Sivers Semiconductors. Every tracked FinTwit mention of $SIVE, newest first. 792 mentions since the first on Mar 16, 2026. See the price chart.
June 2026 · 82 mentions
Jun 4
Trade Whisperer — $SIVE Holy. +3,087% since the BLUE candle. Was +2,110% last time I checked.
Optics thesis + Confirmed signal = Pure synergy. But when does this end? Genuinely asking. Anyone care…↗
Jun 4
Serenity — Found this news funny about a new Swedish Hedge fund:
Origo’s fund has lost substantial money shorting $SIVE.
“The loss is one of the biggest this year"
Many of these Swedish he…↗
Serenity — @MikeBaumgart1 It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties.
Lot of the venture arms just miss…↗
Jun 4
Serenity — @chuge857 Up to Win Semi and other foundries. Win Semi just did a private placement to scale up capacity, pretty confident they can scale up significant volume for $SIVE. Nobody kn…↗
Jun 4
Serenity — @user637826 I’m confident in my $SIVE thesis playing out and am not selling a single share.
I tried to tell Swedish locals back at 6 SEK how compelling their frontier company was…↗
Jun 4
Serenity — @SidkMena It’s not a monopoly. Just technical dominance over ASIC/Merchant CPO route architectures .
And wouldn’t be surprised if other pluggable players created novel 1.6T archit…↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 4
Serenity — @_king142 $SIVE was probably the most recent visible laser chokepoint that’s still being rerated since seem to be in every $NVDA NVLink CPO ecosystem partner + merchant/asic cpo su…↗
Jun 4
Serenity — Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @asymmetrix_xyz to find these 10x stocks early.
It can easily spot AI bottlenecks and new…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building @asymmetrix_xyz to find these 10x stocks early.
It can easily spot AI bottlenecks and new…↗
Jun 3
Midas — Everyone on X is saying this is the next $SIVE at $1.
Could be another generational wealth play.
Here it is: https://t.co/yEJcrE1ksU↗
Jun 3
Michael Sikand 🦑 — Northland's optical analyst Tim Savageux just raised $NOK PT to $20.
He is one of my favorites on the street and front ran photonics heavily before retail.
For example, he had bu…↗
Midas — Can’t wait to find the next $SIVE at $1 with @asymmetrix_xyz https://t.co/dvpEfxd9M8↗
Jun 3
Midas — I found the next $SIVE at $1, $NBIS at $20, $SNDK at $100, and $MU at $30 using @asymmetrix_xyz
This app can find AI bottlenecks in seconds (see below).
Don't miss out and join…↗
Jun 3
Midas — I called $NBIS at $20 and I found the next $SIVE at $1 using @asymmetrix_xyz.
It’s a huge bottleneck for photonics that’s under $5B market cap.
I'Il share it here once I enter…↗
Jun 3
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 3
BULL OF BRITAIN — @Scriptehhh Anything that has had asymmetrically good news and has been sold-off because of overall market i.e:
$SIVE (Ayar Labs / NVDA + $GFS news)
$MRVL (Jensens comments / hes…↗
Jun 3
Serenity — @BilalElmou89932 Europe has no chance of competing with the US regarding the AI race.
But what they can do is strengthen their niche monopolies/chokepoints, and sovereign supply c…↗
Jun 3
Serenity — EU CHIPS Act 2.0 proposal is now released.
Great news: Photonics is now confirmed to be the new structural addition to EU policy.
This is thematically bullish for the EU photon…↗
Jun 3
BULL OF BRITAIN — Was getting clowned for writing bear takes on $AXTI and $SIVE. Everyone assumes a bear case means you're bitter for missing out or too low iq to do dd.
No.
I write the short the…↗
Jun 3
InvestmentGuru — 10 stocks to hold in this market.
$NOK
Nokia just booked €1B+ in AI orders in a single quarter.
⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Clo…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 3
Serenity — @Jayden11129225 There's active short sellers probably doubling down on $SIVE. I'd expect them to get wrecked over time.
Especially on more announcements.
One more surprise $JBL…↗
Jun 3
Daniel Koss — I have no $SIVE position, simply because I don't understand the tech.
Didn't spend the time to look into it and I usually stay away from what I personally don't understand.
As a…↗
Jun 3
Serenity — @siflower That's $NVDA directly. I'm talking about the ASIC/merchant NVLink CPO ecosystem partners.
Where $SIVE looks like they're the supplier to everyone.↗
Jun 3
Serenity — @Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem.
$AMD also invested i…↗
Jun 3
Serenity — @OGCapital25 @Chi_w_wong It's expected Celestial and Lightmatter try and multi source.
But maybe for gen-1 my guess is a lot sole source / primary source with $SIVE for the $NVDA…↗
Jun 3
Serenity — @MindQuest42 If $SIVE were trading at $6-8B valuations today, I wouldn't be surprised.
That being said, its still on a Swedish exchange, but NASDAQ listing should close the gap.↗
Jun 3
Serenity — @Chi_w_wong $NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today)
$SIVE 100% confirmed laser supplier to Ayar.
$SIVE high confidence laser supplier to Marvell Celestial,…↗
Jun 3
Serenity — GUESS WHAT ANON?
After today’s new news with Ayar joining Nvidia NVLink fusion.
$SIVE is now the laser source for likely:
The entire Nvidia’s NVLink CPO listed supply chain ecos…↗
Jun 3
Daniel Koss — @TMB_Toni gotcha thx! for $SIVE i'm staying away at these levels simply because I don't understand the tech. this does NOT mean I have an opinion if it's a buy or sell!↗
Jun 3
Serenity — @ConfusedNDazzed There's actually even bigger news for $SIVE today than the EU CHIPS Act policy framework announcements.↗
Jun 3
Serenity — @aphexinvests So $SOI and $NOK are already more established.
I looked into it deeper, and the proposals were focused around 30-500M funding and revenue incentives, to bridge the…↗
Jun 3
Serenity — Europe is releasing its Tech Sovereignty Package, today June 3rd.
This includes, CHIPS ACT 2.0, which is expected to prioritize photonics.
Both $XFAB and $SIVE are highlighted…↗
Jun 3
TheValueist — $SIVE $SIVEF $GF EXECUTIVE ASSESSMENT
The Sivers Semiconductors and GlobalFoundries announcement is best interpreted as a strategic ecosystem validation event, not as a convention…↗
Jun 3
Serenity — @beauty_oe I’m aware! It’s really big news to have $SIVE as the laser supplier to $NVDA nvlink fusion ecosystem.
Marvell joined few months ago and look what happened to their mark…↗
Gaetano — If you don't like a stock
Whether it's $SIVE $POET $ALMU $LWLG $AAOI etc.
Maybe just don't buy it
Rather than shorting it
NFA of course.↗
Jun 2
Midas — If you missed the INSANE pump in AI stocks like $SIVE at $1, $NBIS at $20, $SNDK at $30.
Don't miss the Cybersecurity Armsrace.
Here are 5 stocks that could explode: https://t.…↗
Jun 2
Midas — If you missed the INSANE pump in Phonotics stocks like $AAOI, $POET, and $SIVE.
Don't miss the Quantum Armsrace.
Here are 5 stocks that could explode: https://t.co/0NDj8ASgqr↗
Jun 2
Midas — If you missed the huge pump in AI bottlenecks like $SIVE at $1, $MU at $100, and $SNDK at $30...
Don't miss the Energy Armsrace.
Here are 5 stocks that could explode: https://t.…↗
Jun 2
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 2
BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news.
First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗
Jun 2
Serenity — $LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables.
My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW.
Sivers + GFS…↗
Jun 2
InvestmentGuru — $SIVEF now $10 plus https://t.co/iqm3ZSTnun↗
Jun 2
TheValueist — $SIVE $SIVEF $GFS Sivers & GlobalFoundries Advance AI Data Center Optical Solutions
PR Newswire
KISTA, Sweden, June 2, 2026
Sivers' laser arrays to support GlobalFoundries' silic…↗
Jun 2
KaizenInvestor — Best strategy might be to let your AI agents search X on short reports and go long.
You will easily beat the market.
$SIVE and $POET are some recent examples. https://t.co/E6xc…↗
Jun 2
InvestmentGuru — $SIVEF looks like big day coming https://t.co/S0qftiGgMJ↗
Jun 2
PhotonBull — Casual 60% day on $SIVE https://t.co/oBoEJE31GH↗
Jun 2
SandemanStocks — $SIVE is up 50% in Europe on this news:
Sivers' laser arrays to support GlobalFoundries' silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable…↗
Jun 2
KaizenInvestor — Is Jensen following me? Yesterday $NVDA announced a partnership with $FLNC and the stock ripped 50%.
Today, he says that $MRVL is the next $1T company and they rip 23% today.
T…↗
Jun 2
PhotonBull — Now another short seller is getting heavily burned on $SIVE
Nice try and thanks for the dips↗
Jun 2
BULL OF BRITAIN — $SIVE Finally show some signs of reality rather than narrative with the $GFS partner.
Earnings were in my opinion not good enough. Pipeline growth means nothing unless it comes in…↗
Jun 2
Serenity — DID YOU LISTEN ANON?
Reuters: New Sivers x GFS strategic collaboration.
$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Sili…↗
Jun 2
Daniel Koss — @Ren_aramb Ty fellow Nebian! Wish I also did this $SIVE daily trade with you though haha↗
Jun 2
Serenity — @wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet.
It’s probably more fundamentally groundbreaking than $SIVE + $JBL.
As $AVGO, $MRVL,…↗
Jun 2
Serenity — @StormDirac “Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform.”
Woah that’s structurally massive news with $S…↗
Jun 2
Midas — Nuclear demand is going to be the next AI bottleneck like $SIVE at $1.
These are the 7 stocks that benefit the most.
Here they are: https://t.co/5akFG61ZsL↗
Jun 2
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 2
Serenity — Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days.
This illegal campaign likely stems geographicall…↗
Jun 1
Serenity — -> IP acquisition
-> Just waiting for CPO to take off
$SIVE is a laser chokepoint for photonics and are publicly validated by:
- $GFS (1 of 2 public laser suppliers with $LITE fo…↗
Jun 1
Midas — IMPORTANT 🚨
Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narrativ…↗
Jun 1
Serenity — @Zeynfnr1 $SIVE is literally Swedish, do you not know countries↗
Jun 1
Black Panther Capital — Sold rest of my $SIVE today with 120% in profit.
I believe sentiment in $SIVE is switching a bit. Prosecutor in SWE/EU going hardcore after - you know who atm.
Happy with my over…↗
Jun 1
Serenity — @StormDirac Yeah, it's extremely disingenuous to conflate different architectures, customers timelines.
And try to profit off false information with $SIVE.
But with Citron and…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Serenity — There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.…↗
Jun 1
Black Panther Capital — Port doing Semi OK today.
$NOK $NBIS $PNG.V $AAOI showing the way.
$ASTS $SIVE $RKLB getting hammered.
Leaves me at -0,59%.
Any news on $RKLB today? https://t.co/AApGUhQz5U↗
Jun 1
Serenity — @ethics3606 No, unfortunately me going long on $LITE last year doesn’t send it to a $70B MC, unlike public opinion.
they’re all driven by extreme forward revenhe growth, $AAOI $47…↗
Jun 1
Serenity — It’s mainly just “follow the leader” algorithmic selloff in current photonics markets.
Most laser/optical related companies from $AAOI to $SIVE seem tied to $LITE performance…
De…↗
Jun 1
Serenity — @JohanAn37323972 $SIVE would do just fine without me.
The only difference is it would be 90% institutional owned by now instead of US retail.↗
Jun 1
Serenity — @WuKongWAGMI There’s only a few major pluggable players that I can think of that don’t vertically integrate lasers like $LITE and $COHR.
So Innolight is possible.
$SIVE hinted at…↗
Jun 1
Serenity — This is the biggest TAM expansion + revenue driver with $SIVE, markets haven’t noticed.
Sivers is actively working with new pluggable optical transceiver companies.
After Jabil 1…↗
Jun 1
Serenity — @159Adir52550 This cultural battle is just normal volatility to embrace and laugh at, since this is how the remainder of Sweden loses control.
I actually tried to help Swedish ret…↗
Jun 1
Serenity — @Path21Mil I’d probably consider launching a fund to just buy out $SIVE if it reached those levels lol.
Don’t think it’s possible to go there again, given $JBL pluggable ramp and…↗
Jun 1
Serenity — It’s actually just a cultural thing in Sweden to dislike anything special or growth related.
They’re telling everyone to “give up on markets”
Don’t take it to heart, just someth…↗
Jun 1
InvestmentGuru — Fifteen setups. Different risk profiles, different timelines, different catalysts.
$BB — BlackBerry pivoted hard into cybersecurity and automotive software (QNX). The embedded OS…↗
May 2026 · 342 mentions
May 31
Midas — I found the next hidden 10x AI stock like $SIVE at $1 and no one is talking about.
Just like I called
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
and many other stocks early.…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
May 31
Wayne Liang — @Niners49SF @aleabitoreddit No complaints, they got me a ~10x on $SIVE. 😄↗
May 31
Black Panther Capital — MAY 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE:
> Long-Term Port: +43.99%
> Short-Term Port: +63.54%
YTD PERFORMANCE:
> Long-Term Port: +81.13…
April 2026 · 248 mentions
Apr 30
Serenity — @Berlinergy I think $SIVE realistically should be valued around ~$3B today after information discovery/news around $YSS + Golden Dome and Lightmatter.
NASDAQ listing doesn’t chan…↗
Apr 30
Serenity — Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US f…↗
Apr 30
Serenity — @philllyfanatic Congrats! You made all the decisions yourself in the end, I just share my thought process on $SIVE.
Hope that turns into $1M+ next year.↗
Serenity — The market are missing the implications from $NVDA investing:
$2B into $COHR for optical.
$2B into $LITE for optical.
and $2B into $MRVL for optical today.
Nvidia did this exact…↗
Mar 31
Serenity — @glfikk Maybe 100-200% premium since $SIVE MC is incredibly low.↗
Mar 31
Serenity — @marioyep5 Yes, $POET is beneficiary but $SIVE is incredibly important to $NVDA and $MRVL Celestial now as the light source. https://t.co/mn3oESTKlw↗
Mar 31
Serenity — @yuntungshieh I think Nvidia would rather have $SIVE stay independent.
So we might see some share acquisition from $MRVL, AlChip… or maybe an acquisition by $AVGO to chokepoint th…
Midas — Don’t miss the next $SIVE at $1, $SNDK at $30, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before eve…↗
May 31
Gaetano — I wrote up my full thoughts on $SIVE / $SIVEF
The TLDR:
> I think their gross margin target is great
> I think their AI Data Center Photonics pipeline opportunity is very low, an…↗
May 31
Jason's Chips — $SIVE earnings review
(where I try to be as unbiased as possible and sometimes give them credit where credit is due)
(but end up bashing them anyways)
Enjoy!↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
May 31
Serenity — I wonder if my chokepoint investment theory…
With $AXTI to $SOI to $SIVE will be studied in future history books?
