@gyllene_stenen @SlarkTrader Vad I helvete ligger bakom dagens rusning?
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@reddit_lies It would be great if you could link to the original post(s) at the end of your post.
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> Be degen cuck couple
> Son finds out
> Finds out a mentor figure was one of the guys sleeping with his mom
> Refuses to speak to the mom
> She loses it on Reddit
I hope the best for the kid.
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If you own around 1050 shares of $SIVE and just hold on to them for a while (Nasdaq listing, short & up tick) you will have 100 k in a couple years (2-3 perhaps)
Does anyone believe $SIVE will reach 100$/share?
#stock #börsen #trading #finanstwitter
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@aleabitoreddit You should look into Silex. A Swedish MEMS company about to go public shortly, at a valuation of $900m
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Still think $SIVE is vastly undiscovered.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIVE and $LITE on the $GFS presentation by the way…. after AMD’s CPO program went the way with GFS.
And $SIVE is the only one left alongside GFS on Ayar’s website after they silently removed $LITE and $MTSI from their partner section.
AlChip and GUC also happen to be pretty big for hyperscaler suppliers too..
Feels like Sivers lasers are going to end up everywhere next year.
Serenity@aleabitoreddit
Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me. I still think $SIVE can reach $10B MC in 1 year time as their laser growth scales proportionally to: - $AAPL Watches - $JBL 1.6T Volume - $MRVL CPO Volume - Ayar Volume - $POET Volume Depending on how their qualification plays out into volume ramp. As Sivers supply lasers to all the next generation of 1.6T/CPO players in the space (into ~ $AMD, $NVDA, $AMZN, $MSFT type supply chains). These are EXISTING players at a ~990M MC. Not even including TAM expansion or more partnerships coming up. Especially now with NASDAQ listing, US institutions are forward looking and price in ~12M ahead of time, compared local European valuations that mainly look at previous 12 months. Banks usually provide very conservative targets (eg. 3 years for a 10x), but I do see potential for this company to be the next $LITE very soon. Europe should embrace positive-sum growth of their own companies that supply to hyperscalers. As their frontier companies provide back to locals through taxes, economic growth, and job growth.
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🧵🪡 A post for all americans to understand the $SIVE / $SIVEF ”hate” from the Swedish community, written by a Swede.
5 years ago the swedish retail investors was all about buying speculative stocks and hoping for quick returns. Many small cap stocks pumped 5-10x and the valuations were astronomical, and a lot of retails learned a big lesson and lost a lot of money when those stocks pumped and then quickly tanked.
The swedish small/medium-growth index First North All-Share has been in a long downtrend and bear market since this time and is currently valued at lower levels than before Covid-19. During this period Sivers has gone from $0.7 —-> $4 —-> $0.3 —-> $3.3 and this have probably traumatized a lot of retails. Now investors want to see complete evidence and with no hesitation from Sivers and the customer on top of exact order value to be convinced. It’s all about hindsight BIAS from Swedish retails in my opinion.
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@TLEROY5 @MisterMCAP Swedes are naturally skeptical when a company they've known about for some time suddenly gets pumped on X and runs up several hundred % in a matter of days or weeks.
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@MisterMCAP Is it true that the Swedes been dumping shares and calling it a meme stock?
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For the local Swedish investors like myself this has been known for a while. The current management does not mention it at all. But I think the development is very much in the customer's hand at this point. A wildcard that could appear suddenly in $SIVE!
Serenity@aleabitoreddit
The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence). Launch date around late H2 2027 from estimates and the graph provided. Imagine Apple mass producing consumer hardware with 50M+/units a year… Off a $850m MC laser supplier lol. Then with whatever Apple does, you’ll get $GOOGL, Samsung, and the others following along next.
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@Noobverest @MisterMCAP Swedish investors are quite measured & reserved, so upon seeing such a crazy rally they tend to be skeptical. That's all. That and a touch of jealousy of the gains people are making.
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@MisterMCAP What i dont understand is why swedes are the most vocal and biggest haters of the stock
I dont mind cause every dip is a buying opportunitt cause I know what I’m getting but its very strange
Hedge funs/Market makers are always spreading fud to make people scared so thats normal
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@kastriooot8 @HedgebergCom You can go look at any CPO stock and see equal or bigger gains. It's not a meme stock. You're just not with the times.
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@HedgebergCom Even if it weren't a MEME stock, it would become one. The way the stock is being hyped on X and Reddit is very reminiscent of the GameStop hype.
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$SIVE
Sive Semiconductors switched to correction mode.
Due to its high volatility the pullback might be a bit bigger.
