u/conroy_hines

fairly new investor who's been looking into AI networking/photonics stack and am considering starting a position in Sivers Semiconductors (SIVE).

Where I'm struggling is understanding why the SIVE bull case stands apart.

For those of you with high conviction:

• Why choose SIVE over other players: AXTI, POET, or LWLG?
• Is the moat the laser technology itself, manufacturing capability, customer relationships, IP, or something else?
• If co-packaged optics and silicon photonics become the standard for AI data centers, where exactly does Sivers capture the most value?

Been tracking KEEL and looking to start a position

For those with high conviction here — with potentially 3 leases expected by EOY, do you think that’s already priced in? What’s the long-term bull case from here and key differentiators? Also curious how people compare KEEL vs names like IREN, APLD, and CIPH.

It feels like a pretty asymmetric opportunity if execution materializes.

Seeking to allocate $50k in my Roth and put towards a more aggressive single stock. Any recs? Long term holder.

Currently have been considering quantum, beaten SaaS, nuclear, and AI infra. But wanted to see what you gurus think

New investor thinking about joining - was curious what made some of the investors in here pick coreweave over NBIS?