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Gabz 🇪🇺 retweeted
Most people have never heard of $SIVE Sivers Semiconductors. That's exactly why it was the right bet. Swedish photonics company. Small cap. Under the radar. Then Jabil came knocking — one of the biggest manufacturing giants on earth — to build 1.6 terabit AI data center optical transceivers using Sivers' laser technology. 37% in a session. 8x in 3 months. Still think small caps have no place in an AI portfolio?
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geri zekalı bu boktan sive ile konuşan türk mü olur
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I like both $SIVE and $XFAB Because they both are approved by @aleabitoreddit
Jun 12
$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 ✔️
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De tijd correspondeert met de eeuwigheid. De ruimte, met de uitgebreidheid, de Natuur Spinoza zag de Natuur als God (Deus sive Natura). De term "pantheïsme" was toen nog niet in omloop.
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The best husband sive ever sean, hes such a good provider(Kawiie face^//^"
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Yogesh retweeted
So @grok thinks $SIVE is going to squeeze shorts like $SNDK While everyone was waiting for SpaceX $Spcx IPO media was hyping about $SIVE US media must sees something fundamentally strong in $SIVE unlike Swedish fake and jealous media and short sellers Time to squeeze them
Jun 13
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。
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╰M╮ retweeted
IMPORTANT 🚨 Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100: I’m building @asymmetrix_xyz to find these 10x stocks early. It can easily spot AI bottlenecks and new narratives before everyone on X (take a look below). Don’t miss out and join the waitlist here: asymmetrix.xyz
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Lucas 🇫🇷 retweeted
Replying to @JaaidevV
I personally like $SIVE, usually the same names keep on compounding like $SNDK if they’re important to AI? I’m not selling a share, since it looks like we’re only at the start of the next supercycle.
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Jukka Paukkeri retweeted
$SIVE What’s wild is that most people think a 1,900% move means the run is over. In reality, the real game is just beginning. Think about it: Why are heavyweights like JPM and Fidelity buying in now, after a 20x move? Because institutions don't buy micro-caps for a quick flip. Their compliance and risk models wouldn't even let them look at this at 4 SEK. They need size, liquidity, and a multi-billion dollar destination. By entering now, they are validating the long-term thesis and building core positions for the next leg up. As these institutions buy up large positions, fewer shares remain available on the open market. Once the stock gets added to major indexes, automated funds will have to buy even more. The hardest part isn't finding a winning stock, it’s having the patience to stay invested when big institutions finally arrive.
It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon?
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MERLINⱯ☠️🇫🇮 retweeted
UPDATE: jenna ortega is STILL with her 34 year old boyfriend despite his ab*sive actions and n4zi/violent rhetoric. who else isn’t surprised?
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this weeks play watchlist: $crwv - classic normie neocloud name post-htf momentum reset $brun - newly launched neocloud, 2.2b mcap 1.4b 3-year non cancellable contracts post-mtf momentum reset $sive - indium phosphide post-momentum reset $aehr - indium phosphide post-momentum reset 2513 - leading offshore oss model provider, event driven / special sits play after anthro models were bannped for the first time $arm - cpu sector leader, momentum continuation post-htf momentum reset
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I like $SIVE ❤️
Those who call me a $SIVE bear don’t know that 40% of my portfolio is literally one company: Sivers Semiconductors. Entry: 8 SEK, average: 30 SEK. Long before many who now appear as bulls and question my PTs, I had already written posts on their supply chain, overall photonic TAM, and road to becoming the next $LITE. That requires more than excellent execution and a favorable market environment. Do I believe they can achieve this? Certainly! Otherwise, why would I be at 40%? 😂 But it doesn’t stop me from being grounded and having a responsibility not to hype it more than where it is today, because other people read my posts and their money matters. Greed and ego can make one blind to risk and responsibility. That’s not what this space is about. Honesty is #1. Three things I am looking forward to for a fair value above $10 in 2026: - confirmed POs - US listing - revenue growth This will happen. So just chill out and relax. My PTs will automatically update when the moment comes. No wonder I say it’s a long-term hold and a buy during nice entries. Otherwise I would have sold. I hope this settles the debate and clears any confusion. Everyone that still doesn’t agree: love and respect above all. Let’s keep a healthy environment. 🤍 - AI
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Im starting to mute accounts, who say SIVE is garbage, when evidence points otherwise (GFS, Ayar partnership), Chips Act funding, US-Swe MoU dont happen if the product is garbage and then i see these accounts promoting actual garbage companies!
