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@@ -6590,3 +6590,5 @@ tweet_id,created_at,kind,text,tickers,source_url,conversation_id,referenced_twee
 2091851831718879660,2026-08-24T11:35:16.000Z,post,"$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng. Regardless, humanoids + physical AI sector funding is really taking off.",AMZN|NVDA|XPEV,https://x.com/aleabitoreddit/status/2091851831718879660,2091851831718879660,
 2091889047325335611,2026-08-24T14:03:08.000Z,quote,"Bro why are we fighting a Trade War with our friendly Golden Retriever named Canada. Shouldn't we be focusing on Iran today? Trump: Announces 50% Tariffs On Cars, Automotive Parts, and Steel From 2027. https://t.co/40SbPDPMFC https://t.co/HMwTkoXxR1",,https://x.com/aleabitoreddit/status/2091889047325335611,2091889047325335611,2091755022937940422
 2091909391238979970,2026-08-24T15:23:59.000Z,post,"$NVDA, following their $20B deal... Announces Groq3 LPX now in full production. With $NBIS the first to adopt through Nebius token factory. - 3,400 tok/s in Artificial Analysis benchmarking running Gemma 4 31B, with 100k token context - 4x faster responsiveness than the nearest alternative Thing that caught my attention.. was a former press release after Nvidia's $2B investment into Nebius. That it would support their ""early adoption of Nvidia's latest generation"" architectures. Guess we're seeing that special treatment here.",NBIS|NVDA,https://x.com/aleabitoreddit/status/2091909391238979970,2091909391238979970,
+2091955482613486028,2026-08-24T18:27:08.000Z,post,"I know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump... But you know what else is cool? FAU bottlenecks for CPO. I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps... This was some media commentary supporting that: ""It is understood that Largan Precision (3008), FOCI (3363), and China’s TFC have entered $NVDA FAU supply chain"" ""Based on an estimated 20,000 Spectrum-X systems shipped this year, the optical engines installed in those systems would require approximately 600k-700k FAUs"" In 2027, demand is expected to reach several million units, and existing supply chain capacity is currently unable to meet demand."" (UDN, mandarin -> english translation is kinda off) Cough cough, ""existing supply chain capacity is currently unable to meet demand"" Tad early right now since mass production is expected H2 2027, but cool to read updates around this.",BE|NVDA|TSM,https://x.com/aleabitoreddit/status/2091955482613486028,2091955482613486028,
+2092186856792506435,2026-08-25T09:46:32.000Z,quote,"Lot of people were wondering about $SIVE earnings in 2 days. What I'm watching out for: 1. I'm hoping for more visibility on photonics co-development/qualifications/contracts. -> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away) -> $MTSI stated many customers approaching them for CW capacity (but doesn't come online until H2 2027) So read through for a company serving as $GFS reference laser, $JBL for pluggables (ex. intel siph), to Ayar for CPO. And in a merchant position: -> with independent CW DFB supply (with Win semi) -> CPO-grade lasers. Is incredibly positive for more customers approaching Sivers. 2. Ongoing developments turning into volume -> I'm most excited about $JBL, which would probably be the main revenue ramp in H1 2027. -> $AEVA is likely much smaller in comparison, but should be a contributor H2 2026. -> Ayar and optical I/O players already stated 2028 for HVM, so not really expecting much there. -> Co-developments from their other pluggable players (from last ER) turning into qualifications -> volume). Aside from that: 3. NASDAQ listing -> We already got timelines for that ""next few quarters"", so it's not really a focus to narrow that down further. Always nice to get an update. 4. Financials -> Again, current financials aren't a focus for qualification-cycle players. Just a heads up, there's some one-time accounting this quarter, which affects things optically. Main thing is volume ramps for future quarters. -> revenue pipeline increase -> any early volume contracts signed Balance sheet concerns should be cleared now given their recent $70m fundraising + bootstrap dilution overhang gone. Bonus cookies: -> Any information about allocations secured ""eg. we have substantial CW capacity secured -> would be extremely high signal given current shortages. -> Reiterate demand that AOI, Macom, Lumentum, Coherent stated. ""eg. any capacity we get would be filled from demand"" $AAOI had their massive $30 -> $220 rally after they stated like $471M expected capacity in 2027, and reiterated that into revenue guidance. (but then had a lot of ATMs) An ambitious bull case + full capacity revenue statement for future timelines like H1 2028 for Sivers would be nice, but not expected. A further re-rating would help for M&A with a Cloud Light type acquisition for revenue acceleration in future earnings. Obviously Sivers has other volume ramps, but I think photonics is what the market is primarily underwriting. Regardless, excited for what's up and coming.",AAOI|AEVA|GFS|JBL|MTSI|SIVE,https://x.com/aleabitoreddit/status/2092186856792506435,2092186856792506435,2091961629101474032
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