SIVE
SiVerge / optical interconnectWho's tracking it
People we track who have mentioned this stock — their take and the move.
The author upgrades their view on POET's optical interposer collaboration with Sivers, not
Sivers is the laser supplier for POET's interposer, and its ability to achieve production by end of 2026 is supported by a recent oversubscribed institutional funding round for mass production.
Source: X / @aleabitoreddit ↗AMD's upcoming SF event (July 22-23) is expected to provide disclosures on CPO roadmap and
Potential beneficiary of AMD CPO supply chain if details emerge; author says it would be extremely positive as upstream laser supplier, but too early to confirm.
Source: X / @aleabitoreddit ↗Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
Optical networking stocks like SIVE are showing recovery signs, up 4%+.
Source: X / @aleabitoreddit ↗The author defends long-term investment theses for $AAOI, $SIVE, and $NVDA, arguing that t
The author holds $SIVE as exposure to the CPO sector, which is undergoing an architecture shift led by $NVDA, with scale-out volume ramping from H2 2026.
Source: X / @aleabitoreddit ↗The author models Sivers' revenue potential using a low-end 10% allocation of Win Semi's w
Even a low-end 10% allocation of Win Semi's capacity could generate substantial gross profit relative to current market cap; demand is robust due to CW laser bottlenecks, with majors scrambling for capacity; Morgan Stanley recognizes Sivers as one of three leading CPO laser players.
Source: X / @aleabitoreddit ↗Innolight's investor relations indicate that 800G demand has significantly increased versu
Silicon photonics proportion trending upward; shift from EML to CW lasers benefits SiPH plays like SIVE/JBL.
Source: X / @aleabitoreddit ↗Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Morgan Stanley validated $SIVE as a critical global player in CPO, a small $1.5B company compared to $60B+ peers, yet uniquely positioned in a laser supply choke point where Chinese suppliers lag.
Source: X / @aleabitoreddit ↗Rosenblatt analysts respond to a B. Riley sell report on AAOI, arguing that although netwo
The author explicitly states that Rosenblatt's support for UHP CW lasers in CPO architectures aligns with and supports their core thesis on SIVE, suggesting a bullish view on the company.
Source: X / @aleabitoreddit ↗The author claims a custom technical indicator called 'Mythical Golden Egg Dragon Candle'
The author describes a self-styled TA pattern that 'predicted' a rally, but offers no fundamental data or verifiable track record; the tone is promotional for potential course sales, not a researched call.
Source: X / @aleabitoreddit ↗The author argues that retail investors panic sell during sharp drops like 30-60%, but he
Leader in the next optical shift with Continuous Wave (CW) Distributed Feedback (DFB) lasers, enabling high-speed data transmission.
Source: X / @aleabitoreddit ↗Hesai Technology, a Chinese lidar maker, faces US national scrutiny over its partnership w
As an upstream laser supplier used in Western lidar, SiVance may benefit from increased production if Chinese competitors are regulated out.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author reviews notes from POET's AGM, highlighting a severe shortage of laser supplier
POET's new NRE customer for high-power external light source using its interposer is identified with high confidence as SIVE, marking a new revenue opportunity.
Source: X / @aleabitoreddit ↗Elon Musk's SpaceX/Musk entity acquires Mesh, an optical networking startup with 1.6T OSFP
Startup-friendly merchant laser supplier that likely supplies Mesh, previously seen with Ayar to POET, benefiting from startup acquisitions like Mesh by major players.
Source: X / @aleabitoreddit ↗The author expresses strong conviction in their research on Sivers Semiconductors ($SIVE),
Author has high conviction in their hyperscaler mapping research, holds over 1 million shares, and expects volume ramp in 2027 and NASDAQ listing to drive growth, citing $LITE's past trajectory from $3B to $60B.
Source: X / @aleabitoreddit ↗The author expresses strong bullish conviction on Sivers Semiconductors ($SIVE) and Applie
Author explicitly states bullishness, citing Sivers as the laser bottleneck for multiple hyperscaler ecosystem suppliers (GFS reference laser, Ayar for NVLink CPO, POET for CPO scale out, Jabil for 1.6T pluggables, O-Net for ELS mass production). Expects ~60% gross margins, NASDAQ listing catalyst, and eventual institutional ownership despite near-term noise.
