Anders Storm

Let's dig deeper in the photonics AI landscape. What is InP? The real bottleneck in AI isn’t compute anymore, it’s InP lasers! At the center of that shift sits one material most investors still have not heard about: However $SIVE $LITE $COHR is in the middle of it. Indium Phosphide (InP) → Enables 800G, 1.6T, 3.2T optical links → Critical for co-packaged optics (CPO) → Already a supply bottleneck across the industry NVIDIA just validated this with multi-$B investments into optical supply chains. This is not optional infrastructure. It’s the next scaling limit. Hennce I wrote a deep dive on: • Why InP is important • Why silicon photonics depends on it • Who actually wins (LITE, COHR, Sivers) Full post below andersstorm.substack.com/p/why-indium-p…⁠

@CryptoHafuya @Illskan 100%

@StormDirac @Illskan He’s probably down bad on his short

$SIVE closed early for holiday at SEK 38,0 - 13.00 today CET. US $SIVEF closed at $4.78 = SEK 44,1 that is a difference of 16% SIVE will be closed tomorrow as well.

@aleabitoreddit Fun fact: Your correct we did have zero US, but a fairly strong local funds 20% for a micro-cap, with the funds AUM of total $150B under mgmt. Which is big in Sweden 😉..

Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock. There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC) That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC. Again $1.3B is literal spare change for hyperscalers and US institutions. And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI. Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome. Part of it is game theory for share accumulation. Since US/Western retail now owns a large part of the float (off of the Swedish sellers). And US institutions now want exposure.

Kan tycka att dela information som enskild medborgare är inte pump, jag säger inte bra eller dåligt lyfter fram fakta, då det nu finns 100.000 tals intresserad utanför Sverige. Där emot att etablerad media helt utan att kolla på AI marknaden eller bolaget, fortsätter med rubrik efter rubrik (se bild från DI nedan). Det är något du borde ta upp som dump och inte ge dig på mig. Att sitta bakom ett anon konto och säga dessa saker är värt noll, våga stå för vem du är eller så kanske du evt vara del av blankarna som för söker dumpa, då är trovärdighet liten.

@StormDirac Ungefär när känner du att det går till överdrift med haussiga inlägg gällande Sivers? Nog för att bolaget är spännande men det känns lite för mycket pump.

"Teknikjättarnas AI-investeringar spås nå 1.000 miljarder dollar nästa år" Translation: "Tech giants' AI investments projected to reach $1 trillion next year" This is Swedish no.1. finance newspaper, that at the same time have been warning us all in 9 out of 10 headlines, to stay away from one of the few down streaming AI Stocks we have in 🇸🇪. Interesting dynamics ❤️. di.se/live/teknikjat…

@PerDahlstrm @michael_rigoni It's to cold to wear shorts in Sweden 🇸🇪...😉

@michael_rigoni @StormDirac We love it, but I guess the shorts (6%) hate it… 😄

@curiosito26 @aleabitoreddit SIVEF is OTC only used of you can trade SIVE, they shall catch up fairly well over time.

@aleabitoreddit @StormDirac Une question si tu veux bien y repondre: Est ce qu il vaut mieu passer sur $sivef ou peut on rester sur $Sive. la hausse se répercutera sur les deux de la meme maniere. Merci. Je pense recharger mais j hesite un peu. Ne sachant s il faut attendre la cotation nasdaq ou ...

If you’re curious why $SIVEF is up even more today. $SIVE, as a CHIPS act recipient: Now likely powers the Golden Dome. As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS. York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome. So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.

I’m long Win Semi (3105.TWO) Win Semi just printed one of the best Q1s in years and I don’t hear much talk about it. EPS up 30x YoY. Revenue +28% YoY. Q2 guidance up 14-16% QoQ. And that’s with capacity utilization still only at 60%. The two growth engines going forward: Optical Communications and LEO Satellites. AI data center revenue expected to more than double this year. Optical PD products entering mass production in Q2 with significant ramp in H2. 4-inch InP line capacity expanding by multiples this year to meet demand. Now here’s why this matters to $SIVE holders specifically. Win Semi is the confirmed outsourced manufacturing partner for Sivers’ DFB lasers and laser arrays – scaling high-volume production for CWDM and DWDM applications, CPO and next-generation optical interconnects. When $SIVE scales, Win Semi scales with it. They’re a foundry that is embedded in the same photonics supply chain feeding AI data centers and LEO satellites. This is why I love betting on ecosystems rather than single stocks. Disclosure: I own this stock since @aleabitoreddit called it back in March. It has been one of my favorite stocks on the Taiwanese exchange to add on any macro drop.

.@YorkSpaceSystem (NYSE: $YSS) acquires ALL.SPACE to expand its resilient, multi-orbit satellite communications platform for defense and commercial missions. prismmarketview.com/york-space-sys…

@DanielFloo9v4s The aquestion will make a difference

@StormDirac $YSS Thank you sir, completely agree. Hardly anyone is talking about this on X yet… and that’s exactly when the biggest moves usually start. I am in. Also $SIVE holder from the start 😉

Breaking news: 💥 "York Space Systems to Acquire ALL.SPACE, Strengthening Assured, Multi-Domain Communications for Critical Missions" all.pulse.ly/p7nbmbzcj3

@aleabitoreddit Agree super interesting acretiv aquestion, that will help Allspace as well as increase net sales and margin for $YSS

@DanielFloo9v4s I think with Allspace it might be a great growth stock, with improving gross margins high Met sales growth. Have entered a small Tracking position.

@StormDirac Do you like $YSS? @StormDirac

No changes, I see it as positive, more capital, deeper DoD connections. AllSpace = advanced multi-orbit antennas York = satellite platform / buses → Together = end-to-end space infrastructure We’re seeing the same pattern everywhere now: AI → vertical integration (chips → systems) Space → antennas + satellites + network Control the stack = capture the value

@StormDirac If I am not wrong All space is one of the customer of SIVE.. would there by any change in that?

@realshelly_2 🙏

@StormDirac Go Sweden!! 🫶

For all our none Swedish people, not use to Stockholm Nasdaq. Opening hours: today Thursday half day and tomorrow Friday closed. Happy long weekend everyone.

@MacnBTC @aleabitoreddit Welcome to $SIVE

$SIVE +200% something in only 2.5 weeks all credit to @aleabitoreddit, made me more than I made in crypto past 5 months

@realshelly_2 Great to hear, going to Tx to watch Sweden beat Holland and Japan in the World Cup soon 😅🇸🇪..

@StormDirac Great to know! Long term SIVER investor in TX. Enjoy the the much deserved long weekend.

@michael_rigoni yes watch downstream will give good heads up.

@StormDirac @StormDirac Could the Win Semi outsourcing be the first real sign that $SIVE demand is about to scale? If AI datacenter photonics becomes a major trend, this feels like the kind of stock that could re-rate violently. What’s your take?

$WIN Semiconductors Q1 2026 "Business Highlights: Optical Communications, LEO Satellites, and AI Data Centers Fire on All Cylinders" finance.biggo.com/news/TW_3105.T…

@miraclemaster07 Agree to very hot trends that has a lot of runway.

@StormDirac Looks good imo. With two new verticals - space and photonics it seems to be going in the right direction. What’s your take.