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@revoAIution I think the drop is at least partly due to the leadership claiming their lockup period ends earlier than expected and the company moving the report so that the leadership has a window between end of lockup and the silent period before the report.

$SIVE down ~18% today on a convertible loan conversion that was already disclosed in February. This is exactly why the Nasdaq dual listing cannot come soon enough. Actual dilution is 6 to 7 percent. The loan disappears. The balance sheet gets stronger. Nothing about the business changed today. The ~18% drop is Stockholm being Stockholm. Thin market. Thin liquidity. Fear of selling pressure from a lender sitting on profit. Stop losses cascade. Small cap overreaction. US institutions do not panic sell 6 to 7 percent dilution on something that was already disclosed in February. Irrational reaction. Thesis completely unchanged.

@aktiestein Allt är bullish, oavsett vad som händer. Alltid.

Långivaren Bootstrap Europe vill ta hem vinsten innan det är för sent och väljer nu att konvertera lånet till aktier? Eller hur tolkar ni det? $SIVE

@EhrmantrautCap_ @Storsoldal

@Storsoldal Tim who?

Applied Optoelectronics $AAOI is now trading below 2x the guided mid-2027 ARR. The upside is massive (probably 4x or more) in the coming year if management delivers on their guidance.

@carstr67 @Geneza0b Det där inlägget måste handla om Paulina Brandberg som inte ”tålde” att se bananer. Tjänstemännen uppmanades därför att inte ha bananer inom synhåll när hon var närvarande.

@Geneza0b Man vill gärna tro det men jag har för mig att hon ganska snabbt raderade det inlägget med bananbilden eftersom folk inte kunde låta bli att ifrågasätta vad hon menade:) Gick in på hennes profil o sökte på ”bananer” och då kom detta upp ⬇️

Kunde inte låta bli … 😂😂😂 Hon är fan ett unikum.. Är hon koko på riktigt eller är det nån sorts humor hon tror hon levererar ?

@halldj00 @aleabitoreddit I have. Any news in particular you’re referring to?

@APl2ck @aleabitoreddit Sounds like you haven’t been keeping up with the stock news

It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon?

I samarbete med DR, NRK, och YLE har SVT gjort en granskning om den pågående ryska upprustningen längs NATO-ländernas gräns. Intressant är att utelämnar lite källmaterial som DR presenterar; tidshorisonten ligger bara 2-3 år bort dvs 2028-30 och att -> svt.se/nyheter/utrike…

@Mats0staM PJ är mycket bra! Jag önskar att vi kunde behålla honom, oavsett valresultat.

I dessa krigstider har vi tack o lov en försvarsminister värt namnet Jonson räcker som anledning att rösta kvar regeringen Alternativet är Hultqvist, eller vem vet det kanske blir en kommunist som blir försvarsminister i en sosseregering. Herregud svenskar, tänk till!

@aleabitoreddit Regarding $SIVE, it was about 4 SEK to around 71 SEK at the moment, not dollars. Point still stands, but the currency change made it look even more dramatic.

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 cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) $SIVE: $4 -> $71 (CPO, critical chokepoints over lasers). $IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies). $ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals). And now $XFAB at $9. I’m not always right. But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.

@michael_rigoni Stockholm is not closed on monday.

It’s worth noting that despite Stockholm being closed on Monday, $SIVE can still be traded on several German exchanges including Frankfurt Tradegate Stuttgart Gettex and Lang & Schwarz!!! This could make Monday an interesting trading day given the limited liquidity and potentially tighter supply

$SIVE GOINIG Brrrrrrr on Monday 👀🚀🇸🇪

@Ludwig0544 @JeremiahDJohns Wait. Do you honestly believe that russia doesn’t bomb non military infrastructure? They have systematically targeted such infrastructure to weaken Ukraine. They have systematically terrorized the civilian population.

@JeremiahDJohns USA would be in the capital already cuz we know how they fight, no regards for civilians or non military infrastructures, they bomb everything to dust without caring about women and children lives THATS THE DIFFERENCE 🤡🤷‍♂️.

Imagine if the USA tried to invade Mexico, but after four years of battle they were still stonewalled at Monterrey and there were 800,000 dead American soldiers. That is essentially the situation right now for Russia in Ukraine.

EFN reports that ~50% of Sivers Semiconductors is now held by "new investors", primarily through CBNY, Charles Schwab, Interactive Brokers, and Clearstream. Combined value: ~8 billion SEK. efn.se/investerarna-s… It is framed as these investors are driving this on speculation. Yes maybe, that is of course possible. Or is there another angle? My take, SEK8B..what? Hence my reaction would probably be the opposite, this could be worth investigating: What thesis are these allocators actually trading? Is it pure speculation with SEK 8B in play? Who sits on these SEK8B? EFN however have asked "Richard Schatz, senior researcher in photonics at RISE Research Institutes of Sweden and former consultant for Sivers", for his opinion about Sivers. So what did Mr. Richard Schatz say: "There are several companies that manufacture these kinds of lasers, and Sivers is far from alone. I don't understand why the company has become so hyped. There are many players, not just in Europe and the US, but also in China," says Schatz. Honestly I have been COO and CEO at Sivers for almost 10 years 2015-2024 (2015 we had 18 headcount I known everyone in the Company until 2024) and also ask Board members that was in the board many years before me, both for Sivers and former CST Global (Sivers Photonics today) and none of them can recollect Mr. Schatz. I also sent an email, asking the reporter that interviewed Mr S and asked when he claims to have been a consultant at Sivers. Without reply. This doesn't really matter, it is just shows where the digging stops. Sivers Semiconductors is one of a handful of merchant InP laser suppliers globally. They have disclosed partnerships with POET Technologies, Jabil (1.6T LRO), O-Net, Ayar Labs and operate in the External Light Source category that scale-up CPO architectures depend on. Either are all these US investors dramatically wrong about the photonics layer of AI infrastructure, or the institutional allocators routing through US brokerages have identified what most Swedish investors haven't yet. Maybe this is worth investigating which? To be 100% clear no one knows (not even me), who has the right hypothesis, that we might know in 2028-2030 time frame. To help anyone intressted, I made this free and open substack to explain how the money flows. As they said in Washington follow the money... This article also gives insight to how Swedish retail trades in the stack via Avanza. andersstorm.substack.com/p/the-ai-inter…