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