@EV STAR
2.4K posts
Wow, $SIVE to be listed in the MSCI Global Small Cap Index.
This is overwhelmly positively as it triggers more passive inflows as the MC grows.
Rebalancing takes places May 29th.
softcareline@user637826
@aleabitoreddit Now it’s also being listed to the MSCI Small Cap Index. Swedish article: di.se/live/kursraket…
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@aleabitoreddit Do you think after ER 2026 and Q1 the value of the stock will be above 100SEK?
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To answer that question.
I’ll just float some historical data out there with laser chokepoints:
$LITE went from $3B -> $15B -> $80B in 2 years from 2024.
$AAOI went from $770M -> $15B in 1 year from 2025.
$SIVE is $1.6B today in 2026.
There’s not many in the world and lasers are the absolute center of photonics.
Each owned a specific chokepoint from optical architectural shifts.
$LITE for EML.
$AAOI for cw 800g/1.6T pluggable
and now $SIVE for cw CPO.
Nathan@nathanshipley_
@aleabitoreddit So is $SIVE the best play for CPO
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Large Cap names on my short-term watchlist at current levels:
- $FLNC
- Panasonic (6752)
- $INTC
- $MRVL
- Mitsubishi Electric (6503)
- $QCOM
- Furukawa Electric (5801)
- $NOK
- $STM, STMicroelectronics
- Disco (6146)
Some of these I don't have rn, but some I do own currently.
My watchlist is degenerately long lol. These were just the first 10 on it.
aphex@aphexinvests
@ParadisLabs Are you looking at any larger cap stocks to add or add to at current prices?
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@amitisinvesting That's incredible Elon is a man that irradiates peace, knowledge, kindness, business and is a trustable person.
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Today I learned $SIVE was so actively shorted...
That the price going up accidentally might take down hedge funds?
A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers.
They now face infinite losses as CPO ramps up parabolically over the next two years.
Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs.
But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.
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@PepInvestStocks @aleabitoreddit Don't forget the rerating with NASDAQ listing in 3Q🚀🚀🚀
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The current short interest only adds fuel to the setup. High short positioning often reflects skepticism around cash burn and execution risk, but it also means the upside reaction can become explosive if the company delivers operational milestones, cleaner financials, and commercial traction. If Sivers successfully validates its technology and stabilizes funding, the combination of strategic relevance, AI infrastructure demand, and forced short covering could create a powerful rerating opportunity over the coming years.
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@aleabitoreddit @aleabitoreddit $SIVE postponed their Q1 earnings to 20th may today? Any idea why? Listing?
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@aleabitoreddit I’ve got about $4,000 to invest. Any stock recommendations? Thanks! I’m a food delivery driver and just getting started with investing.
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It’s Saturday at 12am and I’m really trying to learn photonics.
I understand it’s run a bunch and I’m “late to the party”
But I’m mega bullish this AI buildout and want to understand this industry a bit more
Looking into $LITE, $COHR, $CRSO, $PLAB, $PENG & $AAOI
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What photonics names do you like right now?
Really trying to understand this space and industry.
Is it BS?
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Name a better stock opportunity than:
$INTC for AI foundry, advanced packaging, and edge AI chips
$SIVE for AI datacenter photonics and mmWave wireless semiconductors
$LPK for laser-based semiconductor manufacturing and advanced packaging equipment
$BE for solid oxide fuel cells and on-site AI data center power
$EQR.AX for tungsten and critical minerals production
$TUN.L for Europe’s domestic tungsten mining and refining supply chain
What’s your highest conviction play for 2026?
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Holy moly.
TSLA just keeps ripping.
+$47 this week
+12.47% in 5 days
Who else is holding TSLA shares right now? 👀
$TSLA
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If you have any stock and build conviction
Give it at least one month after it goes red because it prepares and goes to a new ALL TIME HIGH
I have a feeling $SIVE will do the same in two weeks
$SIVE to 70 SEK is not bad in two weeks
TopInvestor@Matrix_B0SS
Only $SIVE is red in my photonics watchlist Rest are getting green and higher You know what it means $SIVE will close green again today like yesterday And Monday morning $SIVE will be higher to 50 SEK PLUS, because of $SIVEF will go to $6 dollars again tonight
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