Sten Frisk
36 posts
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
We visited $POET's HQ building in Toronto. We found abandoned rooms and none of the tenants on the same floor recognized POET.
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
Did you know that 2 years ago there were 3 laser suppliers on Ayar Labs' website. Lumentum, Macom and $SIVE . Today there is only one left.
I have followed Sivers / $SIVE for years, and one thing has become clear to me: the market often gets stuck in the most obvious version of the story. For a long time, I have known that Photonics could be the part that completely changes how this company is valued. The AI/datacenter angle is real, the upside is explosive, and I understand why most of the attention is there. But the more I study the details, the more convinced I become that the market is overlooking something important in Wireless. Not because it is hidden, but because people stopped looking. Wireless became the part of Sivers many investors mentally wrote off after years of delayed 5G rollouts, slower FWA adoption and moving timelines. I understand that. But in my experience, the most interesting setups often appear where investors are tired, just as the facts start to improve. For Sivers, that part is Wireless. The company has communicated that three 5G/FWA design wins could represent around 1 million 5G products during the first three years of production from 2026. That number keeps standing out to me. It is not guaranteed revenue, and I am not treating it like it is. Customers still need to ramp and products need to reach volume. But it tells us something important: Sivers is positioned in platforms where volume can matter. Then you add the Tier-1 telecom customer, and the story becomes even more interesting. Sivers recently won a SEK 60m chip development program with a leading Tier-1 telecom infrastructure supplier. Many will only see the SEK 60m. I think that is the wrong way to read it. The real signal is trust. Sivers is already involved in the customer’s first-generation product, and the new program targets the next-generation beamforming transceiver. That means they are not just being tested once. They are being designed into a roadmap. Sivers has not named the Tier-1 customer, so I will not present it as fact. But when I look at the clues, much points toward Nokia. And if that is the case, the importance of this relationship is far bigger than the initial development money. For a small semiconductor company, that matters. Tier-1 customers do not build around you across product generations unless you have proven that your technology works, your roadmap fits, you can support them technically, and you have a realistic path toward execution. In semiconductors, the first development program is often only the opening chapter. The real value comes if you remain designed into the platform when it moves toward volume. That is why I think Wireless is underestimated. From 2026 and onward, the question becomes different: what happens if these design wins actually start converting? Even modest content per CPE unit can become meaningful when the potential volume is around 1 million products. And if Sivers has more integrated content, the upside becomes much larger. This is why Wireless could be the bridge people are not valuing properly. It does not need to be the main event. It can still bring revenue, credibility, customer validation and growth while Photonics prepares for what could become a much bigger story. So when people ask where the money could come from before Photonics really scales, part of the answer may already be visible. The market is watching the explosion. I am also watching the fuse. #SIVE #SIVEF #FWA #WIRELESS #NOKIA #5G
Defense / Electronic Warfare: The invisible shield deciding tomorrow’s battles 🛡️ Sivers Semiconductors / $SIVE is enabling a new era in defense and electronic warfare (EW) — where systems stay one step ahead even when enemies try to jam signals, blind radar, or cut communications. Picture a battlefield: your systems fight back instantly with precision jamming, real-time threat detection, and the ability to transmit and receive on the same frequency without interference. Sivers develops three critical components that make this possible: •Jamming Modules — Advanced RFICs and beamformers that precisely disrupt enemy communications and radar. •Antenna Arrays — High-performance full-duplex arrays for simultaneous transmit and receive. •FR3 Systems — 7-15 GHz solutions combining long range with high bandwidth for sensing, comms, and multi-function platforms. Hot off the press (March 30, 2026): Sivers announced the general availability of its Daybreak™ 7-15 GHz beamforming ICs. These chips deliver industry-leading transmit power, efficiency, and low noise figure. Developed under a $6M U.S. DoD Microelectronics Commons project with partners like Raytheon and Ericsson, they target both emerging 5G/6G FR3 networks and multi-function defense arrays — unlocking a $1.3B emerging market while strengthening military capabilities. Momentum is accelerating: •CHIPS Act funding is acting as a powerful igniter. First-year awards are in place with payments already received in 2025. Year-two EW funding of $6.6M (20% higher than year one) is in final stages. •In January 2026, Sivers secured an $800K development contract from a leading U.S. defense contractor for next-gen mmWave beamformers in tactical communications programs. •Partnerships with BAE Systems, Raytheon, and Ericsson are advancing programs from development in 2026-2027 toward scale deployment from 2027+. The opportunity is huge. Western defense urgently needs compact, energy-efficient, and commercially scalable technology. Sivers’ dual-use solutions provide resilience and cost advantages in an era of rising global threats. When national security demands smarter, more capable electronics… Sivers is already designed in. Once you see how central Sivers technology is becoming in modern defense, it’s hard to unsee the potential. Which part excites you most — the new Daybreak™ chip, the CHIPS Act boost, or the expanding contracts? #SiversSemiconductors #DefenseTech #ElectronicWarfare #CHIPSAct #FR3 #Daybreak #FutureTech
@aleabitoreddit $SIVE market cap is a complete joke next to all the other CPO names. Sub 1 billion MC with a US listing on the way.
