Putting money where my mouth is holding ~40k shares of $SIVE Watch this position retire me and make me millions in a year. $10B is only 10x from here while $LITE and $COHR are sitting at $70B Thesis from: @aleabitoreddit

WOW! Nasdaq just announced standardized derivatives on $SIVE starting July 6, 2026. Why this is bullish: → Nasdaq doesn’t list derivatives on stocks it doesn’t consider liquid and institutionally relevant → Options enable larger positions , this attracts professional money → Risk parameter set at 67% high, reflecting volatility but also serious growth expectations → Comes right after the GF collaboration, Ayar/Nvidia news and AGM view.news.eu.nasdaq.com/view…

I think we are gonna see $AMD x $SIVE deal pretty soon.. AMD is actively negotiating large-scale purchase orders for CW laser chips. Why? To make sure their future production capacity isn’t constrained by $NVDA and other hyperscalers competing for the same supply. Lasers are becoming a strategic resource. Just like chips were 3 years ago. $SIVE makes exactly these CW-WDM laser arrays. → Already a key supplier to Ayar Labs (Nvidia NVLink Fusion ecosystem) → Just announced a strategic collaboration with GlobalFoundries for AI datacenter photonics → One of very few companies that can manufacture at this spec AMD, Nvidia, Meta, Amazon are all scrambling for optical supply.

$SIVE AGM wrapped. A few things stood out: → Board officially confirmed: Bami Bastani stays as Chairman, Joakim Nideborn becomes Vice Chairman, Helena Svancar joins. M&A capital markets expertise now locked in. → Board authorized to issue up to ~15% new shares (53.8M) without needing another AGM. That’s a lot of dry powder for a raise or an acquisition. → Company must ensure the Chairman is covered by US health insurance a small detail that says a lot about how US-focused this company is becoming.

Btw $SIVE has Annual General Meeting next monday 15.6.2026 Here is what to expect from it → Nideborn Svancar officially confirmed to the board → Update on the Nasdaq US dual listing plan → Pipeline update , has it grown beyond $799M? maybe some other huge news?

$SIVE to 400 sek before EOY😳

Let me speculate a bit on $SIVE Based on my own assumptions, I’m going to map out a timeline for $SIVE We are seeing upcoming catalysts and growing expectations: - Ayar Labs integrating into the $NVDA ecosystem - Partnership with $GFS - Dual listing on the Nasdaq But recently, we've also been seeing actual order confirmations Even if these aren't in the photonics segment, they are hitting their other business units This cleans up their financials and gives them the breathing room to smoothly develop the photonics and CPO branch What I expect next: Short-term: I see a strong rally through the rest of the month up to 150 SEK Driven by a shift in macro market sentiment and capital inflows returning after the migration to $SPCX Consolidation: After that, I expect a consolidation phase in the 150 SEK range, similar to what we are seeing right now Summer Catalysts: More catalysts will keep rolling in throughout the summer, moving the price into the 200-250 SEK range Post-Summer & Looking into 2027: After the summer, I firmly believe the first orders from the photonics branch will start coming in Nothing crazy, but they will serve as massive validation, alongside the upcoming quarterly results For those quarters, I expect growth to surpass the 77% surge we saw in Q1 This should move us into the 300-400 SEK range As we approach the end of 2026, we'll be right on the doorstep of CPO starting to show tangible results by early 2027 Larger photonics orders will kick in, and the second mega rally for $SIVE will begin I foresee more catalysts dropping While institutional investors finish locking down a massive piece of the pie I see $SIVE wrapping up the year in the 500-700 SEK range From there, the rally will continue into numbers I won't even try to guess This timeline is based on recent developments, the company's execution, and price action It is pure speculation on my part, but keeping it realistic If the current catalysts start solidifying Ultra bullish on $SIVE

$SIVE opened red and now pumping to green Back to 100 sek today? 🤔

$SIVE has followed a common cycle of peaks/troughs. I think today/tomorrow will be the next floor around 73-75 sek Then we will likely see 115SEK mid-late June. AGM is 15th June, CEO has been in China recently and ”lots” of exciting news to come like @SiversSemicond hinted us about. I strongly believe that adding more $SIVE at these levels is good opportunity.

