gatorsimz
| Favorite team: | Florida  |
| Location: | cafe risque |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 8427 |
| Registered on: | 2/5/2009 |
| Online Status: | Not Online |
Recent Posts
Message
Sivers Semiconductor - SIVEF
Two main verticals, wireless (mmWave / RF / SatCom / 5G–6G) and CPO (Optical / Silicon Photonics / Lasers). CPO market is huge but wireless is underrated due to defense contracts. Received chip act funding. Been stockpiling since $1.
laser supplier to hyper scalers, still somewhat undiscovered since it’s a Swedish company, but just passed $1b market cap recently.
Two main verticals, wireless (mmWave / RF / SatCom / 5G–6G) and CPO (Optical / Silicon Photonics / Lasers). CPO market is huge but wireless is underrated due to defense contracts. Received chip act funding. Been stockpiling since $1.
laser supplier to hyper scalers, still somewhat undiscovered since it’s a Swedish company, but just passed $1b market cap recently.
0
re: Nebius - NBIS - AI Infrastructure Company
Posted by gatorsimz on 5/4/26 at 4:31 pm to bayoubengals88
We should have a general AI infrastructure thread, as the super cycle is still early.
quote:
How do you invest in a theme? You invest in companies
The photonics supercycle is a predicted, multi-year, high-growth phase for the optical networking and component industry, driven by massive infrastructure demand for Artificial Intelligence (AI) and accelerated computing. As of 2026, this surge is characterized by the transition to high-speed data transmission technologies—specifically 1.6T transceivers and Co-Packaged Optics (CPO)—which are replacing older copper-based systems to reduce heat and improve efficiency in hyperscale AI data centers.
Follow this person on X, he covers this stuff in depth: LINK
Invest in the photonics super cycle while it’s still early.
re: Gators Spring game observations...
Posted by gatorsimz on 4/12/26 at 3:24 pm to Gator Fever
Not sure how we couldn’t have gotten anyone better than philo out of the portal
Iowa dude should have been ejected for punching condon. Not excusing our shitty play but that was a joke.
Not worried about vandy, team should be motivated. We got perhaps the easiest region.
good game
re: Trump talking Salary Caps College FB
Posted by gatorsimz on 3/7/26 at 5:42 am to RCDfan1950
The transfer portal is the bigger problem, not so much NIL. Should allow just 1 transfer without having to sit out a year and fix the transfer portal window for starters.
It kept getting better and better
quote:
He called the locker room after the men won. After inviting them, he said said that now he would have to invite the women or else he’d probably be impeached.
What a nothing burger
Can’t see it - we don’t have a guard that can take over in a close game like Clayton did last year. However, golden gets these guys to play super hard so we’ll see.
quote:
Yes, just wasn’t only one political side involved like they thought
Most understood there’s a cabal that consists of elites/politicians from both parties.
Yes - would be great if mods would bring back the mega thread since most of the “conspiracies” turned out to be true.
re: 2025-26 Men’s basketball thread (defending champs baby!)
Posted by gatorsimz on 2/8/26 at 7:22 am to Gator Fever
Just need Lee to get hot in March from the 3. Brown has been giving good minutes lately.
re: Trump posted a video that depicts the Obama’s as monkeys
Posted by gatorsimz on 2/6/26 at 10:46 am to hawgfaninc
He just can’t get out of his own way sometimes….
I remember that wayfair story back when it came out and it just got swept under the rug quickly as another pizzagate conspiracy. It was so odd seeing such unassuming items being so expensive.
re: Trump is right on Massie's wife.
Posted by gatorsimz on 2/3/26 at 11:09 am to DarthRebel
If he married her within a year, he was having an affair before his wife passed.
Unlimited appeals? That’s stupid. Just wasted 5 mins for a stupid appeal by bama
re: Sunday SEC Basketball - Alabama vs Florida - 1pm ET - ABC
Posted by gatorsimz on 2/1/26 at 12:25 pm to boXerrumble
Rowdy reptiles chanting “g league dropout” :lol:
Popular
7
