@TheProfInvestor Never selling $NBIS. Even when the AI takes over and tries to kill us all, I'm Holding through it
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CK
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$NBIS down because of New York’s 1 year moratorium on new data centers?
Algos: Sell first, ask questions later.
NBIS has no projects in New York.
Even if they did, all projects that are already permitted can continue.
So what? So even if this starts a precedent with a few liberal states, 99% chance that all pre-permitted projects can move forward….meaning nobody is caught flat footed.
$NBIS is GLOBAL!
They already said if one data center project is nixed, they have an enormous pipeline of sites.
Welcome to the era of bots trading at high volume on headlines without the benefit of common sense.
Short term volatility will happen.
Long term execution will be rewarded and overshadow all of this soon enough.
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What stock is an EASY DOUBLE from here?
Theres not many left in this market.
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CK retweetledi
Three new $SIVE insider purchases today.
Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today.
This is following the massive drop on Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider sale report from another photonics director.
Typically, insider sells for any number of reasons. But having the CEO buy on the open-market is the clearest signal in management confidence.
Following $GFS, $JBL, and other laser supplier partnerships, and his goal of NASDAQ listing in the near term.
Feels like the CEO sees a clear potential for Sivers to become the next photonics giant (myself included).
Anders Storm@StormDirac
$SIVE fell today on an EFN article claiming the photonics chief sold his entire holding — presented as alarming insider panic. Here is what I think the article can have missed. Andrew McKee founded CST now Sivers Photonics in 1999— 27 years ago. He built the photonics business from scratch. Earlier this year Alex McCann appeared publicly as the new MD of Sivers Photonics in April/May communications. McKee moved totechnology role only. His Q1 and Q2 share sales seems to align with this transition and was probably sold (if sold at all in full) parts of it even before share re-rating. My take is that is was done probably with no negative view on the company's prospects. A man monetizing his life's work after almost 30 years of building a company is not insider panic. IMO this is probably more a career ending on his own terms. He deserves it for sure. Even if he sold over 6 months, IMO this is still not a major negative signal. Three things EFN did not check: A) Holdings has known blind spots — transfers to holding companies, ISK structures and family vehicles are not captured. Did anyone verify McKee holds zero shares in any structure? B) One option program was realized in early July. If McKee sold old shares to participate that is not a major negative signal (he is not insider hence would not report sell or buy) — Holdings would not show this yet since it was in early July C) The role change probably happened before most shares was sold, Context matters. Later in the afternoon two board members has publicly shared insider purchases. Todd Thomson — board member, former Citigroup CFO, — bought 535,000 SEK on-market today at 42.80 SEK into the panic. Karin Raj bought 460,000 SEK at 34.68 SEK — the intraday low. Both reported to FI same day. People with more information about the full picture, that also had been part of approving today clarifications around the Q-reports and US Nasdaq listing. Update Vikram CEO have also aquired shares for approximately 1.000.000 SEK Summing up: Journalism created the dip. Insiders bought it. What's X view on today?
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I sold all my 150 shares of $SIVE today with 50% loss. Around 500 usd loss. Reason was my hedge fund manager friend from work (I live in Stockholm) talked to SIVE management team and told me some stuff which I can’t say. Immediately sold with loss
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I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers.
3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO.
-> -> where $AMD and others went to GFS for CPO.
4. Ayar, which joined $NVDA NVLink for CPO
-> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier.
-> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer)
-> -> GUC rack level design in with Ayar.
-> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA
5. ~ $AEVA starting HVM H2 2026.
6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer")
7. TFLN + $SIVE CW Lasers with Lightium
8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter.
9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts
With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources.
So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game.
Even in the past week:
- $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations.
So this is likely signaling material for revenue ramp is coming.
- Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe).
This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets.
As for becoming the next $LITE:
M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations.
There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime.
But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components.
So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures.
Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027.
I'm personally holding long term, since I haven't seen a ~$1.4B company mapping to this many hyperscalers before.
TLDR:
- Waiting on volume ramps from different architectures to play out across their hyperscaler supplier mapping
-> 1.6T LRO/CPO scale out late H2 2026 start into high volume ramp 2027
-> H2 2027 CPO scale up volume ramp
- Waiting on NASDAQ listing likely H2 2026/Q1 2027 for M&A efforts to fully take off, unless Sivers get more creative with equity financing in the meantime.
