Tor Inge Ytterhaug

Att hitta triggers i investmentbolag är A&O i min investeringsstrategi. Med andra ord: investmentbolag som är högt värderade och med högt värderade bolag ingår inte i strategien. Förtroende måste vara der, utan ingen random gissning. #finanstwitter #investmentbolag #strategi

A guide by Serenity on becoming a true Swedish local: 1. See crown jewel photonics company in $SIVE? 2. Get angry about 2024 revenue numbers, ignoring forward growth. 3. Encourage everyone to transfer control to America at the bottom, before the CPO supercycle 4. Be angry that the stock keeps rising 5. Have local hedge funds short 17%+ of free float on way up 6. Their funds loses 20%+ of value, and faces infinite losses 7. Face sudden realization America now dominates ownership with MSCI inclusion / NASDAQ listing coming up. 8. But see new news Jabil mass producing 1.6T LRO for hyperscalers with $SIVE H1 2027? 9. Don’t change your mind: keep focusing on 2024 revenue numbers and local accounting offices while executives are in America. 10. Become a meme on X.

@SinnerReformed1 @Gubloinvestor Or -70% drop?

@Gubloinvestor Unless your other stocks also have 500% raise potential, this is a dumb move.

I will be selling some $SIVE $SIVEF today to raise some cash on hand. My first $SIVEF position is up over 250%.

@emalmas Carew?

Ikke vanskelig å se hvem dette er sønnen til!

@EkonomiPappa Om det inte heter First Venture Sweden ab 😂

Funderar du på att köpa en aktie du verkligen tror på? Köp direkt. Den perfekta ingången kommer sällan. Väntar du för länge riskerar du att stå kvar på perrongen medan tåget lämnar stationen. Tid i marknaden slår oftast timing av marknaden.

@aleabitoreddit Defenetly not going to end well for someone

Just putting it out there: $SIVE short interest is probably higher than 17%+ now. As lot of local Swedish hedge funds are very underwater, shorting Sivers. They're about to meet US institutions through: > MSCI inflow in 2 weeks. > NASDAQ Listing. > US CHIPS Act backstop. alongside core revenue driver from the optical supercycle revenue ramp from likely $AAPL, $JBL, $POET, Ayar, Onet/Enablence, Lightium, $AEVA, $MRVL, Lightmatter, Lightelligence, and $AMD over the next year or two. I personally don't think it's going to end well for the Swedish locals shorting (and some random algos) at this early stage. And the popular saying is every one stock short turns into a long eventually.

@hoarderresearch Or face a big share solution.

Tomorrow, May 15, 2026, 🇸🇪 Swedish $SIVE holders will face an interesting choice: 1) Sell your position to people in 🇰🇷 Korea, 🇺🇸 America, and elsewhere because you cling to the false narrative that your homegrown company has no future and is overvalued. 2) Hold your shares. Embrace the volatility of the markets. See the journey through to maturity. For your country. For your bloodline. Which way, Swedish anon? Whichever way you choose, my hoard will continue to grow. Choose wisely.

@aleabitoreddit Comeon and pump it 😍

$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.

@aleabitoreddit Comeon and pump em all 😍

If you didn't know $POET is up 22% premarket on a $50m purchase from Lumilens. Scaling to $500m with a longer term framework. As mentioned in Sivers 2025 annual report: $POET is ramping up H2 2026 with $SIVE. Any demand from these midstream players back to $SIVE as the laser chokepoint for everything. So yes, this is highly bullish for Sivers.

@user637826 Comeon and pump it Americans 😍

These Swedes 🇸🇪 are getting out of the hand.. And they still wonder why they’re so poor lmao $SIVE

@ViaplayFotboll Haha han filmar ju och lägger sig ner 😂

@StormDirac "this time it's different"

