$SIVE
Sivers IMA Holding ABHow his view evolved
Every substantive take he's posted on $SIVE, newest first — each labelled with the stance he expressed at the time.
- Jun 16, 2026Bullish
@aletir99 When has US investors ever cared about what people in Sweden think? I still think $SIVE has the potential to be the next $75B $LITE if they follow the same M&A route after NASDAQ Listing.
View on X → - Jun 16, 2026Bullish
New reports that $AMD is scrambling for CW laser supply. And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce) Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference https://t.co/EoVsVCeiu2
View on X → - Jun 15, 2026Bullishconviction 4/4
@hisarchive lol I’m super bullish on my $SIVE position too. > EU macro positive > $LITE + laser group up 4-6% overnight trading from InP bottleneck easing > possible Nasdaq listing timeline announcement today We’ll see what happens.
View on X → - Jun 13, 2026Bullish
@KingDavidvs It’s for Nasdaq listing liquidity requirements and M&A, very positive since I want to see $SIVE trade on US markets.
View on X → - Jun 13, 2026Bullishconviction 3/4
@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.
View on X → - Jun 12, 2026Bullish
@uberlag Wow it’s cool to see $SIVE on CNBC now! I’m surprised it’s up there lol
View on X → - Jun 11, 2026Bullish
I like $SIVE
View on X → - Jun 11, 2026Bullishconviction 3/4
Basically this… and it’s how cycles work. Retail was early and completely frontran institutions on next architectural shifts. There was close to 0 US institutional ownership on $SIVE. And now you see active institutions like JP Morgan, Fidelity Research, and others on the cap https://t.co/DmZwPvhG5I
View on X → - Jun 10, 2026Bullish
Glad optical players from $LITE to $AAOI and $SIVE are slightly recovering as they should. The initial selloff was just stupid. https://t.co/DsOdQAWf9i
View on X → - Jun 10, 2026Bullishconviction 3/4
Yep, Blackrock has now entered $SIVE positions as passive owners following index listing. Fidelity Research has shown up as starting direct positions of Sivers too. Remember when JP Morgan showed up last month with small positions… Then bought ~5.25% of the company? This https://t.co/01Vy8M4Zei https://t.co/5ZB3v8nR1G
View on X → - Jun 10, 2026Bullishconviction 3/4
Yep, Blackrock has now entered $SIVE positions as passive owners following index listing. Fidelity Research has shown up as starting direct positions of Sivers too. Remember when JP Morgan showed up last month with small positions… Then bought ~5.25% of the company? This https://t.co/N5EoF6JEWG https://t.co/5ZB3v8nR1G
View on X → - Jun 9, 2026Bullish
I don’t quite think photonics from $AAOI to $LITE or $SIVE are disappearing anytime soon… Just extremely volatile. Anyway, curious what other people are buying today? https://t.co/Io9SVuq583
View on X → - Jun 9, 2026Bullish
@TalentActivity I do really like $GFS, $JBL, and others tied with $SIVE. They’re all just kinda large by now, and less chance to triple. If I were running a hedge fund I’d pick up Jabil, it I’m personally maximizing returns + don’t like options on higher IV equities.
View on X → - Jun 9, 2026Bullishconviction 3/4
A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Space applications (allspace). This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication. The bigger implication is not the contract size: But that Sivers https://t.co/Pts8N19ubM https://t.co/BbywhhzgsW
View on X → - Jun 8, 2026Bullishconviction 3/4
@LightLogix I mean... > $SIVE reference laser for $GFS > $SIVE laser 1.6T LRO with $JBL + many more pluggable players > $SIVE + Ayar + $NVDA NVLink > likely $SIVE + Lightmatter / $MRVL Celestial with $NVDA NVLink > Likely $SIVE -> $AMD CPO ecosystem too. very compelling long idea.
View on X → - Jun 8, 2026Bullishconviction 3/4
@_king142 It's primarily just new news of US institutional accumulation of 5%+ of the company. Whether it's JPM asset management or hedge funds using JPM, since US retail doesn't have access to synthetic exposure to $SIVE.
