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Missed last week’s independent analysis on Sivers? Here’s the short version:
• Active in CPO, SATCOM & LiDAR but valued like legacy photonics/RF
• ~$453M opportunity pipeline
• +25% revenue growth expected 2025
• Volume ramp inflection around 2027
siliconmatter.substack.com/p/sivers-semic…
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Air Canada plane crash audio reveals moment controller realised he 'messed up' msn.com/en-gb/news/wor…
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10,000 more police.
20% off your electricity bill.
Abolishing business rates.
Axing the Fuel Tax.
Stopping the Family Farms Tax.
Only the Conservatives have a plan to Get Britain Working Again 🇬🇧
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Prime Minister of the Netherlands handed over the government and left on his bicycle, but every Nigerian man needs a car to boost his confidence😂😂
I can't promise all of you cars if I become President but you will have good roads and infrastructure!
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$SIVE (Sivers Semiconductors) up +35% TODAY
LiDAR, AI Data Centers, SATCOM,Defense.
This tiny 130-person Swedish company is quietly becoming a photonics powerhouse.
Burak@upliftyourpath
Not many companies can say their products are used in: ✅ 5G base stations ✅ Satellite ground terminals ✅ Defense radar systems ✅ High-speed optical links Sivers Semiconductors $SIVE can. Niche is a moat when you own the niche.
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Can anyone confirm if the ambulances set on fire were the oldest, most run-down ambulances on their fleet?
That would be an interesting coincidence.
Politics UK@PolitlcsUK
🚨 NEW: The Government will fund 4 replacement ambulances after those belonging to a Jewish community service were set on fire in Golders Green this morning
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🚨 @aleabitoreddit nailed it AGAIN – $SIVE is straight-up the $AXTI 2.0 playbook and it's only accelerating! Triple digits already, yet STILL only ~$310M market cap? Markets are sleeping hard.
Insider confirmation dropping just days ago (March 17): Sivers just announced a MAJOR new strategic partnership with O-Net Technologies & Enablence to develop advanced External Light Source (ELS) modules powered by their InP laser arrays – specifically for AI datacenters & HPC Co-Packaged Optics (CPO) architectures.
This is the real fuel for the next supercycle: Jabil 1.6T pluggables TODAY + Ayar Labs / POET Celestial ( $MRVL, $NVDA ecosystem) + now O-Net scaling it big time. Ayar just raised $500M to ramp production, plus $53-138M LiDAR pipeline firing up Q4.
While $LITE & peers trade at $17B–$45B, $SIVE is the undervalued pure-play laser king for the entire AI photonics stack.
Institutions are about to wake up. This has legitimate 5-10x rerating written all over it.
Serenity@aleabitoreddit
$SIVE is starting to play out like my $AXTI thesis round 10? Up triple digits now. Really not sure how markets missed this one tbh? -> Laser supplier to Jabil… for 1.6T pluggable transceivers in the current supercycle. -> Laser supplier to Ayar / $MRVL celestial for CPO, in the upcoming supercycle. Literally all your laser suppliers from $MTSI to $LITE are $17-45B companies. $SIVE? Now only at ~$310M. High conviction long.
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I learned today that the Jewish community has its own ambulance and police service operating in London.
Why is this allowed?
If the local Muslim community had a police and ambulance service in London, can you imagine the reaction from Restore Britain and Reform supporters?
There seem to be different rules for different communities.
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One thing the market still hasn’t priced in on $SIVE: Sivers was a founding member of the CW-WDM MSA in 2020 alongside Arista, Ayar, Intel & Lumentum, with Nvidia & GlobalFoundries as observers. That’s pre-hype ecosystem validation. @aleabitoreddit @StormDirac
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I will be absolutely shocked if UK Muslims set up a fund to replace the ambulances
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Trump blames Hegseth for the war: "Pete, I think you were the first one to speak up. You said, 'Let's do it.'"
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Jewish ambulances? So not NHS ambulances then?
To which hospitals do these Jewish ambulances take their patients? NHS? Speedy service whilst NHS ambulances may take hours to reach critically ill patients?
What kind of unequal health service are you running Wes?
Wes Streeting@wesstreeting
This is a sickening attack on Jewish ambulances. Thank goodness there appear to be no injuries. Anyone with information should come forward to the Police. We must stand together against antisemitic hatred.
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Austria has integrated solar panels with farming, called Agri-PV.
It enables a microclimate that is more optimal for growth of plants, protecting the fruit from hail, heavy rain, and excessive heat. While also generating electricity.
They want to scale it across Europe!
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Let the world know of Minab's innocent schoolgirls..
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TRUMP:
- IRAN WANTS TO SETTLE, WE'LL GET IT DONE, I HOPE
- VERY GOOD DISCUSSIONS WITH IRAN
- THIS TIME, IRAN MEANS BUSINESS
This is the 3rd time today that Trump has spoken to the media about wanting to get a deal done with Iran.
He is either seriously trying to find an offramp or really trying to calm the bond markets down…or both.
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@AbuHafsah1 Other countries do the same. In Malaysia, the Chinese fund private ambulances as well.
All races have access to the service. No race discrimination.
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Should British Jews be allowed to operate a parallel health care system in the UK?
A question I’m certain would have been asked if there were Islamic ambulances operating in the UK.
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@BenGrahamUK Bro was a Tory up to August 2024. I'm still voting for the Labour Party because the Tories and Reform wanted to go to war with Iran.
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Norway drilled.
Norway invested.
Norway built a $1.4T sovereign wealth fund.
We did the opposite.
Time to change course:
• Go all in on North Sea energy
• Build a British sovereign wealth fund
• Become producers again, not importers
Make Britain an energy powerhouse again.
What are we waiting for?
Zia Yusuf@ZiaYusufUK
Energy costs in Britain are among the highest in the world due to the mad net zero policies of the Tory and Labour governments. Reform will reverse them and cut people’s bills.
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@BenGrahamUK The fact that your 50yrs too late…
We sold it.
90% of it has been extracted.
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