softcareline

Putting money where my mouth is holding ~40k shares of $SIVE Watch this position retire me and make me millions in a year. +$10B is only 10x from here while $LITE and $COHR are sitting at $70B Thesis from: @aleabitoreddit

More news coming in for $SIVE Everyone’s talking about $POET new deal now But the quiet winner is $SIVE (Sivers Semiconductors) → Sivers already has a strategic partnership with POET → Their DFB lasers go INTO POET’s optical engines → POET just landed a $50M → $500M+ order from Lumilens → More POET volume = more Sivers lasers needed Timelines align perfectly: • Sivers-POET prototypes: H1 2026 ✓ • Lumilens samples: Q4 2026 • Production ramp: 2027 $SIVE is the supply chain.

$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.

More news coming in for $SIVE Everyone’s talking about $POET new deal now But the quiet winner is $SIVE (Sivers Semiconductors) → Sivers already has a strategic partnership with POET → Their DFB lasers go INTO POET’s optical engines → POET just landed a $50M → $500M+ order from Lumilens → More POET volume = more Sivers lasers needed Timelines align perfectly: • Sivers-POET prototypes: H1 2026 ✓ • Lumilens samples: Q4 2026 • Production ramp: 2027 $SIVE is the supply chain.

Wow $POET just secured a new deal! The optical layer is AI’s next bottleneck. $POET just moved to fix it. → $50M initial order from Lumilens → $500M+ potential over 5 years → EOI platform: wafer-level, alignment-free, hyperscaler-ready → Samples Q4 ’26 · Production 2027 +16% today.

@Qlarividencia @Longterms1 That’s crazy work 💀 Actual regards

@user637826 @Longterms1 Swedish shortsellers pray, yes. This guy joined the Swedish Discord server along with a bunch of other shorts around April 15th (when the share price was around 20 SEK) and did his best to mock us.

$SIVE just dropped their 2025 annual report and i found something interesting. The annual report calls them a “leading Tier-1 telecom infrastructure supplier.” $NOK FWA product launches end of 2026. Sivers makes the chip inside. When Nokia sells one unit, Sivers gets paid. Nokia sells to Verizon, AT&T, Vodafone, SoftBank. At the same time: — LIDAR volume ramp Q4/2026 — AI datacenter laser contracts building toward 2027 — Europe rearming = SATCOM demand exploding — Nasdaq listing opening US investor base — Getting added to MSCI Small Cap Index Revenue: 306M SEK (+40% YoY) Market cap: ~1.3B USD The market hasn’t priced this in yet.

@EUlmsten I’ve looked into $SILEX but haven’t done much DD in it yet. I’ll check them today, thanks!

@user637826 SILEX, TOWA. Thanks..

What stocks i should do research on?

It’s stupid to look into past with stocks like these. What about for example $NBIS at 20$ Cash burning company with 0$ revenue and similar people like you two doubting it on it’s past and current valuations Now a year later it’s soared 1000% and becoming the next hyperscaler and the biggest DC company and still currently in turning point to make net profit. Yall NGMI 😭

@Longterms1 @user637826 Revenue 300MSEK means 30MUSD means revenue has to grow by 100% for many years before motivating even close to current market cap. Given that the company has guided for 30% yearly growth I guess the market is currently pricing on 2040 earnings?

@Longterms1 Have fun being sidelined! I’ll be back here in 2027 😊

@user637826 Well it’s not me that tweets the wrong numbers and fantasy everyday :)

@Longterms1 U should probably go all-in short then and just not talk shit everyday 😂 Or did u already do it and lost ur money

@user637826 The probably are shit then when they choose a Swedish shitco right?

U will learn soon enough😁 You probably don’t know either that Sivers leadership has 2 VP’s from Lumentum with one having 19 years of experience working in the field. I agree it’s not gonna be the backbone of Swedish tech industry because it’s gonna be soon American company LOL

They have already give guidance, 25-30% revenue CAGR. So you looking at 50musd at best for 2027. ”U Swedes really pray for ur own downfall” you tourists is in some weird sense Sivers is somewhat of a backbone of the Swedish industry. Sorry to tell you it’s not, it’s a tech startup at best. In time due the value will revert back to that level as well.

@Longterms1 Depends if they give good guidance on the earnings. US Institutions like to look forward to next 12 months unlike in Sweden. $POET is at $2B while having 1M in revenue lol U swedes really pray for ur own downfall

@user637826 Lol you think the revenue will growth by 10-13x to next year? 😂😂😂 Glhf

Goldman Sachs projected optical networking TAM going from $15B to $154B by 2028. That’s the market Sivers operates in. Nokia FWA product launches end of 2026 with Sivers chip inside. Production orders already signed. Finland revenue went from $17k to $4.3M in one year that’s a program that already went live. LIDAR customer starts volume production Q4/2026. Management gave public guidance of $28-53M cumulative revenue. 70% InP substrate supply gap incoming as industry moves from 800G to 1.6T. Sivers is already in evaluation labs at transceiver manufacturers worldwide. Nvidia deployed $6B into optical infrastructure in one month. Lumentum, Coherent, Marvell. The CPO buildout is happening right now, Sivers is in that supply chain. This is exactly how Lumentum started. Own the laser chokepoint. Build the partnerships. Wait for the hyperscalers to notice. US Nasdaq listing + getting added to MSCI Small Cap Index $10B+ by 2027 needs roughly $300-400M revenue at 25x P/S. The TAM to support got Goldman-stamped. $SIVE

@user637826 Well even without the bootstrap stonks the mcap was 50% off 😂 well well Sivers will need a lot of growth to avoid the stocks from totally collapsing.

@Longterms1 Fair point, claude got that wrong. Should have included the Bootstrap convertibles from the start. Still bullish on the thesis, but appreciate the correction

@user637826 Mcap as of yesterdays close in Sweden is ~1,94 busd. However fully diluted (bootstraps convertibles taken in to account) it’s ~2,09 busd. But I know math and correct numbers isn’t that important for the touristinvestors in Sivers, so who is counting right?

@Longterms1 Hahaha yeah sorry i meant in USD

@user637826 You have the wrong market cap by a mile.

$SIVE just dropped their 2025 annual report and i found something interesting. The annual report calls them a “leading Tier-1 telecom infrastructure supplier.” $NOK FWA product launches end of 2026. Sivers makes the chip inside. When Nokia sells one unit, Sivers gets paid. Nokia sells to Verizon, AT&T, Vodafone, SoftBank. At the same time: — LIDAR volume ramp Q4/2026 — AI datacenter laser contracts building toward 2027 — Europe rearming = SATCOM demand exploding — Nasdaq listing opening US investor base — Getting added to MSCI Small Cap Index Revenue: 306M SEK (+40% YoY) Market cap: ~1.3B SEK The market hasn’t priced this in yet.

Interesting report that I missed that Shunsin (6451) landed $AVGO CPO/SiPH orders… And their EPS growth rate could reach over 1240%. Of course this is confidential and is media speculation. But makes sense that all your top players use Foxconn for optical packaging/test.

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

@Plaskpojken @Plaskpojken Can u link the annual report? I only see 2024.

Sivers just dropped their annual report for 2025, I'll dig into it and make another post later but here's a quick one.. $SIVE and $NOK? 👀 I've thought so for long and now I'm sure... Don't think there is another one possible in Finland?