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@aleabitoreddit None for both. $SIVE has more potential due to lower market cap and huge potential due to laser light source.

Okay chat. I'm curious what your thoughts are on the next 1350%+ 1Y return $SNDK or 2918% 1Y return $AXTI. If you have to choose 1 very high conviction, hyperbolic growth stock... What would it be and why?

@MattWallace888 Test

If anyone can successfully copy the link on this post I will buy you a Tesla

@iAnonPatriot @Keir_Starmer Will you say same for Israelis who are being helped in wars by your president Trump?

@Keir_Starmer Buddy. You imported millions of Muslims. Your country is not safe

We will be defined by our ability to stand up for British interests in this volatile world. To make our country more secure and resilient. To give working people a fairer deal and deliver more opportunities for their children.

@aleabitoreddit Bro are you swing trading each of these tickers?

Modest +1,124.09% return over the past year. Anon, only a few years left to escape the permanent underclass due to AI? OpenAI raising $122B is enough to fuel the rally for another 2 years. And new supercycles from photonics < $SIVE to $AAOI >, testing with $AEHR, $NBIS DCs, and advanced packing from $AMKR to $POET. Is just getting started.

@DeItaone @Pharmdca So Trump created a new big problem for whole world and now turning his back like a school kid

TRUMP SAYS WAR AGAINST IRAN WON’T LAST ‘MUCH LONGER’: NYP TRUMP SAYS OTHER NATIONS CAN REOPEN HORMUZ STRAIT: NYP TRUMP SAYS HORMUZ STRAIT WILL 'AUTOMATICALLY OPEN': NYP

@boring_invest I use IBKR for my $SIVE positions

@Matrix_B0SS It's a Scandinavian broker so let's see. They like to triple verify everything.

Opened a new brokerage account that offered $SIVE, but I wonder how suspicious I'm going to look from their POV in the future. Opened the account -> funded it with a nice round number -> went all in with my new deposit on a Swedish small cap, all within 5 minutes, and then did nothing for the next 1-3 years. The better $SIVE does the more I expect my funds to get frozen as I eventually try to move my funds back to my original platform.

@yianisz Add $SIVE in list too

I’ll give you a hint.. this is one of those moments where everything looks crowded… but it isn’t. AI infra isn’t slowing, it’s shifting layers. $NVDA just told you with CMX, Groq, CPO: the bottleneck is no longer compute, it’s memory + data movement + orchestration. The market is still stuck on GPUs. The money is moving elsewhere.. KV cache becoming a category isn’t noise, it’s signal. That pulls in names like $VRT $ANET $CIEN $APH on the infra side, not just compute. Again the “TurboQuant kills memory” take? I’m not buying it. compression lowers cost > usage explodes > total demand still rises. That still feeds $MU $WDC $STX over time. Photonics is even cleaner. Demand is locked, supply is tight. That’s $LITE $COHR $MTSI $TSEM $AAOI $FN. ..and compute doesn’t disappear, it just gets repriced. $NVDA $AMD still win, but they’re no longer the only game. The real rotation is happening in plain sight: compute > memory > interconnect > orchestration. Most portfolios are still stuck in step one.

