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Michael Rigoni
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Thank you for the confirmation — really appreciate it.
What is your view on Win Semi as the outsourced manufacturing partner for Sivers’ DFB lasers and laser arrays? 🚀
If $SIVE scales, Win Semi should scale with it as the foundry partner. Would you agree that Win Semi is effectively embedded in the same photonics supply chain serving AI datacenters and LEO satellite connectivity?
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@michael_rigoni @PhotonCap @aleabitoreddit Successfully secured qualification for CPO solutions and Jabil’s 1.6T platform.
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A while back (3/19) I covered three small-cap silicon photonics light source names: Sivers Semi $SIVE, Aeluma $ALMU, QD Laser 6613.T.
All three look strong on R&D. But once you dig in, the reality differs.
I was most positive on Sivers.
Stock performance since publish:
$SIVE: +179.37%
$ALMU: +48.88%
QD Laser: +5.17%
(per TradingView)
Sharing the paywall conclusion section above. Worth a look if you want the full breakdown.
Link: photoncap.net/p/the-silicon-…
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@PerDahlstrm @PepInvestStocks @aleabitoreddit Impressive! Seems you really waiting for acquisition or moonshot (which we get some little taste now) 😍
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@michael_rigoni @PepInvestStocks @aleabitoreddit Owned and followed for 8 years. You collect a lot of information then. Things that happens now, we knew for a long time ago. Just took longer than expected.
Ex the picture of customer A, B, C that Serenity shared by Mikael, I drew 2 years ago.I should have put more love into it😬
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Michael Rigoni me-retweet
$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 hyperscaler volume ramp H2 2026 H1 2027, they don’t get any upside because they transferred their shares over to the US/West after trusting local media.
My prediction is if and when Sivers hits $4-8B on NASDAQ, we’ll get the same media treatment in the US.
Then the shares get transferred from US retail to US institutions.
You’ve already seen the same playbook with $IQE and $SOI at the bottom… with institutions posting “analyst reports” saying Soitec was overvalued.
The next month they go up 3x as Morgan Stanley happens to pick up 6.5% of the $SOI float… or Point72 with $IQE.
Institutions are not your friends. I’m looking out for retail’s best interest though.
aphex@aphexinvests
@StormDirac agree with @aleabitoreddit who calls it a wealth transfer, European media shook out local Swedish holders, now US/Western retail + incoming institutions own more of the float
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Michael Rigoni me-retweet
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 private leader (~$4.4B valuation back in 2024), with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program.
And Lightmatter does require a light source...
$SIVE also happens to be on the $GFS laser source suppliers alongside $LITE, so starting to put the dots together?
End users are likely your hyperscalers like $MSFT, $GOOGL (they invested), $META, etc through Lightmatter-GUC and others.
I don't think markets have priced all of this in, since all the supply chain BOM is very confidential + speculative.
But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.
Serenity@aleabitoreddit
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 now instead of through Poet (which bought Sivers lasers to package them). Since Celestial is designed around Sivers lasers originally. Marvell probably prepared to vertically integrate away packaging IP + assembly for higher margins anyway. Going direct to $MRVL is very bullish for $SIVE.
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reddit.com/r/POETTechnolo…
Came across a Reddit thread on r/POETTechnologiesInc discussing the latest PhotonCap piece.
Genuinely impressed by the depth -- one commenter walked through Polariton's nanoscale coupling IP, Marvell's path to module assembly independence, and the H2 2028 timing all on their own.
A separate KISS counter-thesis (NDA-liability-only) also held up throughout. Worth reading both sides.
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@PerDahlstrm @PepInvestStocks @aleabitoreddit LT shareholder right? or someone you know that work for $SIVE ? 😎
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@PepInvestStocks @aleabitoreddit Fun fact. About a year ago, $SIVE CEO Vikram Vathulya was appointed to the GSA EMEA Leadership Council, alongside Karin Raj, Chief Technology Officer Europe at Nokia and a board member of Sivers. It really highlights how much this space runs on networks and relationships.
👇
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@Wharever1234 @whenthishits_ @StormDirac @PerDahlstrm @aleabitoreddit @SiversSemicond $SIVE soon US Nasdaq > Europe 🚀
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@whenthishits_ @StormDirac @michael_rigoni @PerDahlstrm @aleabitoreddit @SiversSemicond So far IMHO it looks like the US side leads. However, the EU side doesn't make it easy and definitely likes to fight the upward trend.
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$SIVE closed early for holiday at SEK 38,0 - 13.00 today CET.
US $SIVEF closed at $4.78 = SEK 44,1 that is a difference of 16%
SIVE will be closed tomorrow as well.
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$SIVE 🚀
Sivers-Semiconductors@SiversSemicond
As demand for faster, more efficient data movement surges, optical innovation is taking center stage. Our advanced photonic solutions are redefining how data is transmitted, enabling high-speed, low-latency connectivity for next-gen applications. lnkd.in/gH_FG-XS
QME
I’m convinced that the people who charge $200 or $2000 just to see their stock picks.
Do so just because their ideas aren’t good enough.
Otherwise they would just go long on them with their own capital and retire.
This is why they get mad when they see others sharing better ideas for free.
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@StormDirac $SIVE very bullish setup.
With the OTC move as indication, Stockholm could open with a significant gap up on Monday. 🚀
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This is interesting. I know too little about OTC. However a gap of ~30% now. I wounder what that might mean for the opening Monday? Anyone fintwitt that has this experience?
Michael Rigoni@michael_rigoni
@StormDirac @PerDahlstrm that is what I mean 🔥🩳 $SIVE $SIVEF
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@michael_rigoni @StormDirac @aleabitoreddit @SiversSemicond It's not us you need to convince, it's the Swedish media… 🤩😉
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@StormDirac @PerDahlstrm $SIVEF trades in the US tomorrow while Stockholm is closed. With momentum building and the story spreading, Europe may reopen to a much higher market price.
Sometimes the most expensive trade is the one you couldn’t make. Amen 🙏🏻🚀
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@9958275f86a245e @StormDirac @PerDahlstrm Yes, that’s correct. Since Nasdaq Stockholm is closed on May 1st due to the public holiday, the primary Swedish listing is not trading. However, in the US the stock can still trade OTC under the ticker $SIVEF 🚀
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@nimishx $15 is not crazy post Nasdaq listing.
It will remove a major barrier for US institutions that cannot or will not touch small foreign OTC names until now. Once $SIVE becomes easier to own for larger funds, the valuation framework will mooning very quickly. 🚀🌕
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Michael Rigoni me-retweet
Everyone talks about $SIVE and AI photonics.
But few talk about this:
They lost a SATCOM RFQ to MixComm… then acquired them a year later.
Now they sit across:
• AI compute (photonics)
• SATCOM/Wireless (defense, satellite, 5G/6G, DoD)
Two mega trends. One story.
New post to educate about SATCOM ⤵️
andersstorm.substack.com/p/sivers-semic…
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The results from $SNDK are extremely bullish for $SIVE in two key areas:
1. $SIVE operates within the high-speed semiconductor ecosystem
The outstanding numbers from $SNDK confirm that AI infrastructure is being built at a real speed
Not just a theoretical one
Continue⬇️
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