SWSKapital

$SIVE is now up 50%+, to a $190 million USD MC (~1.8B SEK -> USD). However, I genuinely believe this could be the next $LITE for silicon photonics/CPO. And I’m holding shares, as my personal bull case scenario is $10 billion+. As Sivers sits in the silicon photonics CW DFB laser bottleneck of the next gen photonic architectures spearheaded by $NVDA. This is compared to how $COHR / $LITE EML lasers are the current optical transceiver bottleneck. They’re already the laser supplier to Ayar, $POET (buys $SIVE lasers -> advanced packaging into optical interposers), and likely other silicon photonics/cpo players The Win semi ongoing qualification is one of the biggest bull cases, as this allows them to scale up capacity. Time will tell if this thesis turns out to be correct but I personally think this name is widely undiscovered. This is my own personal thesis and I’m not recommending anyone to tag along. But if you DYOR, maybe you’ll come to the same conclusion I did that $SIVE looks like the next $LITE.

!!!!!!!!!!! 🥌 🇸🇪🇸🇪🇸🇪🇸🇪

January performance: Protean Small Cap -3.6% Protean Select -2.8% Aktiesparfonden -2.3% Note: All figures after fees. Investments are risky, you may lose money.

Jag lånar den här från Staffan Hentzes morgonmail. Undrar hur trendföljar/momentum-strategierna ligger positionerade. 🤔