1upp2ner

[1upp2ner @1upp2ner]

Kinnevik:
•Börsvärde 14,8miljarder
•Kassa 7,5 miljard
•Noterade innehav 0,8miljar
•En ryktad IPO för Spring Health
Skulle värdera $kinv ’s innehav till ~4miljarder +
Övriga innehav 2,5miljard?

💰Det luktar köp!

[1upp2ner @1upp2ner]

$kinv kinnevik det klassiska krokodilgapet ska stängas! Övertygad

[Flash by StockSentinel.ai @SentinelFlash]

Kinnevik AB $KINV-B.ST

[Flash by StockSentinel.ai @SentinelFlash]

Kinnevik AB $KINV-B.ST has radically transformed from a legacy industrial holding company into a pure-play growth investor focused on high-impact technology and healthcare assets. While portfolio stars like Spring Health and Mews are generating impressive revenue growth over 30 percent, the firm faces a steep market repricing that drove a 22 percent drop in its net asset value in early 2026. Trading at a massive 50 percent discount to its reported net asset value amidst interim leadership and AI disruption fears, the stock presents a high-stakes distressed opportunity. Will the eventual appointment of a permanent CEO and a potential portfolio IPO be the catalysts needed to finally close this glaring valuation gap?

[Shay Boloor @StockSavvyShay]

SPACE ECONOMY CHEAT SHEET

A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy:

Spacecraft & Launch Systems
• $YSS manufactures standardized satellite buses for rapid deployment
• $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure
• $VOYG supplies space infrastructure & in-space services for government programs
• $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions
• $FLY develops launch vehicles & lunar lander services for commercial & government missions
• $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems

Satellite Operators & Services
• $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery
• $IRDM operates the only truly global LEO satellite network covering the entire planet
• $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring
• $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets
• $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers
• $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026

Raw Materials & Mining
• $AA supplies aluminum used in launch vehicles & spacecraft structure
• $FCX provides copper that feeds power systems & electronics across the space stack
• $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout
• $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains

Specialty Materials & Alloys
• $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems
• $HXL makes carbon fiber composites used in launch vehicles & satellite structures
• $PKE manufactures advanced composite materials for aerospace & defense structures
• $CRS supplies high-performance alloys used in rocket engines & spacecraft component
• $GLW supplies specialty glass & optical components for satellite communications & sensing
• $MTRN provides advanced materials & precision components for defense and space systems

Electronics & Semiconductors
• $QRVO supplies RF chips & filter components for satellite communications payloads
• $LITE supplies optical components & lasers used in high-speed communications links
• $ADI supplies precision analog & sensing chips used across satellite and launch systems
• $COHR provides lasers & optical components tied to satellite & communications systems
• $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems
• $STM provides semiconductors for guidance, control & communications in space-grade applications
• $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

[Space Investor @SpaceInvestor_D]

$YSS: York Space Systems today announced it has secured multiple IDIQ contract awards across two mission areas critical to national security and defense.

The work supports the development and deployment of critical national defense and warfighter space capabilities, including systems relevant to emerging, highly integrated missions, like Golden Dome.

[1upp2ner @1upp2ner]

@aleabitoreddit https://t.co/4ogri8SmmG

Listen to all space in this interview 👍

[1upp2ner @1upp2ner]

https://t.co/QMBPvD8ceV Listen to all space in this interview, and you’ll understand what York $YSS can expect on the revenue side.

[1upp2ner @1upp2ner]

Dig deeper into https://t.co/b4THExeHkA, the company that $yss has just acquired. It is no coincidence that this deal is happening right now. A.S is on the verge of a volume rollout, and that volume most likely became even greater as a result of the merger. In this case, 1+1=3!

[1upp2ner @1upp2ner]

https://t.co/XHtNR6Eni1 $kinv

[1upp2ner @1upp2ner]

@topsecretstocks @Plaskpojken https://t.co/f0Gnf0sZ5c 2:00 in

[Mikael Wåhlin @Plaskpojken]

Part 2: Let’s look at the actual receipts for the $YSS / $SIVE space thesis. 🧾🚨

If you want to understand why York Space Systems ( $YSS) just bought ALLSPACE, and why this is a massive catalyst for component suppliers like Sivers Semiconductors ( $SIVE), just look at the ALLSPACE partner list I pulled up.

This isn't a list of theoretical startups. This is the absolute apex of global defense and space infrastructure:

🎖️ The Military Giants
U.S. Army, America’s Navy, UK Ministry of Defence, and the Royal Air Force. ALLSPACE terminals are already "Trusted Partners" at the highest NATO levels.

