Driven Sports provides sports supplements that you can believe in.
New York, USA
Joined June 2010
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Driven Sports retweeted
$SIVE
Aeva just posted 40 minutes ago that
its Atlas 4D LiDAR has received official regulatory certification as a secondary speed verification solution for Sensys Gatso Group's automated traffic enforcement systems in Australia,
clearing the path for full-scale public road deployment.
Finally! Production orders for $SIVE.
$SIVE has received its first production orders for a strategic LiDAR customer,
with shipments starting in Q4 2026 ahead of 2027 full-scale production.
The program reconfirms a long-term cumulative revenue potential of USD 53 million to USD 138 million over the customer's product lifecycle.
Driven Sports retweeted
BREAKING: The US has carried out strikes on Iran's Konarak Naval Base on the southeastern coast, wounding two Iranian soldiers, per Al Jazeera.
It is the first US strike on Iran in nearly 7 weeks.
Iran will likely retaliate tonight.
Driven Sports retweeted
BREAKING: The war is officially back.
America is bombing Iran now.
Multiple explosions are going off in Sistan and Baluchestan Province.
Two Iranian personnel are now fighting for their lives.
The IRGC will most likely carry out retaliatory strikes across the Middle East in the next 48 hours.
Several countries have warned their citizens to stay indoors across the Middle East.
Embassies are now warning citizens to prepare for possible airport shutdowns.
Things are about to get brutal.
Driven Sports retweeted
I don’t say this often:
This is one of the best investing accounts on X.
Now he’s calling $SIVE at $2.
Learning about a company today: $SIVE.
One of the optical names I’ve spent more time on.
Servers move electrical signals. Fiber runs light. Optical modules do the conversion in between. Sivers sits further upstream — they make the InP lasers that actually generate the light.
As AI clusters move from 800G to 1.6T and 3.2T, bandwidth keeps going up, and the requirements on laser power, efficiency, and stability go up with it. Sivers is already working on 70mW, 100mW, 200mW DFB lasers and laser arrays. That puts them in a position to supply pluggable, NPO, and CPO.
That’s the part I find interesting about their setup. You don’t have to bet which optical architecture wins. As long as AI networking keeps scaling, the light source layer has to improve.
On execution, the key project right now is with Jabil. They’re developing a 1.6T LRO module using Sivers DFB lasers. If that line gets traction, the business model changes.
A big chunk of revenue used to come from NRE — customers paying them to do development work. They’re now trying to shift more toward product revenue. You can see it in the numbers if you look at the reports.
Q2 revenue was only SEK 53.8M, so the top line still looks weak. But product revenue grew 18% year-over-year at constant currency. Opportunity pipeline is now at $1.2B, up 268%.
They’ve also announced $30M to expand the Glasgow InP fab, aiming for over 100 million CW DFB lasers per year by Q4 2027. For a company this size, scaling capacity that aggressively suggests management is preparing for real AI optical volume.
The risk is obvious — if orders don’t show up, that capacity turns into cost. Debt is also worth watching, especially with the cloud spending questions floating around. They did finish a financing round this year: the $12M convertible converted, and the remaining $5M term loan has been paid off. Near-term, the main question has shifted from survival to actually selling product.
Market cap is around SEK 7.8B right now. TTM revenue is about SEK 278M, so roughly 28x sales. In the optical packaging space, worth putting this on the same watchlist as Marvell.
Just my view.
Driven Sports retweeted
The Epstein Affair is not going away. We cannot allow pedophiles or their enablers of any class to walk away scot-free.
Name Names Now!
Thomas Massie responds to media when asked about the latest developments on the Epstein Files: “You know, if this were a private law firm with 5% of the resources of the DOJ, this would have been done by the deadline. And they just missed another deadline, which is the report to Congress, which is supposed to list all the politicians that are in their files, and also they’re supposed to justify all the redactions 15 days after the first 30-day window.
But the biggest problem isn’t that they’re missing the deadlines—it’s what they’re redacting. So they’re citing the Privacy Act and they’re trying to pretend like that overrides a law that we just passed that says you can’t withhold records to prevent embarrassment. They’re also citing FOIA standards which don’t apply to our law when they’re trying to say that they don’t have to release internal decisions, but our bill specifically says release internal decisions.”
The victims will NEVER see justice.
And the saddest part? These perpetrators are still out there raping, trafficking and murdering children.
Driven Sports retweeted
An interesting headline I found on the $SIVE subreddit:
"Samsung is reportedly hunting for a sipho acquisition"
It true, Samsung official to MTN (Oct 16): considering M&A to strengthen its silicon photonics foundry, No target named.
