$UnknownBanker$

@marsmagnuswin Lets go Mars!

@unknownbankerL I fucking love it!

$SIVE Congratulations to all SIVERS believers! 100SEK again 20260617

@PaulTo100k lets gooo Paul.

@unknownbankerL Let’s gooo

@Juls_Finance yes Juls.

@unknownbankerL Let' s gooo!! 🚀🚀

$SIVE WHAT a great find! Sivers is highly likely in collaboration with $AMD and @anduriltech ?

$SIVE is increasingly embedded in the hardware supply chain of the defense-tech unicorn Anduril Industries, primarily facilitated through advanced ecosystem partners. The core link between $SIVE and @anduriltech is orchestrated by Arena Physica, a deep-tech company focused on electromagnetic artificial intelligence. Arena Physica creates specialized AI models that simulate and optimize the laws of electromagnetism. In its official operational thesis, the company actively leverages hardware and semiconductor components from industry leaders, explicitly naming $SIVE alongside $AMD and Anduril Industries as key pillars of its deep-tech integration architecture. Through this pipeline, the ultra-advanced Millimeter-Wave (mmWave) Radio Frequency Integrated Circuits (RFICs) designed by $SIVE are integrated into complex AI-optimized hardware frameworks, which subsequently find application within Anduril's autonomous military systems. Anduril's market disruption is driven by software-first, AI-driven defense assets. However, these software platforms require highly reliable, high-performance physical hardware to function in contested environments. $SIVE provides the exact hardware capabilities required to power these systems: Data Throughput for Lattice OS: Anduril’s proprietary operating system, Lattice, functions as an AI-powered command-and-control platform that aggregates data from thousands of distributed battlefield sensors. $SIVE mmWave chips, operating at exceptionally high frequencies, offer the massive bandwidth and ultra-low latency necessary to transmit this intense data volume securely and in real time. Size, Weight, and Power (SWaP) Optimization: In modern electronic warfare and counter-unmanned aerial systems (C-UAS), reducing hardware footprints is critical. $SIVE highly integrated beamforming ICs allow Anduril’s autonomous surveillance towers and low-cost interceptor drones, such as the Anvil system, to utilize compact radar and communication payloads without sacrificing signal power or range. For $SIVE this indirect relationship acts as an operational multiplier. By cementing its technology within the foundational hardware architecture utilized by Anduril, $SIVE stands to benefit from Anduril’s rapid, multi-billion-dollar expansion within the US Department of Defense. This commercial trajectory complements $SIVE direct US defense footprint, which includes funding via the CHIPS Act for electronic warfare projects alongside prime contractors like @BAESystemsInc.

Analysis & Signals on $SIVE x $JBL Earnings (tomorrow): Reminder: Sivers announced a collaboration with Jabil (Apr 26) to develop a 1.6T LRO pluggable transceiver for AI data centers. Jabil's AI numbers are a leading indicator of the end demand that sizes Sivers' TAM, with their 1.6T LRO program as a direct demand channel for Sivers' DFB lasers. Key signals from $JBL's earnings that reinforce $SIVE's bull thesis: 1. 1.6T LRO transceiver program + ramp timing into 2027 2. TAM expansion via raising FY2026 AI revenue 3. Commentary on optical component/laser supply tightness (links to InP scarcity tailwind) TLDR on each point: 1. 1.6T transceiver program 1.6T / SiPho / CPO commentary has the highest impact on Sivers directly. Jabil usually highlight ramp timings etc, so even something like "1.6T pipeline strong / photonics scaling" reinforces the program's commercial trajectory. Which in turn would be positive read-through for Sivers' tech. Ofc, Jabil are unlikely to name a component supplier on an earnings call, and has many optical irons in the fire like its own $INTC derived SiPho, CPO, NPO. And just as a caveat: Jabil thriving in optics does not require Sivers to win...Jabil could source lasers elsewhere or lean on internal/SiPho content. 2. TAM expansion AI durability / 2027 framing will frame Sivers' own timing. Sivers' photonics ramp is mainly a 2027+ story, where management say "multiple ramps on track for 2027". Jabil's Q2 call already flagged: - A second hyperscaler ramping in Mexico - A third in discussions - A margin-expansion/growth setup for FY2027 So continued confident 2027 framing directly supports Sivers' conversion window. 3. Commentary on optical component/laser supply tightness Jabil flagged memory (DDR4 and below) + PCB constraints at Q2. Any commentary on optical component or laser tightness would corroborate the InP-scarcity tailwind that is central to the Sivers "structural chokepoint" thesis. E.g. $NVDA has pushed laser lead-times past 2027 + InP is constrained which supports Sivers' InP laser scarcity tailwind. --- Just as a high level summary on the most impactful read-throughs for Sivers. Where Jabil's earnings tomorrow can prove that optical/AI TAM is growing via their photonics/1.6T efforts. However, it cannot prove that Sivers wins volume against vertically integrated rivals like $COHR / $LITE, or the dollar value / margin of Sivers' content. That is the point I've been highlighting for a while....management execution and deal flow. Ultimately, the Jabil program is a pluggable (LRO) play for the near-term, high-volume architecture for Sivers. With Sivers' CPO exposure running mainly through Ayar Labs, $GFS, $POET, and O-Net/Enablence.

@Thorin93 I never timed the market. But still, it is all good for me to have SIVERS go even higher. I have a good number of positions in this amazing company.

@unknownbankerL You should have just waited a while for a better screenshot :) It crossed 97kr at one point. Maybe crosses 100 this week.

$SIVE After the approval of 15% stock dilution yesterday, Sivers is up 5% in Swedish market. I told you to buy more at yesterday's dip 🤔

$SIVE Good news for $SIVE shareholders tracking dilution: • Sivers has withdrawn Items 14-16 from the annual general meeting (AGM) today. • The 7M proposed stock options are on hold while the new Board reviews the package. • Dilution is avoided for now; expect a revised plan at a later EGM. 📈#SiversSemiconductors #SIVE

@Liman_bs Good news!

@unknownbankerL news.cision.com/sivers-semicon…

$SIVE I believe that today's dip will be recently the best buying opportunity or if you want to add more. The dip today is probably due to the proposed 15% dilution of the stock today in Stockholm. Personally, I don't find it worrying at all since this is a good sign for a fast growing company (as long as they don't do this every two months) On Friday the peace deal between Us and Iran will be signed in Switzerland. Combining the soon to be done dual listing at Nasdaq Newyork, the stock price will go out soon again.

$SIVE 我正在研究SIVERS SEMICONDUCTORS公司即将参加的活动。 他们似乎会参加： 1) 中国国际光电博览会 (CIOE) | 2026年9月9-11日 | 4C205展位 2) 欧洲光通信会议 (ECOC) | 2026年9月21-23日 | 2106展位 有人会去参观他们的展位吗？

$SIVE Just doing some research on the upcoming events for the company SIVERS SEMICONDUCTORS. It seems like they are attending: 1). China International Optoelectronic Exposition (CIOE) | 9-11 Sept 2026 | Booth 4C205 and 2). European Conference on Optical Communication (ECOC) | 21-23 Sept 2026 | Booth 2106 Anyone visiting the booths?

Follow me for more leap call strategy.

$BB 2027-01-15 $20 CALL (Strike price from $13 to $20)

- I rolled my call options during the dip last Monday. - Same expiration dates but with higher strike prices. - In general, this should result in greater gains when the market starts to resume its bull run. Below are my strategies:

$NOK 2027-01-15 $20 CALL (Strike price from $15 to $20)

$TE 2027-01-15 $20 CALL (Strike price from $8 to $20)