Source: X / @aleabitoreddit ↗The author notes a broad sell-off across many sectors (photonics, space, software, crypto)
Photonics stock down 40%, mentioned alongside AXTI as a significant decliner.
Source: X / @aleabitoreddit ↗A community user suspects that POET and SIVE are supplying a top-3 hyperscaler, based on a
Author explicitly mentions being long SIVE, and sees Sivers as the laser supplier to POET for the hyperscaler deal.
Source: X / @aleabitoreddit ↗Sivers Semiconductors is highlighted as a key supplier of lasers for robotics (via partner
Company's lasers are used in Boston Dynamics Atlas (via LG Innotek) for robotics and Nvidia Hyperion ecosystem for physical AI, with significant revenue potential.
Source: X / @aleabitoreddit ↗The author expects Japan to defeat Sweden in the World Cup, referencing a previous 4-0 vic
The author mentions Swedish media treatment of SIVE, indicating potential sentiment or market attention toward this ticker, but no direct financial or sporting link is provided.
Source: X / @aleabitoreddit ↗The post argues that Sivers (SIVE) is a critical laser supplier for next-gen optical archi
Sivers is the laser supplier for next-gen architectures, working with Jabil on 1.6T transceivers to bypass EML bottlenecks, and has a moat. They are a reference for many players and chokepoint in optical supply chains.
Source: X / @aleabitoreddit ↗Post provides fundamental research on OE Solutions, a small Korean optical transceiver com
Author contrasts OE Solutions as higher risk compared to SIVE, which has de-risked volume ramp with multiple hyperscaler suppliers.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Faced hate from Swedish media, but institutional buying from Fidelity, JP Morgan and partnerships with JBL and GFS validated the idea.
Source: X / @aleabitoreddit ↗The author shares a deep analysis of their most favored stocks, highlighting optical/laser
SIVE is another laser company with similar expansion opportunities into optical modules and engines, representing a key investment theme in photonics.
Source: X / @aleabitoreddit ↗Trendforce reports AMD is actively placing multiple procurement orders for CW lasers to se
SIVE is identified as one of the few independent suppliers of CW lasers in Western supply chains, with limited capacity left and likely to benefit as AMD and others secure supply.
Source: X / @aleabitoreddit ↗Mizuho Research sees no delays in CPO or 800V DC, raises optical engine projections due to
Author highlights InP DFB lasers as focus for CPO, implying SIVE's lasers are key in next phase.
Source: X / @aleabitoreddit ↗The author reflects on past predictions for optical stocks AAOI, LITE, and AXTI, noting th
The author directly compares current SIVE's $3B market cap to past optical longs, implying a similar growth opportunity.
Source: X / @aleabitoreddit ↗New reports indicate AMD is struggling to secure CW laser supply and is negotiating large
Sivers is referenced as a beneficiary due to AMD's engagement with GFS for CPO, which involves Sivers' laser-level technology.
Source: X / @aleabitoreddit ↗The author recaps core European long positions across photonics, semiconductors, and edge
Core laser chokepoint for next-gen photonics (1.6T pluggables, CPO); embedded in hyperscaler suppliers; expected to up-integrate like Coherent/Lumentum.
Source: X / @aleabitoreddit ↗The author argues that SIVE is a uniquely qualified supplier of lasers for hyperscaler cab
SIVE is described as the foundational reference laser for GFS and as a qualified/primary/sole source for JBL and other hyperscaler suppliers, as well as the NVLink CPO ecosystem. The author highlights its use by AMD and POET, and frames its current valuation as cheap compared to its strategic importance and potential for M&A and TAM expansion, following LITE's growth trajectory.
Source: X / @aleabitoreddit ↗China eased InP substrate export restrictions, potentially relieving a key bottleneck in p
Photonics player benefits indirectly from increased InP substrate availability easing capacity constraints.