Jeong@jeongpark0509
@aleabitoreddit Hi stock God, you said before $SIVE has potential to be the next $LITE. What milestones do you expect $SIVE to hit in order to achieve this? Is it simply mass production of lasers for pluggable first and then CPO/NPO? How does M&As play into this?
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@TW_trades_ @aleabitoreddit I think you'll regret not having humans, business is people.
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@aleabitoreddit Majority of 9-5 jobs will be gone by 2030
Between automation and robotics there is no reason, as a business owner, to keep employees that can be replaced.
Own a small business myself and have removed a few employees by automating the system myself.
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CK retweetledi
$SIVE eliminates $12M in debt by converting Bootstrap Europe's loan into common stock
This removes the 10.85% interest burden and grants Bootstrap approximately 6.4% of the company through the issuance of around 22.8M new shares
With a stronger balance sheet and lower refinancing risk, the firm gains flexibility to grow
Although an additional $5M loan at 12% remains outstanding
Highly bullish for the long term outlook of $SIVE
sivers-semiconductors.com/press/sivers-s…
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CK retweetledi
$SIVE 🤝 Jabil case ALONE:
The global pluggable transceiver market is projected to reach approximately 225M annual units by 2030.
Assume:
• Jabil captures 8% of the market
• Sivers lasers are used in 75% of those modules
• Sivers content averages $20 per module
225M × 8% × 75% × $20 = $270M in potential annual revenue for Sivers.
The collaboration itself is confirmed: Jabil plans to develop a 1.6T LRO transceiver using Sivers DFB lasers.
Under this scenario, a successful Jabil volume ramp could therefore provide a mathematical path toward a 3x valuation for $SIVE.
The modeled $270M in annual Jabil-related revenue equals approximately SEK 3.6-4.2B at today’s exchange rate.
JUST Jabil. One successful volume ramp. Path toward 3x for $SIVE $GFS
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CK retweetledi
Every additional watt consumed inside a data center increases cooling requirements. That's why #OpticalInterconnects are becoming essential for scaling AI infrastructure while improving energy efficiency.
Discover how our DFB #LaserArrays are powering the AI Infrastructure of tomorrow! sivers-semiconductors.com/photonics/
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@chuckieexpress @daniel_koss Only 155.11%+ now, was 250%+ oh well guess I'll just sell........in 2028
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My life is ruined and I will never financially or emotionally recover from this.
I'm currently 100% all-in Nebius and it's down -6% today.
After this monster crash (stock is only up +140% YTD), my YTD is now only +339%.
The bears who missed the entire rally and are down -15% YTD were right all along.
I should've given my money to them and pay 2% + 20% to avoid this or at least pay for their Substack where they recommend selling everything years ago and that "the bubble is here".
It's always us retail suckers getting screwed by the smart guys :(
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CK retweetledi
$NBIS Just waking up and seeing this. Morgan Stanley clarifying the Bloomberg article which was misleading FUD (no surprise) Read below, $META will most likely offer bare metal with older GPUs. They wont resell the specialized full stack compute from NBIS….they will keep that for their internal needs.
Bottom line is yesterday was a shakeout. If you sold because of a Bloomberg article, god help you.
shoshin@zen_tropy
$nbis, $meta, $crwv, $orcl Mstanley out tonight w/ clarifying comments re: bb report. Tldr: If meta does sell compute, it will be as a bare-metal offering of spare internal 1P capacity (not 3rd party-leased) to serve as an "eps bridge" while they develop their core products. What's key is ms doesn't believe meta can or wants to compete as a full-service stack, since their models are limited & they don't have the expertise, software, or salespeople to service specialized, high-touch enterprise inference markets (precisely the markets $nbis, for instance, seeks to serve). MS suggests meta is not contractually-allowed to resell any of their 3P leased raw silicon from nbis, crwv, orcl, etc., Believes they will save their cutting-edge contracted capacity (e.g., the nebius 12B Vera Rubin order), for internal use. Net/net: If meta does enter the compute market it will be as a stopgap, and in the bare-metal, older chip market. A minor supply addition, at best; least threatening, arguably, to nebius of all the neo's; and all this only assuming a backdrop where the compute supply were to materially loosen.
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CK retweetledi
HIVE has closed $130M in 0% coupon notes.
Upsized from $100M. Option fully exercised.
Combined with April: $245M raised this quarter, zero interest owed.
Proceeds will be deployed to accelerate the growth of HIVE's AI and HPC business.
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