TopInvestor
2.2K posts
@Matrix_B0SS
Stocks trader. $SIVE $AAOI $AEHR $AXTI $SNDK $SOI $FORM
@Cassian21828964 If anything $SIVE is extremely early at ~$1.1B and I think it should easily be $2B+ today. They’re the bleeding edge of CPO/1.6T lasers mapping to tons of hyperscalers while all your existing laser companies are in the tens of billions. I think it’s the next $LITE.
There is only one Kingmaker for CPO, which is as we said from start is $SIVE Where are doubters of @aleabitoreddit Still not late to get in It can easily go to 400 SEK or $50 dollars
@aleabitoreddit I am going all in on this $SIVE it looks ridiculously undervalued compared to peer like $LITE Either bankrupt or going to make x5 at least on your $SIVE call
$SIVE is literally the kingmaker for CPO: From ~ Lightmatter, Celestial, Ayar, Lightelligence early on. Now the leaders with massive $5-10B+ valuations. To the ASIC ecosystems like Marvell, Alchip, GUC. With O-Net mass producing ELS with Sivers for CPO. And Jabil mass producing pluggables with Sivers for pluggable optical transceivers. All likely surround and are designed around Sivers lasers. Markets are only starting to see the precipice of how important this laser company is.
I already made 10x on $SIVE However I haven’t sold a single share since this post Instead I had added a new position this month @Trading212 Reason of this is simply again $SIVE is still looks ridiculous undervalued compared to $LITE Momentum is stillgrowing with all good news
Did you listen Sweden? > $SIVE MSCI Listing + structural inflow > $6.6M CHIPS act funding > Jabil 1.6T extreme demand, volume ramp > Apple next-gen Watch refresh likely using Sivers > 2 new board members related to M&A > Nasdaq listing inc The story keeps getting better.
@jaddaplayer > New M&A board members > Sivers buys more optical IP > Revenue goes brr
I personally think $SIVE ends up a $10B+ company in 2027, so 8-10x. $LITE did go from $2.8B to $80B in 2 years, so not really impossible do a 60x in the next few years if the stars align. They're going down the right path. > $LITE / UC Berkeley executives running company. > Likely more US executive photonics related board members. > NASDAQ listing > Likely US institution private placement for funding > use that for downstream IP acquisition. > sell full pluggable transceiver/ELS for TAM expansion > every hyperscaler kinda maps to Sivers right now, just no scale yet since CPO hasnt ramped up. They just capture more revenue expansion along the way like $LITE did starting from the laser source.
How are so many of these large scamming/impersonator accounts allowed to exist on X? They just copy your username, block the original author so you can't find them, then manipulate the algorithm for their main accounts. Then any accidental view algorithm boosts their main account. It's a lose lose situation. You report them, X doesn't seem to care. You report them, their main account gets more impressions.
Just putting it out there: $SIVE short interest is probably higher than 17%+ now. As lot of local Swedish hedge funds are very underwater, shorting Sivers. They're about to meet US institutions through: > MSCI inflow in 2 weeks. > NASDAQ Listing. > US CHIPS Act backstop. alongside core revenue driver from the optical supercycle revenue ramp from likely $AAPL, $JBL, $POET, Ayar, Onet/Enablence, Lightium, $AEVA, $MRVL, Lightmatter, Lightelligence, and $AMD over the next year or two. I personally don't think it's going to end well for the Swedish locals shorting (and some random algos) at this early stage. And the popular saying is every one stock short turns into a long eventually.
Just in: $SIVE gets $6.6M from the US CHIPS ACT. This is a $6.6M Year 2 Program. In collaboration with BAE Systems: "Modernizing U.S. Defense Infrastructure Using Sivers Technology" This is incredibly bullish to have such a small company in $SIVE to get CHIPS ACT funding. As it positions Sivers as a critical, US-government backstopped chokepoint for national security.
I am not selling $sivef. 有人和我一起吗？
Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.
Leopold lost his aura That’s my honest opinion Got Iran-pilled and loaded up on semi puts before one of the biggest rallies in history Exited his huge $INTC call position at $44 before the $100+ rally - > Sold $HUT before it went up 105% - > Sold $COHR before it went up 52% - > Sold $CIFR before it went up 49% - > Sold $TSEM before it went up 41% - > Sold $LITE before it went up 35% - > Trimmed 40% of $BE before it went up 90% - > Trimmed $CORZ before it went up 59% - > Trimmed $SEI before it went up 40% Exited calls and missed a ton of upside Portfolio getting lower quality, in my opinion, and messier
