
US forces may have already hit Iranian assets in the Gulf. The address is to tell the American people after the fact. This has happened before. It will happen again.

OPTION 2: A STRIKE IS IMMINENT
Trump is giving Iran a final public warning. He tells the nation, "We are ready." He dares Tehran to blink. This is how you signal overwhelming force without firing first.

OPTION 3: HORMUZ IS THE TARGET
Iran threatened to close the Strait of Hormuz. If they try, the US Navy is already there. Trump may be announcing rules of engagement. That means any Iranian ship that moves toward the strait gets treated as a hostile.

OPTION 4: A DEAL
Back-channel talks have been happening for weeks. A surprise ceasefire, hostage release, or nuclear freeze could be on the table. If he announces a deal, the headlines tomorrow say "Trump Ends Gulf Crisis." That is a legacy moment.

OPTION 5: SOMETHING NOBODY IS EXPECTING
The address was called on short notice. The location is unclear. 20 minutes is a long time. What if this is bigger than Iran? What if something happened tonight that has not leaked yet?

That is the part that should make you nervous.

The nation is watching. The markets are watching. Tehran is watching. Beijing is watching. Moscow is watching.

9PM. 20 minutes. One man at a podium.

Don't look away.

🚨 THE EU JUST ISSUED ENERGY LOCKDOWNS AND NOBODY IS CALLING IT WHAT IT IS

The European Commission is urging Europeans to work from home, drive less, and fly less because of the Gulf conflict.

EU Energy Commissioner Dan Jørgensen says this crisis won't end even if the war ends tomorrow.

Read that again.

"Even if peace is established tomorrow, we will not return to normal."

💀 This means the EU is permanently screwed. Not temporarily.

💀 No immediate supply shortages yet — but diesel and jet fuel are already under pressure.

💀 Global gas markets facing "increasing constraints." Electricity prices surging.

💀 26 of 27 EU member states are currently under infringement proceedings for failing to implement electricity market rules.

💀 Europe's grid is so outdated it can't even handle the renewables they already built — 120 GW of clean energy projects are at risk of being STRANDED.

⚠️ But here's what EU Energy Commissioner Jørgensen is NOT telling you:

The EU had cheap Russian energy. They chose to refuse it.
The EU had nuclear. They chose to phase it out.
Germany shut down its last nuclear plants in 2023.
Seven EU countries still actively BLOCK nuclear alternatives in energy law.
They replaced reliable energy with ideology.

And now they're out of options.

Here's the logic chain:

→ EU kills Russian gas imports
→ EU kills nuclear power
→ EU builds renewables on an outdated grid that can't connect them
→ Gulf conflict hits — no buffer, no options, no plan
→ Solution: behavioral control. Tell citizens to drive less, fly less, work from home.

Do you understand what that means?

They're showing you: "Gulf conflict triggers energy emergency."
They're NOT showing you: EU politicians spent years building the most fragile, ideology-driven, unresiliently f*cked energy system in modern history.

This isn't a Gulf conflict problem.
This is a European political failure dressed up as an act of God.

COVID lockdowns told you to stay home.
Energy lockdowns are telling you to stay home.

Same instruction. Different excuse.

Both times — the crisis was real. The cause was manufactured by the same class of people.

This is the most predictable energy catastrophe since the 1970s oil embargo — except this time, Europe did it to themselves.

A research on the so called "RARE EARTH"

🔥🇨🇳China showcases seamless teamwork: man, drone, and robot in enemy clearance.

🚨🇨🇳 China flies massive cargo drone

The Changying-8 hauls 3.5 tons and can take off at 7 tons. Fully loaded, it can reach 3,000 kilometers.

Secretary of State Marco Rubio explains why the U.S. decided to strike Iran

It’s under two minutes and worth a watch

🇺🇸 Donald Trump Mocks Iran:

Reporter: "Iran Said they Could Target US Companies"

Trump: “With What, BB Guns? They’re Don't Even Have Nukes”.

🇩🇪 Germany had it figured out in 1974

Then they changed their minds.

This chart is from the German Economics Ministry's own energy model... 52 years ago.

The plan was clear:
☢️ Nuclear takes over
🛢️ Oil peaks and fades
⚡ A clean, stable energy future

Germany was on track.

Then they shut it all down.

Pressured by politics.

The last German nuclear plant closed in 2023.

Now Germany is begging for cheap and reliable energy

The engineers in 1974 got the future exactly right.
The politicians in 2023 chose a different path.
And now ordinary Germans are paying the price.

One of the the most expensive energy mistake in modern history wasn't made by accident.
It was voted for.

🇦🇺The Australian Prime Minister is begging citizens to take the bus🚍

This is what an energy crisis looks like in a G20 country.
Not a press release.
Not a policy paper.
A head of government on live TV asking ordinary people to stop using fuel.

The managed demand destruction has officially begun.

There are 2 versions of demand destruction:

📋 The managed one governments ask nicely
💥 The unmanaged one prices rise until economies break

Australia just entered phase 1

The question is how long before "please take the train" becomes "you have no choice"?