EFN reports that ~50% of Sivers Semiconductors is now held by "new investors", primarily through CBNY, Charles Schwab, Interactive Brokers, and Clearstream. Combined value: ~8 billion SEK. efn.se/investerarna-s… It is framed as these investors are driving this on speculation. Yes maybe, that is of course possible. Or is there another angle? My take, SEK8B..what? Hence my reaction would probably be the opposite, this could be worth investigating: What thesis are these allocators actually trading? Is it pure speculation with SEK 8B in play? Who sits on these SEK8B? EFN however have asked "Richard Schatz, senior researcher in photonics at RISE Research Institutes of Sweden and former consultant for Sivers", for his opinion about Sivers. So what did Mr. Richard Schatz say: "There are several companies that manufacture these kinds of lasers, and Sivers is far from alone. I don't understand why the company has become so hyped. There are many players, not just in Europe and the US, but also in China," says Schatz. Honestly I have been COO and CEO at Sivers for almost 10 years 2015-2024 (2015 we had 18 headcount I known everyone in the Company until 2024) and also ask Board members that was in the board many years before me, both for Sivers and former CST Global (Sivers Photonics today) and none of them can recollect Mr. Schatz. I also sent an email, asking the reporter that interviewed Mr S and asked when he claims to have been a consultant at Sivers. Without reply. This doesn't really matter, it is just shows where the digging stops. Sivers Semiconductors is one of a handful of merchant InP laser suppliers globally. They have disclosed partnerships with POET Technologies, Jabil (1.6T LRO), O-Net, Ayar Labs and operate in the External Light Source category that scale-up CPO architectures depend on. Either are all these US investors dramatically wrong about the photonics layer of AI infrastructure, or the institutional allocators routing through US brokerages have identified what most Swedish investors haven't yet. Maybe this is worth investigating which? To be 100% clear no one knows (not even me), who has the right hypothesis, that we might know in 2028-2030 time frame. To help anyone intressted, I made this free and open substack to explain how the money flows. As they said in Washington follow the money... This article also gives insight to how Swedish retail trades in the stack via Avanza. andersstorm.substack.com/p/the-ai-inter…

@Million_Sancet Please show your holdings. Confirm that your not only pumping.

An idea that comes to mind while thinking tonight How much of a drop is expected for $SIVE on Monday? In my opinion, none I mean, there’s only 7% of the Swedish float left Americans are buying up and holding that float Now, what’s going to stop it? I’m seeing a ton of posts from people buying this $SIVE dip I mean, who would honestly think its upside potential is limited at these prices? We are ahead of the institutions There are ETFs and funds that aren't allowed to buy stocks under $5 This strong revaluation is driven purely by retail investors These movements are generally the weakest The "heavy money" has yet to enter We’re still waiting for the resolution of the postponed earnings and the Nasdaq dual listing It’s constantly being discovered that they are potential providers for new hyperscalers and other companies Like the recent news regarding the Apple Watch ( $AAPL ) I honestly can’t wrap my head around any outcome other than a 10x from current prices $100 per share a few years from now actually seems low to me There’s a reason I have 60% of my portfolio in $SIVE

@timo_party Because he is the manager?

Why is Arteta substituting Bukayo Saka at this time?🤔

@MartinAslund Arsenal har ingen chans i finalen alls. Borde vaier PSG-Bayern. Destruktiv fotboll gillar vi inte.

Arsenal är ett bättre lag än Atleti och ser vi till hela CL så är de rättvist i final. Och bra för finalen att det är Arsenal som möter PSG eller Bayern, Atleti hade inte haft en chans. Men trist att det blir på det sättet. Usel insats av domaren.

@SlarkTrader If Sive is snart, they do splits now and raise money. Thats what pumps are for.

Some people never learn… What we are seeing in the AI & semi-conductor sector is exactly what we saw in Quantum computing just 6 months ago A sector gets MEGA-hyped and stocks like $SIVE , $AXTI and $SNDK run severall +1000% and it almost always ends the same way —> tanking -50% The valuations are completely unjustified at these levels and it’s just speculative retail pumping. Where is the revenue? Orders? There is only one way this will end in the short term and that’s just like those Quantum Computing stocks that ran 500-1000% in September -50% TANK incoming soon I am speaking about short/mid-term here. Long term the valuation might be justfied, but today? No way.

Wow! Arsenal thinks they won the Champions League finale 😂😂😂

@ibindex Tusen tack för svar, misstänkte det men var tvungen fråga. Tack för jobbet du gör 🙏

@tiy23_ Hej, de valde att avsluta sitt betalda samarbete med oss och finns därför inte längre med på sidan. Vi skriver i vanliga fall inget om avslutade samarbeten. Men det går bra att fråga som du gjorde nu så klart 🙂

Veckans agenda 🗓️ M: - T: - O: Byggmästaren AJA & Latour, rapport T: - F: -

@Matrix_B0SS I'm Norwegian and neutral. Waiting for report.

Hello Swedish Jealous local. We found $SIVE connections with $AMD $AAPL $MSFT $AMZN $GOOG $META $NVDA Be patient while everyone invested in $SIVE is making money We know your cultural issue but be patient

@StormDirac Hur mycket av bolaget äger du? Tänker du borde vara transparant med din position och att du inte säljer något. Vad heter han som risikerer finkan nu?