But prolly $SIVE is not a candidate to be acquired, first of all “Foundry capabilities” is broad. It could mean silicon photonics design tools, process technology, packaging or test, it doesn't mean lasers.
$SIVE also already supplies lasers for $GFS SCALE CPO solution, and Samsung is a $GFS competitor.
And buying a laser maker isn't an efficent way of getting lasers for a sipho process, you can just partner w/ a laser maker for IP like the $GFS $SIVE deal
The good part of this is that it confirms demand for sipho, and that is basically it.
Also side note be wary of these absolutely pure AI slop reddit posts, they often get things super wrong. They provide headlines sometimes tho.
for example “More SiPh capacity means more supply.” Sipho chips can’t make light, so every chip a new SiPh foundry ships needs an external laser. So this framing of more supply/competition for $SIVE is wrong.
Be wary of info and sources!
Driven Sports retweeted
A closer look at the controversial ending of tonight’s BYU-Notre Dame game.
ABC rules analyst Matt Austin acknowledged that defensive pass interference likely occurred on Jaden Greathouse as the ball fell incomplete.
The ending has also sparked debate over whether one second should have remained on the clock after the pass was ruled incomplete.
Driven Sports retweeted
I got it pointed it that $SIVE is actually sampling 200mW DISCRETE lasers not laser arrays. So they have no current developments that would fit the 200mW array spec.
Here is the quote from the q2 call: “the need is 200-milliwatt laser singles or 100-milliwatt laser arrays, both of which we are sampling as we speak.”
Keep that in mind please.
I got my hands on the Ayar Labs presentation at OCP 2026. Here is what I see and what it means for $SIVE:
The biggest news is the "“multi-vendor laser die", which is confirmation that Ayar isn’t single-sourcing lasers. So it won't be just $SIVE if they are selected, but multiple suppliers.
This is pretty standard, as everyone knows these lasers are in high demand so multiple laser sources are becoming the norm:
(LightCounting "Having 2-3 suppliers used to be the norm, now it is 5-7.")
Now, comparing the technical specs to $SIVE's lasers:
Ayar: 8 channels × 23 dBm ≈ 200mW each, measured at the module. The laser chip itself has to be even stronger.
$SIVE public array: 100mW per channel.
That is a clear gap, maybe not catastrophic tho cus $SIVE has said they have been "sampling" 200mW parts. My interpretation being customers are checking them out, like engineering samples.
SMSR: how pure the single color is, Higher is better:
Ayar spec: >40 dB
$SIVE guarantees: ≥35 dB
Linewidth: how narrow and steady the color is, Lower is better.
Ayar's spec: <1 MHz
Sivers guarantees: ≤10 MHz
To be fair, I have read enough @insane_analyst to know it probably isnt fair to compare linewidth numbers here, cus without knowing how each was measured, you can’t say how big the real gap is.
Another thing, what $SIVE guarantees could be quite conservative. I am no engineer but I maybe wouldn't focus so much on comparing the linewidth. Same with SMSR and RIN since they check out. Lmk if I am wrong in the replies tho.
The most obvious problem is power. Ayar needs about 200mW per channel at the module, so the chip has to put out even more. $SIVE's public array is 100mW so there is a gap.
Fitting would requires the 200mW parts $SIVE says it’s sampling
I am still trying to learn about all this technical stuff, so pardon me if my interpretations are incorrect, but these are some of the things I noted.
Follow for more of these breakdowns, I really try to digest everything I possibly can and post it.
Driven Sports retweeted
I am not going away @vladtenev @DanGallagher
AMC Entertainment does not consent to Robinhood creating Stock Tokens to replicate AMC shares in the United States (the SEC requires you to get our consent, or failing that, at least with us to stand down). They are fake, synthetic shares, which could impact our capital structure.
AMC should control our financial destiny, not Robinhood.
Driven Sports retweeted
Be honest, we know you guys miss us…😏🥰
“In about a year and a half, the federal workforce shrank by more than a tenth, while targeted grants and contracts declined as well. The government kept functioning much as before. One might call that a success.”
DOGE worked. Most importantly, the civil service is 12% smaller than it was in Jan 2025.
In the Fall @CityJournal, I show they were not replaced by contractors, the biggest cuts were to middle managers, and the predictions of disaster were proven false. city-journal.org/article/dog…
Driven Sports retweeted
BREAKING: Iran has now completely rebuilt its missile force to nearly prewar strength, with at least 400 operational launchers compared with 420 before Operation Roaring Lion in February, as Israeli security officials say Tehran restored its launch capability within months, per Channel 16.
