revoAIution

All eyes on $PENG after hours after $DOCN just absolutely crushed earnings as AI demand surges. Results like these matter a lot for the $SIVE demand outlook. And yes even though $SIVE is a laser company supplying AI data centers and chips rather than a cloud or software company these results still matter. If AI demand is accelerating at the application layer it flows all the way down through the infrastructure stack to the laser level. Especially after the past month of brutal selling it is good to see some indirectly positive signals starting to come through. The bears have been loud but the demand data keeps telling a different story. Unfortunately gains are not sticking as AI related stocks keep getting hammered across the board. But this is exactly why yhese earnings matter. They tell us whether AI demand is picking up or slowing down. And that signal flows directly into the thesis for $SIVE. So far with $DOCN the signal is clear. Demand is surging. Some positivity although the markets think otherwise right now.

@BobbaPaddop Still bullish considering the number of shares he already owned. He didn't need to buy more, but he did.

@revoAIution Yes at 3 sek ;)

$SIVE insiders unlock on July 16th and CEO Vickram Vathulya is at the center of why I am not worried. A lot of people in the comments keep reminding us we are about to get dumped on. And honestly they might sell. It happens all the time. But here is the one thing I keep coming back to. On March 3rd 2026 Vickram already had over 4.4 million shares and 3.7 million options. More stock than most people will ever see in their lifetime. And on that same day he went into the open market and bought 160,000 more at 3.02 SEK with his own money. Not options. Not a bonus. His own money. On March 3rd. He knows about all the partnerships we discuss here on X. But what else does he know? $GFS SCALE. Ayar Labs. $JBL. $POET. O-Net and ethereum:0x57e114b691db790c35207b2e685d4a43181e6061. $AEVA. $AAPL? $NOK? $MRVL? ...Nasdaq dual listing progress. And almost certainly connections that have not been disclosed yet. Yes other board members have sold before. But I have not seen this man touch the sell side once. Only the buy side. With a ridiculous amount of shares already in hand. This man knew all of that. Had more shares than most people dream of. And still decided it was not enough on March 3rd. That is the behavior of someone who knows exactly what is coming. We shall see on July 16th if the bears are right.

It is not a matter of if but when $SIVE converts its first pure CPO connection. And I think it will be $POET. With $POET we are probably looking at late Q4 2026 into early 2027. The reason is $POET's $50 million Lumilens order announced May 14 2026. Structured to scale to $500 million over five years but we will get to that later. All this in three simple steps... 1. Top 3 hyperscaler customer confirmed by Lumilens CEO on LinkedIn. 2. Lumilens places $50 million order with $POET. $POET uses $SIVE lasers to fulfill it. If our trail is correct. 3. First CPO revenue for $SIVE showing up end of 2026 but most likely Q1 2027. If it is not $POET first then my next bet is O-Net and Enablence. After that $GFS. Most strategic. Deepest lock. But volume ramp not before 2027 at the earliest. Unfortunately, there is now always risk with $POET after what happened with $MRVL. Hopefully they have figured their stuff out because if they execute on the $500 million framework over 5 years that number most likely only grows from there.

@KrinschTM It happens all the time. Just look at Telsa and Nvidia during some of its biggest runs.

@revoAIution Why would they sell tho? No way that investors would then stay convicted with the management, and a manadgement that is sbout to dump the stock wouldnt issue a dillution to have less of the whole stock

Every time $AMD drops a new Instinct chip the same customers show up. Microsoft. Meta. Oracle. OpenAI. MI300X. MI350. MI400. MI450. Same names every time. If MI500 follows that same pattern in 2027 that is how $SIVE lasers end up inside the biggest AI buildouts on earth.

Do we really have $NVDA and $AMZN at the end of a potential $SIVE supply chain through Ayar Labs? Mapping out the NVLink Fusion ecosystem and stumbled onto something pretty crazy if it comes to fruition. NVLink Fusion is Nvidia's open interconnect standard. The spec every serious AI infrastructure company is now building around. Not a product. A standard. Like USB but for AI chips at hyperscale. Ayar Labs got officially certified inside NVLink Fusion in June 2026 which of course is huge for $SIVE. And back in December 2025, Amazon confirmed Trainium4 is being built on that exact same NVLink Fusion standard. Seven months ago. Quietly sitting there. $SIVE has been the confirmed laser supplier inside Ayar Labs since 2022. So the chain could look like this. $SIVE laser ---> Ayar Labs optical engine --->NVLink Fusion = $NVDA AI infrastructure and potentially $AMZN Trainium4 both building on top of it. Two of the most powerful companies on earth building on the same standard. And $SIVE sitting at the laser layer underneath all of it through Ayar Labs. This is not yet confirmed whether Ayar Labs optical technology will be used inside Trainium4 specifically. Bit of a moonshot, but never say never.