Regardless, I think everyone here is a part of making history.…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before ever…↗
May 31
Midas — Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before eve…↗
May 30
Serenity — @AsianbeBlazin Because I’m confident $SIVE management knows what to do by themselves.
If they operated like $SNAP I’d be more activist.↗
May 30
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
The app already helped me PRINT on:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
This app will help…↗
May 30
Serenity — @_king142 No clue, just floating out my opinion into the public.
But I’m extremely, extremely impressed with $SIVE management so far. And I think they’re heading down the right pa…↗
May 30
Serenity — @Noamneo_ $SIVE is an extremely singular case just because of major US presence already from customers, cap table, CHIPS acts, and others.
Staying primarily in Sweden with a local…↗
May 30
Serenity — I think $SIVE should just become a full American company, and use NASDAQ listing as the first step.
> US cap table / large ownership + US CHIPS act support already
> larger valu…↗
May 30
Gaetano — I am writing up a full $SIVE / $SIVEF Earnings debrief
I'll put it out later
But I'm curious on your takes
Especially around the 'opportunity pipeline'
What do you think of it?…↗
May 30
Alex A.C. — I post info from, so to speak, "both sides". I'm not here to hate something bc yes, or to love something without reason
Most important info of $SIVE from my POV:
- "More laser ca…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
May 30
Alex A.C. — "The real danger to Sivers $SIVE is not the use of their WDM approach, but instead Lumentum $LITE beating them at their own game with higher quality WDM lasers"
A Tier 3 company i…↗
May 30
Alex A.C. — @vikramskr are you validating $SIVE only product that worths anything? 😅↗
Serenity — > markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($6…↗
May 30
Serenity — @halldj00 You already have $JBL as one example, confirming excessive demand with $SIVE expected sole source laser provider for their 1.6T LRO.
Don’t really have concerns there. It…↗
May 30
Serenity — @onlyonexhj $JBL acquired part of $INTC optical transceiver division, which is how they’re able to do what they’re doing with $SIVE.↗
May 30
Serenity — Had some more time go through $SIVE earnings transcript, it’s very bullish:
- $JBL pluggable partnership led to more optical transceiver requests for $SIVE
So maybe Innolight/E…↗
May 30
Serenity — @Batemanzm75 I’m gonna go ahead and make a random prediction in a year:
$AAOI - $70B MC
$SIVE - $30B MC
Foci - $15B MC
Shunsin - $10B MC↗
May 30
Serenity — - $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different line…↗
May 29
Black Panther Capital — Here’s the pattern that kills more retail portfolios than any bad stock pick:
You do the work. you buy the position. you hold through the noise.
The it works.
And instead of sta…↗
May 29
Jason's Chips — This is really sad.
This whole week $SIVE has drifted down except for pumps whenever a new @aleabitoreddit tweet is released.
Truly generational grift.
I wouldn't be surprised i…↗
May 29
Jason's Chips — I nailed $SIVE earnings
They did, in fact, announce that their "opportunity pipeline" expanded again, while being simultaneously missing on revenues.
(Opportunity pipeline is a t…↗
May 29
Daave “3 and 30” Tepper — @Jesusjlloret as a rule I don’t invest in small caps with no revenue and no gross profit.
Life’s too short
if I took a portfolio approach to those kind of names I’d do more work…↗
May 29
Serenity — @ram_blings Not 1:1 but $LITE gross margins are ~45-48%.
Having 60% gross margins for $SIVE is extreme pricing power.
And that’s on top of exponentially growing revenue pipeline…↗
May 29
Serenity — @KPACTAFXAMCTEP Thanks for asking that question.
What an absolutely legendary response from $SIVE CEO.
And this type of answer around demand just derisks Sivers a ton.↗
May 29
Serenity — Holy crap, this is the most bullish thing I’ve heard from $SIVE so far.
From earnings transcripts:
“We do not look at competitors when demand far outstrips supply” (literally a…↗
May 29
Serenity — $SIVE basically took their entire revenue pipeline.
In the entire company’s history.
Then grew that by 77% in the first 3 months.
Thats by far the clearest indication of the inf…↗
May 29
Serenity — @DeJeff48985 Extremely bullish on $SIVE.
I’m very brutally honest when it comes to earnings reports on the names I own.
We got 77% forward growth indications from the entire com…↗
May 29
Serenity — @BigKaiWang Sequential 77% growth.
Basically entire company revenue pipeline from all these years. And it increased 77% in the first few months of 2026.
Absurd forward growth in…↗
May 29
Serenity — @cobra_mindset1 77% growth in 1 single quarter. From the entire company’s operating history to date.
I’m not sure if markets realize how high that is and represents a structural s…↗
May 29
Serenity — @chrisoc9999 77% growth of forward revenue projections…
Over a single quarter is absurdly high growth. And validates volume ramp expectations with $SIVE.
Just want you want to he…↗
May 29
Serenity — 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 opt…↗
Wayne Liang — Looks like we agree on the similarities between $CPSH and $SIVE when it was just starting to break out...
Completely different businesses, but both are phenomenal chokepoint plays…↗
May 28
Jason's Chips — Have you ever seen a company trade over ten times its consensus price target?
$SIVE https://t.co/Ac0YIpf5Ay↗
May 28
Serenity — Few months ago, a European publication called my $RPI idea:
- “mass stupidity”
And said:
- $RPI shares would: “come crashing back to reality”
Then called it a:
- “Meme stock”.…↗
May 28
Jason's Chips — FYI @aleabitoreddit never wrote a single long-form fundamental-based (not customer relationship mapping) analysis on $SIVE's actual business.
My goal is not a teardown of the $SIV…↗
May 28
AlmaCap — $SIVE down a further 11%+ today, highlights the importance of risk management and portfolio diversification.
Even those with the highest conviction would struggle to hold such a…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
May 28
Gaetano — In honor of $sive / $sivef earnings call today
I took the paywall off my deep dive from early April
Enjoy!
You might find some of my financial modeling interesting. It has chan…↗
May 28
Jason's Chips — Read my free article to learn about why $SIVE, currently the most popular stock in optics, is also the most overvalued!↗
May 28
Serenity — @cchronobreakk I have something planned for $HOOD retail users and international equities like $SIVE, don’t worry.↗
May 28
Serenity — Just in case people are wondering about my track record with European equities:
$RPI: $280 -> $800 (agentic AI hardware demand thesis).
$LPK: ~$6, thesis at $13 -> $24.2 (glass c…↗
May 28
Jason's Chips — “omg $SIVE is in conversation with Ayar, Poet, LightMatter, and Optical Startup #463 and the ex-director-of-shits-and-giggles of one of these startups once had dinner with Matt Gar…↗
May 28
Serenity — @reedy1991 I mean all my European longs from $SOI, $IQE, $RPI, $SIVE, $ALRIB followed this trend if we just look at chart.
Long term they’ve all ended up directionally right, and…↗
May 28
Jason's Chips — $SIVE used to be an undiscovered small cap with a respectable thesis, but after a 20x return facilitated by large social media accounts (unethically and illegally) promoting the ti…↗
May 28
Serenity — @159Adir52550 CPO is largely h2 2027.
$JBL already announced timelines for mass production on their 1.6T LRO using $SIVE so that’s material revenue coming in within 3-10m.↗
May 28
Serenity — Ayar’s announcement today with Wiwynn is potentially very material for $SIVE regarding CPO -> rack scale deployments.
As Wiwynn cloud clients include $AMZN, $META, $MSFT.
And th…↗
May 28
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
May 28
AlmaCap — $SOI (SOITEC) earnings yesterday and $IQE earnings this morning are a window into what we can expect across the photonics industry.
We're still very early to the photonics / CPO s…↗
May 28
Serenity — @halldj00 $SIVE was high confidence laser supplier directly to Celestial.
Celestial got bought by $MRVL.
https://t.co/zc18YS8EwJ↗
May 28
Serenity — @Batemanzm75 People do valuation analysis wrong on names like Sivers or $AXTI.
You won’t be able to model $SIVE revenue projections if they’re end up doing M&A + TAM expansioning…↗
May 28
Serenity — $MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier).
- “Scale-up interconnect represents one of the newest and most strategic…↗
May 27
Midas — I've built an app which found $NBIS at $20 and it just gave me the next 10x stock like $SIVE at 1.
Absolutely no one is talking about it.
The company solves a huge bottleneck fo…↗
May 27
Midas — AI bottlenecks are visualized easily with a graph (mapped all the way down to small cap stocks like $SIVE, $HLIT, etc) https://t.co/6O2oKzfQyQ↗
May 27
Midas — I built an app that found $SIVE at $1, $NBIS at $20, and $AAOI at $30:
It can spot AI bottlenecks before they run up 20% like $HLIT.
Say goodbye to manual research, this app is…↗
May 27
Midas — Don’t miss the next $SIVE at $1 or $MU at $100:
I’m building an app to find these 10x stocks early.
It can easily spot AI bottlenecks and new narratives before everyone on X (tak…↗
May 27
Midas — I called $NBIS at $20 and I think | just found the next $SIVE / $HLIT.
It’s a huge bottleneck for photonics that’s under $5B market cap.
I'Il share it here once I enter.
Foll…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
May 27
Serenity — They’re stupid?
$JBL announced demand > supply for their 1.6T LRO and this signals mass production on $SIVE lasers.
Ayar raised $500m for volume ramp and dropped $LITE and $MTS…↗
May 27
Serenity — @ivobuild $SIVE is in Wiwynn supply chains through Ayar, not Winway. It’s also partnered with Win Semi.
They sound the same but all different companies https://t.co/k9KntESjeD↗
May 27
Serenity — Back when $AAOI was ~$20-30 when I went long:
I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs.
Turns out it’s more interchangeable…↗
May 27
Serenity — @maxmay2024 People are free to do whatever they want!
I personally just find $SIVE to be the most compelling CPO exposure at current prices.
Not everyone shares the same convict…↗
May 27
AlmaCap — $SIVE, now down a further 16% since I called the exact top.
I have not bought back, I am expecting them to dilute to fund growth. Would be a heavy buyer following either dilution…↗
May 27
AlmaCap — @PhotonBull There is always a bit of luck when making such calls, but I would have expected to see some positive news into earnings but also stocks don't go up in a straight line.…↗
May 27
Serenity — Interesting photonics selloff today on no news?
$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%
I think it’s probably t…↗
May 27
BULL OF BRITAIN — Guys $SIVE fundamentally, is SUCH A GOOD COMPANY.
Here is 130 tweets about why its the next $LITE
No its got nothing to do with my 1% float. Its because I love finding niché bot…↗
May 27
Jason's Chips — When the constant stream of posts around $SIVE slows down in favor of another name, so does the unsustainable one-way price action.↗
May 27
Serenity — @beauty_oe Yeah! This is the first time I’m seeing $SIVE listed on EU chips act 2.
I think it’s very compelling.↗
May 27
Damnang2 — Sivers Semiconductors ($SIVE) has risen 2100% over the past six months.
The company generated roughly $33M in revenue, remains unprofitable, and now has a market cap of around $2.…↗
May 27
Serenity — Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2.
Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that ear…↗
May 27
Serenity — @BgEdgelord $SIVE is fundamentally extremely compelling from CPO.
And all the valuation drivers are $JBL 1.6T and CPO ramp from players like Ayar.
Think those shorts turning into…↗
May 27
Serenity — I was wondering why there was an irrational amount of disinformation about $SIVE.
Turns out short sellers have been running bot farm campaigns to spread disinformation.
And likel…↗
May 27
Serenity — FYI, EU Chips Act 2 is today, May 27th.
This one is expected to be targeted specially around photonics.
There happens to Europe’s leading photonics/laser company called $SIVE ov…↗
May 26
AlmaCap — @PhotonBull was probably one of the first to $SIVE, beaten only by the Swedish investors who will have sold extremely early.
Its a painful example of making the right decision but…↗
May 26
Alex A.C. — A bit a weird connection between companies, but if this $AAOI 💘 $NVDA happens, then the Tier 3 sh^tco $SIVE 🇸🇪 could (COULD) really have a decent price floor and therefore more…↗
May 26
Wayne Liang — $CPSH chart oddly reminds me of $SIVE chart at ~8-9 SEK, when it just broke multi-year resistance...
Both are phenomenal chokepoint plays at different layers, with $SIVE as CW las…↗
May 26
Black Panther Capital — Everyone is chasing $SIVE or looking for the next
$AEHR or $AXTI.
I think I found it… Not one. But two. Both sitting at the exact chokepoint.
This is maybe my favourite trade ide…↗
May 26
InvestmentGuru — $SIVEF 10x since we added near March 23. https://t.co/ImGzTKKOrp↗
May 26
Serenity — Swedens transferring control of $SIVE to the West + other countries…
Is honestly fun to watch in the charts. https://t.co/zNfWatAm4S↗
May 26
Serenity — @Mengmengeth Well $JBL is new TAM expansion into pluggable optical transceivers.
CPO with Ayar, $POET, Lightelligence, Celestial, and those players are entirely new.
So having b…↗
May 26
Serenity — $SIVE is the most compelling CPO exposure stock to me.
Despite the volatility.
You probably won’t find something like this again until the next architectural shift in photonics…↗
May 26
AlmaCap — $SIVE down 11% since I called to trim and rotate to IQE yesterday (up massively today). Could go lower but I’m rotating back a bit today to rebalance my portfolio.
Other picks are…↗
May 26
BMSInvests — $HLIT is the new $SIVE then it seems…↗
May 26
Gaetano — $SIVE I want to see the total revenue opportunity increase meaningfully
$SMTC I want to see the revenue acceleration
$P I want to hear about NAND implications
$MRVL I want to h…↗
May 26
Serenity — @Redpulse_News I personally don’t really see any other compelling Western CPO related name under $14B MC right now.
$SIVE is still sub $2.7B MC.↗
May 25
Serenity — $JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this spec…↗
May 25
Midas — Don’t miss the next $SIVE at $1 or $MU at $100:
I’m building an app to find these 10x stocks early.
Don’t miss out generational wealth and join the waitlist here:
https://t.co/…↗
May 25
Midas — I called $NBIS at $20 and I think | just found the next $SIVE at $1.
I'Il share it here once I enter.
Follow for more. https://t.co/luaDq2qx3M↗
May 25
Midas — If you missed out on $SIVE at $1 or $MU at $100, don’t miss the next:
I’m building an app to find these 10x stocks early.
Don’t miss out generational wealth and join the waitlis…↗
May 25
Midas — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many othe…↗
AlmaCap — $LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls).