The recovery comes as the IRGC conducts large-scale missile exercises across Isfahan, Yazd and Kermanshah. More than three exercises were held, with 50 missiles of various types tested, while the Pentagon prepares for a potential three-day campaign targeting Iran’s missile and drone arsenal.
Iranian forces suggest Tehran could launch a large volley of missiles in a single wave against Israel.
Driven Sports retweeted
BREAKING: Iran launches anti-ship ballistic and cruise missiles, and Shahed-136 drones toward the port anchorages of Sharjah, Ras Al Khaimah and Jebel Ali in the UAE and adjacent areas of the Strait of Hormuz, per multiple initial reports.
Heavy flight disruptions currently over Dubai, Sharjah and Fujairah.
It comes as Iran placed its armed forces on the highest alert for 72 hours a short while ago.
Driven Sports retweeted
Sorry, objectively funny. Everyone knows it’s absurd to be at a public gym with “gym clothes” that are essentially boycut underwear on and expect men not to stare. They’re not monks and your ass is out for a reason girl. Stop it.
I dont know what turns my stomach more, the fact that Shane Gillis was on Saturday Night Live tonight and said women at the gym “dress like whores” or that there was people in that audience who found his disgusting bit of so-called humor funny. #SNL
Driven Sports retweeted
Physical AI + Humanoids are the next progression of AI.
$NVDA CES 2025 projections and Elon's prediction on $TSLA + 1 Billion humanoids in the next decade, seems to be speeding up.
New statement from Unitree CEO after testing GPT-6 on their humanoid program was that:
- In August, before GPT-6's release, Wang said the industry could take two to three years at its fastest pace, or as long as a decade, to reach its "ChatGPT moment"
- Now, OpenAI's GPT-6 model prompted expectations that a breakthrough could happen "within 1 or 2 years"
- He defined that moment as robots being able to complete around 80 per cent of tasks in 80 per cent of unfamiliar environments using voice or text commands.
- "It's possible that, say, a GPT-7 model released next year could directly crack the problems of embodied intelligence"
- "The whole embodied intelligence industry has been shaken up after the release of GPT-6"
Just looking at some benchmarks on robotic hand manipulation, "On the bowl task Astra placed the block in 19 of 20 trials, against Fable 5.1's 8 of 20".
But for the puzzle task "Astra completed the insertion 2 times in 20 against Fable 5.1's 2 in 20"".. so we're getting there.
But going from 2-3 years (potentially to a decade), and compressing that down to 1 or 2 years (to achieve 80%+ of tasks in unfamiliar environemnts) is a significant change in outlook.
Driven Sports retweeted
$VKTX OPPY Ph3 SUNRISE
study designs indicate maximum doses of only 55mg will be evaluated. view this
update as a meaningful positive surprise. believe VK2735's oral obesity opportunity has now been substantially derisked.
Driven Sports retweeted
Oh he sent me an email, I think I’ll respond.
So yes, actually you did do something wrong President Trump, let’s first start with your broken campaign promises.
You protected your pedophile rapists friends instead of women who were raped when they were just teenage girls and you STILL REFUSE to release the Epstein files.
You started an unprovoked war with Iran that the vast majority of Americans do NOT support. You killed hundreds of children at a school in Iran and innocent people and are responsible for 21 U.S. service members deaths and 865 wounded. Your stupid war that you claim you have won like 50 times has destroyed our bases in the Middle East and hundreds of billions of dollars worth of military equipment and weapons, while depleting our weapons and ammunitions.
You are supporting, funding, and aiding genocide in Gaza that has resulted in approximately 22,000 children murdered, thousands of children with amputations, and over 70,000 orphans. And your so called Board of “Peace” has done nothing to stop war and is planning to oversee the very profitable reconstruction and take over of Gaza. One can only guess who all will get those blood money contracts, the Epstein class and associates.
And let’s talk about the basics that every single US president is supposed to guarantee to its citizens. Affordable cost of living and affordable fuel in which you have 100% failed to deliver and actually driven inflation and irresponsibly driven the cost of gasoline and diesel to record high levels.
So did you do something wrong?
Yes in summary, YOU are the snake that you warned us all about in the poem you read over and over.
You never cared about putting America first or making America great again.
You are the deep state, the Epstein class, and America last.
And my mistake was supporting you in the first place.
