YCM
197 posts
@athuinvests The problem for some of us we cant purchase $sive there is no way to buy it on webull
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$SIVE: Many investors are skeptical and behind because they keep checking old numbers and theories instead of forward estimates, despite shocking numbers from GS reports, supply chain mapping to all big hyperscalers and OEMs, and a US listing ahead. The market isn’t the same as it was yesterday. Things change.
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@chrisstlmo @athuinvests Yes $sive is the Swedish exchange and $SIVEF is the the OTC ticker you can trade in the US
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@athuinvests Is $sive the same as $sivef? I don’t get a quote for $sive
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@TylerDu81768712 @unusual_whales They literally have both hands in the cookie jar and stare you in the face and say “stop stealing cookies”
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@unusual_whales It’s amazing that someone with tens of millions in net worth off a government salary would even dare ask this question. Democrats have absolutely no shame.
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Warren: Did you through your broker seek to invest in any defense-related funds right before Trump started the Iran war?
Hegseth: I'll give it to you as a big fat negative
Warren: Is your broker getting your personal sign off--
Hegseth: Bigger, fatter negative
Warren: He's not getting your personal sign off before he makes investments?
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@TresyHQ @unusual_whales This is shady??? Let me tell you what is shady, how about the $Billions of fraud uncovered by nick shirley and others that is directly tied to elected democrats
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@unusual_whales @unusual_whales Warren's onto something shady. Bigger risk nobody sees: Defense stocks up 21% since election on war drums. $886B budget swells, deficits to $2T/yr, bonds tank. Grift's baked in.
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@ChrisCamillo @GrahamStephan Obviously a small sample size but this could be the start of a much larger trend as AI FOMO hits real estate investors and they begin to understand the once in a lifetime tech revolution that’s taking place!
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@h2soheili @kurtsaltrichter It’s all algo based and they oversold to the downside and will likely overcompensate to the upside now which is what the chart setup looks like
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@kurtsaltrichter with RSI ~ 70 + ATH, Vol-control fund manager must be idiot to Long
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CTAs are done. They flipped from max short to max long and exhausted their flow.
Vol-control funds are just starting - and they manage 3x the capital.
The real systematic bid is only beginning.
BUTT - we need realized vol to continue declining in order for flows to power this market higher.
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@aleabitoreddit I really hope management has a solid plan for production once the orders come in and they need to deliver. Does anyone have info on this aspect of the business?
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Did you listen anon?
The fact that $SIVE is up 600%+.
But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027.
Is incredible.
Probably my most legendary thesis post since $AXTI.
Serenity@aleabitoreddit
The more I look into Sivers < $SIVE / $SIVEF > the more I wonder: How is the laser company for the hyperscaler photonic supply chains… Valued at ~$200M USD MC? All the companies that buy and repackage their lasers are now worth $1-4B+? Pre-product SV AI companies are worth billions? Pre revenue Photonic companies in development phase line $LWLG are worth $1B+? Yet the company that makes the silicon photonics/CPO scale up & scale out work. And has actual revenue. ~$200M… Reminds me of early $AXTI when I had zero clue how a company worth $500M MC controlled the InP substrate/feedstock supply chain for photonics. Either I’m completely wrong… or this is the most undervalued and unknown photonics company on the market.
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@mpunaskar @aleabitoreddit Maybe but the US gov has essentially banned anthropic and labeled them as anti American and are removing all prior and future use
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@aleabitoreddit @YCM47233993 Anthropic, OpenAI etc will be bailed out by US govt. They are the new "Banks" - everything is now connected to them. If they go down then whole national security will become riskier, major companies (who invested in them) will face massive losses etc
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I'm sorry, but how does this work?
> Softbank takes out $40B bridge loan to invest in OpenAi
> OpenAi paper valuation goes up
> Softbank gets margin loan off OpenAI's new valuation... maybe to pay back original loan?
I'm getting PTSD from the FTX equity/FTT token but with OpenAI equity.
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@tee_trades @ripster47 Correct and it doesn’t make sense either. You don’t go shopping for tvs and furniture on combat missions
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@ripster47 Just for context, Haaretz is a very far-left self hating group, who will do everything and anything against Israel and Israelis.
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🚨ISRAELI TROOPS, BOTH ACTIVE-DUTY AND RESERVISTS, HAVE BEEN LOOTING HOMES AND BUSINESSES IN SOUTHERN LEBANON, TAKING ITEMS INCLUDING MOTORCYCLES, TVS, AND FURNITURE / THE PRACTICE IS DESCRIBED AS WIDESPREAD AND ROUTINE, WITH BOTH JUNIOR AND SENIOR COMMANDERS REPORTEDLY AWARE BUT NOT TAKING DISCIPLINARY ACTION, ACCORDING TO HAARETZ.