Here are the hi…↗
May 25
Gaetano — Big Week For Earnings!
We've got:
$SMTC on Tues
$MRVL on Weds
$P on Weds
$AMBA on Thurs
$SIVE on Fri
Lots of excitement in store↗
May 25
Jason's Chips — Maybe for them to announce that their "opportunity pipeline" expanded again while simultaneously missing on revenues.
$SIVE https://t.co/QeQ05Vhuru↗
May 25
Serenity — I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids:
$RKLB / $SPCX / $PL = Death Star
$LASR / $SIVE = Laser Beams
$TSLA / Uni…↗
May 25
Serenity — $RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI,…↗
May 25
KaizenInvestor — Imagine selling $SIVE at 8.14 because you did not want to blindly follow another investor 😅 https://t.co/VgXeF9vra5↗
May 25
Jason's Chips — $SIVE can still go up, no question.
Every meme stock is probably more likely to go up than down.
But just beware that to treat $SIVE like $GME and not a real investment. Otherwis…↗
May 25
Serenity — $SIVE is highest possible upside, since I see them being the next $LITE (which started at ~$2.6B as well in 2024, but now is $80B).
As laser chokepoints are known to downstream T…↗
May 25
Serenity — For people trying to do valuation analysis on $SIVE.
Ayar, Celestial, Lightmatter, Lightelligence are probably valued probably ~$4B-15B+ today.
Sivers is ~$2.6B MC and they're l…↗
May 25
Serenity — I think I deserve my own Netflix special after $AXTI and $SIVE? https://t.co/WeD80ogRXg↗
May 25
Serenity — Nah, I think $SIVE is still extremely undervalued relatively speaking.
Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations.
Not eve…↗
mon — $SIVE keeps going. 😅
Congrats to everyone who got in early and is still invested. https://t.co/0EEB53jwQi↗
May 25
Serenity — No, why would there be much of a pullback? (Also don’t own Cerebras)
The “hype” over Vanguard and Blackrock buying $SIVE is extremely justified… Because that’s new + pure buying p…↗
May 25
Black Panther Capital — @babyfolio Yeah. Happy with it, since I’m trying to build my short term account up to be 20% of my total portfolio value. Halfway there.
So the rest of $SIVE will run now. Getting…↗
May 25
AlmaCap — Trimmed my $SIVE this morning, became too larger a percentage of my portfolio after doubling in a week.
Fully expect this to continue to run but counting on management to execute.…↗
May 25
Serenity — @Selooo79 3 weeks ago they were trying to bear post about some random Swedish firm selling.
Now, Blackrock, Vanguard and others are buying $SIVE next month. Don’t think US capital…↗
May 25
Serenity — Did you listen anon?
$SIVE is extremely early.
And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time.
Then, coup…↗
May 25
Serenity — @ThriveSnap $SIVE is extremely early. Before it was mainly retail.
All the institutional capital are about to enter soon, as seen with all the index inflows next week.
Then NASDA…↗
May 25
Serenity — $SIVE is the largest beneficiary of brand new events this weekend:
1. Sivers new NASDAQ index inclusion (OMX Stockholm):
Both Vanguard and Blackrock are new passive inflows.
Wit…↗
Jason's Chips — $SIVE is not $AXTI.
$AXTI controls one third of the indium phosphide substrate that is needed for every single laser that goes into a data center. They are a real choke point beca…↗
May 24
Serenity — When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (u…↗
May 24
Serenity — Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers ->…↗
May 24
Serenity — $SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff.
Since they all basically go…↗
May 24
Jason's Chips — The accounts pumping (and inevitably dumping) $SIVE at ~$2.3b market cap have not done their one job as providers of investment research: showing the numbers.
$SIVE had ~$33 milli…↗
May 24
Serenity — AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exp…↗
May 24
InvestmentGuru — The full optical stack:
$COHR → $LITE → $AAOI → $POET → $AXTI → $IQEPF → $SIVEF → $LWLG
This isn’t a trade. It’s a multi-year infrastructure supercycle.↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 24
Midas — It’s $SIVE at $7.
For reference, I called these 10x stocks early:
- $ONDS at $1
- $NBIS at $20
- $OKLO at $6
Follow me to see other 10x stocks I like.↗
May 24
Midas — Everyone on X is saying this is the next $SIVE at $1:
Could be a generational wealth play.
Here it is: https://t.co/x1AhlXs8Y4↗
May 24
SandemanStocks — @Bios4L I don’t follow $SIVE and I’m not interested in it…so I’m kinda just joking since Kevin’s track record is abysmal↗
May 24
Gaetano — Well, if there's one thing that is true...
It's that the $SIVE / $SIVEF call is going to be INTERESTING
What do we think we will hear?↗
May 24
Jason's Chips — $SIVE is on a speculative, unsustainable rally that is not backed by any fundamentals.
Healthy parabolic stocks like $LITE, $BE, $AXTI, $SNDK either pop and grind up following eac…↗
May 24
Gaetano — The optical super cycle has been life changing
$LITE $COHR $CIEN $AAOI $AXTI $SIVE
If you got in early, you made insane returns
So the question is, what is the next theme to inve…↗
May 24
InvestmentGuru — $SIVEF
Sivers Semiconductors | Photonics + 5G/6G + Defense. Three Tailwinds, One Ticker.
$SIVEF is a Swedish-listed, OTC-traded semiconductor company operating at the intersecti…↗
May 24
Frenchie — 🇫🇷 Capucine, 25 ans
❤️ Célibataire, mais en relation toxique
🎭 Intermittente du spectacle
💰 Revenus : variables
🤑 Patrimoine financier : environ 800 000 € aujourd’hui, co…↗
May 24
Serenity — I’m not selling a single share of $SIVE.
I personally think it’s a once-a-generation long given how many hyperscaler suppliers they’re already in.
Coupled with GS extreme TAM exp…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 24
Jason's Chips — Please like and repost this so it reaches more people and stops the misinformation around $SIVE↗
May 24
Jason's Chips — " $SIVE can reach $80b because $LITE is $80b" has to be the dumbest and most dangerous investment thesis ever. People will lose their savings listening to all this misinformation.…↗
May 23
Jason's Chips — $SIVE vs $LITE valuation multiples:
Since we're running comps, let's use consensus projections (even though consensus is usually too conservative with AI infra companies)
Let's a…↗
May 23
Midas — Everyone on X is saying this is the next $NBIS at $20 and $SIVE at $1:
Could be a generational wealth play.
Here it is: https://t.co/DVDb9jFe5i↗
May 23
Jason's Chips — @Interestingna11 Has IA talked about Sivers at all? If so, I am literally going on an anti- $SIVE crusade lmao.↗
May 23
Jason's Chips — The most stupid phenomenon I've witnessed so far as an investor is the recently popularized idea of big = late/overvalued and small = early/undervalued.
Intrinsic value is the sum…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
AlmaCap — This was a major issue when trying to ascertain a value / target for $SIVE, I knew their tech was superior, I knew they had partnerships etc but it was very difficult to ascertain…↗
May 23
Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102.
Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…↗
May 23
Jason's Chips — Yes, I am aware that I blatantly excluded $SIVE from the laser section. I have a much sharper opinion about them than the others. They will get their own article someday.
You can…↗
May 23
Serenity — @knedoycap There's around ~$47M from MSCI index for $SIVE. And ~$15-20M from the new NASDAQ Stockholm index inclusion.
So ~$64.5M of pure institutional buying pressure next month…↗
May 23
Serenity — Wow, NASDAQ just added $SIVE to its Stockholm index.
This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M.
We’re able to see a lot…↗
May 23
Serenity — People in Sweden always like:
“How does $SIVE have so little employees and can do all of this” vs. $LITE?
Turns out… You can build the most valuable IP in the world if ~1/4th you…↗
May 23
Midas — I found the next hidden Al bottle neck stock like $SIVE at $1 and it could print generational wealth:
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.…↗
May 23
Midas — Everyone on X is saying this is the next $SIVE at $1.
Could be a generational wealth play.
Here it is: https://t.co/mKeieIDbDc↗
May 23
Serenity — Welcome to Silicon Valley, Sweden.
It's moreso what you can do with the funding and if you can turn that market investment into $100B+.
Not about what revenue you pulled in fr…↗
May 23
Serenity — $AAOI is more pure manufacturing scale and I'm extremely bullish on them.
So it's more like Furukawa + Innolight in my view? So extremely bullish for revenue ramp.
$SIVE is jus…↗
May 23
Serenity — Markets are kinda realizing US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding.
Since you see Sivers in $YSS Golden Dome supply chains (from allspace…↗
May 23
Serenity — I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others…↗
May 23
Serenity — For $SIVE to become the next $80B+ $LITE.
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T.
They basically supply lasers to the leading players i…↗
May 23
Serenity — 5 months ago. I gave a PT of $150 with $AXTI.
Over 10x that current values from a $500M MC.
It’s now a $9.2B MC and $140. $10 away.
New $SIVE longs are starting to realize what…↗
May 22
Michael Sikand 🦑 — Long $HLIT at $16
Known about this stock for months from a 9 figure manager in Florida I respect a lot.
He gave me $SIVE and $MXL before either were mentioned on X.
Ironically…↗
May 22
TheValueist — $SIVE $SIVEF (Bloomberg) -- Nasdaq announces semi-annual changes to OMX Stockholm Benchmark Index and the OMX Helsinki Benchmark Index, effective June 1. No changes are made to the…↗
May 22
Gaetano — So many Optics companies have had awesome runs
$LITE $COHR $AEHR $SIVE $AXTI etc.
I was blessed enough to participate a lot of this run up for a long time
A large part of my focu…↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 22
AlmaCap — Most investors still aren't pricing what this IPO wave does to semiconductor demand:
> $SPCX: S-1 filed, c.$1.75T, raising ~$75bn
> OpenAI: c.$900bn, ~$30bn round
> Anthropic: c.$…↗
May 22
Serenity — Wait until you realize that this is actually NASDAQ liquidity required for the US listing/float.
And proceeds are expected go to $SIVE M&A (they hired 2 acquisition related board…↗
May 22
Serenity — $SIVE is literally the kingmaker for CPO:
From ~ Lightmatter, Celestial, Ayar, Lightelligence early on. Now the leaders with massive $5-10B+ valuations.
To the ASIC ecosystems li…↗
May 22
Serenity — Am I that popular?
I did get a lot of dm requests to manage their capital recently.
But only here to help out regular retail investors succeed on their own with ideas like $SIVE…↗
May 21
Midas — I found the next hidden Al bottle neck stock like $SIVE at $1 and no one is talking about it.
Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others.
It's und…↗
May 21
Serenity — A guide by Serenity on becoming a true Swedish local:
1. See crown jewel photonics company in $SIVE?
2. Get angry about 2024 revenue numbers, ignoring forward growth.
3. Encoura…↗
Serenity — If people don’t realize why I’m so interested in $SIVE M&A.
Sivers likely customers were:
Lightmatter when they were tiny -> became $4B+ company.
Lightelligence when they were t…↗
May 20
Serenity — Majority of US capital as well as US investors can't access $SIVE right now.
So if they get listed on NASDAQ, it's just a massive new inflow of capital. Especially if institution…↗
May 20
Serenity — @osilayer8 Nah, I'm cheering on $SIVE to become the next $LITE.
I didn't acquire positions just for Sivers to be bought out by $MRVL or $JBL.
I also really don't think fundrais…↗
May 20
Serenity — It's probably due to extreme uncertainty risk for short sellers.
> Since MSCI listing triggers tens of millions of new inflow for $SIVE in a week or two.
> NASDAQ listing could b…↗
May 20
Serenity — $SIVE is nominating two new board members today.
It's very highly telling since the newcomers have acquisition backgrounds from:
-> Head of M&A at Ericsson / Advisor at Verdane,…↗
May 20
Serenity — Just your average day in European photonics?
With $SIVE, $IQE, and $SOI all hitting double digit recoveries.
These are all core players going forward, hard to see any dip not be…↗
May 20
Serenity — @ShakespeareDad $SIVE is likely sole source for this specific 1.6T LRO from $JBL given the architectural uniqueness.
It’s not a standard cw laser.↗
May 20
Serenity — $SIVE mass production for 1.6T optical transceivers with $JBL:
Is now earlier than expected per JP Morgan Fireside chat.
Here's what they announced:
> "Relatively dramatic moa…↗
May 19
Serenity — This is just confirmation on timelines:
H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340).
This next part is…↗
May 19
TheValueist — $SIVE $SIVEF Microelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding
PR Newswire
KISTA, Sweden, May 19, 2026
$6.6M Year 2 Program Award through…↗
May 19
BULL OF BRITAIN — The time to be max risk on Photonics such as $AXTI $SIVE $SOI $AAOI $LPK was 6 months ago.
Defend your capital. Narrative driven pricing will eventually capitulate when the volum…↗
May 19
Serenity — @KeriaFX Yeah they lost a large part of their fund value shorting $SIVE.
I don't think it's going to end well for local Swedish firms? Like they can just stay on the sideline but…↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 19
Serenity — I personally think $SIVE ends up a $10B+ company in 2027, so 8-10x.
$LITE did go from $2.8B to $80B in 2 years, so not really impossible do a 60x in the next few years if the st…↗
May 19
Serenity — $SIVE short interest is around ~17% of free float apparently from some third party data, which is enormous (probably higher after yesterday).
IMO they're prob fked doing it so ear…↗
May 19
Serenity — $SIVE just got MSCI inclusion and that's another likely tens of millions buying pressure in 2 weeks.
Then there's new $6.6M CHIPS ACT funding coming in, which is an amazing capita…↗
May 19
Serenity — @MindQuest42 Sweden is literally like: "it's all over for Sivers"
Next day: US government gives $SIVE 6.6M CHIPS ACT award lol.↗
May 19
Serenity — Just in: $SIVE gets $6.6M from the US CHIPS ACT.
This is a $6.6M Year 2 Program.
In collaboration with BAE Systems: "Modernizing U.S. Defense Infrastructure Using Sivers Techno…↗
May 19
Serenity — @dubidubabap I see pretty strong parallels with $SIVE, $RPI, and basically everything.
It’s eerily similar to price rises on info synthesis -> institutions publish negative new…↗
May 19
Serenity — A good looking guy that would mog Clavicular side by side has no impact to any fundamentals.
I cut some exposure too in $LITE $COHR like Leopold, last month.
But rotated it to a…↗
May 18
BULL OF BRITAIN — A good rule to follow is: When the market goes down. What names are you confident in being down on, and what are you scared will go to zero. If you listen to the intuition you alre…↗
Midas — I called $NBIS at $20 and I think I just found the next $SIVE at $1.
I’ll share it here once I enter.
