The Apex Secret

Expecting SP500 to drop around 7,500 Even numbers are usually a turning point for ATH’s I’m also currently in a DAX short trade

@Comeda99 @aleabitoreddit Nvidia isn’t named, they annouced 2 weeks ago they got approved by ”the worlds leading AI-supplier” to start full production They are now approved to take orders from that client. 99% sure Nvidia, anyhow it’s a massive company

@TheApexSecret @aleabitoreddit Got any reference to the Nvidia partnership?

$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers" For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers. "Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion) 2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years" $LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck. And this confirmed it, so was wondering about Win semi. "The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand" $SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know. This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader. VOLUME PRODUCTION H2 INDICATIONS (BULLISH): 3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026" H1 is more preproduction, H2 production signaled starting with names like $POET. 4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026" $AEVA start of volume production Q4 with $SIVE = bullish for both. Revenue floor from LIDAR as their CPO scales. 5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing) FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals. Especially when you're forward looking for the 2027-2028 CPO supercycle. But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE. TLDR: -> Win Semi implied capacity lock in during CW laser bottleneck -> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion. -> New customers for CW lasers -> Volume production scaling starting H2 for both photonics and lidar.

@asklivermore If you are into small cap Swedish semi conductor AI-plays you should check my last post about $SHT and $SMOL Smart High Tech and Smoltek Two hidden gems at below $100MUSD market cap Partership with Nvidia 99% secured Probably 5-10x in the next 1-2 years

This is the game plan with my subs: 1. S&P 500 $SPY - still very bullish, buying all major dips 2. Energy $XLE - hedged now and lower 3. Tech $XLK - still very bullish, buying all major dips 4. Financials $XLF - weaker, small positions only until proven otherwise 5. Healthcare $XLV - watch the rotation here in within the next few weeks 6. Consumer Staples $XLP - watch the leaders break out 7. Utilities $XLU - weaker, small positions only until proven otherwise 8. Industrials $XLI - watch the leaders break out 9. Consumer Discretionary $XLY - watch the leaders breakout 10. Communications $XLC - watch the leaders breakout 11. Materials $XLB - decent still, leaders will continue to lead 12. Real Estate $XLRE - breaking out and trying 13. Biotech $XBI - breaking out and trying 14. Metals & Mining $XME - watch the rotation into here right now, good hedge against volatility 15. Homebuilders $XHB - bearish for now, avoiding 16. Uranium & nuclear $URA - choppy, waiting for rotation, buy dips 17. China $KWEB - watch the rotation into here in the next few weeks I tell you exactly what to buy and when to sell every day, follow my every move and you'll be rich.

@VG3024 will take a look when I have free time

@TheApexSecret FAST thoughts about NETI_B SALT_B SILEX SPRINT FERRO PCELL Thanks you so much beloved alpha swedish investor!

Here is my two hidden Swedish semi-conductor AI-plays both with a MCAP still below 100 million USD $SHT Smart High Tech (80 musd) $SMOL Smoltek (40 musd) I would say $SHT is a more de-risked case and has a great risk:reward ratio from these levels after last weeks announcements $SMOL is higher risk but can easily 5-10x the next years if they get everything in line There really are some hidden AI-gems like $SIVE at the Swedish market and both those two plays haven’t taken off yet I have been buying and sold both Smart High Tech and Smoltek since 2020-2025 because the sector has been to cold to move Now I’m sized up and excited for the next few months, largest stake in $SHT and a bit smaller size in $SMOL due to higher risk I really think both those plays can 3-4x during 2026

@YadiH65803 I don’t think so. Smart High Tech is 99% sure announcing partership with Nvidia next few weeks

@TheApexSecret Smol好像更有潜力

@ElGatoPartners agree!

@TheApexSecret $SHT at around 25 is very attractive r/r on a short-time frame. Capital raise participants are likely nearing exit, which should significantly reduce near-term selling pressure.

@00000sol0 shit happens sometimes

@TheApexSecret nahhh my fucking limit order on 203 on last open didnt get hit sad

$SILEX Only managed to pick up half of my position but nice 12% bounce around 200SEK as expected Closed here ✅💰

@ArturoPaum47346 gracias por todo amigo

¡Vaya, gracias por el aviso! No me había dado cuenta de que $SIVE / $SIVEF está limpiando la casa para irse al Nasdaq. 😱 Me aterra tanto que una tecnológica ajuste sus cuentas a estándares USA para atraer billones de dólares que creo que voy a tener que "sufrir" comprando más acciones mientras los demás entran en pánico. Gracias por desearme lo mejor, me vendrá genial para acumular en las rebajas del viernes. ¡Cuídate tú también!

@JonasEmre7 we will see. I hope it goes up

@TheApexSecret The past is in the past, the market is pricing in the future.

@Plaskpojken I am not holding a position :) earned 15% from my shorts last time Just letting people know whats going on

@TheApexSecret How very nice of you to think of others! What's your Avg price this time?

@TailRisk31415 i’m sorry

@TheApexSecret APRILSKÄMT!!!!11111 Gillade att du hade ett dotanamn. Blir en avfölj.

Attention! @SlarkTrader is now @TheApexSecret Rebranding my account for various reasons Will also start posting in english from now on to increase investor attention for the Swedish markets Trevlig kväll //Slark

@SirMaucco too buzy makin money

@TheApexSecret You don't play Dota anymore?

@hazaloooom Bounce AND breakthrough.

@SlarkTrader Bounce or breakthrough like $sive?

I have bought $SMOL Smoltek here at 2,06 SEK Carbon nanotech company producing components for the semi-conductor industry Integrates with AI-hardware Hot topic and hot stock, I have bought this pullback for a swing (My posts should NOT be seen as financial advise)

Good reaction from my trade so far in $SMOL Today is half-day for OMX30 and also closed tomorrow Let’s see where this goes on Friday

@YuopYuopyep Might close partials around 2,50 SEK Rest I will aim for 3+ SEK

@SlarkTrader Picked up some today as well. Do you have a PT in mind? Imo should be able to gap fill last ATH around 3,20

@BenBen208793 Here :)

@SlarkTrader wheres ur sive update shorts?