BSTrader @Trader018

If you want to truly understand the AI hardware bottleneck, read this. Former $SIVE CEO Anders Storm breaks down why the next $50B+ in AI capex is flowing into the optical interconnect layer and the InP chokepoint. A must-read if you are investing in Silicon Photonics. 👇 andersstorm.substack.com/p/the-ai-inter… $SIVEF $MRVL $GFS $NVDA

Anders Storm @StormDirac

2 months ago

EFN reports that ~50% of Sivers Semiconductors is now held by "new investors", primarily through CBNY, Charles Schwab, Interactive Brokers, and Clearstream. Combined value: ~8 billion SEK. efn.se/investerarna-s… It is framed as these investors are driving this on speculation.

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PhotonicFuture @Qlarividencia

2 months ago

Enjoy this excellent piece on $SIVE, but keep in mind there’s even more under the hood (like LiDAR & biosensing). seekingalpha.com/article/490193…

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ItsSmacky @Chaamacoo

2 months ago

I’ve followed $SIVE long enough to know that this has never been a simple story. For years, the technology looked ahead of the market, while the stock was still priced like execution would never arrive. But that gap may now be closing. What makes the setup so interesting today is not just one contract, one customer, or one vertical. It’s the convergence of several major infrastructure trends at the same time: AI optics, CPO, pluggables, mmWave, SATCOM, LiDAR and defense. That is where I think the market may still be too slow. It is still valuing $SIVE like an early-stage promise, while the company may be moving into a phase where the operating leverage finally starts to show. Deep Dive: 10 questions about $SIVE, and why I think the market may still be underestimating the setup 🧵

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PowerFPC @powerFPC

a year ago

@elonmusk But Why not the truth about this ? Or even be transparent when all the job you 2 are doing is to be transparent to the people of US ? @realDonaldTrump Is this not important or is someone not interested in being transparent to trump About this ?

Alex @alex_avoigt

a year ago

Facts: The 🇺🇸 US does NOT support with more aid but LESS aid than 🇪🇺Europe to 🇺🇦Ukraine Donald Trump “We are in there for $200 billion more than the EU.” Facts: Considering aid delivered and aid allocated Europe is giving 133 Billion more Trump is lying ifw-kiel.de/topics/war-aga…

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BSTrader @Trader018

2 years ago

@StormDirac @VirtuellSvartis @DiracResearch 2/ Fantastisk utveckling som Sivers genomgått sista 10 åren under din ledning. Bara hoppas att hela detta företagsbygge med top-notch produkter, i nästa fas får pay back för alla ansträngningar. Tack och hoppas även ditt nästa jobb ger inspirerande och goda arbetsdagar

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BSTrader @Trader018

2 years ago

@StormDirac @VirtuellSvartis @DiracResearch 1/ Kan bara instämma i ett tack. För mig kommer du vara "Mr Sivers" och genom ditt kunnande och engagemang för bolaget och outtröttliga närvaro och tillgänglighet för dialog så har man vågat vara kvar och bygga sin investering trots skakig kurs. Fantastisk utveckling som Sivers

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BSTrader @Trader018

2 years ago

@DawnOfSilence @JockeReuter Det må jag säga var väldigt försiktiga beräkningar

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BSTrader @Trader018

2 years ago

@engineers_feed Lövsåg

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BSTrader @Trader018

3 years ago

@gunthermarder Sivers Semiconductors

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BSTrader @Trader018

3 years ago

@StormSivers Congratulations, a proof of your successful work

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BSTrader @Trader018

3 years ago

@StormSivers @utdelningsgris Tacknämligt med dessa förtydliganden och sammanfattningar. Bolaget har blivit lite styvmoderligt behandlat av marknaden men har en teknik, position och potential i en marknad som, kan man tycka, väl motiverar en högre värdering, så bra att information om Bolaget når ut

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BSTrader @Trader018

3 years ago

@KullJohanna stiftsgardenrattvik.se/boende/

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BSTrader @Trader018

3 years ago

@KSorkInvestBlog Sivers semiconductors. Väl positionerad nyckelleverantör till stora bolag som Nvidia, Intel etc med ny teknik, bl. a för AI. På väg in i volymproduktion med komponenter ingående i motsvarande 6-7 megatrender