Institutional validation is officially here. "Smart Money" has entered the chat. 🚨 Audun Wickstrand Iversen, portfolio manager for the massive Nordic tech fund DNB Disruptive Opportunities, just dropped a bombshell in the financial press today regarding Sivers Semiconductors ( $SIVE / $SIVEF). 🧵👇 1️⃣ The 10x Bull Case While local bears have been screaming "retail bubble," DNB publicly states that $SIVE has the potential to 10x from current levels, reaching a market cap of 50 to 100 Billion SEK ($4.5B - $9B USD). 2️⃣ Skin in the Game DNB isn't just talking; they are buying. They initiated a heavy position in early April and anchored the recent directed share issue. They are sitting on over 100% gains and are holding for the generational supercycle. 3️⃣ The Catalyst: AI Datacenters The fund manager points directly to the exact thesis we have been tracking: The bottleneck in the AI hardware supercycle. Sivers’ InP laser optics becoming the standard light engine for next-gen AI datacenter clusters (CPO/1.6T). 4️⃣ The Hidden Alpha (What DNB missed) 🤫 Here is the craziest part for anyone paying attention. DNB’s 10x valuation model seems to be built entirely on the AI datacenter narrative. They aren't even pricing in the ongoing $18M NRE project with the Fortune 100 client (Apple) for consumer wearables yet. When tier-1 institutional funds start publicly projecting $5B+ valuations based on only half the company's TAM, you know the bears are trapped. The math is inevitable. ⏳🔥 $SIVE $SIVEF #Semiconductors #Photonics #AI #DeepTech
Breaking news about $SIVE 💥 Norway 🇳🇴 is waying in on $SIVE, US investors 🇺🇸 vs Swedish 🇸🇪 none techical media 🇸🇪 challenge! A highly regarded Norwegian portfolio manager (DNB) just weighed in on $SIVE, and it’s not coming from FinTwit. Audun Wickstrand Iversen @IversAudun sees a potential SEK 50–100B valuation vs ~SEK 10B today. But the key part isn’t the number: “Many steps and verifications are required”. Translation: This is an execution story, not hype. Which I also stated qualification of lasers and yield outcome will be fundamentally important. The question: Can Sivers’ lasers become part of AI data center infrastructure? That’s the same bottleneck driving: $NVDA $MRVL $COHR $LITE According to Iversen Stock didn’t move randomly. Swedish media calling $SIVE = CDON and Gamestop. It moved because: AI photonics = real bottleneck US investors mapped the stack Small caps got discovered If they execute → upside is real If not → valuation will be tested and that’s the bet. @MoodyWriter13 and then @aleabitoreddit was the first finding the undiscoverd stock from US. Love to hear your thoughts? original article: affarsvarlden.se/artikel/forval… Translations in pictures
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.
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.
$SIVE / $SIVEF CEO went on Investerarens Podcast and said their first F100 customer is targeting 50M units/year. The only consumer product that fits that footprint is Apple Watch. Not Fitbit, not Meta Quest, not Pixel. Apple has been working on non-invasive optical sensors for years, reaching PoC with silicon photonics that shine light through skin to read interstitial fluid. Rumored debut: Apple Watch Series 13 in 2027. Sivers’ own volume ramp chart shows ~1 year of NRE sales flipping to exponential hardware sales. Launch window lines up with late H2 2027, being realistic I think this is more a 2028 release. People keep focusing on how much Sivers stock price has run, 6-8x in 2-3 months is incredible, but landing a client like Apple makes a $850 MC seem laughable, it would conservative to think it would be anything below $10B. Long road ahead, but the roadmap keeps getting clearer. Bullish AF 🇸🇪