View on X → - Jun 8, 2026Bullishconviction 3/4
I think the implications of JP Morgan's disclosure of buying 5.25%+ of $SIVE is a lot greater than people think. > $135M is pennies to US institutions. They can easily acquire 25% with their capital. They're just constrained by the amount of float that's available from retail https://t.co/x0FraFAEdT https://t.co/n21sgaCovv
View on X → - Jun 8, 2026Bullishconviction 3/4
Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers. Just in the last month alone. First major signal of major institutional buying of the float for Sivers. https://t.co/eSfKSQCEhM https://t.co/HCWzZjMG7t
View on X → - Jun 8, 2026Bullishconviction 3/4
Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of the company in 1 month alone. And is likely hoarding the rest of the float before the incoming CPO Supercycle. When Point72 disclosed ownership of IQE, was fun times. https://t.co/sXUNNKMSlR https://t.co/HCWzZjMG7t
View on X → - Jun 7, 2026Bullishconviction 3/4
On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI https://t.co/m6jub4nfzx https://t.co/VhGfnaTpzh
View on X → - Jun 7, 2026Bullishconviction 3/4
On top: $NVDA’s Jensen Huang also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI. https://t.co/pUqGyC7Jzu https://t.co/VhGfnaTpzh
View on X → - Jun 7, 2026Bullish
@KHu08400080 Not all dilution is bad and depends on what structure. If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC ranges), then that's accretive. If you're diluting 15% for NASDAQ listing requirements with $SIVE, and using
View on X → - Jun 7, 2026Bullish
I think my personal style of investing is a bit different, just some reflection: It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life experiences? If you look at $AXTI, $RPI, $SIVE, $IQE and others. Lot of it is guessing on https://t.co/5GGFN54PjZ
View on X → - Jun 6, 2026Bullishconviction 3/4
@Camilogicly Exactly why I keep telling Swedish hedge funds not to go short on $SIVE. Since buying the entire Sivers float is spare change to US institutions and hyperscalers. Especially given their role in photonics.
View on X → - Jun 6, 2026Bullishconviction 3/4
@SEONHYE1101 Yes in the sense that US institutions are trying to buy up $SIVE. No in the sense that I’m not sure how JP Morgan to buy 5%+ of $SIVE as a company. Maybe enough retail investors capitulated and transferred their shares to institutions.
View on X → - Jun 5, 2026Bullishconviction 3/4
@Ailisatlx @zGwmby "Eric Andersson chose to end his employment during the month of May." The founding co-manager of that hedge fund quitting is probably a big sign their firms is going under from $SIVE going up.
View on X → - Jun 5, 2026Bullishconviction 3/4
@zGwmby At this rate their firm is going under being YTD -31.02% from $SIVE. https://t.co/oqh6g6fWjj
View on X → - Jun 5, 2026Bullishconviction 3/4
@ClewyCat $SIVE is #1, $AAOI is #2 used wrong wording above. Generally a fan of: - $SIVE (CPO lasers) - $AAOI (End-to-End pluggable/cpo) - Foci (FAU +passive components $TSM COUPE / $NVDA) - Shunsin (Packaging/Test) - Win Semi (foundry) - $TSEM (foundry) - $SOI (silicon photonics) -
View on X → - Jun 5, 2026Bullishconviction 3/4
@ChizaramNelo H1 2027 all the 1.6T pluggable players like $JBL. Maybe Innolight/Eoptolink and other pluggable players are added too. We'll find out soon since $SIVE said there were undisclosed pluggable players they're working with. H2 2027 for all the main CPO scale up applications from
View on X → - Jun 5, 2026Bullishconviction 3/4
@DanyloAkymenko $AAOI is my current favorite US long. I personally cost average recently whenever it dips to $150, or even $170. $JBL should preform really well once they’re 1.6T LRO goes mass production with $SIVE h1 2027 imo. Also talked about $RDDT today. $MRVL if you think it hits $1T
