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If anything $SIVE is extremely early at ~$1.1B and I think it should easily be $2B+ today. They’re the bleeding edge of CPO/1.6T lasers mapping to tons of hyperscalers while all your existing laser companies are in the tens of billions. I think it’s the next $LITE.

Bro you said in past management is doing fine so you don’t need to be on board But now it seems the right time. Your joining Sivers alone will be highly bullish for $SIVE YOU ALL AGREE? Please like this post to convince @aleabitoreddit and @SiversSemicond

Where are all the $SIVE holders? When I used to post, I was getting way more impressions. Now the market is down and everyone seems to have disappeared. Are you still here? Patience will pay. We need more activity on X now. The market sentiment is already starting to turn, #Anthropic IPO is coming, and bullish news could be just around the corner. $SIVE can get back to where it was before - even €10+. Don’t blink.

JUST IN: BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE

Everyone’s a long term investor for 2027, 2028, or 2029 onward Until their portfolio experiences volatility months in. I still think: - $RKLB could end up the next $SPCX - $NBIS has the potential to be the next hyperscaler - $SIVE has moonshot potential to be the next $LITE - 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think And that it’s stupid to sell single digit fwd P/E AI companies or promising longs. And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up. I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA. And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle. Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out. While the underlying assets sharply recovered later. I do think AI, Space, and Physical AI are the future. So, I’m remaining long, and using this time to maximize exposure to the winners

Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence.

Laser demand is accelerating as AI data centres, optical networks and high-speed connectivity scale Demand outstripping supply is creating a powerful opportunity for $SIVE and $AAOI

Big bounce in AI stocks soon imo…

For companies like $SIVE / $AAOI, the demand imbalance for lasers are so severe That even a 20-30% overall demand reduction from a hypothetical DC slowdown would likely not eliminate the shortage. We're seeing this before the next architectural shifts, where $NVDA Jensen Huang expects 15x optical volume for CPO scale-up. And as more hyperscalers commit to NPO as seen with $LITE new $5B UHP laser contracts. I'd argue this is more nuanced since I can't say the same for finished 800G/1.6T pluggables or lower end 70mW-100mW laser ranges that are currently bottlenecks. But this argument is more toward higher spec lasers. $AAOI is vertically integrated and has 300-400 mW capabilities, so they have the capability to shift attention to merchant lasers over supplying end-to-end optical transceivers. $SIVE is more pure play on this laser bottleneck, but they have the capabilities for 200mW + higher margin multiwavelength NPO/CPO lasers. I'd argue this is specifically the case for bottlenecks where demand imbalances are so deep (creating higher long term visibility, such as HBM). Whether it's large body substrates from $ATS that's bottlenecking Marvell + $AMD or lasers from $LITE that are sold out into 2029. or liquid transformers that have 4-5 year lead times. They they would still sell out of capacity even if overall demand decreased. If markets de-risked, it would make sense to hit optical module manufacturing players, maybe server rack assembly, to companies that still require heavy financing like Neoclouds. And obviously haircut growth valuations (but not to the point where demand collapses to 0). Yet we're seeing everything in AI trade is getting lumped up together as something that requires heavy financing + not profitable.

Making serious money in the market is hard. You have to stay invested through all the noise and volatility. I've never had a smooth ride with any stock I've owned, and I don't expect that to change.

I'm still laughing how much Swedish hate their own frontier companies so much. That they write hit pieces every day on $SIVE. This one was entertaining: Local journalists show up to an empty $SIVE administrative building uninvited. Because they can't fathom the CEO is in Silicon Valley or design team is working on US Gov CHIPS act dev in the US. And because there weren't many cars parked outside + CFO wouldn't take questions about secretive hyperscaler deal financials. They wrote a random negative hit piece. By repeating "There are several who make lasers like these and Sivers are far from alone". Several like $LITE, $COHR, $60B+ companies. and reported earlier that "CPO is nothing special, it's been around for years." While GS projects CPO going from $1B -> $91B TAM over the next two years. Even put "Plans" in quotation marks because they didn't think Sivers is supplying lasers to $JBL 1.6T LRO. IMO, $SIVE ends up as a $10B+ company next year, especially if they follow what $LITE / $COHR did with downstream IP integration to capture more of CPO module BOM. Just don't think Swedish people understand hyperscaler supply chains, concept of forward growth, or the fact that employee count doesn't equate to revenue. Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.

