Junayed

Here are the Top 5 Reasons to Avoid buying $Sive ~ Sivers Semiconductors AB ● ​Forensic restatements : PCAOB-aligned audit uplift forced retroactive corrections that severely widened 2024 and 2025 net losses, demonstrating poor earnings quality. ● ​Severe Dilutive Overhang : The SEK 4.77 strike price convertible loan guaranteed to dilute existing common equity holders, with up to 76.6 million potential dilutive shares. ●​ Insider Flight : Coordinated, aggressive liquidation of entire shareholdings by prominent long-serving board directors and founding investors. ● ​No High-Volume Manufacturing : Asset-light model completely reliant on WIN Semiconductors, exposing Sivers to severe yield and capacity vulnerabilities. ● ​Extreme Customer Concentration: Susceptible to massive revenue collapses, as demonstrated by the 97% decline in their legacy F100 health-sensing customer The crazy thing is that insiders are dumping shares on retail investors as much as they can.

SpaceX seeking a $1.75 trillion valuation looks disconnected from its actual business fundamentals. Based on my analysis, SpaceX's valuation will likely decline to the $200 billion to $500 billion range within the next 10 years. Just look at the revenue sources : ● Starlink : The strongest part of the business, but it's still a relatively expensive internet service primarily aimed at businesses, airlines, ships, remote locations, and governments. It's not a mass-market consumer product on the scale of the largest tech platforms. ● Rocket Launch Services : Impressive technology, but launch services remain a limited market. Even if SpaceX dominates launches, the total addressable market is not large enough on its own to justify a $1.75 trillion valuation. ● NASA Contracts : Important and prestigious, but government contracts are not the type of revenue stream that typically supports a valuation approaching $2 trillion. ● Defense & Government Contracts: Similar issue. Valuable business, but not large enough by itself to support a $1.75 trillion market cap. ● AI Business : AI is one of the most competitive industries in the world. Success is far from guaranteed, and there are already powerful incumbents and well-funded competitors. What exactly is the path to generating enough profits to justify a $1.75 trillion valuation?

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