It’s under 5B market cap.
Follow for more.↗
May 17
Midas — I just found the next $SIVE at $1.
Just like I called $NBIS at $20, i’ll share it soon.
Many will regret not following me sooner. https://t.co/AdHTRxEDKi↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
May 16
Midas — IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90.
With this strategy I already found:
$NBIS at $20
$ONDS at $1
$RKLB at $16
This app will help every…↗
May 15
Serenity — Fun fact: over 70%+ of my portfolio is unrealized, I haven't sold a single share in many of these.
It helps if things like $AXTI hit 1900%+ returns, $SIVE hit 1000%+ returns, and…↗
May 15
Serenity — @ajmotleyfool Nope, I've pivoted a lot of the earlier players in the year into CPO names like Foci, Shunsin, $SIVE recently.↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 15
Serenity — $SIVE is now aiming to become the next $LITE, a US photonics giant.
They're re-centering their board around US executives + US photonics.
So the core board are now: US $GFS Exec…↗
May 15
TheValueist — Here is my GAI X-microcap tracker. If there are any additional names I should add, please let me know in the comments.
I own a basket of these because, at this point, why not? $S…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 15
Midas — I found the next 10x stock like $SNDK, $MU, and $SIVE.
Just like I called:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
I still believe a market CRASH is coming so i’m waiting to…↗
May 15
Midas — i called $NBIS at $20 and i’m posting my next banger here.
It’s going to be bigger than $SNDK, $MU, $SIVE, etc.
A truly asymmetric play.
Many will regret not finding me sooner…↗
May 15
Serenity — @DanilSer33 The new $SIVE / Ayar / AlChip / $AMZN trainium supply chain is more bullish than the recent $POET $50m -> $500m purchase order.
Markets probably won’t see the conn…↗
May 15
Serenity — Just to add to the very positive $SIVE news amid MSCI likely tens of millions of inflow in 2 weeks:
$AMZN has a new private placement with AlChip.
Probably implying design wins…↗
May 15
Midas — I found the next hidden 10x AI stock like $SIVE at $1 and no one is talking about.
Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many others.
It’s under $1B m…↗
May 15
Serenity — @LeeJem0X0 It's for M&A, not management bonuses for $SIVE so positive.
This is what I wanted from management to expand optical TAM from the laser chokepoint, similar to what…↗
May 15
InvestmentGuru — $SIVEF great run so far https://t.co/DTJe6ZvAiD↗
BULL OF BRITAIN — Go ask the next person you walk past on the street what a Photonic is.
Then walk to a hedge fund and ask what a Photonic is.
Then ask the leader of your country what a Photonic…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
Serenity — The warrants do help incentivize the $500m in extra purchase orders for $POET though.
But I'm not complaining, it's actually more beneficial to $SIVE than it is to Poet, since Si…↗
May 14
Serenity — Fun read! Think you covered majority of the important points regarding the overall CPO growth curve and wrote a great bull case.
Especially how $SIVE feeds into Ayar, $JBL, and $…↗
May 14
Serenity — If you didn't know $POET is up 22% premarket on a $50m purchase from Lumilens.
Scaling to $500m with a longer term framework.
As mentioned in Sivers 2025 annual report: $POET i…↗
May 14
TheValueist — $SIVE $SIVEF THE 2025 ANNUAL REPORT IS NOTABLE FOR STRONG TOP-LINE MOMENTUM BUT ALSO MATERIAL ACCOUNTING, CONTROL, LIQUIDITY, AND EXECUTION RISK.
Sivers generated 306.6 MSEK of 2…↗
May 14
InvestmentGuru — $QS
$SOUN
$SERV
$DGXX
$SLNH
$RR
$DARE
$VLN
$BB
$SIVEF
Worth keeping eyes on these stocks as many are starting to see improving momentum, sector rotation, or ea…↗
May 14
Serenity — I mean $SIVE delivered everything I wanted to hear on their optical side?
-> Volume ramp starting H2
-> TAM expansion into pluggable transceivers
-> Multiple new likely hyperscal…↗
May 14
Serenity — $SIVE 2025 annual report analysis.
TLDR: Extremely Bullish.
Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications…↗
May 13
Serenity — What an insane day for photonics.
$SIVE up 31.3%
$TSEM up 23.1%
$AAOI 20.01%.
It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of ro…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
May 13
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
May 13
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
May 13
Serenity — @DanilSer33 I’ll probably pass on that idea since I want to remain an independent analyst with $SIVE.
Also id be more open to it if management weren’t doing their job.
But I see…↗
May 13
InvestmentGuru — 15 stocks where I see early positioning opportunities across different sectors for long term growth:
$QS
$VLN
$EOSE
$SIVEF
$JOBY
$SATL
$SOUN
$SERV
$BBAI
$PLUG…↗
May 13
Serenity — @JinYu762 Local Swedish hedge funds, get ready to meet global financial institution inflow with $SIVE.↗
May 13
Serenity — @Platypus_55 I did some calculations and it might be around $25-$32m worth of new inflow buying pressure?
Which is structurally a large tailwind for $SIVE.↗
May 13
Serenity — Wow, $SIVE to be listed in the MSCI Global Small Cap Index.
This is overwhelmly positively as it triggers more passive inflows as the MC grows.
Rebalancing takes places May 29th.↗
May 13
Black Panther Capital — PM looks insane! 🤯
Its only a couple of days since I posted my thesis on $PENG and took a position.
$PENG is smashing +20% in PM 🟢 And Wall Street is about to wake up.
Credit…↗
May 13
Serenity — To make things even spicier.
$SIVE is run by UC Berkeley CEOs and $LITE executives.
And the ownership cab table is now controlled by American institutions/investors.
I’d expect…↗
May 13
Serenity — What they do special is really advanced/architecturally unique CW lasers, so they fit Ayar, $MRVL Celestial, Lightmatter, Lightelligence, and these types of specifications in hyper…↗
May 13
Serenity — To answer that question.
I’ll just float some historical data out there with laser chokepoints:
$LITE went from $3B -> $15B -> $80B in 2 years from 2024.
$AAOI went from $770M -…↗
May 13
Serenity — $SIVE earning results don't matter, I don't see risks in financials other than your usual media trying to cause panic.
Main indicators to look at like I've done before with $AAOI…↗
May 13
Serenity — People wonder why I'm focusing on non-US markets recently.
Why? CPO is my #1 thematic long.
Markets don't know yet, the sudden paradigm shift in photonics...
I was one of the…↗
May 13
Serenity — Markets are forward looking by 8-12 months.
I like to find plays at the very bottom and capture full supercycle exposure like $AXTI, $SIVE, $IQE, $SOI, $LITE, $AAOI, etc.
Other…↗
May 13
Serenity — $LITE went from $2B to $80B in two years by owning the laser chokepoint for EML
$AAOI went from $1.4B to $14B in one year by owning laser chokepoint for 800g/1.6T transceivers + a…↗
May 12
Serenity — @softmaxedx Yep names like $SIVE are still trading in Europe sadly and are affected by regional Swedish market liquidity.
Hope it ends up an American company soon enough.↗
May 12
Serenity — The 2.5% dilution to get listed on NASDAQ is actually extremely bullish with $SIVE, and I see it heading to $3B+ once its trading on US markets.
I think it's undervalued at curre…↗
May 12
Serenity — Hey great question! So $SIVE headcount doesn't matter as much when you're doing IP/design.
Lot of media misunderstand nuances, when they compare it with $COHR that have tens of t…↗
May 12
Serenity — Just 3 months ago, European media called my $RPI thesis:
"A Meme Stock" where earnings isn't factored into decisions.
2 months ago, $SOI was labeled "overvalued, with nothing ne…↗
May 12
Serenity — @LIWEI_TWCapital Yeah Win should be on there too forgot about it. It's really understated for optical exposure and I see it being one of the bottlenecks next year since they're he…↗
May 12
Serenity — Random CPO related names I like:
- $SIVE
- Foci (3363)
- $TSEM
- Browave (3163)
- PCL (4977)
- $AXTI
- Msscorps (6830)
- $IQE
- Shunsin (6451)
- Furukawa Electric (5801)
- $MTSI
-…↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
Serenity — @TomSzczypka $LITE nasdaq 100 lot of inflow.
Algorithms tied $SIVE, $AAOI, $AEHR, and others to Lumentum now as the sector leader.
So they all got brought up together.↗
May 11
Serenity — $LITE is now over $1000. Did you listen anon?
I do tend to get optical players directionally right...
So it's hilarious when I see short sellers on names like $AAOI or $SIVE. ht…↗
May 11
Serenity — Today I learned $SIVE was so actively shorted...
That the price going up accidentally might take down hedge funds?
A hedge fund Colosseum is down -19.8% last month largely due to…↗
May 11
Black Panther Capital — this market is so f.. strong.
from red to green.
every major AI infrastructure deal in 2026 will look cheap in 2028. I’m not even optimistic. that’s just how this infrastructure…↗
May 11
Serenity — @DVoskens The 2.5% dilution was resolved today. It was planned for awhile.
People/algos typically react negatively to dilution but in this case with $SIVE it’s incredibly positive↗
May 11
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 11
Serenity — Contrary to what people/algos think:
Getting 2.5% dilution passed with $SIVE is actually extremely positive in this case.
Since that helps them get listed on US Nasdaq ASAP.
No…↗
May 11
Serenity — @Leon8995385220 I don’t control intraday volatility with $SIVE.
Haven’t sold a single share since it’s genuinely the most compelling laser company I’ve seen as CPO scales up 2027.↗
May 11
InvestmentGuru — $DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL
$SIVEF
Some good-looking small cap and early-bet setups in this market right now. A mix…↗
May 11
Serenity — @MrPelican2025 I would not be surprised if $SIVE became an American photonics company one day.↗
May 11
Serenity — I think $SIVE ends up $10B+ next year and can scale to $40B+ in 2028 if they play their cards right.
Really depends on how ambitious management is if they want to become the next…↗
May 11
Serenity — I wonder if Swedish media realized what they’ve done transferring control over to American investors/institutions and stopped posting?
$SIVE is the most compelling CPO long I’ve s…↗
May 11
Serenity — Promising… but for actually making returns:
Things like Glass/Silicon Photonics is an immediate H2 2026-2029 event.
2029+ timeline seems accurate for plastic optics and cables c…↗
May 9
Serenity — @bexilon99 You're looking at a pre-production dev contract with their other segment. Their entire growth comes from photonics.
$SIVE is the most compelling CPO exposure long I've…↗
May 9
Serenity — Yep I wonder if the Swedish media finally realized what they accomplished once they looked at the $SIVE cap table?
Now Swedish investors barely hold anything compared to US insti…↗
May 9
Serenity — The US/West now controls majority of the shares of $SIVE.
With Goldman Sachs/JP Morgan/Morgan Stanley and other US institutions entering.
US/West 46.8%:
- Fidelity: 11.5% (retai…↗
May 8
Serenity — Nothing, just a slight correction. I have high conviction in $SIVE moving forward.
It’s just a standard transfer of shares to US investors before the CPO supercycle, think Swedis…↗
May 8
Serenity — @xuefeng_huang If $SIVE goes the ADR route you can do an ADR conversion from Sweden to US and it will just start trading on US markets like $ARM.↗
May 8
Serenity — What did I say? $SIVE was undergoing a transfer of Swedish ownership over to the US...
If I'm interpreting things right from the new cap table.
The US / West now owns 42.18% of…↗
May 8
Serenity — $SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others.
Not including silicon photonics programs with…↗
May 8
Serenity — Every day it's like this on repeat with $SIVE, it's like dejavu lol.
Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets.
New local hit…↗
May 7
Serenity — @StormDirac Reading journalism like this is something else for $SIVE.
I’m just curious what incentives news media have to publish a lot of misleading posts like this every day.…↗
May 7
Serenity — @PhotonCap Yeah $SIVE is extremely promising exposure to the CPO supercycle coming up.↗
May 7
Serenity — @nexefye It's likely pure algorithmic, but another .76% of the float was shorted yesterday.
Algorithms tend to miss a lot of the nuances of supply chain mapping like $AMD going…↗
May 7
Serenity — I'm still laughing how much Swedish hate their own frontier companies so much.
That they write hit pieces every day on $SIVE.
This one was entertaining: Local journalists show…↗
May 7
Serenity — @KimSchmitz10 $LITE was priced in for EML and current pluggable optical transceivers.
CPO is a completely new opportunity and massive TAM expansion for all photonics players.
It…↗
May 7
Serenity — $COHR earnings note:
Coherent's CEO basically reaffirmed GS research note about CPO being a massive revenue driver:
Transcript: “One of the most important long-term growth opport…↗
May 6
Serenity — MicroLED still feels far away before any CPO related volume ramp per Goldman Sachs note.
Quantum Dot like $ALMU / QD isn't even mentioned since it's way way out by years.
In a c…↗
May 6
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
May 6
Serenity — I think many people are surprised to learn that stocks don’t move in a straight line up.
Today:
Laser companies from $LITE to $SIVE to $AAOI are down -8.0%, 10.2%, and -4.38%.…↗
May 6
Serenity — Yes, $LITE admitting they're forced to buy CW lasers from their competitors is a massive win for $AAOI.
Since they have their own CW Laser fab (and target 350% increase in capacit…↗
May 5
Serenity — @itsakek This is new information discovery that $LITE is forced to buy CW lasers from external competitors.
Likely because they have EML contracted from 2027-2028 and can't produ…↗
May 5
Serenity — Woah... Massive CW laser bottleneck.
It's interesting $LITE is bottlenecked by CW lasers so they buy them on the open market:
"Now we’ve seen a little bit of tension in our own…↗
May 5
Serenity — @beard219 $LITE CEO on their transcript worded it as "massive supply demand imbalance on CPO"
I think even $SIVE, $GFS, Win, Shunsin, and everyone CPO related will have too much d…↗
May 5
Serenity — $LITE CEO basically confirmed GS TAM expansion + CPO Supercycle.
From ~close to nothing -> $91B. From H2 2026 to 2028:
“ I think what we’ve said is that we will have a massive su…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 5
Serenity — @wjdabrlrr $LITE basically does everything, CW/EML lasers, optical engines, etc.
I used CPO growth curves mainly for pure play names like $SIVE or MSSCorps that didn't have previ…↗
May 5
InvestmentGuru — $SIVE $SIVEF looks like another green day https://t.co/oIUUnrcGJ0↗
May 5
Serenity — Just reiterating my disbelief:
I have never seen a sector more bullish than CPO.
GS reported Optical TAM 9X from $15b in 2026 -> US$154b in 2028
CPO making up $91B of that.
S…↗
May 5
Serenity — True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As ind…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Serenity — @bigjeffm I really don't think markets have priced all of this in yet with $SIVE. Which is why it keeps going up 10-20% a day.