Source: X / @aleabitoreddit ↗The author harshly criticizes technical analysis (TA) as pseudoscience for traders, arguin
The author attributes SIVE's 1900% surge to pricing in future revenue from JBL and GFS deals, not chart patterns, implying strong underlying fundamentals.
Source: X / @aleabitoreddit ↗The author reflects on past high-conviction stock picks that performed very well, mentions
Author suggests it might deserve more attention, comparing to AAOI's earlier days at similar market cap range.
Source: X / @aleabitoreddit ↗The author argues that investing in domestic champions like $AAOI and other US/EU semicond
Listed as critical to US supply chains and receiving subsidies for securing Western supply chains, implying bullish sentiment.
Source: X / @aleabitoreddit ↗The author indicates a positive sentiment towards SIVE.
Direct expression of liking suggests a positive outlook on SIVE.
Source: X / @aleabitoreddit ↗The author describes a recurring pattern where retail investors buy early in a trend, inst
Institutional ownership increased (J.P. Morgan, Fidelity) after near-zero US institutional ownership, similar to past patterns leading to ATHs.
Source: X / @aleabitoreddit ↗The author states that optical players LITE, AAOI, and SIVE are recovering from a selloff
Author believes initial selloff was stupid and stocks are recovering as they should.
Source: X / @aleabitoreddit ↗US institutions like Blackrock, Fidelity, and JP Morgan have taken positions in Sivers (SI
Multiple major US institutions (Blackrock, Fidelity, JP Morgan) have entered positions in Sivers, including a 5.25% stake by JP Morgan, validating the company's role in photonics and suggesting accumulation by sophisticated investors.
Source: X / @aleabitoreddit ↗The author believes photonics technology from AAOI, LITE, and SIVE is not disappearing soo
The author thinks SIVE's photonics are not disappearing anytime soon, implying sustained relevance.
Source: X / @aleabitoreddit ↗Sivers Semiconductors secured an $8.2M order for beamforming ICs used in space satellite c
The $8.2M order for beamforming ICs, tied to a defense prime via YSS acquisition, is described as a catalyst that typically leads to follow-up orders and volume contracts, establishing Sivers as a supply chokepoint in space/defense and photonics sectors.
Source: X / @aleabitoreddit ↗The author finds Jabil (JBL) compelling at $38B due to its unappreciated 1.6T pluggable tr
Identified as the bottleneck in H1 2027 for transceiver laser supply, with demand guaranteed; tight supply will drive pricing power.
Source: X / @aleabitoreddit ↗JP Morgan's disclosed purchase of over 5.25% of SIVE is seen as a major institutional sign
JP Morgan's purchase signals institutional accumulation, potentially triggering a short squeeze as Swedish hedge funds and algorithms are heavily short the stock.
Source: X / @aleabitoreddit ↗JP Morgan acquired over 5% of Sivers Semiconductors, an institutional buy that the author
JP Morgan, a major institutional investor, bought over 5% ownership of Sivers, indicating strong institutional confidence and potential upward price pressure from the float being absorbed.
Source: X / @aleabitoreddit ↗NVDA CEO highlights Silicon Photonics with memory, implying massive supply needs; bullish
Identified as upstream in the Nvidia ecosystem for SiPh, benefiting from the projected massive supply volumes.
Source: X / @aleabitoreddit ↗The author shares a large social media earnings statistic that will fund dog rescues, and
The author explicitly states they make profits from $SIVE in the stock market, indicating they believe in its potential.
Source: X / @aleabitoreddit ↗User highlights that JP Morgan increased its stake in Sivers (ticker: SIVE) from 0.4% to o
JP Morgan increased ownership from 0.4% to 5%+ in one month, signaling strong institutional accumulation and confidence in Sivers' importance to CPO supply chain.
Source: X / @aleabitoreddit ↗Transceiver supply is the next squeeze
Most-mentioned chokepoint name (292 mentions); cleanest asymmetric setup.
Source: X / @aleabitoreddit ↗
