SIVE
SiVerge / optical interconnectWho's tracking it
People we track who have mentioned this stock — their take and the move.
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 ↗