It doesn't happen all at once.↗
May 4
InvestmentGuru — $SIVEF — 400%+ in one month and the biggest catalyst hasn’t even hit yet.
This Swedish photonics company makes high-power DFB lasers and laser arrays that drive optical links for A…↗
May 4
Serenity — Yes, markets might have missed this with $SIVE + $GFS SCALE.
The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indi…↗
May 4
BULL OF BRITAIN — Hello gamers. Since this post from 21 hours ago:
> $SIVE up 47%
> $LPK up 27%
> $SOI up 21%
> $IQE TBA. I am expecting big things tomorrow.
Thanks for playing.↗
May 4
Jason's Chips — $SIVE looks like a meme stock to me lmao
Although I probably just don't know that much about the company and people say the same about my favs $LITE and $BE which also have ridicu…↗
May 4
Serenity — @TR7016 Extremely bullish on $SIVEF, especially long term.
If you look at Goldman Sach’s report on CPO it’s just a massive vertical line up over the next few years.↗
May 4
Frenchie — @aleabitoreddit Ok $SIVE is going x2 on the day↗
May 4
Serenity — Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for Lightelligence as well.
Credit to: Plaskpojen for the OSINT find. https://t.co/sj2J0b9ycN↗
May 4
Serenity — @AnetteO11 That makes me happy to hear, congrats. 7 years of development and R&D is finally paying off with $SIVE.
Unfortunately a lot of media scared off local investors that now…↗
May 4
BULL OF BRITAIN — Example of an extremely solid portfolio till 2030.
$DRAM - 25% > Memory cycle.
$NBIS - 25% > AI-native cloud infrastructure.
$LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs,…↗
BULL OF BRITAIN — @MacnBTC Yup. U.S liquidity hasnt even touched alot of these names yet -> $SIVE / M7U / Hynix. So very early.↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 4
InvestmentGuru — $SIVEF might see another green day https://t.co/oEcjK2HOmS↗
May 4
Serenity — @TheGreekEuler I personally think $SIVE should be $3B today and ends up $10B+ next year.
Earnings don’t really matter. Just care about indication from management about laser volum…↗
May 4
BULL OF BRITAIN — Well well well.
$SIVE +20%
$LPK +15%
Thank you for playing! https://t.co/4u6oQAGop8↗
May 4
Serenity — GS has mapped out the CPO supercycle with unholy projections of 9x TAM projections.
From $15B to $154B in a short timeframe. CPO contributing $91B.
This is why I’m so bullish on…↗
May 3
Serenity — @piques15 Everyone kept saying $AXTI, $AAOI, and $SIVE were "memestocks with no fundamentals" lmfao.
Then Goldman Sachs just drops this banger of projections.↗
May 3
Serenity — Goldman Sachs Projections on Optical Networking.
Aggregate TAM would increase 9x:
From $15B to $154B. CPO contributes $91B.
What the actual?
Yep... And another confirmation why…↗
May 3
Serenity — @MeltemDemirkus $SIVE is in the laser chokepoint that Goldman says has significant EPS upside.
But they're undiscovered to institutions still, despite their likely mapping to $AM…↗
BULL OF BRITAIN — WE ARE SO EARLY.
Goldman Sachs just published their CPO supply chain map for $NVDA and $AVGO. It's good but realise how many names are MISSING COMPLETLY.
$SOI - Not listed anywh…↗
May 3
Midas — The largest market CRASH in history is coming.
But buying the right stocks during the CRASH is how generational wealth is made.
That’s why i’m building a software to find 10x s…↗
May 3
Serenity — @Leon8995385220 $SIVE likely locked up allocation agreements with Win Semi to scale. And works with $GFS.
Which is why I'm long on them both, easy to scale as fabless, kinda like…↗
May 3
Serenity — It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR, $LITE after the…↗
May 3
Midas — The largest market CRASH in stock market history is coming.
Warren Buffett has now dumped stocks for 14 consecutive quarters, the longest selling streak in its history.
In prep…↗
May 3
Midas — HERES HOW TO FIND 10x STOCKS EARLY!
Ever wished you found $SIVE, $AAOI, $AXTI, etc that have run up 100% or more before everyone on X?
Well I’m building a software to automate t…↗
May 3
Serenity — @MontagueCap Anything CPO is EXTREMELY early. All the optical companies from the pluggable supercycles like $LITE are now in the tens of billions.
CPO will dwarf a ton of projecti…↗
May 3
Serenity — Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was th…↗
May 3
Serenity — @hcnyl0819 This is literally the 2.5% microscopic dilution to get funding for NASDAQ listing for $SIVE. It's a highly bullish event contrary to the word dilution.↗
May 3
Serenity — Just in case you’re wondering why I’m so bullish on CPO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).
“The CPO market is projected to…↗
May 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
Now I'm building an investing software to find AI bottlenecks like $SIVE, $AXTI, $AAOI, etc bef…↗
May 2
Midas — Buying AI stocks are going to make millionaires but NOT now.
Once the stock market CRASHES.
That's why I'm building an investing software to find 10x AI stocks like $SIVE, $AXTI…↗
May 2
Midas — The largest market CRASH in stock market history is coming.
To prepare for the crash, i’m building a software which helped me find the following 10x stocks early: $NBIS at $20, $…↗
May 2
Midas — The largest stock market CRASH is coming.
In preparation, i’m building a software which helped me find the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16…↗
May 2
Midas — I’m building an app that helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bottlenecks like: $SIVE, $AXTI, $AAOI, etc.
I have completely autom…↗
May 2
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
Now, I’m building a software to hunt AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
A completely n…↗
May 2
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $OKLO at $6
and more
I’m building something that will completely revolutionize 10x asymmetri…↗
May 2
InvestmentGuru — $SIVEF has been one of the most jaw-dropping momentum stories in the photonics space — ripping from $1.07 in early April to over $5.49 by May 1, a nearly 5x move in under a month,…↗
May 2
Serenity — @TheMathMan70 Are you kidding? I always write high conviction if I’m confident in my thesis. And I do it with $SIVE, $AEHR, $AAOI, which all end up tripling.
I don’t share positi…↗
May 2
Serenity — @zizonchain No, I blocked Moody because they build their entire following spreading disinformation that they told me about a name.
Worked on $SIVE thesis with @Plaskpojken, not s…↗
May 2
Black Panther Capital — @miraclemaster07 No I also left out $SIVE where I’m up and $HIMS.
I just thought it was a lot to mention.↗
May 1
KaizenInvestor — Just had an interesting discussion with the former CEO of $SIVE about my article on the communication evolution in space.
It goes extremely fast and you don’t want to miss this.…↗
May 1
BULL OF BRITAIN — If the news of $SIVE and $LPK on OTC is true. I am going to be mega-paid on Monday.↗
May 1
Serenity — $SIVE was a massive transfer from Swedish locals to US investors.
Locals waited many, many years for all the laser R&D to pay off for CPO and silicon photonics.
And now with hyp…↗
May 1
Serenity — Everyone was doomposting $EWY 2 months ago.
Calling it “Silver Crash” or “KOSPI crash bubble”
Now they’re all flip flopping opinions, saying they were bullish memory all along.…↗
May 1
Serenity — @SaxoDel95616 $SIVEF is undiscovered to institutions.↗
May 1
Serenity — @vz921 I guess it’s just luck calling out $AAOI, $IQE, $AXTI, $SIVE, $SOI, $AEHR, and others that all went up 3x this year?↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
May 1
Serenity — @BDANDD Timezone difference. US $SIVEF traded after the space acquisition happened.↗
May 1
InvestmentGuru — Great day across this name
$VLN $INDI $SIVEF $IQEPF $MX $GCTS↗
May 1
Serenity — @StormDirac Yep! But it's good for the company to new larger US institution backing so $SIVE can unlock more capital for capex/R&D/acquisitions and revenue acceleration.
I did…↗
— If you’re curious why $SIVEF is up even more today.
$SIVE, as a CHIPS act recipient:
Now likely powers the Golden Dome.
As the upstream semi supplier since Sivers’ lead custome…
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
Apr 30
InvestmentGuru — $SIVEF
Congrats whoever is holding from $3
$SOUN
$QS
Still buying opportunity for long term↗
Apr 30
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Apr 30
Serenity — @Berlinergy I see $SIVE at $10B+ in 2027.
Don’t think most people or markets realize how many hyperscaler suppliers they map to yet… also they didn’t factor in TAM expansion with…↗
Apr 30
Serenity — @Plaskpojken Yeah I found some references to $SIVE and Lightmatter but never included it in my commentary since I couldn’t find confirmation like you did.
Thanks for pointing it o…↗
Apr 30
Serenity — @coinfucius_eth The photo you provided were just examples. But I always guessed Lightmatter was a likely customer because they referenced them before.
But I was about the quote ar…↗
Apr 30
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
Serenity — Great find. Basically from old investor deck + fundraising amounts:
Looks like Celestial has been direct customers of $SIVE.
So: $MRVL is likely buying lasers direct from $SIVE…↗
Apr 29
Serenity — @Cassian21828964 If anything $SIVE is extremely early at ~$1.1B and I think it should easily be $2B+ today.
They’re the bleeding edge of CPO/1.6T lasers mapping to tons of hypersc…↗
Apr 29
Serenity — Happy to see my followers are escaping the permanent underclass with names like $SIVE, $AAOI, or others.
Stocks really are positive sum.
Everyone benefits if information synthesi…↗
Apr 29
Serenity — @ClewyCat No, I’m very tired still. But it’s nice to wake up to $SIVE up 24.94%↗
Apr 29
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 29
Serenity — Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle)
The U.S. government doesn't just give out funding to random $1B Swedish companies.
It'…↗
Apr 28
Serenity — @KaneCapz I mean $SIVE is a stock I don't plan on selling.
Photonics TAM is absolutely massive for AI, robotics, consumer hardware (eg. $AAPL), Space...
And Sivers happens to be…↗
Apr 28
Serenity — This is true.
A few of bank analysts got passive aggressive when I called out $SOI back at $40 and it rose 125% since then.
Same with $SIVE and it’s risen a few hundred percent (…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
Black Panther Capital — What’s wrong with the market?
Did somebody die?
$IREN $NBIS $CIFR $SIVE $AAOI $OUST $HIMS $RKLB $AMPX $ONDS $PNG.NE https://t.co/jsZwNbnfd0↗
Apr 28
Serenity — @kapitonov_ivan So $SIVE doesn't handle capacity scaling, Win Semi does volume ramp.
Win is massive. $AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
They're in $AAPL,…↗
Apr 28
Serenity — @tme5s So $POET does the packaging side of things.
If $MRVL dropped Poet, it means Marvell felt they could vertically integrate that layer into Celestial and just buy lasers dire…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 27
Serenity — Pretend $SIVE, $LITE make specialized blue and red maine lobsters.
Very rare, not many people can do.
$POET steams the lobsters and prepares it in a ready-to-go container.
$MRVL…↗
Apr 27
Serenity — @siflower Thanks for reminding me.
It's possible for $AAOI could to be one since they announced a ELSFP at OFC.
They usually just do captive and sell the finished optical transc…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
Serenity — @tme5s $LITE and $COHR are probably majority/fully allocated to $NVDA after their deals. Since Nvidia did the same thing with EML last year.
It's harder to do that with Win since…↗
Apr 27
Serenity — @O_bhaina $MRVL benefits long term by vertically integrating the packaging process.
They will likely just make a deal and buy lasers directly from $SIVE, $MTSI, and maybe $LITE is…↗
Apr 27
Serenity — @adrian_jega $LITE likely has majority capacity allocated to $NVDA, not $MRVL.
Ayar removed $LITE from their website and before they primarily multi-sourced between $SIVE, $MTSI,…↗
Apr 27
Serenity — Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-ris…↗
Apr 27
Serenity — @FlachtFunds It's not good news. But it's not that bad either.
$LITE likely has capacity allocated toward $NVDA, which is why $AMD CPO (likely) went with $SIVE + $GFS is my guess.…↗
Apr 27
Serenity — Highly likely now $MRVL just buys the lasers directly from $COHR, $SIVE, or $LITE.
It just causes delays to Marvell Celestial roadmap.
But I've always had expectations on the pac…↗
Apr 27
Serenity — @Jackylee811574 $MRVL will likely do that interposer packaging IP in-house. I did expect them to design out $POET down the road, just not this early.
They can just buy lasers dir…↗
Apr 27
Serenity — @BrokeBoyCap Oh, I'm guessing $MRVL is vertically integrating the packaging process after buying the lasers from someone like $SIVE or $LITE.
That's what I said earlier it's a lo…↗
Apr 27
Serenity — @FlachtFunds Oh $SIVE is definitely fine, since they're vastly diversified.
They likely basically serve everyone:
-> $AAPL Silicon Photonics
-> $JBL (probably largest)
-> $AMD C…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
BULL OF BRITAIN — Good morning again from EU Photonics!
$IQE $SIVE $M7U $LPK $P4O https://t.co/FZg5KzJub1↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
Serenity — It's pretty clear by now that $SIVE is the likely holy grail silicon photonics supplier for $AAPL...
Markets just don't know about it (this is called Alpha).
If you're curious h…↗
Apr 27
Serenity — @k_a_y_b_e_e_ How nice of you! Every time $SIVE goes up 10%, I have an expectation that followers donate $1K to a dog shelter!↗
Apr 27
Serenity — @vas_203 Super cool that you worked at $GFS and glad to hear it about $SIVE!↗
Apr 27
Serenity — @piyush1337 Yeah $SIVE is like a mini $LITE.
$AAPL Watch if/when it gets released is likely going to massive for Sivers revenue given they do ~50M units/year.↗
Apr 27
Serenity — Still think $SIVE is vastly undiscovered.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIV…↗
Apr 26
Midas — Just like Serenity called many 10x stocks early like $SIVE, $AXTI, etc
I called:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I will becom…↗
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I’m now hunting new asymmetric 10x stocks which will be…↗
Apr 26
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
Now, I’m hunting AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
Again, I’ll be sharing these plays…↗
Apr 26
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
I’m hunting the next hidden AI bottleneck stocks like $SIVE at $1.
Going to share them all…↗
Apr 26
Midas — I found the next hidden AI bottle neck stock like $SIVE at $1 and no one is talking about.
Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many others.
It’s und…↗
Apr 26
Serenity — @wdh37 $SIVE for CPO/1.6T lasers
$LPK for glass core substrates
Shunsin for optical test/packaging.
Many others I like though like $HPS.A or $SOI.↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
Serenity — @Sopcaja No, because $SIVE volume ramp is de-risked by Win Semi, my other long.
Win is the foundry for $AVGO and existing SpaceX/Hyperscaler supply chains, so it's heavily dependa…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Serenity — @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.↗
Apr 25
Serenity — It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different…↗
Apr 25
Serenity — @yuntungshieh I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash.