English Discord for $SIVE discord.gg/2r2Rw7yKw

$SIVE soon at 110 sek before Sweden opens

HUGE news for $SIVE 🔥 Ayar Labs just joined $NVDA NVLink Fusion ecosystem. Ayar Labs builds co-packaged optics for AI infrastructure. Their SuperNova light source is the key component in the NVLink Fusion stack. That laser array comes from Sivers Semiconductors. Nvidia NVLink Fusion → Ayar Labs CPO → Sivers laser arrays → AI datacenter So that confirms $SIVE is now actually supplying $NVDA holy sh*t ayarlabs.com/news/ayar-labs-…

We could have another massive $SIVE catalysts tomorrow If $SIVE gets funding from EU Chips Act 2.0 i see it going far beyond 100 sek along with $GFS news.

Funny how @NingiResearch is trying to save their short position by spreading misinformation lmao The old deal was about wireless production but this new deal is about lasers which practically have unlimited demand.

I don’t think many people realise how big this $SIVE and $GFS new deal is Now $SIVE can get hyperscaler deals through $GFS 100 sek loading..

Holy f*ck!!! $SIVE just dropped news with $GFS → Sivers’ laser arrays go into GF’s SCALE™ CPO platform → Targets $25B Pluggable Optics market by 2030 → Covers CPO, LPO and next-gen data center interconnects Why it matters longer term: → GF has direct relationships with hyperscalers — Sivers now has a backdoor into those conversations → Co-packaged optics is where AI infra is heading — bandwidth up, power consumption down → This is the kind of partnership that turns into supply agreements sivers-semiconductors.com/pr…

Stay tuned! 👀 We've got lots of great things happening!

New deal coming in for $SIVE ?

New $SIVE CEO interview just dropped: youtube.com/watch?v=bvBuIoJi…

There's a new $SIVE short seller with 0 clue what they're talking about. 1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET. As they've been identified as a likely direct customer since 2023. An analogy is if O-Net / Enablence / Sivers, and O-Net worked directly with $SIVE (which they have) but vertically integrated away Enablence. They're still likely buying $SIVE lasers. 2. $SIVE is clearly the likely $AAPL supplier for lasers. I use the term likely, because although markets are 99% sure, the BOM is confidential. The short seller is claiming it's TASC, which I've already identified multiple times as an Apple supplier. But falsely they're conflating two different generations of Apple Watches with photodiodes and lasers for glucose monitoring to say $SIVE is not a supplier. 3. US NASDAQ listing is likely incoming soon after the new board meeting and shareholder vote. Upgrading accounting standards and having immaterial changes doesn't mean anything. 4. Ayar labs hasn't scaled up yet. Ayar specifically listed $SIVE as their primary laser supplier in their website. With their executives going out on statement that they couldn't built their products without $SIVE lasers. Claiming $SIVE isn't shipping volume to Ayar when their CPO products haven't ramped is stupid. 5. There's zero leak around news for listing. Hilarious coincidence and management has always been pursuing NASDAQ listing since last year. Short sellers keep repeating this disinformation to try and profit. 6. I've never seen such hilarious BS around Win Semi volume scaling. High confidence in SpaceX and $AVGO supply chain critical foundry. 7. Using arguments from authority saying they know an engineer and then having them confusing architectural differences between $LITE / $COHR and $SIVE is hilarious. Regardless -distorting financial statements -conflating different gen architectures and timeline NRE - reiterating false accusations to profit off short term sentiment is likely going to see them turn into a long as CPO/Jabil partnerships volume ramp.

Interesting article from Swedish media.. Nvidia is investing $6.5 billion into photonics. Why? Data centers consume too much power. The fix: move data with light instead of electricity. This is exactly the market $SIVE operates in. Nvidia isn’t building this alone, it needs component suppliers. Sivers is one of the few publicly listed InP photonics companies in the world. • Coherent — $2B purchase commitments • Lumentum — $2B • Marvell — $2B (silicon photonics) • Corning — $500M • Ayar Labs — $500M Series Wouldn’t be suprised seeing $NVDA funding $SIVE too at some point for CPO build-out