Commendatore

@TheApexSecret @aleabitoreddit Got any reference to the Nvidia partnership?

@aleabitoreddit If you are into small cap Swedish semi conductor AI-plays you should check my last post about $SHT and $SMOL Smart High Tech and Smoltek Two hidden gems at below $100MUSD market cap Partership with Nvidia 99% secured Probably 5-10x in the next 1-2 years

$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers" For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers. "Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion) 2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years" $LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck. And this confirmed it, so was wondering about Win semi. "The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand" $SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know. This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader. VOLUME PRODUCTION H2 INDICATIONS (BULLISH): 3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026" H1 is more preproduction, H2 production signaled starting with names like $POET. 4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026" $AEVA start of volume production Q4 with $SIVE = bullish for both. Revenue floor from LIDAR as their CPO scales. 5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing) FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals. Especially when you're forward looking for the 2027-2028 CPO supercycle. But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE. TLDR: -> Win Semi implied capacity lock in during CW laser bottleneck -> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion. -> New customers for CW lasers -> Volume production scaling starting H2 for both photonics and lidar.

$SMOL Smoltek Nanotech Holding AB is a publicly listed deep tech company based in Gothenburg, Sweden, that pioneers carbon nanotechnology for the semiconductor and hydrogen industries. Their core innovation is a patented technology that makes it possible to grow conductive nanostructures on a substrate in a controlled way, using carbon nanostructures as an assembly platform for advanced semiconductor packaging. The company operates through two subsidiaries: Smoltek Semi focused on breakthrough technologies for the semiconductor industry, developing CNF-MIM capacitors ultra-thin capacitors that provide extremely high capacitance in relation to their volume, designed to be placed directly on the underside of chips to maximize chip performance while maintaining stable power delivery. Unlike existing alternatives, CNF-MIM technology uses an additive manufacturing approach requiring fewer production steps, resulting in cost savings and greater design flexibility for next-generation electronics. Smoltek Hydrogen focused on breakthrough technologies for the renewable energy and hydrogen sector. Their product, Smoltek PTE, is a Catalyst Coated Substrate for PEM electrolyzers that delivers full functionality with minimal precious metal usage. Their carbon nanofiber technology creates a 30× larger active surface area, ensuring nearly all catalyst material actively participates in the reaction cutting iridium use in PEM electrolyzers by up to 95%. In short, Smoltek is a deep-tech nanotechnology company working on two major challenges: making AI chips faster and more power-efficient, and making green hydrogen production cheaper. Reliability validated: An independent third-party reliability test of the CNF-MIM capacitor technology confirmed stable performance over 1,000 hours under applied voltage — with zero failures and no degradation in capacitance, equivalent series resistance, or insulation resistance. A follow-up test further confirmed stable performance after 2,000 hours. Production capacity established: Smoltek has signed several new NDAs with potential industrial partners and established initial production capacity for capacitor prototypes through new ALD equipment and collaboration with ITRI in Taiwan. Hydrogen expansion: Smoltek Hydrogen was selected as one of nine Swedish cleantech companies to join the Swedish-German Cleantech Platform 2026, aimed at accelerating commercial expansion into Germany's green hydrogen and fuel cell market.

🚨 I’M GOING HEAVY TOMORROW 🚨 Breakout confirmed. Setup is clean. RT and I’ll send you this ONCE in a lifetime setup. THIS CAN GO 1750%+ like $CAR Be ready by 9:25 AM EST. I’m calling it live.

@StockOptions888 Trying

@vulturetrades Nice !

You know what I’m restarting the $100 to $10,000 challenge. I want everyone to have a fair shot at this. Last time it took me about 5 days, will try to do it faster this time. If you want to follow along, comment below to join Going to lock comments in 24 hours

@Nektnor Sure looks like it

Is this the time we are selling our company to the US share holders? $SIVE #stock #börsen #trading #finanstwitter

@fernandowavesfx Sure hope so

85 next on oil

@SlarkTrader True

Some people never learn… What we are seeing in the AI & semi-conductor sector is exactly what we saw in Quantum computing just 6 months ago A sector gets MEGA-hyped and stocks like $SIVE , $AXTI and $SNDK run severall +1000% and it almost always ends the same way —> tanking -50% The valuations are completely unjustified at these levels and it’s just speculative retail pumping. Where is the revenue? Orders? There is only one way this will end in the short term and that’s just like those Quantum Computing stocks that ran 500-1000% in September -50% TANK incoming soon I am speaking about short/mid-term here. Long term the valuation might be justfied, but today? No way.

@fernandowavesfx Thank u ser

Entries near 100 on oil Close all shorts now Price Will pullback to 100 ❗️❗️❗️ Dont long ❗️

$NOK Nokia Federal Solutions, Lockheed Martin introduce mission-critical 5G solution for U.S. Department of War open suite of standards. $NOK is coming back…

Everyone is a Bear now 🤣

$SILEX IPO Nasdaq Stockholm | 7 maj 2026 Världens ledande pure-play MEMS-foundry noteras på Nasdaq Stockholm. Erbjudandepris 81 SEK per aktie, värdering 8 896 MSEK. Omsättning 2025: 1 385 MSEK, EBIT 368 MSEK (marginal 26%). Q1 2026: 375 MSEK omsättning, EBIT 128 MSEK.

@SlarkTrader @Jackylee811574 Totally agree. But a not-too-prolonged listing on Nasdaq will continue to fuel this rally.

@Jackylee811574 Yeah I agree semis will be fair valued at this valuation in the future, but today it’s too much in my opinion. I am shorting this short term, not long term.

If you like my posts like this post here Im mentioning help it go viral I want to see the actual X sentiment on cryptos

$OBDU B gets a big order, they do the same as IQE in photonics, but only 10musd MC. my favorite stocks in photonics right now is $sive $lpk $obdu B obducat is on the swedish stockmarket

@fernandowavesfx Amazing hopium, thank u ser!

PEACE DEAL SOON BTC GOD CANDLE OF 10K/15K STOCKS GOD CANDLE OIL SUB 95$

@Ebsonian @aleabitoreddit $SIVEF is the only way to purchase in U.S. unless you have a broker that can trade $SIVE.

Why the hell does $SIVE still have such a ridiculously low market cap when it’s deeply embedded in the supply chains of the biggest tech giants on the planet? They’re not just “involved” - they’re critical infrastructure for the entire AI + semiconductor boom. $SIVE sits at the foundation - supplying essential IP, components, and enabling technology that flows straight into the chips designed by NVIDIA, AMD, Marvell, Google, POET, and manufactured at GlobalFoundries.

@nahidanwar007 @Gubloinvestor $SIVE is traded in Stockholm. $SIVEF is traded on OTC in the US. Same company.

$SIVE should 10X from here $SiVEF