Lifetographer

@aleabitoreddit @Megadonken Interesting

@Megadonken Found everything I needed to know

$SIVE is now aiming to become the next $LITE, a US photonics giant. They're re-centering their board around US executives + US photonics. So the core board are now: US $GFS Executives and $CITI Executives, with the company run by UC Berkeley grads and $LITE executives. The 3 members leaving were local Swedish/EU. This is just a shift in strategy from focusing on developing local Swedish Semi environments: To dominating the US/global photonics market. I'm not trying to discredit their service/background. But in my view to focus around US/global photonics markets, it's likely optimal to have more US executives. But they should all be proud for helping make $SIVE what it is today.

@Hawke49131 @cherryPayment 去開IB Schwab 呢

@wangxindian @cherryPayment 中国大陆开的券商没法做美股OTC交易...

给大家说个恐怖的故事，大家都觉得光学很猛对吧 来看一下市值： $LITE 780亿美金 $COHR 792亿美金 $aaoi 163亿美金 $GLW 1792 亿美金 这些加起来3527 亿美金，都比不上 $MU 的一半市值，然后全在说光学是泡沫……… $SNDK 一家都2千亿市值……… 所以说， 光学真的很早………太早期了

@JiucaiZzz @cherryPayment 你講得比較合邏輯 不是單純看市值

@cherryPayment 没一点道理，在AI机房建设中。光模块对比内存，成本不到内存的1/10，市值这样的对比已经很高了。

@Hawke49131 @cherryPayment 去開戶吧

@cherryPayment aaoi200入了100股，感觉高了~另外sive何时能在纳斯达克上市买不到难受~

@aleabitoreddit is that true? @grok

$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.

@grok is that true or just a joke.

@Sofigoodboy got it , thank you!

@wangxindian Cause I bought in Korea

$sive Can't wait to see the market open on Friday.

@user637826 I think it’s good news, I dont expect there is only one voice in the market. Always need the fuel

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

@elonmusk @hotbabyrebao 😂

@hotbabyrebao 😂

笑死，这个图谁整的呀

@Gubloinvestor I feel good dala dala dala da

Closed 31% today.. $SIVEF $SIVE fair value to USD will be $6.08 dollars Let’s win today.. i dont mind 35% 🤣

@Gubloinvestor yeah great

To make things even spicier. $SIVE is run by UC Berkeley CEOs and $LITE executives. And the ownership cab table is now controlled by American institutions/investors. I’d expect things to speed up on NASDAQ listing as American institutions are heavy fond of executive teams + cap tables like this. US/Silicon Valley is now speedrunning a Swedish in name photonics company.

Did you know this about $SIVE? Neeraj Chopra, VP of Global Operations at Sivers Semiconductors, spent 19 years as Vice President at Lumentum ($LITE) from 1999–2018. $LITE is one of the greatest success stories in photonics. That same expertise is now inside $SIVE’s team.

@333blacksea @cryptorover @grok Good Luck

@cryptorover @grok If we follow that. I think nvidia still got lots of upside move to go. before the biggest generational entry.

Hey @grok, is the U.S. stock market about to crash hard like in the year 2000?

@michael_rigoni what do you mean for? I’m curious about.

$LPK have many friends in Hannover - was told something which will make every shareholder pround - can not speak more about it just watch and enjoy 👀

@cherryPayment @duotuzhinz8964 謝謝你的分享

@wangxindian @duotuzhinz8964 不是，有一些机构为了保护自家客户，规定不能购买市值太小的公司，因为波动太大。共同基金也会出于流动性保障而不购买市值太小的公司。然后就是州养老金的合规要求。 所以$10亿市值是很多机构”准入名单”的隐性门槛——低于这个数，大量资金在制度上就不被允许或不愿意买入，所以潜在买家数量会骤增。

这是非常有可能的！ $sive

@cherryPayment @duotuzhinz8964 10 億是法規限制嗎

@wangxindian @duotuzhinz8964 之前只能通过海外渠道购买，现在otc能买，市值上10亿之后更多的机构能够购买，纳斯达克上市之后则是更多

@cherryPayment @duotuzhinz8964 目前sive 美國機構應該不能買 ？ 對嗎 ？

@duotuzhinz8964 我也是这样认为的，我更看重机构介入后的影响，纳斯达克纳入后是机构对于光学行业的重新审核。

@duotuzhinz8964 @cherryPayment 一直上漲很不健康，震盪一下較好

@cherryPayment 也可能是的，说不准，不过sive等之前确实就是震荡式上涨的

你认为下面哪个股票会首先达到10x的涨幅？