I would expect it to pullback to 19-20SEK touching the support band and confirming the upwards trend.
That would be wave 4 of this trend.
Higher highs to be expected after the correction.
The fundamental momentum stays strong due to its important role in the photonic chain.
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@napoleon21st No, that's not it. You don't understand anything about the Swedish stock market if you call us socialist. That much is clear. We are one of the more capitalistic nations of Europe in that regard. However, Swedes are quite measured and low-risk when it comes to investing.
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Just amazing what is happening with the Swedish company Sivers Semiconductor. $SIVE
The company is a small cap and makes electronic components.
American stock traders have discovered the company and bought its stocks with the premise that its products play a key role in the supply chain for the build out of the next generation of computing hardware for AI.
Because of this the stock has risen by 800% and become one of the hottest.
But instead of greeting this success with celebration the Swedish media has started attacking its own company and trying to crash its stock because Sweden is a socialist country and there success is frowned upon.
They are writing hit pieces saying how the gains in stock prices are fueled by speculation and how everyone will lose money and it's actually a bad company so don't buy it.
This has created a dynamic in the last few days where Swedes dump their stocks in European hours then Americans wake up and buy the dip.
Logically this way the ownership of the company has shifted from Swedish to American so Swedes have relinquished their winning company and any future gains will go to Americans.
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@BorsBuddy @lejooon Det finns typ inga sådana ETFer. Har själv varit på utkik efter en fotonik-ETF
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@Daybyday2468 Sivers är gåvan som fortsätter ge. Varje gång jag trimmar min position är den tillbaka på samma nivå nästa dag!
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@napoleon21st @LuigisVampa That's awesome! Suppose we have different appetite for risk. I've been burned in the past.
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@CryptoDefiler @LuigisVampa I'm up 80 grand I've trimmed nothing lol
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100%+ upp i $SIVE, sålt allt utom vinsten som nu får ligga :)
Kul att se folk ha starka åsikter om bolaget. Bubbla, pump and dump eller fortfarande undervärderat?
Jag har ingen aning om vad som pågår och behöver ej ha det heller längre eftersom nu är jag bara inne med bonuspengar från vinsten.
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@napoleon21st @LuigisVampa Profit is profit. I'm continously trimming my position as it continues to rally. Maybe in 6 months I'll regret that, but again, profit is profit.
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@slabecry @aleabitoreddit Share it brotha! People don't read these comments. Your secret is safe with me 🤐
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Sorry but I’m convinced $LWLG is the current $RGTI of photonics.
I have zero clue… How they’re valued at $1.8B.
Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly, and testing…
Is valued less at $1.4B?
$SIVEF, the laser source for $JBL and $MRVL was 1/3rd their valuation earlier this week?
Feels like dumb money institutions went into the wrong name off a development test agreement.
I have no open positions, just confused
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Just found a 167-year-old manufacturer with net cash, 72% market share, and a balance sheet worth 4x the stock price. The kind of boring nano-cap that keeps quietly churning out cash while everyone ignores it. ¥1.58B cap. ¥6.3B book. Do the math.
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‼️ WARNING: Extreme, lottery-level luck is being activated for the person reading this right now. You are about to become a money magnet this week. Don't risk the skip.
Put '777'!!
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@Daybyday2468 Hur mycket tog du hem? Gick in förra veckan och kammade hem hundra lök, sålde sedan av det mesta och har fortsatt trimma positionen. Ligger kvar med 50 papp långsiktigt!
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@PeterDuzek Still, going on the 4th month now sugar free! ❤️💪🏼
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You can only reply to this post if you’re following me or have engaged with me in the past and this came up on the For You feed.
No region bans here.
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@aleabitoreddit I feel like in gonna miss out on a lot of money on this stock. But I made $10k profit and sold most of my position for now. Keeping $5000 of play money in it!
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$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI?
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)…
At a $140M valuation. ($350m now)
Not only do you get the most direct laser exposure to future CPO scale up?
But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon.
With Win Semi bridge capacity scaling needed for hyperscaler supply chains.
Don’t think 99.9% of people realized the sheer scale of this yet.
Serenity@aleabitoreddit
Every industry leader... Especially $AVGO (Physical Layer Products division) in this statement today. Cites Lasers as a bottleneck for semiconductors. If you aren't long... -> CW Lasers: $SIVE | $MTSI -> EML Lasers: $COHR | $LITE -> or their foundries in $TSEM/Win Semi Maybe it's time to wake up? Broadcom Ramachandran: "Even though there are multiple suppliers in the industry today... there is definitely a supply constraint in the laser space,”
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