View on X → - Jun 5, 2026Bullishconviction 3/4
@Frenchie_ They keep fighting with me with everything from $SOI, $RPI, and $SIVE. Then get embarrassed over and over. Idk if they’re going to learn
View on X → - Jun 4, 2026Bullishconviction 3/4
@chuge857 Up to Win Semi and other foundries. Win Semi just did a private placement to scale up capacity, pretty confident they can scale up significant volume for $SIVE. Nobody knows the exact figures for late 2027 or 2028, but confident in one of the world’s leading foundries. But
View on X → - Jun 4, 2026Bullishconviction 4/4
@user637826 I’m confident in my $SIVE thesis playing out and am not selling a single share. I tried to tell Swedish locals back at 6 SEK how compelling their frontier company was but they all transferred their shares to US retail since they couldn’t understand the concept of forward
View on X → - Jun 4, 2026Bullishconviction 3/4
@SidkMena It’s not a monopoly. Just technical dominance over ASIC/Merchant CPO route architectures . And wouldn’t be surprised if other pluggable players created novel 1.6T architectures using $SIVE too.
View on X → - Jun 4, 2026Bullishconviction 3/4
@_king142 $SIVE was probably the most recent visible laser chokepoint that’s still being rerated since seem to be in every $NVDA NVLink CPO ecosystem partner + merchant/asic cpo supply chains. Maybe passive optical components supply chains in CPO next.
View on X → - Jun 3, 2026Bullish
@BilalElmou89932 Europe has no chance of competing with the US regarding the AI race. But what they can do is strengthen their niche monopolies/chokepoints, and sovereign supply chain resilience. I think they're starting to realize how critical players like $SOI and $SIVE are to Europe tho.
View on X → - Jun 3, 2026Bullishconviction 3/4
@Jayden11129225 There's active short sellers probably doubling down on $SIVE. I'd expect them to get wrecked over time. Especially on more announcements. One more surprise $JBL type announcement with someone like Innolight would be interesting. Since Sivers is co-developing/qualifying with
View on X → - Jun 3, 2026Bullishconviction 3/4
@siflower That's $NVDA directly. I'm talking about the ASIC/merchant NVLink CPO ecosystem partners. Where $SIVE looks like they're the supplier to everyone.
View on X → - Jun 3, 2026Bullishconviction 3/4
@Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem. $AMD also invested in Ayar, so $AMD going with $GFS for CPO also kinda put 1+1 together with $SIVE through Ayar. Mediatek and $INTC
View on X → - Jun 3, 2026Bullishconviction 3/4
@OGCapital25 @Chi_w_wong It's expected Celestial and Lightmatter try and multi source. But maybe for gen-1 my guess is a lot sole source / primary source with $SIVE for the $NVDA CPO NVlink ecosystem. Nvidia has their own program with $LITE and $COHR.
View on X → - Jun 3, 2026Bullishconviction 3/4
@MindQuest42 If $SIVE were trading at $6-8B valuations today, I wouldn't be surprised. That being said, its still on a Swedish exchange, but NASDAQ listing should close the gap.
View on X → - Jun 3, 2026Bullishconviction 4/4
@Chi_w_wong $NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today) $SIVE 100% confirmed laser supplier to Ayar. $SIVE high confidence laser supplier to Marvell Celestial, Lightmatter. Nvidia, Marvell, Lightmatter, Ayar all use $GFS, which Sivers is reference laser. Sivers =
View on X → - Jun 3, 2026Bullishconviction 4/4
GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners. From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink https://t.co/DAlXSOpMYH https://t.co/FqWpNLsYsl
View on X → - Jun 3, 2026Bullishconviction 3/4
@ConfusedNDazzed There's actually even bigger news for $SIVE today than the EU CHIPS Act policy framework announcements.