@MaoBaoBaomby Such an attention seeker $SIVE is light source for $MRVL Go on bot

This is my final post about $SIVE, then I will leave the future bag holder alone. At the end, the market will sort everything out. I keep saw the other account bulls cite the Marvell/Celestial acquisition as evidence for a massive $SIVE rerate. Let's break down. First, the word tricks again (probably the strongest skill the account has): "Marvell bought Celestial for $5.5B" — No. Marvell paid $3.25B upfront. The $5.5B is a max earnout if Celestial hits $2B cumulative revenue by fiscal 2029. That's not a price, it's an if. "2028: $500M revenue. 2029: $1B revenue." — Also misrepresented. Marvell's SEC filing says $500M ANNUALIZED RUN RATE by Q4 fiscal 2028. That's the exit pace at end of year, not full-year revenue. Big difference. "2026/2027: -$50M loss" — The $50M is Marvell's additional integration opex, not Celestial's standalone loss. Repackaged to frame it as a small cost before a huge payoff. Three numbers cited. Three inflated. Now the bigger problem: the comparison itself is structurally invalid. Marvell didn't pay $3.25B for Celestial's laser supplier. It paid for the full photonic fabric PLATFORM — optical I/O architecture, engineering team, IP portfolio, and integration into Marvell's ~$77B infrastructure with $8.2B annual revenue. $SIVE sells Celestial laser arrays. It's an upstream component vendor. One of several possible ones. The symmetry test tells you everything: → If Sivers disappeared tomorrow, Celestial sources CW DFB lasers from Lumentum, Coherent, Sumitomo, or MACOM. Platform keeps working. → If Celestial disappeared tomorrow, Sivers loses a customer. That's the difference between a platform and a component. Value doesn't flow upstream at 1:1. The supply chain relationship is real. But citing a customer's platform acquisition value to justify a component supplier's valuation is like saying "Apple is worth $3T, therefore the company supplying one chemical to TSMC should be valued like Apple." Do your own due diligence. Read the actual SEC filings, not someone's paraphrased version of them.

@boring_invest Welcome to value investing before institutions frontrun $SIVE and finding the AI bottleneck while hot news is out for relation between $NVDA and $MRVL Who is light source for $MRVL? I am all in $SIVE

I made it over to $SIVE finally at 10.10SEK. I could probably get it lower but I have always been an aggressive buyer once I have gained conviction. 65% off the local top price, and I’m really okay with that. Excited to track the company

@aleabitoreddit All $IDIOTS checking $SIVE charts and balance sheet should read this post

Just in: $NVDA invests $2B in $MRVL. This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap. But… guess who powers the light source for $MRVL that markets might have missed? (Hint: $SIVE)

@aleabitoreddit Great link $SIVE => $MRVL => $NVDA

@MrZackMorris Look at $SIVE

What’s the theme in small caps these days? Swings still work? Reverse Splits?

@aleabitoreddit I have read many posts like that where those idiots keep talking about old numbers and balance sheets. As you said as they gave no clue about what is coming ahead and what is in demand and bottlenecks. Due to these idiots, institutions always frontrun stocks before retail

Pls stop tagging me in stuff where random retail investors or journalists tries doing an analysis on $AXTI or $SIVE. For $AXTI: Majority of folks have 0 clue what they’re talking about. Samsung Foundry or $LITE InP fab are completely different parts of the supply chain and this is like conflating NAND and DRAM as memory. Even talking about Sumitomo displacing AXT means they don’t understand the upstream extraction/processing/crucible bottlenecks that InP substrate level players like $COHR or Sumitomo don’t do. For $SIVE: This is mass inflection point of CPO scale up 2027 onwards. I have idiots out there with no understanding of photonics looking at gross margin, burn rate, and former revenue numbers for previous years or even the current year. For the biggest architectural inflection 2027 onwards. If you look at $MRVL Celestial point its starting volume ramp 2027 and exponentially increasing 2028, 2029. That’s why I said $SIVE can be a $10B+ company one day since it’s looking at forward growth and this is the earliest out on. What I do is find alpha: This is what markets might have mispriced like all the analysts saying 14-17% fwd growth with $RPI. Then I modeled 55% and it turned out to be 58%. One is a photonics bottleneck for a reason. The other is designed into Jabil and Celestial for a reason.

@MaoBaoBaomby @Berlinergy @StormDirac @aleabitoreddit x.com/stormdirac/sta…

@Berlinergy @StormDirac @Matrix_B0SS @aleabitoreddit The ex CEO is saying 2029 valued at 2B at bull case, Serenity is saying 1.1B MC right now. Which one right?