Couldn't they use $SIVE as their laser source? Tower Semiconductor - Innolight

Following the Lumentum / Marvell deal: My opinion is that independent Western laser players, like $AAOI, $COHR, and $SIVE became a lot more strategically valuable. $MTSI and $SMTC should get some attention too as emerging laser players in 2027. If I had to guess: 1. Companies competing against Marvell, or not in the $NVDA ecosystem bandwagon, such as $AMD, are likely going to rethink their relationship with $LITE. If getting bottlenecked by Nvidia capacity agreements wasn't enough... Incentives around qualifying + bringing up other laser players, seems very necessary now. Since you generally don't want competitors like Marvell to have influence or visibility over your roadmaps, IP, capacity, pricing, etc. even if there is a "firewall". 2. $MRVL acquiring Lumentum opened pandoras box in a way of acquiring a critical chokepoint all your competitors + buyers use. $LITE was used by your major hyperscalers and across AI supply chains. Now, your leaders might wonder if weaponizing capacity agreements might not be as effective.... If someone else can just buy the entire company. There's only a few major public merchant Western players out there, and I'm also sure many others will want to follow the Marvell / Broadcom route via vertical integration, given I think $MRVL saves around $1B+ in costs/year. So M&A premiums likely went up. $SMTC was actively looking to buy laser capacity via M&A so I'm sure they're looking at $SIVE given their 100M CW DFB laser expansion + tiny MC. $JBL also probably wants to vertically integrate down the road too so $SIVE is also an acquisition target for their 1.6T program. $AMD was looking for ELSFP + CW capacity given Nvidia bottlenecks, so I'm sure they've looked at $AAOI. can go on and on about other ASIC players (like in Taiwan) that likely are looking at vertical integration too. Since multiple players use a small subset of laser suppliers, if competitors just go ahead and buys them... There's a lot pressure to M&A for their own supply chain defensibility. TLDR: Independent laser suppliers should capture a material strategic revaluation since $MRVL + $LITE, sets a new precedent + implications. We'll see what happens.

AI is burning Big Tech's free cash flow: The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, rose +$36.9 billion in Q3 2026, to a record $201.9 billion. This figure has more than doubled over the last 12 months and is up +356% since Q1 2024. Big Tech has now spent $1.6 trillion on CapEx over the last 3 years. Meanwhile, the combined free cash flow of these companies fell -$33.1 billion last quarter, to -$26.4 billion, its lowest on record. Free cash flow among these firms has dropped -$88.2 billion over the last year. Only Microsoft reported positive free cash flow in Q3. Looking ahead, these 4 companies plan to spend another $232 billion on CapEx in Q4, potentially lifting their combined CapEx to a record $740 billion in 2026. Big Tech is undertaking one of the largest infrastructure buildouts in history.

Few things: - $SIVE is targeting T1 hyperscaler deployments for pluggables, CPO, NPO. Not quite sure what you mean by Tier 2. They have direct engagements with hyperscalers but currently are more upstream by qualifying with companies like Ayar, $JBL, $GFS, O-Net that eventually likely ends up -> $AMZN / $MSFT for example. On financing: - Colo players like $CIFR still need $1B+ of financing for their sites. - Neoclouds like $CRWV need billions of financing to buy GPUs. Higher rates + less support for financing makes it more challenging for these players. $SIVE already raised 700M SEK for their buildout and largely rely on external foundries, so they don't have financing constraints. There's pressure on players that need currently need financing for capex, but markets group up everyone in AI sector indiscriminately. The second nuance is whether or not this effects the end customers in terms of demand. I'd argue optical sector is insulated, even if overall AI capex from hyperscalers decreases, I see optical content still rising and aggregate demand rising. And this is especially the case with new incoming players going through their first qual cycles.

I feel @Broadcom could secure its $SIVE laser supply before capacity gets locked up by other suppliers. @SiversSemicond At this stage, selling $SIVE is not ideal for Sivers. Jabil is approaching Beta builds, while Sivers is investing $30M to expand Glasgow to 100M+ CW lasers annually by Q4 2027, alongside meaningful external foundry capacity already available. To me, that suggests Sivers is preparing for potentially enormous demand: 100M internal + 200M partner capacity = 300M lasers/year of potential capacity. As demand materialises, 2027 could be the beginning of something much bigger.