MicrocapNordic

QATARENERGY - DECLARES FORCE MAJEURE ON LNG CONTRACTS WITH ITALY, BELGIUM, SOUTH KOREA, CHINA

$SIVE is now up 50%+, to a $190 million USD MC (~1.8B SEK -> USD). However, I genuinely believe this could be the next $LITE for silicon photonics/CPO. And I’m holding shares, as my personal bull case scenario is $10 billion+. As Sivers sits in the silicon photonics CW DFB laser bottleneck of the next gen photonic architectures spearheaded by $NVDA. This is compared to how $COHR / $LITE EML lasers are the current optical transceiver bottleneck. They’re already the laser supplier to Ayar, $POET (buys $SIVE lasers -> advanced packaging into optical interposers), and likely other silicon photonics/cpo players The Win semi ongoing qualification is one of the biggest bull cases, as this allows them to scale up capacity. Time will tell if this thesis turns out to be correct but I personally think this name is widely undiscovered. This is my own personal thesis and I’m not recommending anyone to tag along. But if you DYOR, maybe you’ll come to the same conclusion I did that $SIVE looks like the next $LITE.

Lammhults Design Group AB Ekonomichef/finanschef/finansdirektör Jesper Langebro Avyttring 𝟭𝟬 𝟬𝟬𝟬 @ 𝟮𝟴.𝟬 SEK per aktie 𝟮𝟴𝟬 𝟬𝟬𝟬 𝗦𝗘𝗞 🐻