Before you buy $SIVE based on someone's "$10B bull case," here are the actual numbers from their latest filing (Q4 2025): Let's actually look at this company from fundamental perspectives: Full Year 2025: → Revenue: SEK 304M (~$29M USD) → Net loss: SEK -186.5M (~-$18M USD) → That loss GREW 60% YoY (from -116M), even as revenue grew 25% → EBITDA: SEK -55.7M, worsened 78% from prior year's -31.3M → EBIT: SEK -141.3M vs -127.1M prior year → EPS: SEK -0.69, worse than prior year's -0.49 → Cash on hand: SEK 43.5M (~$4.2M USD) → Product revenue (actual product sales, not NRE/contracts): SEK 85.7M (~$8.2M USD) for the entire year Read that again. $4.2M in cash. Burning ~$18M/year in losses. That means dilution is coming — it's not a question of if, but when. The CEO touts a $453M "opportunity pipeline" that grew 64%. But pipeline is not revenue — it's a wish list. Their biggest confirmed future contract? A LIDAR customer with $28-53M in cumulative revenue over 2026-2030. That's $6-11M per year. Forward estimates don't help the bull case either: → 2026 revenue consensus: ~SEK 371M (~$36M USD) — still tiny → 2026 EPS consensus: SEK -0.32 — still deeply negative, no profitability in sight → Revenue estimates have actually been revised DOWN over the past 90 days, from SEK 378M to SEK 371M for 2026 → And the company has a history of missing even those lowered estimates — in Q3 2025, they missed revenue expectations by 9.4% and EPS by 58% Now look at the valuation: the stock recently traded at ~SEK 4.12B market cap (~$400M USD). That's ~11x forward revenue for a company with accelerating losses, $4M cash, shrinking estimates, and no path to breakeven. The comps people throw around — $LITE at $55B, $COHR at $53B — do billions in actual revenue with real margins. $SIVE does $29M and loses money on every dollar. There's a reason certain promoters tell you to "stop using P/S or P/E" on this stock. Because the moment you do, the thesis falls apart. The photonics/CPO trend may be real. But a real trend doesn't make every company in the space a good investment. Especially one burning cash faster than it's growing revenue, with a balance sheet that screams imminent dilution, and forward estimates moving in the wrong direction. Do your own due diligence. Read the actual filings. Run the numbers yourself. All figures sourced from Sivers Semiconductors' official Q4 2025 interim report (Feb 26, 2026) and analyst consensus via GuruFocus/Yahoo Finance. Also from the price action and volume below, you can literally tell whether the stock was being pumped and dumped

@analyt1c Another one since $SIVE is getting momentum. These fudders have no life

Ex CEO highlighting this partnership as if it's news. That grant was announced in 2024. Meanwhile, insiders have been selling all through this pump. Most recently 3 board members. I am getting a sour taste in my mouth; will be interesting to see. $SIVE

@MaoBaoBaomby @StormDirac @aleabitoreddit If you enjoy spreading negativity then keep doing it. As people who have fun in negativity they are never positive in life and you can only suggest but then never revert. Talking from real life experiences.

@Matrix_B0SS @StormDirac @aleabitoreddit i can post whatever i want under my account 😂 and let's definitely come back in a month

@MaoBaoBaomby @StormDirac @aleabitoreddit Until then stop shilling and come back in a month time. Bookmark this.

@Matrix_B0SS @StormDirac @aleabitoreddit there is no need to debate this. Let's come back in 6 months and a year to see how it plays out.

@MaoBaoBaomby @StormDirac @aleabitoreddit I can’t see it so as thousands of investors but one person has more IQ than any one else on this earth. That’s where the issue is, “I am the smartest person on this earth”

@Matrix_B0SS @StormDirac @aleabitoreddit if you can't see it you can't be helped. Just good luck to you

@MaoBaoBaomby @StormDirac @aleabitoreddit Bro get a life and stop negativity for retail investors. People are trying to make money here and you are trying to cause negativity just for fun . I didn’t buy at ATHs so stop making assumptions. It is already low, get in before it hits 20+ In next run.

@Matrix_B0SS @StormDirac @aleabitoreddit 10X the regular volume before the dump comes from retail? GL bro