🦅 The Pentagon Pipeline
Notice the Defense Innovation Unit (DIU) on the list. The DIU is the Pentagon's fast-track vehicle for acquiring commercial deep-tech. This is the exact channel where massive, multi-billion dollar initiatives like "Golden Dome" (the $185B missile defense network) are sourced.

🛰️ The Commercial Titans
ESA, UK Space Agency, Viasat, SES, Telesat. These are the companies building the physical infrastructure of the new Space Economy.

⛏️The $SIVE Connection (The Pick and Shovel)
When $YSS uses ALLSPACE to equip the U.S. Navy and the Pentagon with thousands of flat-panel, multi-orbit satellite terminals, what goes inside those boxes?

You cannot track a satellite moving at 17,000 mph without extreme-precision mmWave RFICs and beamforming chips. Sivers Semiconductors is one of the very few independent foundries capable of designing and supplying these exact components at scale.
The market is sleeping on the fact that Sivers' Wireless division is already embedded deep inside the NATO defense supply chain through ecosystem partners.

Don't ignore the space narrative. ⏳🔥
$SIVE $SIVEF $YSS #SpaceEconomy #Pentagon #Defense #DeepTech

[York Space Systems @YorkSpaceSystem]

York has entered into an agreement to acquire https://t.co/XPtcrnFLgz, a provider of advanced satellite communications terminals and multi-network connectivity solutions.

https://t.co/8QPkzn421k

[York Space Systems @YorkSpaceSystem]

York will host its Q1 2026 earnings webcast on Thursday, May 14 at 5PM ET. Register for the webcast: https://t.co/DChhcJZSnw

[1upp2ner @1upp2ner]

@StormDirac @IversAudun company has long deserved! And thank you for making my everyday luxuries just a little more luxurious 🥳🥳🙏🏼

[1upp2ner @1upp2ner]

@StormDirac @IversAudun from angry “investors” who prefer to blame others for their own mistakes. But you should know that for those of us who believed in Sivers, your knowledge and leadership now give us a thousand reasons to be grateful. It’s great to see Sivers finally getting the recognition the

[Anders Storm @StormDirac]

Breaking news about $SIVE 💥

Norway 🇳🇴 is waying in on $SIVE,
US investors 🇺🇸 vs Swedish 🇸🇪 none techical media 🇸🇪 challenge!

A highly regarded Norwegian portfolio manager (DNB) just weighed in on $SIVE, and it’s not coming from FinTwit.

Audun Wickstrand Iversen @IversAudun sees a potential SEK 50–100B valuation vs ~SEK 10B today.

But the key part isn’t the number:

“Many steps and verifications are required”. Translation:
This is an execution story, not hype. Which I also stated qualification of lasers and yield outcome will be fundamentally important.

The question:
Can Sivers’ lasers become part of AI data center infrastructure?

That’s the same bottleneck driving:
$NVDA $MRVL $COHR $LITE

According to Iversen Stock didn’t move randomly.

Swedish media calling $SIVE = CDON and Gamestop.

It moved because:

AI photonics = real bottleneck
US investors mapped the stack
Small caps got discovered

If they execute → upside is real
If not → valuation will be tested and that’s the bet.

@MoodyWriter13 and then @aleabitoreddit was the first finding the undiscoverd stock from US. Love to hear your thoughts?

original article: https://t.co/agO8fjMgkr

Translations in pictures

[Anders Storm @StormDirac]

Let's dig deeper in the photonics AI landscape. What is InP?

The real bottleneck in AI isn’t compute anymore, it’s InP lasers!

At the center of that shift sits one material most investors still have not heard about: However $SIVE $LITE $COHR is in the middle of it.

Indium Phosphide (InP)
→ Enables 800G, 1.6T, 3.2T optical links
→ Critical for co-packaged optics (CPO)
→ Already a supply bottleneck across the industry

NVIDIA just validated this with multi-$B investments into optical supply chains.

This is not optional infrastructure. It’s the next scaling limit.
Hennce I wrote a deep dive on:
• Why InP is important
• Why silicon photonics depends on it
• Who actually wins (LITE, COHR, Sivers)

Full post below

https://t.co/eZ0TaLu4kz⁠

[PhotonicFuture @Qlarividencia]

Sometimes, the real edge in a company isn’t what gets the headlines.

Enjoy this deep dive into a $SIVE quiet asset - its InP fab in Glasgow. 💎

⬇️ ⬇️ ⬇️