Only thing to look at with $SIVE earnings is forward growth.
Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players.
Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799m
In a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding.
“The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers).
Is also very positive and validates the thesis about volume ramp for photonics.
Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come.
Overall, very positive.
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🇺🇸🇯🇵🇰🇷⚔️🇨🇳🇰🇵🧵 HOW THE UNITED STATES TURNED JAPAN AND SOUTH KOREA INTO IMPERIAL COLONIES AS PART OF ITS COLD WAR AGAINST CHINA AND THE DPRK
American policy in the Asia-Pacific has always been centered in building up Japan’s industry and leveraging Tokyo’s power at the expense of the economic independence of other country’s in the region. This doctrine goes all the way back to the early 20th century as Theodore Roosevelt committed the United States to the establishment of a global empire and JP Morgan created a monopoly over large sectors of the American economy in the aftermath of the Panic of 1907.
The Meiji Restoration, which established the Empire of Japan, brought industrialization and modernization to the Japanese economy. However, this was mostly done on the backs of foreign loans and had been a continuation of work already theorized in China under Sun Yat Sen, whose Three Principles (Nationalism, Democracy, People’s Livelihood) inspire Chinese socialism today and were based on the state-led economic frameworks of Alexander Hamilton and Abraham Lincoln. Sun himself was educated in Hawaii by protégés of Lincoln.
And it ultimately led to this notion among leaders in Tokyo that Japan is now becoming a partner of the Anglo-American Empire. A major reason why this was is because Theodore Roosevelt agreed in the Taft-Katsura Agreement that the United States would give Japan control over the Korean Peninsula if they did not interfere with Washington’s violent seizure of the Philippines. However, what Tokyo didn’t notice at first is that they were not becoming a regional empire but a proxy of American imperialism.
From there, the groundwork was set for Japan’s wars of mass genocide against the people of China, Korea, Russia and across the Asian continent. After its war with Russia in 1905, Tokyo fully annexed Korea in 1910, which would then be used as a launching pad for their wars against China. The Japanese previously launched a failed war against China in 1894, after which European colonial empires set up spheres of influence as part of the Century of Humiliation.
And then in 1931 and 1937, as a result of false flag incidents staged by the Japanese Kwantung Army along the South Manchuria Railway in Mukden and the Marco Polo Bridge near Beijing, Japan launched the Asia-Pacific Theatre of World War II waging mass genocide and engaging in sexual exploitation against the people of China, Korea and across Asia. Unit 731 was established in Manchuria under the command of Dr. Shiro Ishii and with the approval of the puppet dictatorship in Japanese-occupied Manchuria led by former Emperor of the Qing Dynasty Puyi.
731 carried out some of the most cruel and tortuous human experimentations against civilian victims, including infecting prisoners with deadly diseases and amputating their limbs, conducting vivisection and organ harvesting, suffocating victims and hypobaric chambers and exposing prisoners to chemical, explosive and biological weapons. Even more outrageous is the fact that Ishii escaped prosecution after the US granted him immunity in exchange for research from Unit 731. And some of that research was used by the CIA for Project MKUltra.
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🚨 President Trump just shared this stunning image on Truth Social:
The Lincoln Memorial and Reflecting Pool glowing in deep American flag blue.
Trump is having the Reflecting Pool thoroughly cleaned, repaired, and restored so it will once again be a true thing of beauty — ahead of America’s 250th anniversary.
Strength. History. American pride.
Do you like seeing the U.S. capital made clean and beautiful again?
(Video: AI of image)
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Hope you’re having a great week!❤️
A Ugandan woman has tested negative for Ebola infection, India's health ministry said, after she was quarantined in the tech hub of Bengaluru on suspicion of having the virus, but it did not say if she would be released from isolation
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If your having trouble gaining followers from art, try posting art, instead of procrastinating. If your having trouble gaining followers-
It’s chaos in Yosemite National Park
This is the first summer since Yosemite stopped using their reservation system
There have been almost 100,000 more visitors than this time last year
It’s so crowded the lines of cards are hours long and people are parking illegally in the meadows that are supposed to be protected
“The line of cars goes on and on and on, all waiting to get into Yosemite National Park. People were waiting for like at least hour and a half and once you're inside, the waiting isn't over”
By 7.30 am parking can already be at capacity
“The entire park, it was impossible to park. There's nowhere to park for anybody. Waiting to find parking, waiting to get on the shuttle — With many getting impatient and just illegally parking wherever they could. There are people pulling onto meadows, pulling off pavement, going off-road”
“Environmental Resource Center says it was at least better than this. Without any limits the amount of vehicles, amount of people, it becomes overwhelmed. He believes the decision was good for business, not for the environment”
You can’t even take the shuttles they’re so packed, I found:
Shuttles are overwhelmed, trails including Half Dome cables are jammed, and congestion is constant. Park staff and environmental groups say it’s harming sensitive meadows and wildlife habitat
There is no daily cap on vehicles during peak summer hours
Many park employees, over 300 signed a petition, environmental groups, and former staff criticize the decision as prioritizing crowds over visitor experience
Go back to a strict reservation system. There are way too many people
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Knowing your nature is critically important to understanding what success is for you.
I can't tell you literally what is best for you, but I can tell you that success is not having a lot more money or status than you need. Having the time and freedom to do what you most want to do is far more important.
What is success for most people? It is a matter of having meaningful work and meaningful relationships. If you can make your work and your passion one and the same, and do it with people who you care about and care about you, you will have a happy, successful life.
Explore Principles for the Graduating Class of 2026 with my AI Twin, Digital Ray in Beta, here:
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Lex Fridman is hitchhiking with truckers in China using ChatGPT translator. Looks a bit sketch but seems to be having a good time.