I was long $HOOD in the 10's because of…↗
Apr 25
Serenity — @H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC.
And that Intel could just beat them anytime.
Kin…↗
Apr 25
Serenity — Two most viral stories on $RDDT:
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche…↗
Apr 25
Serenity — @justfisch2 I liked Slivers pizza downtown because it reminds me of $SIVE now.↗
Apr 24
Serenity — Did you listen anon?
The fact that $SIVE is up 600%+.
But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027.
Is…↗
Apr 24
Serenity — @01100101j When $SIVE hits 1000% sure.↗
Apr 24
Black Panther Capital — I’ve posted everyday for 114 days straight now.
Here’s how it looks:
> +20.117 new followers.
> +18M impressions.
> +62K bookmarks.
> +11K repost.
> +116K likes.
251 days left.…↗
Apr 24
Serenity — Photonics go brrr.
$MXL +76.2% (lol)
$AAOI +15.03%
$SIVE +12.69%
$AEHR +7.07%
$SOI +6.19%
$LITE +4.96%
Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co…↗
Apr 24
Serenity — @CludioNune67383 Yeah? That means $SIVE is actively doing the steps to list on Nasdaq not just “thinking about it”↗
Apr 24
Black Panther Capital — $INTC up 51% the past month.
$POET 93%
$AAOI 43%
$IREN 23%
$NBIS 37%
$SIVE 150%
And people are still asking if the AI trade is over.↗
Apr 24
KaizenInvestor — I have to admit something.
I bought $SIVE at SEK 11 on the 19th of March.
I sold $SIVE at SEK 8.14 on the 20th of March.
My mistake cost me €600. Let me explain, so you can le…↗
Apr 24
InvestmentGuru — My 5 Favourite small cap Photonics Plays Right Now
$POET — First production order for POET Infinity optical engines worth $5M+, targeting 30,000+ shipments in 2026 for 400–800G AI…↗
Apr 24
Serenity — @fredrikmob49943 Hi Swedish local. If it's not $AAPL:
Please name me another US Fortune 100 company (not Samsung by elimination) shipping 50M+ units yearly...
That fits $SIVE R&a…↗
Apr 24
Serenity — @veggiepoultry @StormDirac Rockley went down, which is likely the reason why $SIVE became the $AAPL supplier.↗
Apr 24
Serenity — @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 23
Serenity — @xm_build I had September 2027 or H1 2028 as my estimates. Graph provided by $SIVE might hint at earlier ramp than expected.
I personally wouldn’t go long on a company if I had to…↗
Apr 23
Serenity — @InspiredHustle8 Win Semi handles expansion… that’s why I was bullish on $SIVE so they don’t need to burn through capex handling this.
There’s only a few publicly traded companies…↗
Apr 23
Serenity — @B_Funk_ Win Semi hands volume ramp for companies like $SIVE.
Win is massive and is the foundry for SpaceX supply chains and $AVGO.↗
Apr 23
Serenity — The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence).
Launch date around late H2 2027 from estimates and the grap…↗
Apr 23
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Apr 23
Serenity — This is actually my favorite $SIVE TA setup.
I name this:
"Transferring ownership of the company from Swedish locals to American investors/institutions."
Good timing right befo…↗
Apr 23
Serenity — @halldj00 There's stuff I trade, and stuff I invest in.
I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their car…↗
Apr 23
Serenity — @leglock140448 I have high conviction in $SIVE. All my historical high conviction picks are green by a lot like $HOOD back at $20 or $RKLB in the 10’s.↗
Apr 23
Serenity — @SidkMena $LWLG has one developer agreement trial with $TSEM and is valued at $2.2B
$SIVE is shipping lasers that likely ends up in every hyperscaler optical program next year and…↗
Apr 23
Serenity — @Dulbas163452 Thanks! This is just mapped in my head so I personally see how stupidly undervalued/high potential $SIVE is...
Majority of others don't really understand though, so…↗
Apr 23
Serenity — @SpilledMocha I'm convinced $SIVE could 10x from here if there's enough CPO/1.6T volume ramp from Marvell, Jabil, Ayar, O-Net, and others.↗
Apr 23
Serenity — @ashmyro I'm already aware $SIVE is the next likely $AAPL supplier, which is huge.
I've been focusing on their DFB lasers going to AI datacenters the most personally, since that'…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 23
Serenity — @Winterrose Hmmm. Probably $SIVE or $LPK for CPO/Glass Substrates since those are emerging technological shifts in 2027.
I really don't think markets understand yet what's up and…↗
Apr 23
Serenity — There's a reason I spotlight EU small caps.
This my investment thesis that I haven't publicly stated yet.
And I hope people spend the time to read:
From $ALRIB (quantum/MBE), $L…↗
Apr 22
BMSInvests — @Vinnakin $NBIS is hot rn, overbought levels IMO.
Can’t buy $SIVE w/ my broker!↗
Apr 22
Black Panther Capital — 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…↗
Apr 22
Serenity — Oh wow, I missed this.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates mat…↗
Apr 22
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
Apr 22
Serenity — @scrotum_pensif I still think $SIVE should be valued $2B today and can hit $10B+ next year depending on volume ramp from Ayar, $MRVL, $JBL and others in 2028
They have all the sta…↗
Apr 22
Serenity — Europe seems to be having a fun time from AI.
$LPK +20.69% - (glass core substrates) +20.69%
$IQE - 12.22% - (InP epiwafers)
$SOI +11.02% - (silicon photonics substrates)
$ALRIB…↗
Apr 22
InvestmentGuru — $SIVEF — Sivers Semiconductors is one of the most overlooked photonics names in the AI infrastructure buildout. This Swedish micro-cap operates in two powerful verticals — Photonic…↗
Apr 22
Serenity — @ThriveSnap Probably because every morning there’s some local Swedish hit piece on $SIVE.
Then Americans just buy everything locals sell.
Thats how control of the company gets t…↗
Apr 22
Serenity — Woah... $POET is up 20.5% premarket today after a 19.32% gain.
Mainly after the CFO's interview confirming they're the direct supplier to $MRVL.
I wonder if markets know who the…↗
Apr 22
InvestmentGuru — $SIVEF days like today is buying opportunity.↗
Apr 21
Serenity — Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Apr 21
Black Panther Capital — @DelfinoTan99066 I’m fully transparent. $SIVE is down -10%. = the price I entered to.
I dont provide a buy/sell signal. And if i dont I would also ask for subscriptions.
All info…↗
Apr 21
Black Panther Capital — I’ll admit it. I was late to this one.
Yday I added $SIVE to my short-term portfolio. < 6 months.
When I invest I want to make sure I’ve actually covered what needs to be covered…↗
Apr 21
InvestmentGuru — When you see so many runners in the market, don’t try to chase everything — focus on a few high-conviction setups and size them properly. Spreading yourself too thin across too man…↗
Apr 21
BULL OF BRITAIN — To everyone investing in supply chains. The more this number goes up, the more you apply those multiples to the downstream mapping.
We arent topped yet.
$IQE $SIVE $M7U $SOI $AI…↗
Apr 21
Serenity — I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductor…↗
Apr 21
Serenity — The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potentia…↗
Apr 21
TheValueist — I'm a firm believer in reflexivity. The SMID-cap GAI infrastructure trades that are at beginning of building their businesses potentially stand to benefit greatly. Still hard to pi…↗
Apr 21
InvestmentGuru — Lots of runners in this market right now. Stay disciplined. Size your positions properly.
$BYND
$SLNH
$BB
$DGXX
$PLUG
$SIVEF
$BULL
$POET
$LWLG
$RR
$BLNK
$PLUG
$BB
$NVTS↗
Serenity — @88magalhaes Yeah I thought $SIVE could reach $10B in 2 years time... but maybe by next year it's a real possibility now?
Markets usually look forward 12M, so if there's massive…↗
Apr 20
Serenity — @JerryOBrie16396 Win Semi handles volume ramp for $SIVE.
And Win is a massive established foundry for $AVGO and SpaceX supply chains already. So that scaling is de-risked.↗
Apr 20
Serenity — What a crazy timeline?
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser l…↗
Apr 20
Serenity — Just 1 month ago, journalists and media tried downplaying my $SOI and $RPI thesis.
As “meme stocks that were set to crash” citing my WSB tag without analyzing the underlying thesi…↗
BULL OF BRITAIN — $SIVE $SOI $IQE $M7U $MEMS
EU Photonics. Let the games begin. https://t.co/gJobbPBfX2↗
Apr 20
Serenity — @itsakek Original source was here! But still don't think markets put 1+1 together with $GFS + $SIVE yet.
https://t.co/llafVFO46B↗
Apr 20
TheValueist — Read our reports, friends. It will make you a better investor. There is an abundance of content on X and elsewhere and I believe our write-ups are some of the highest signal inform…↗
Apr 20
Serenity — Did $GFS give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous…↗
Apr 20
mon — Serenity has really put European stocks on the map.
Many of them are very undervalued when you compare them to US stocks.
YTD:
$SIVE +550%
$SOI +347%
$ALRIB +301%
$IQE +936%
Ver…↗
Apr 20
Serenity — Woah... European stocks go brrr.
$SIVE +12.76%
$SOI +11.33%
$ALRIB +9.08%
$IQE +6.3%
When $4B+ MC companies like Soitec go up 10%+ a day, this is likely institutional buying as…↗
Apr 20
Serenity — Surprised $SIVE isn’t up higher from the $GOOGL ASIC news with Marvell.
Even $MRVL is up 6.24%+ overnight.
Markets still probably don’t know where the upstream laser source come…↗
Apr 20
Serenity — I'm telling you all...
Lot of stuff in the $SIVE supply chains make very compelling longs.
Win Semi (3105) just goes up 10% a day then halts trading after hitting its max.
Obvio…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — @Berlinergy What pullback it’s $700M going into $JBL, $MRVl, Ayar, O-Net and other supply chains?
People also forget $SIVE was a CHIPS act recipient with likely more follow-ups.…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
Serenity — @daniel_koss Thanks, I did say $SIVE looked like the next $LITE!
I went long on Lumentum last year because of the Google TPU and markets tend to like Google's ecosystem a bit more…↗
Apr 19
Serenity — $MRVL in talks to develop $GOOGL TPU for two different chip models.
High possibility $SIVE likely became the light source for Google's supply chains if talks go well.
Especially…↗
Apr 19
InvestmentGuru — $SIVEF — Sivers Semiconductors: The Swedish InP Laser Company Hiding in Plain Sight
Three catalysts converging at once — data centers, LiDAR, and SATCOM — all on a $515M market ca…↗
Serenity — It’s still funny that there’s so many:
“If you invested $10K into ____ you would have ____ today!”
Then they’re all the stocks I was the original thesis poster on from $AXTI to $…↗
Apr 19
Serenity — @crux_capital_ That’s misunderstanding qualification cycles if you think they can design out $POET in a short timeframe for celestial 2028 volume ramp.
Same with $SIVE and $POET b…↗
Apr 19
Serenity — @FamineRE $SIVE is extremely early and I see a clear path to $10B+ in 2 years if the stars align + depending how ambitious management is↗
Apr 19
Serenity — @tengyanAI CPO expectations have been bumped up months with $NVDA accelerating everything in the ecosystem as seen with $ASX. So I expect Celestial to be delivering volume much ear…↗
Apr 19
Serenity — @FractalVeritas Yeah? $SIVE just raised $13.5M from European pension funds and Western institutions for 2.5%.
Then Win Semi derisked volume. Recent fundraiser derisked more diluti…↗
Apr 19
Serenity — @Gubloinvestor I mean anyone can just map it to Amazon through AlChip, Marvell, etc? Or Microsoft?
But sometimes markets like more concrete“proof” like photonic fabric purchase ag…↗
Apr 19
Serenity — Just in case you were wondering who the end users of $SIVE likely were:
Sivers lasers -> $AMZN (Marvell's 8-K SEC filings).
Amazon has purchase agreements for "photonic fabric"…↗
Apr 18
Serenity — @JCassidyHogan Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC?
All the other laser companies like $MTSI and $LITE are in the tens of billions right…↗
Apr 18
Black Panther Capital — the simplest institutional edge you can steal as a retail investor:
follow the supply chain, not the stock price.
most retail investors watch $NVDA go up and ask: what other AI s…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
BULL OF BRITAIN — @iDumpParabolas @PrasanthInvests Been sizing $IQE. $SIVE, $LPK, $M7U etc↗
Apr 17
Serenity — @GJL75 😆 it’s fun to see all the names I mentioned like $IQE or $SIVE!
Not bad!↗
Apr 17
Serenity — @KobeKapital I think $SIVE is a $2B company today↗
Apr 17
BULL OF BRITAIN — Good read on the Photonics cycle. I personally own all of these + $IQE / $SIVE and will be running them out until they top out and rotation starts happening to the material layerin…↗
Apr 16
Serenity — @45daysignals Fun fact I got banned on WSB subreddit after $AXTI went from $12 to $80+ because Mods got mad it kept going up and played out correctly.
Names like $RPI got endless…↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 16
Serenity — Sorry but I’m convinced $LWLG is the current $RGTI of photonics.
I have zero clue… How they’re valued at $1.8B.
Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly,…↗
Serenity — @ehaibag I was hoping for 50%… but guess markets will settle on 95% in 1 week with $SIVE https://t.co/PcRGZXq20F↗
Apr 16
InvestmentGuru — $SIVEF - potential dual listing on Nasdaq New York,↗
Apr 16
Serenity — @jonnylee47 High conviction on $SIVE, especially at current levels.
You don't see the laser supplier of $JBL or $MRVL sitting at $700m every day. Also it helps there's NASDAQ lis…↗
Apr 16
Serenity — @jim29223471 If you're uncomfortable with names that already went up a lot like $LITE, you can try for exposure in the next optical cycle.
Stuff like Shunsin for Foxconn's optical…↗
Apr 16
Serenity — My $IQE call… might actually outperform my legendary $AXTI thesis soon?
It’s only been 2 months:
Now it's up over +316% after institutions started publicly buying… and keeps goin…↗
Apr 16
Serenity — $SIVE is on its journey to be $LITE .
In the last 2 days:
> $JBL confirmation of using $SIVE lasers for their 1.6T optical transceivers
> Sivers raises $13.5M+ from long term in…↗
Apr 16
Serenity — This is exactly why I long the $SIVE laser ecosystem with Win Semi (3105).
The beneficiaries of the next architectural supercycle for laser mass production?
Sivers + Win.