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@orangerepublic1 @aleabitoreddit Based on the contract Amazon can buy Marvell shares at a much cheaper price ( I think it was $87 per share) than what Marvell is currently trading at.
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@aleabitoreddit Why does Marvell’s share price incentivize Amazon to buy more? I’m confused about that part
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Just in case you were wondering who the end users of $SIVE likely were:
Sivers lasers -> $AMZN (Marvell's 8-K SEC filings).
Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections.
Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+).
These volume orders help $SIVE the most out of this supply chain, given their size.
This is just one-relation to Amazon, I wanted to point out.
But at $720m MC...
Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.
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@easycodes @JVStewartBuilds Should have a better idea by the end of the month and once approved you could expect 4-8 weeks for the listing to go live
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$SIVE $SIVEF Nasdaq listing is huge.
10x potential from current levels IMO.
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@Plaskpojken Crazy the Swedish media would promote a negative narrative instead of highlighting the actual facts and market potential but this is typical of media in any country….they are all haters!
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Swedish financial media is currently busy calling the $SIVE breakout "X-hype." They are completely missing the forest for the trees.
Today's news isn't retail hype—it's a fundamental, Tier-1 validation. Manufacturing giant Jabil just selected Sivers DFB lasers for their next-gen 1.6T LRO pluggable AI transceivers. 🚨
For those who don't understand the supply chain mechanics, let me break down why the media is wrong and why this is a monumental catalyst:
1. Jabil builds for the Hyperscalers
Jabil ($30B+ revenue) builds the actual hardware for hyperscalers like Google, AWS, and Meta. They don't do "science projects." If Jabil designs your laser into their module, it’s for scalable, global volume.
2. The 1.6T LRO Holy Grail
AI data centers are hitting a power wall. Linear Receive Optics (LRO) removes power-hungry DSPs to drastically cut power consumption (PR states 2.5x lower energy footprint). But LRO requires lasers of immense purity and precision. Jabil choosing Sivers proves Sivers' InP DFB lasers are best-in-class globally.
3. The Valuation Disconnect
The stock breaking past 20 SEK today officially pulled $SIVE out of micro-cap territory into a ~$600M Market Cap. But even here, there is a massive valuation gap compared to US photonics multiples.
The Swedish media is distracted by the noise. In reality, Sivers just cemented its spot as the critical upstream laser chokepoint for next-gen AI infrastructure. If you were doubting the US spin-off / M&A thesis, this just accelerated the timeline. ⏳🔥
Press Release below👇
$SIVE $SIVEF #Photonics #AI
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@HyperTechInvest They just raised money from new investors rather than diluting shares
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$SIVE has 4x more debt than cash and a 9-month runway
The stock went up 4x after becoming a new Fintwit favourite
If management is competent, they will do a raise to clean up their debt
They are paying 10%+ rates with already weak financials
If they do a large raise, it will signal they are serious about expansion and not just focusing on maintaining their ownership
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@thebrmola @TradeACH @aleabitoreddit @labubu_trader If in the US and holding the SIVEF OTC listing your broker will handle the transfer to the new listing automatically
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@TradeACH @aleabitoreddit @labubu_trader Schwab said that nothing happens, SIVEF may be less liquid due to international fees to transact, but would still mirror the actual Swedish SIVE stock price.
I think in some cases, there is a time period where you are forced to switch, but not sure if that happens here?
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$SIVE executing US NASDAQ listing from Reuters.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ.
This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing.
"The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors"
We’ll likely going to see a parabolic ride up from the news.
In just the last three days:
-> $JBL 1.6T to use $SIVE
-> $SIVE new US/international institutional investors
-> $SIVE looks to be listed on NASDAQ.
We're witnessing the birth of the next $LITE.
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@aleabitoreddit @labubu_trader lots of people asking the same question what happens to our current shares? Will it dilute them thus bad for them? Or good for them?
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@ChrisCamillo Very true but some people have difficulty with the conceptualization of stocks and have a higher comfort level and conviction with a tangible asset. With that being said any investment whether stocks or real estate is better than taking zero risk. In Grahams case the prob is CA
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BREAKING: China’s crude oil production is up to a record 4.6 million barrels per day.
In Q1 2026, total oil production in the country rose +1.3% YoY, to 4.4 million barrels per day.
Since 2018, Chinese oil output has risen +1.0 million barrels per day.
Meanwhile, refinery throughput rose +1.1% YoY in Q1 2026, to 184.3 million metric tons, or 14.9 million barrels per day.
At the same time, natural gas output rose +3% YoY in Q1 2026, to 68.1 billion cubic meters.
China is ramping up domestic energy production as Gulf supply disruptions reshape global energy flows.
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