If anything $SIVE is extremely early at ~$1.1B and I think it should easily be $2B today. They’re the bleeding edge of CPO/1.6T lasers mapping to tons of hyperscalers while all your existing laser companies are in the tens of billions. I think it’s the next $LITE.

Sandisk $SNDK hits a 99.13 on the Monthly RSI, the most overbought level for any stock in history 🚨🚨

$XFAB at $1.33B MC, looks good here (Photonics power semis) - 800 VDC power semi exposure to $NVDA through $NVTS - X-FAB's Texas fab runs the SiC for Navitas, selected by NVIDIA for its 800V AI factory architecture - Silicon Photonics / CPO exposure - strategic collaboration with SMART Photonics targeting multi-terabit optical transceivers (SiPh InP integration, >120GHz modulator bandwidth - The only high-volume pure-play SiC foundry in the US. backed by a $50M US CHIPS Act grant - One of the critical MEMS foundries - Approved by Serenity ✔️

*TRUMP SAYS IRAN DEAL SCHEDULED TO BE SIGNED TOMORROW

这个帖子在吐槽股市热点： 之前有人做空 $SNDK（SanDisk）在500美元，现在股价已冲到近2000美元，做空者全灭（短帖配图）。 大家正等 $SPCX IPO 上纳斯达克，结果看 CNBC 时，电视上却在播 $SIVE（Silvers/Sivers Semicon）强势上涨（主帖配图），完全没提 $SPCX。 典型市场炒作切换快，大家在等新IPO，却被老票继续拉。

I like $SIVE

$SIVE - Anon, don't keep missing out because you didn't listen and keep it simple. 🫠 By the way, my fair PT is $10 by EOY'26, only because I would like to see good execution in the next 2 quarters. POs & revenue growth could very much get the stock to $20. I am making sure to not loose my ground in this, but I can see the upside. Not blind.

I was watching #CNBC to follow $SPCX IPO launch on #NASDAQ But look who is on TV going up and strong ! Yes it's $SIVE

I think I am right $SIVE can hit 120 SEK to 150 SEK next week We’ll find out soon when company announces bullish news for photonics orders and may be US listing update Note: I am not an insider if above becomes reality Thanks for your attention to this matter

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

🚀 We're hiring! Join Sivers Semiconductors and help develop the next generation of SatCom, 5G, 6G, Photonics & Silicon Photonics technologies. We're looking for experienced Custom IC Layout Engineers with expertise in RF & mmWave IC layout, verification, and full-chip integration. For more details and to apply, visit: sivers-semiconductors.com/ca… #Hiring #RFIC #MMWave #Semiconductors #Photonics #5G #6G #SatCom #EngineeringJobs

I think I am right $SIVE can hit 120 SEK to 150 SEK next week We’ll find out soon when company announces bullish news for photonics orders and may be US listing update Note: I am not an insider if above becomes reality Thanks for your attention to this matter

I really like this setup It keeps repeating same pattern again $SIVE will be setting up a new all time high this week or next week I feel 120 to 150 SEK is possible

Jag har hela tiden misstänkt @NemCapSE för att vara i maskopi med en grupp anonyma blankare!

I don't like $SIVE

Adding more lanes of copper is no longer a sustainable scaling strategy for data centers: signal integrity, EMI and cabling complexity are exploding. Optical I/O replaces thick cable bundles with high‑density fiber, simplifying architecture and enabling the next generation of hyperscale designs. #OpticalIO

Morgan Stanley: Our modeling of 2027 optical engine shipments at 6–7 million units suggests a much smaller ramp than investors’ expectations of 20–30 million units. Linking capacity to actual output, even if TSMC expands PIC capacity to 10k wafers per month by 1Q27, SoIC yield of 50–60% remains a key swing factor.

Well if you look at swedish investors with some kind of good long term reputation. 99% will be negative in regards of Sivers. BUT. Short term. Before CEO:lock up...there will most cert. be "good news". I will short as soon as lock up ends. Not "today"...

JUST IN: SpaceX IPO is expected to create 4,000 millionaires

I knew the stock market would finally crash. This is why I’ve been in cash since 2005