Especi…↗
Apr 16
Serenity — @PolarizingLit People miss that it was a DUAL announcement too today with $SIVE:
1. They raised ~$13M+ from long term institutional investors (so no more balance sheet concerns).…↗
Apr 16
Serenity — @afasano23 Yeah $SIVE raised ~$13.65M from a bunch of institutional investors, which is strongly bullish. For such a tiny portion of the float ~2.5% too.
And it's likely used for…↗
Serenity — @r_wilks1 I just have such high conviction on $SIVE, holy ****. You have the laser supplier for $JBL, $MRVL: at $600m.
They're getting listed on NASDAQ where all the institutional…↗
Apr 15
Serenity — @Ren_aramb Yeah, I can see $SIVE easily 10xing from current levels.↗
Apr 15
Serenity — @labubu_trader Yeah $SIVE NASDAQ listing is going to be absolutely unholy.↗
Apr 15
Serenity — $SIVE executing US NASDAQ listing from Reuters.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US insti…↗
Apr 15
Serenity — @filiusveritatis No, they didn't have the same fundamentals. This is what majority of retail investors don't understand and it's so frustrating.
$SIVE literally landed $JBL as a…↗
Apr 15
Serenity — No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought th…↗
Apr 15
Serenity — Out of curiosity. Why do Europeans hate their own markets?
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% Y…↗
Serenity — @doubledoruk Glad to hear! I think $SIVE has a long way to go, $10B+ in 2 years time is genuinely possible.
If the company plays their cards right since they own a critical part o…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 15
InvestmentGuru — $SIVEF x $JBL
Sivers partners with Jabil to build 1.6T optical transceivers for AI data centers — delivering 2.5x better energy efficiency
AI scaling = not just GPUs… it’s p…↗
Apr 15
Serenity — I really meant it when I thought $SIVE could be valued at $2B today.
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC…↗
Apr 15
Serenity — @sunnyviljamaa That makes me really happy to hear and makes it fulfilling to keep sharing my thoughts.
I still think this is the very beginning of $SIVE's run over the next few y…↗
Apr 15
Serenity — @CryptoGuru365 I think $SIVE has the potential to be a $10B+ laser company like $MTSI or $LITE↗
Apr 15
Serenity — $SIVE is the next $LITE at $560m MC.
Institutions just got full confirmation today:
Sivers is now the light source in hyperscaler supply chains and the direct supplier of $JBL op…↗
Apr 15
Serenity — @StormDirac Exactly. $JBL is massive, especially after buying $INTC's SiPH division earlier.
I genuinely don't think markets realize coming yet with $SIVE.↗
Apr 15
Serenity — @wealthquake This is finally supply chain mapping validation with $SIVE.
$JBL is ****** massive and Sivers lasers now will likely go into Jabil's hyperscalers clients like $AMZN,…↗
Apr 15
Serenity — IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers.
Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high…↗
Apr 14
AlmaCap — @PhotonBull Probably $SOI and $TSEM, both feel safe to me.
Not going to get the +60% moves you get on $SIVE and $ALMU though↗
Apr 14
Serenity — Soitec is now up 64% in 1 month since my TLDR thesis post.
Lot of people made fun of $SOI as a “no fundamentals meme stock” when it corrected after I posted (because of Iran/macro…↗
AlmaCap — Hard not to be bullish AI build out after a full day vibing with claude.
We become one, Opus and I, two brains thinking in sync, exploring the web and our minds simultaneously, c…↗
Apr 13
Frenchie — Envie de mieux comprendre la photonique ?
Très bon deep dive de l’ancien CEO de $SIVE une boîte de photonique qui explose en bourse actuellement↗
BULL OF BRITAIN — Ex $SIVE CEO bull posting about the inside workings of the company and educating retail on the entire pipeline.
It's a good opportunity for anyone in retail to get inside the min…↗
Apr 13
Serenity — @StormDirac Thanks for educating the readers about $SIVE and the photonics landscape↗
Apr 13
Serenity — They’re still there.
It’s just hard to say anything….
When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and…↗
Apr 13
Serenity — @vancegson I’ve talked to management US listing is planned on $SIVE↗
Apr 13
Serenity — I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company.
Not later this year.
Since I’m not sure how:
- $LWLG trades at 3.…↗
Apr 13
Serenity — @Simipandaface CPO accelerates all the way past 2029. Volume ramp hasnt even hit the balance sheet yet.
I think $SIVE could be a $10B+ company one day if they play their cards rig…↗
Apr 13
Serenity — @JustaMetaDude Yeah looks like re-listing in US is on near term roadmap for $SIVE.
That should unlock a lot of capital, not sure how $LWLG trades at 4x the valuation↗
Apr 13
Serenity — Pretty confident about $SIVE regarding institutions coming in next.
Laser supplier for $MRVL, $JBL, and a few others.
Valuation disconnect makes no sense when they’re designed in…↗
Serenity — Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capac…↗
Apr 11
InvestmentGuru — 10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇
$SPIR — satellite data + defense momentum
$SIDU — high-volatility space microcap
$SATL — s…↗
Apr 11
Serenity — am i that powerful?
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light sourc…↗
Apr 11
Serenity — $NVDA is driving CPO, extremely, extremely hard.
As seen with investments in $MRVL, $LITE, and $COHR.
But, what's interesting is: CPO timelines are also happening way earlier th…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Serenity — @StormDirac Makes sense, $SIVE started off as a majority retail owned stock, but unfortunately local media probably scared them off not understanding the value Sivers holds in upco…↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 10
Jason Luongo — @Jackylee811574 Unfortunately my accounts dont give me access to $sive↗
Apr 10
Serenity — @yy1625066197303 Lasers go brrr basically, love $SIVE is getting more attention, feels extremely underrated as the $MRVL, $JBL laser supplier↗
Apr 10
Serenity — I cooked pretty hard finding $IQE? Another massive triple digit gain.
Up 23%+ today.
I said earlier that next $AXTI 10x would be either $AAOI, $IQE, or $SIVE.
We'll see which…↗
Apr 10
Serenity — There's many nuanced architectural changes for "supercycles" in photonics.
If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers.
$SIV…↗
Apr 10
Serenity — @yy1625066197303 $SIVE / Win benefits from CW lasers from the next architectural supercycle in 2027. I'm just frontrunning that now H1 like $LITE last year.
You already kinda know…↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 10
Michael Sikand 🦑 — A lot of the best alpha on FinX over the last 6 months has been in overseas stocks not listed on $HOOD.
You can make NFL parlays but can't participate in international markets.…↗
Apr 9
Serenity — @Jornka329996 I still think it's $SIVE. A company that's the light source for $MRVL and $JBL should be valued more than $350m imo.
They just need to get listed on Nasdaq.↗
Serenity — @HeinzelAI Yeah entry point is important but long term it doesn’t matter imo.
I personally think $SIVE can 1000%+ in the next year… not sure how the laser supplier to $MRVL and $J…↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
Serenity — European photonics sector finally coming back to life.
Today:
$IQE: up 10.78%
$SOI: up 9.96%
$SIVE: up 12.7%
This is amid the FT report:
“Hedge funds make record bets against E…↗
Apr 8
Serenity — @PaperTZH Their other segment is critical to national security (CHIPS ACT recipient), but I do think investors prefer pure-play photonics exposure.
And that would likely command h…↗
Apr 8
Serenity — When you go through the list of the leading CW laser companies from $COHR to $AAOI.
It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the…↗
Apr 8
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
Apr 8
Serenity — Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks…
That then get frustrated over someone who shares names from $AAOI to $AXTI f…↗
Apr 8
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Strong demand + AI/data center tailwinds = cont…↗
Apr 7
Serenity — @Jornka329996 You said safest, $SIVE is fastest potential double imo.↗
Apr 7
Serenity — I get a sense of pride when I see a thesis playing out well real time.
$LITE $371 -> $836 in the last 4 months.
Not bad for a $58B company despite macro?
This is while indexes…↗
Apr 7
Serenity — @peedgdev Bullish on $AEHR, but not my #1 pick.
I'm actually a fan of $LITE and $AAOI in the photonics space the most. Then highest upside is $SIVE.
I like laser exposure the m…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 7
Serenity — Everyone on X kept talking about CS 153 Frontier Systems...
Some folks wanted me to come so stopped by Stanford.
Maybe ask Jensen about $SIVE and $AXTI later. Anyone have quest…↗
Apr 7
Serenity — For the next photonics CW laser chokepoint.
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B…↗
Apr 7
Serenity — @degenlurker_ $AXTI is a bottleneck.
$TSEM not yet so far, but I'd expect it to be maxed out on capacity next year or two.
$SIVE upcoming with CW lasers.
$COHR does way too much,…↗
Apr 7
Serenity — What a sleeper OP pick.
Still almost nobody talks about Win Semi ($3105.TWO)…
From $LITE to $SIVE. And $AAPL to $AVGO to SpaceX.
Feels like everyone uses them?
$5.4B price ta…↗
Apr 6
Serenity — @B38B37 I personally pivoted concentration in memory more toward siph/cpo names like $AEHR $SIVE and $SOI.
I still have a good amount of memory exposure but less than earlier this…↗
Apr 6
Serenity — @ir53894 Not really late too the party, it’s extremely early and at the beginning of the next inflection point.
I personally like $SIVE, $AEHR if I had to pick two more smaller pu…↗
Apr 6
Serenity — Please stop trying to model 2025-2026 revenue for future CPO/SiPH ramp…
When I looked at $TSEM back at ~$115 last month (round to $200 now).
The forward p/e compressed to rates…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 3
Serenity — @GagHendo007 $SIVE is mainly Marvell’s ecosystem.
This is everything!↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗
Apr 2
Serenity — @Sumojoe118 $SIVE trades US OTC as $SIVEF too.↗
Apr 2
Serenity — @FranGGlez Oh one from each category:
1. $MRVL
2. $SIVE
3. Win
4. $SOI
5. $LITE↗
Apr 2
Serenity — @FranGGlez 100% lasers. I personally wouldn't go downstream into assembly and others.
But with the laser chokepoint it's really hard to pick a winner between stuff like Luxnet, F…↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 2
Black Panther Capital — Can you please for the love of god stop your constantly whining on $IREN. Seriously, I love you content. I subscribe. But your beginning to loose credibility after all. This is the…↗
Apr 2
Serenity — @Sofigoodboy 미국 기업들이 스웨덴의 $SIVE 와 같은 최첨단 레이저 공급업체를 이용하고 있다는 사실을 보면 공급망이란 정말 흥미롭습니다!
하지만 유럽은 $ASML 처럼 뛰어난 기술력을 보유한 것으로 잘 알려져 있으니, 그리 유별난 일도 아니지요.↗
Apr 2
Serenity — @PhotonCap Yes there’s others out there like Sumitomo, Furukawa, $MTSI, $LITE, $COHR, and these types of players…
But very rare to you see a pure play cw laser for the next photon…↗
Apr 1
AlmaCap — Just bought a very small position in $AAC.ST, following @aleabitoreddit's call out of $SIVE I had to look through the Swedish stock market in more depth...
AAC Clyde Space is a mi…↗
Apr 1
Serenity — @Mr_Drone Victory lapping all the haters who said my $AXTI or $SIVE thesis was wrong↗
Apr 1
Serenity — Something that markets are finally starting to realize:
Downstream: $NVDA invested $2B into $MRVL Celestial CPO program:
$POET (Celestial’s Interposers): To ship 30,000 optical e…↗
Apr 1
Serenity — @B38B37 @PhotonCap $NVDA handing $2B to $MRVL does make me a bit more bullish on the celestial ecosystem like $POET and $SIVE.↗
Apr 1
Serenity — @PhotonCap I’ve talked about $POET before! But personally I’ve liked the laser side of things more with $LITE and $SIVE↗
Apr 1
Serenity — Modest +1,124.09% return over the past year.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for anothe…↗
Apr 1
Serenity — @SingularityRes 정말 재미있게 읽었습니다. 공유해 주셔서 감사합니다!
최근 이슈들에 대한 내용은 대부분 정확하네요! 저는 요즘 $SOI나 $TSEM 등을 포함한 CPO(공동 패키지 광학)/실리콘 포토닉스 분야에 확실하게 집중하고 있습니다.
몇 가지 사소한 정정을 하자면, 5억~10억 달러($500m - $…↗
Serenity — It would be a shame if $AVGO bought $SIVE for $300m…
Then controlled the near term roadmap for $NVDA and $MRVL from the upstream light source level.
I’m sure Broadcom isn’t think…↗
Mar 31
Serenity — @InvestWithFelix Yep $POET is a massive beneficary. It’s more well known with Celestial.
Even analysts miss though Poet’s light source for ELS comes from $SIVE.
But huge for thei…↗
Mar 31
Serenity — @RaphaelMar88409 This is the exact playbook $NVDA did securing all the EML capacity before there was a massive supply shock for the rest of the hyperscalers.
That’s why I’ve been…↗
Mar 31
Serenity — @degenlurker_ It’s funny $SIVE is now baked into $NVDA roadmap now at ~$300M MC.
Just no one associates multi hop relations between Sivers -> Poet -> Celestial -> Marvell…↗
Mar 31
Serenity — Just in: $NVDA invests $2B in $MRVL.
This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap.
But… guess who p…↗
Mar 31
Serenity — Just look at $MRVL Celestial ( $SIVE is the light source at ~$290m ) as an example.
Marvell bought it for $5.5B. ($3.25B + 2.25B milestones).
2026/2027 expectations: 0 revenue, -…↗
Mar 31
Serenity — Pls stop tagging me in stuff where random retail investors or journalists tries doing an analysis on $AXTI or $SIVE.
For $AXTI:
Majority of folks have 0 clue what they’re talking…↗
Mar 31
Serenity — @innovavest Idk. All the retail and news "labelled meme stocks" for my picks ended up becoming billion dollar companies like $AXTI.
$SIVE is next, have high confidence.↗
Mar 31
Serenity — @WoosySol Why do people keep asking me this for every single ticker.
If CPO inflection is coming in late 2026, I'm holding $SIVE, since I'm frontrunning the next photonics shift.…↗
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 30
KaizenInvestor — @CaesarCapitalz Like I said for me $SIVE is the only investable option out of these smaller photonic stocks.
$SOI has a quasi-monopolistic dominance in engineered substrates (SOI…↗
Mar 30
KaizenInvestor — $SIVE looks like the only investable option out of the pack in my opinion. Yes, gross profit margins are still shrinking but at least the revenues are growing.
Main reason I find…↗
Mar 30
Serenity — @StocksAREnuts $MRVL is a really good long term long.
I’m just sharing thought about how a competitor could potentially chokepoint their growth verticals for a rounding error of…↗
Mar 30
Serenity — @Matrix_B0SS I actually hope $SIVE remains independent.