I don’t think it’s of any relevance. I think that would have been more of a coincidence. Stockholm opened at quite low and ran down sharply within 20 minutes, most likely by sell pressure, stops, and extreme fear of the headline that was released two hours before the market opened… meanwhile news was actually dropped a few days ago that they converted.

@revoAIution I know but the opening of the Stockholm exchange isn’t when the market crashed as I was watching it all morning, it crashed just after 8am UK time

$SIVE down ~18% today on a convertible loan conversion that was already disclosed in February. This is exactly why the Nasdaq dual listing cannot come soon enough. Actual dilution is 6 to 7 percent. The loan disappears. The balance sheet gets stronger. Nothing about the business changed today. The ~18% drop is Stockholm being Stockholm. Thin market. Thin liquidity. Fear of selling pressure from a lender sitting on profit. Stop losses cascade. Small cap overreaction. US institutions do not panic sell 6 to 7 percent dilution on something that was already disclosed in February. Irrational reaction. Thesis completely unchanged.

@IWANTTOBEHAPPYI It’s been ulgy. However, any catalyst materializes and $SIVE can have some massive days

@revoAIution This guy is a joke, SIVE price declining from 120 to 40

@ProfitTen10 $SIVE’s main exchange is stockholm.

@revoAIution The drop wasn’t when the Stockholm exchange opened, the big drop occurred after 8am, immediately after the London Stock Exchange opened

@APl2ck We will see what happens in the next 2 weeks with the unlocks

@revoAIution I think the drop is at least partly due to the leadership claiming their lockup period ends earlier than expected and the company moving the report so that the leadership has a window between end of lockup and the silent period before the report.

@Mylo14870344 I’m not. I think it’s irrational.

@revoAIution Im suprised that you look suprised.

@HerschelRothman I think you’re wrong here. Time will tell

@revoAIution Stockholm is not being Stockholm. It’s Mr Market who’s doing a correct analysis of this company.

@Foddmann Fraction to what the Americans trade

@revoAIution Thin liquidity? It’s one of the most liquid shares out there.

@_MHequities I’ll be watching if the CEO sells shares, only because he just recently bought. The rest is noise.

@revoAIution Over 1 billion SEK will be dumped by insiders in 10 days. You’re materially misleading people

@GSEconomics Compare that to US markets and it is still night and day. The daily dollar volume on $SIVE in Stockholm is a fraction of what a comparable US listed stock would see. That is not an opinion that is just the size difference between the two exchanges.

@revoAIution I mean it's not some kind of microcap that barely trades. It's already pretty much the most liquid stock on Nasdaq Sweden despite the tiny market cap.

@darkstalwart Bootstrap Europe is a lender not a long term investor. They converted debt to equity. They are almost certainly going to sell every single share to lock their profit. That is just what lenders do.

@revoAIution Why would they not sell their portion of the converted shares at 10x their price? Or sell atleast some of them - which is understandable Did the disclosure mention date on when they were supposed to convert the loan?

@IWANTTOBEHAPPYI lol whatever you say

@revoAIution Again with unconfirmed rumors while sive price keep going down

$AMD's next gen chip the MI500 dropping in 2027 uses GFS SCALE platform to move data using light inside the chip. $SIVE lasers are confirmed inside that platform. This connection is just sitting there quietly.

Scale up vs scale out... Things just got more interesting after looking further into the $NVDA Kyber delay and possible cancellation. And why $SIVE, Ayar Labs and $GFS SCALE may now front run scale up and become the most desirable architecture right now. Scale up = GPUs talking to each other inside a rack. Think of it like a team working in the same room passing notes across a table. Fast but limited by how many people you can fit in the room. Scale out = entire racks talking to each other across a network using optics. Think of it like connecting multiple rooms together so the whole building can work as one. That is where the real growth in AI infrastructure is heading. And that scale out side is exactly where Ayar Labs, $GFS and $SIVE sit. 1. Ayar Labs joined $NVDA NVLink Fusion in June 2026 with $SIVE as the confirmed laser supplier inside their optical engine since 2022. 2. $GFS SCALE platform is built specifically for this. Co packaged optics for scale out AI networking with $SIVE lasers baked into the reference design. Ayar Labs optical engines doing the same thing through NVLink Fusion. Markets are choppy but the $SIVE thesis keeps getting stronger and stronger