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#xauusd #gold #crypto The market never sleeps — and neither does the opportunity. I’m a futures trader dropping my personal high-probability setups with exact entries and exits for free. t.me/ iRhU3aoXli0wMGYy $TAO $SIVE 8e4t5z
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It's funny. I'm a huge fan of Scandinavian brands like IKEA and LEGO, but I never imagined I'd become so bullish on a semiconductor company like $SIVE. Been reading through the upcoming AGM materials, and a few things caught my attention: 1) Potential Nasdaq New York dual listing is explicitly mentioned. 2) Board is seeking flexibility for up to 15% issuance for financing, M&A, strategic investors, and facilitating a US listing. 3) Employee incentive program continues to heavily reward engineers and key talent. 4) No dividend (which is exactly what I'd expect from a growth semiconductor company). The dilution authorization isn't automatically bullish as it is dilution if used. But here the context matters. If the objective is to accelerate commercialization, attract strategic partners, M&A, and prepare for a US listing, that's very positive in my opinion.
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Replying to @ShortSeller
So you sold Sive early before all the upside and you think that’s clever lol
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$SIVE IS MY FAVORITE ❤️
What’s your favorite stock and why?
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Compartk 𝕏/🚀🧬🇱🇮 retweeted
$SIVE is the GameStop of 2026, and Serenity is its Wallstreetbets. $SIVE is not a strong company. Its technology lacks meaningful differentiation. Execution has been consistently weak. Manufacturing capabilities remain mediocre at best. The much-touted $700M pipeline is largely meaningless. Garbage in, garbage out. Having reviewed numerous startups and established players over the years, I have seen pipelines that generate little to no revenue time and again. It is straightforward to inflate these figures: one introductory meeting with a junior contact, an entry in Salesforce, and an inflated LTV projection, sufficient to impress investors who chase headline numbers. More importantly, when companies like $SIVE command such rapid valuation growth, it confirms we are in a substantial bubble. If you wish to gamble, that is your choice. This is a free market. One can always visit a casino and play roulette. Your capital, your risk. $SOXX sits at all-time highs. With multiple semiconductor cycles behind me, I have observed this pattern repeatedly. Debates about “this time is different” can continue indefinitely. My advice remains straightforward: exercise caution. Avoid investing in weak companies. There are no hidden gems. $POET, $SIVE, $LWLG, $AEVA, and similar names are fundamentally flawed.
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Those who call me a $SIVE bear don’t know that 40% of my portfolio is literally one company: Sivers Semiconductors. Entry: 8 SEK, average: 30 SEK. Long before many who now appear as bulls and question my PTs, I had already written posts on their supply chain, overall photonic TAM, and road to becoming the next $LITE. That requires more than excellent execution and a favorable market environment. Do I believe they can achieve this? Certainly! Otherwise, why would I be at 40%? 😂 But it doesn’t stop me from being grounded and having a responsibility not to hype it more than where it is today, because other people read my posts and their money matters. Greed and ego can make one blind to risk and responsibility. That’s not what this space is about. Honesty is #1. Three things I am looking forward to for a fair value above $10 in 2026: - confirmed POs - US listing - revenue growth This will happen. So just chill out and relax. My PTs will automatically update when the moment comes. No wonder I say it’s a long-term hold and a buy during nice entries. Otherwise I would have sold. I hope this settles the debate and clears any confusion. Everyone that still doesn’t agree: love and respect above all. Let’s keep a healthy environment. 🤍 - AI
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