Just posting some shower thoughts about how another hyperscaler or competitor could control $MRVL near term photonics progr…↗
Mar 30
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 30
Serenity — @PerDahlstrm $MRVL can just buy 10-20% of $SIVE for $30m and secure their billion dollar CPO program↗
Mar 30
Serenity — @VJNCapital Nope. $SIVE photonics is too small as an upstream optical component supplier so would likely pass.
$ARM would raise antitrust due to size.↗
Mar 30
Serenity — The reason I personally see less downside risk with $SIVE:
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m……↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 30
Serenity — @Erotser3 Sure, it's more like direct exposure vs. marketcap.
The light source environment looks like this:
Leading players: Lumentum ($55B), Broadcom ($1T), Coherent ($55B), Su…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 29
KaizenInvestor — @boring_invest Great analysis, the financials of $AAOI, $LITE and $COHR have always looked better than those of $SOI, $IQE at the moment.
$SIVE is the only one where I would say…↗
Mar 29
Serenity — @TheValueist Yep, lot of industry executives got interested in $SIVE after I made the original post.
Should be interesting to see how these chokepoints plan out over the next few…↗
Mar 29
TheValueist — It definitely seems like $SIVE is a layup $1bn acquisition for a larger company interested in expanding in optics. Do an all stock deal and roll the dice. Worst case scenario, you…↗
Mar 29
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 29
Serenity — @martijnde_boer It goes $SIVE -> Win -> $POET -> Celestial -> $MRVL basically.
You just buy out the upstream light source and Marvell’s supply chain gets controlled for dirt cheap…↗
Mar 29
Serenity — @InFoTheLongTerm $SIVE is too upstream as a laser component vendor to be caught up in antitrust so @Broadcom can pull it off.
But the funny thing is it’s a chokepoint and you’d ef…↗
Mar 29
Serenity — Just a shower thought:
Would be smart for a competitor like $AVGO to buy $MRVL upstream light source for $280M with $SIVE.
Then you control their short-mid term photonics roadm…↗
Mar 29
Serenity — @HuskerCubbieFan Glad it’s helpful. When I say $SIVE reminds me of $LITE, this is kinda what I’m thinking about in the back of my mind.
I also saw people try to model finite or st…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
Serenity — @Jornka329996 @gude57856 $IREN is out there diluting $6B+ and nobody bats an eye.
$SIVE could potentially dilute $15M-20M to scale up CW laser segments and start growing into the…↗
Mar 28
Serenity — @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…↗
Mar 28
Serenity — I don’t post USD values of positions from $RDDT to $CRCL since they’re irrelevant.
What matters are the core thesis/ideas:
The % outcome in the market validates them, not the siz…↗
Mar 28
Serenity — My portfolio has drawdowns from Macro as well.
YTD is now 527%.
After the index crashed -7%.
- $AAOI “crashed” from $30 -> $100 -> $96…
- $LITE “crashed” from $330-> $800 -> $7…↗
Mar 28
Serenity — @FrostByte123456 Not saying I don't like $POET.
I'm just very surprised you have the laser supplier to $POET in $SIVE at 1/9th the valuation at the time.↗
Mar 28
Serenity — Great callout on $HIMX and now down -31.54% (accelerated by macro).
This is a good lesson around chokepoints.
They missed two things on this "Meme Stock":
- Chokepoints can be…↗
Mar 27
TheValueist — $SIVE $SIVEF Kairos Ventures Clarifies Reasons for Reduction in Shareholding in Sivers Semiconductors
PR Newswire
KISTA, Sweden, March 26, 2026
Reduction related to periodic fund…↗
Mar 27
Serenity — @Ren_aramb There's some random firm that shorted 2% of the entire float, hence the recent drop.
Ended up just acquiring more of $SIVE as a company off of it I guess.
Qube proba…↗
Mar 27
Serenity — @miraclemaster07 $SIVE is executing fine right now with all the midstream hyperscaler suppliers.
People just don't know about the name yet.
Happy to join $IQE, $SNAP, $PYPL boa…↗
Mar 27
Serenity — @joyboydonepiece Yeah I don't recommend allocating much to smaller names in general, that's a smart strategy.
I personally hold most of my concentration in larger names for risk-…↗
Mar 27
Serenity — I just bought ~.5%-1% of $SIVE as a company.
I said their future CW laser chokepoint is grossly mispriced.
And I put my money where my mouth is.
Especially when they're the co…↗
Mar 27
Serenity — @innovavest He got the conclusion wrong regarding single emitter lasers with $LITE and $SIVE WDM.↗
Mar 27
Serenity — This is why you need to have conviction before entering a trade.
If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO.
$250M MC as t…↗
Mar 27
Serenity — @Blinklebloop Agreed $SOI has arguably one of the strongest positions out of everything.
$SIVE and $AAOI were the hypergrowth rocket ships following $AXTI for me. Lot of debate ar…↗
Mar 27
Serenity — @yuntungshieh Back when $AMD was $3 a share:
The industry consensus was $INTC was keeping them around just for "monopoly" purposes and they wouldn't be disrupted. $AMD went up 66…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Mar 27
Serenity — @Jornka329996 Nobody knew about it.
And $SIVE didn’t pass the MC/volume/listing threshold for a lot of US p/e firms↗
Mar 27
Serenity — @buht $IBKR for companies I mention like $SIVE or WIN↗
Mar 27
Serenity — I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…↗
Mar 27
Serenity — @veggiepoultry @KaneCapz I literally posted about $SIVE today and I’m already getting questions: “did you sell?”
Underneath every one of my posts↗
Mar 27
Serenity — @KaneCapz CPO scale up is 2027-2029.. for $TSEM, $SOI, $SIVE.
Pluggable ramp is moreso until 2028.
There’s clear timeframes for each trade and a thesis.
I waited for $HOOD the…↗
Mar 27
Serenity — This crash today is a good reason why it's good to stay invested.
-> $AAOI is still up 233%?
-> $IQE is still up ~100%?
-> $SIVE is still up 100%+?
-> $LITE is still up ~88%?
-> $…↗
Mar 26
Serenity — @Jornka329996 Probably $SIVE since it’s now only $330m after dropping 22%.
Maybe $AAOI too, assuming their $250m ATM finished↗
Mar 26
Serenity — Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.…↗
Mar 26
Serenity — So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhe…↗
Mar 26
Serenity — @tim_pscl $2-3B short term on $SIVE, just comparing it to counterparties that buy their lasers and repackage it at $1B-$3.8B+
Then if you look at CW laser suppliers, there's only…↗
Mar 26
Serenity — @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is…↗
Mar 26
Serenity — $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock w…↗
Mar 26
Serenity — @JapanDeepValue1 So there's deep investors (like you), then there's traders (like myself).
What investors miss is what causes a stock like $SIVE to go up.
For me, I timed it aro…↗
Mar 26
Serenity — @Berlinergy Exactly. Lot of things come just a lack of understanding.
If people developed their own conviction around names like $SIVE, $MTSI, $LITE if they saw how severe the EML…↗
Mar 26
Serenity — @_Livesofourdays Yeah $SIVE and $IQE are both possible 10x’s for me personally.
Excited to see where they head↗
Mar 26
Serenity — @NBA_GSW_30 I really like $SIVE as the highest exposure to the optical laser bottleneck!
They’re already the CW light source for many suppliers like Jabil, Ayar, Marvell Celestial…↗
Mar 26
Serenity — I’m curious…
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the s…↗
Mar 25
Serenity — @Jornka329996 Thanks! $SIVE is high conviction for me personally. Even so at these levels around ~$400m MC.
$ARM and $AAOI seems promising long term at these levels too!
I did h…↗
Mar 25
TheValueist — $SIVE $SIVEF Sivers Semiconductors: The Path from Engineering to Product Scale and Investment Thesis. https://t.co/aFK1bN7dAE↗
Mar 25
Serenity — I'm telling you guys... Even if I buy small cap $170 Billion dollar companies like $ARM.
They just go up 20% like $TSEM or $SIVE the next day as well? https://t.co/ULZkv65d27↗
Mar 25
Serenity — TFW institutions realize how important $SIVE is in the CW/EML laser bottleneck.
But have no positions…
Sivers is up 220%+ so far, but I expect this to be my next personal 10x li…↗
Mar 25
Serenity — @bennybigbull $SIVE needs trading permissions in Sweden↗
Mar 25
Serenity — @MildBullyMMA You made the decision yourself, don't thank me!
I'm just sharing my own thesis and my own conviction around $SIVE along the way.↗
Mar 25
Serenity — @TGodTrader Oh 100% companies would want to acquire Sivers. They're one of the few companies in the world like $MTSI that can do this.
But acquisitions might be blocked since $SI…↗
Mar 25
Serenity — @Ayouubb_ $SIVE is still only ~$420m MC which is hilariously small given their positioning in this bottleneck.
There's just so much room to be rerated imo.↗
Mar 25
Serenity — $SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$…↗
Mar 25
Serenity — @PhotonCap Yeah, lot of people can't buy $SIVE because it's in a Swedish exchange... But people who did early are likely going to have a fun time over the next few months.↗
Mar 25
Serenity — $SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI?
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net,…↗
Mar 25
Serenity — @QuantumDom It’s like $NVDA, there’s a whole ecosystem but sometimes the largest beneficiary is the direct GPU or Laser supplier like $SIVE or $LITE.
Instead of the $POET, $FN typ…↗
Mar 25
Serenity — Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
->…↗
Serenity — If you're new to $AAOI:
It looks scary entering positions near ATH at $109 after a 175% YTD increase.
However, this looks like the photonics equivalent of $SNDK.
And it so hap…↗
Mar 24
Serenity — @RitwikBobbili It's $SIVE SFB. The data on $IBKR doesn't show up so I just ended up market buying.↗
Mar 24
Serenity — So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $…↗
Mar 24
Serenity — $AXTI has now reached the legendary status of $69.69.
Was expecting close to 10x returns in a year and half, not a few months…
Everything from $AAOI to $SIVE are ridiculously out…↗
Mar 24
Wayne Liang — $SIVE rocketing past Weekly and Daily resistance like it never existed. Never ignore Blue Diamonds. https://t.co/6EMK3SuQcW↗
Mar 24
Serenity — Not a fan of these types of posts, but I’ll do one today again:
When a stock like $SOI drops 6% and reverses a lot of its gains this week:
Nothing about SOI substrates thesis for…↗
Mar 24
Serenity — @siv_s7 It’s not speculation? $SIVE powering Jabil 1.6T is confirmed from OFC.
This is not even including Ayar, $POET Celestial, and other CPO players.↗
Mar 24
Serenity — @IkaKnight_ I mean if I ran a P/E firm I'd personally buy 10-15% of $SIVE right away with $30m.↗
Mar 24
Serenity — I honestly find it amusing...
You have Swedish local journalists like "Privata Affarer" with no background in advanced semis:
Scaring the company's majority-owned local Swedish r…↗
Mar 24
Serenity — It’s hilarious we live in a world:
Where equity analysts at major banks…
Might need to adjust their estimates for $IBKR or $HOOD earnings.
Because a random person on X liked in…↗
Mar 24
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 24
Serenity — @ResonantCapital I hope $SIVE does. My $AXTI positions are now up 800%+ https://t.co/hZH404W4Ry↗
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
Mar 24
Serenity — US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.6…↗
Mar 24
Serenity — @yuntungshieh It's impossible to model forward revenue for new bottlenecks/chokepoints like $AXTI or $SIVE.
It's valuation comparison to leaders, their customers, then just makin…↗
Mar 24
Serenity — @lxjourney_ Jabil 1.6T transceivers for pluggables using $SIVE as the light source.
Before you had to wait for CPO but now you have one of the largest photonics players that inhe…↗
Mar 24
Serenity — @westmor26410938 $SIVE is the most compelling name in the small-cap photonics sector, and I'd personally just put more concentration into that.
I'm aware of the other names that…↗
Mar 23
Wayne Liang — $SIVE bulls are stacking up.
BDs came in around 3.
Up more than 3.5x now. https://t.co/4xzZJZK2tY↗
Mar 23
Serenity — I keep getting asked:
What's the PT of $SIVE? It's a $320m MC company, how far can it run?
It’s a critical CW laser company, the next chokepoint in photonics.
Closest compariso…↗
Mar 23
Serenity — @KiroIkigai Cw lasers with $SIVE to $MTSI↗
Mar 23
Serenity — @ThatIsIt11 I personally think $SIVE should be valued at $2-3B today after the Jabil announcement.
Right now it’s sitting at ~$335m↗
Mar 23
Serenity — @StormDirac I have high conviction in $SIVE future!
I do think once the market cap gets a tad larger (with volume), many institutions would be able to be core holders as well to s…↗
Mar 23
Serenity — @RJNavarrete $SIVEF is US OTC, otherwise it’s $SIVE on Switzerland’s exchange↗
Serenity — $SIVE is starting to play out like my $AXTI thesis round 10?
Up triple digits now.
Really not sure how markets missed this one tbh?
-> Laser supplier to Jabil… for 1.6T pluggab…↗
Mar 23
Wayne Liang — $SIVE over 9.8 SEK now. 🧬 https://t.co/CXcuwsrJex↗
Mar 23
Serenity — $SIVE is up 6.7% today.
You know you're doing something right:
When the entire market from KOSPI to Nikkei is red.
While individual longs from $TSEM to $AXTI are green.
It's…↗
Mar 23
Serenity — @yuntungshieh Yes agreed! It $SIVE is such an undiscovered name that's the light source for the up and coming optical supercycle.
It's not even waiting for CPO with Celestial or…↗
Mar 23
Serenity — @JuhongH $SIVE -> $AEVA is already well known.
People often cite $AEVA for more industrial stuff like trucking and maybe defense.
But I like it for humanoids in specific. And…↗
Mar 23
Serenity — @AscendingLife3 I just find it interesting when I’m already invested in a frontier tech company like $AEVA.
The other one in $SIVE happens to be their likely upstream supplier as…↗
Mar 23
Serenity — If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vi…↗
Mar 22
Serenity — @Jornka329996 Both $AAOI and $SIVE are extremely compelling valuations right now and id personally buy both at these levels↗
Mar 22
Wayne Liang — $SIVE is interesting here.
Daily BDs came in at $2.9 and $3.3, we're up 2.5-3x from when they appeared. Our Echo indicator (fastest moving) has a confirmed Pink Diamond, which sig…↗
Mar 22
Serenity — @StormDirac Some individuals that run private equity funds personally invested in $SIVE after my original post! Including some that invested in Ayar before.
However, there’s a lo…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 21
Serenity — @KonradJaku11615 I feel like $AXTI going up 5x in 3 months was legendary enough?
But hope $SIVE is the next, genuinely feels like a once a year type spot.↗
Mar 16
AlmaCap — @aleabitoreddit I have a position in $SIVE, very nice to randomly wake-up to a +50% day today and good to see your thesis aligns with mine!↗