View on X → - Jun 3, 2026Bullish
@aphexinvests So $SOI and $NOK are already more established. I looked into it deeper, and the proposals were focused around 30-500M funding and revenue incentives, to bridge the pre-volume production players to HVM. $SIVE / $XFAB map to policy incentives better, but wouldn't be surprised
View on X → - Jun 3, 2026Bullishconviction 3/4
Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to prioritize photonics. Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation. This proposes sovereign backing https://t.co/WWBlo5o1tL
View on X → - Jun 3, 2026Bullishconviction 3/4
@beauty_oe I’m aware! It’s really big news to have $SIVE as the laser supplier to $NVDA nvlink fusion ecosystem. Marvell joined few months ago and look what happened to their market cap after that. I’ll cover it later today!
View on X → - Jun 2, 2026Bullishconviction 4/4
$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables. My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW. Sivers + GFS SiPH reference laser news, alongside the +54% increase today. Is just one step of the way. https://t.co/Hfth69ZnYm
View on X → - Jun 2, 2026Bullishconviction 3/4
DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally https://t.co/EbVuvz9c80 https://t.co/AnnUmAvsYZ
View on X → - Jun 2, 2026Bullishconviction 4/4
@wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet. It’s probably more fundamentally groundbreaking than $SIVE + $JBL. As $AVGO, $MRVL, $NVDA or anyone who goes through GFS silicon photonics has $SIVE embedded in the reference as default.
View on X → - Jun 2, 2026Bullishconviction 3/4
@StormDirac “Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform.” Woah that’s structurally massive news with $SIVE and $GFS.
View on X → - Jun 2, 2026Bullishconviction 3/4
Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy https://t.co/xjRyZWJwV9
View on X → - Jun 2, 2026Bullishconviction 3/4
Just a heads up, I've uncovered a bot farm of dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy https://t.co/SC9eKFZIIc
View on X → - Jun 1, 2026Bullishconviction 3/4
-> IP acquisition -> Just waiting for CPO to take off $SIVE is a laser chokepoint for photonics and are publicly validated by: - $GFS (1 of 2 public laser suppliers with $LITE for CPO per presentation) - $JBL (“Relatively dramatic moat” for pluggables built with Sivers) - https://t.co/gRW0VzK5qC
View on X → - Jun 1, 2026Bullishconviction 3/4
@StormDirac Yeah, it's extremely disingenuous to conflate different architectures, customers timelines. And try to profit off false information with $SIVE. But with Citron and $AAOI, didnt turn out very well shorting optical companies in supercycles.
View on X → - Jun 1, 2026Bullishconviction 3/4
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 / https://t.co/XDrPS6OVNG
View on X → - Mar 17, 2026Bullishconviction 3/4
@N27gd I tend to like semi-monopolies... So $AXTI and $SOI on substrate level are probably kinda my favorites? $TSEM and $COHR were my two steady compounders. As for highest upside, I do think $SIVE takes the crown as the next potential $LITE. Maybe $AAOI second place. And $AXTI
View on X → - Mar 17, 2026Bullishconviction 3/4
@GOATTRADER5184 So my personal picks out of the bunch were: $SIVE, $TSEM, $AEHR, $SOI. I like try and pick winners. As for current cycle it's: $AXTI, $LITE, $COHR, $AAOI, $IQE
View on X → - Mar 17, 2026Bullishconviction 3/4
@whale_xbt Just look at this graph. Straight line up for CPO TAM next few years. Normally markets are scared of one-and-done cycles, but this looks exponential. I said $SIVE could be the next $LITE so I’m long for awhile. Same with substrate providers like $AXTI and $SOI. As for current https://t.co/vxB9GpvyHe
View on X → - Mar 17, 2026Bullish
@xreaptor The alpha is capturing the rotation from the current EML to SiPh / CW DFB architectural change next year. So new stuff like Soitec ( $SOI ), $TSEM, $SIVE, and $POET type names that haven't been re-rated yet. Current bottleneck would be stuff like $AAOI that recently had
View on X →