Warren Buffett said the secret to wealth is simple: "Buy great businesses, hold them forever and do nothing." The strategy fits on a napkin. The execution takes a lifetime. Your biggest enemy isn't the market. It's the version of you that checks the portfolio at -12% and starts making decisions.

Sivers will publish its Q2 2026 Interim Report tomorrow on August 27. As we head toward Q2, it’s worth looking back at where we left off. In Q1, Sivers reported a 77% YTD increase in its opportunity pipeline to $799 million, while highlighting multiple customer product ramps across Photonics and Wireless expected to drive growth into 2027. Catch up on the Q1 report and investor materials ahead of next week’s update: sivers-semiconductors.com/in…

These two together was awesome!

Absolutely overwhelming amount of info for $SIVE this week. Not sure how this company is ~1.4b 1. Lumilens raises over $900 million to replace data center wires with light. $POET gets lasers from $SIVE. Should trickle down if there are no surprises. 2. $AEVA launches an AI data center optics business with a hyperscaler deal, planning to use its existing manufacturing and foundry supply chain for volume production. #SIVE is likely the laser supplier. CEO Vikram liked Aeva CEO's LinkedIn post about the expansion. Don't think he wouldn't like it if they lost the revenue and switched suppliers. 3. Jane Street opens and closes their short position in $SIVE within 24 hours. Extremely unusual. Could be some motive? 4. $GFS earnings confirm 7 new optical networking design wins. Sivers is the reference laser across SCALE. $GFS also doubling silicon photonics revenue showing demand is growing. 5. $TSEM earnings confirm a multiyear III-V wafer supply deal with $IQE, the same company believed to supply Sivers' Glasgow fab. Tower also calls NPO a significant near term opportunity with deployments starting over the next year. 6. FCC drafts a ban on Chinese optical transceivers. $AAOI is the only major supplier with US based manufacturing already running. Both sit on the right side of this policy. 7. $AMD MI500 Instinct chip confirmed going optical from Q2 earnings. Sivers has two confirmed paths to being the laser supplier, through Ayar Labs or through $GFS SCALE. 8. $VIAV confirms CPO test revenues hitting this quarter, accelerating in December. CEO said CPO delay talk is nonsense. 1.6T ramping very quickly. Early CPO production H2 2027, volume inflection 2028. Right on the Sivers timeline. 9. $LITE CEO warned the InP laser supply gap for AI data centers is more severe than the memory shortage. With 5 InP fabs, shipments would still be 30 percent below customer demand. CW DFB laser demand validated. 10. $MTSI earnings transcript confirms customers coming with urgency due to general supply shortage of indium phosphide DFB lasers. Emphasis on urgency. Ummm yeah this is $SIVE. 11. $AAOI prints record revenue for the fifth consecutive quarter, demand outpacing capacity through mid 2027. Also skipping Gen 1 CPO, which opens more market share for $SIVE and others in that lane. I'm sure I missed a few notes. Pretty exciting week. Literally insane... Next week has some important earnings calls that most likely will solidify the thesis even more. We got $LITE, $COHR, and $IQE

Now getting close. In each of the two great bull markets in #preciousmetals, the first major correction was down approximately 35%, lasted about 140 trading days and retested the original low. (one slight undercut). This should ultimately serve to clear the table for the next leg higher. $GDX $GDXJ $SGDM $SGDJ $GLD

Rxt to the moon!!!

RT @data168: Just need one stock one thesis to retire. Find it! Join me for May trading. patreon.com/DYOptions

Agricultural commodities are breaking out higher. Food inflation incoming. #Corn #Wheat

Never give up!

Time to add to HARD assets vs. FINANCIAL assets. The correction could be completing here. If you missed the first leg, this could be the time to get positioned. The long term regime change is clear. Inflation assets are the hedge against current risks...not fixed income. $XME $SPY

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$XLE starting to look a little gassed... 🥁😐

This rotation in leadership is real. We are 25% allocated to International equities, 50% Canadian equities and significant underweight US equities.

Spend 5 minutes of your time and understand why a Bayesian approach can be a game changer for improving the likelihood of success as an investor. Aksel is a real pro.

Wow!

Canada's Berkshire Hathaway is outperforming Berkshire Hathaway Yet Fairfax Financial remains under owned David Burrows explains why he's a buyer and why investors have been slow to the story unfolding $FFH.to Watch the full episode: piped.video/u8fCNRMLBK4?si=3hRa…

🚨new episode JUST DROPPED What stocks do you need to own in 2026? David Burrows is BACK! His picks from March are up on average 53% and he says there is a big shift in markets investors need to pay attention to @barometerca @barometercptl TUNE IN NOW wherever you get your podcasts (links below)

Breadth continues to strengthen: For the first time since 2021, over 90% of the Dow Jones' stocks are above their 200 day moving average. In past instances, this kind of breadth expansion was always followed by higher Dow and $SPX 6–12 months later.

RT @data168: Had my best year since 2020. Captured the selloff in February 2025 . Caught rare earth run, gold and silver rally early.…

Iv been trying to add you Fix your settings bro! Comment when done ✅ Turn on post notifications 🔔 $SPY $SPX