A P

[A P @APl2ck]

@revoAIution I think the drop is at least partly due to the leadership claiming their lockup period ends earlier than expected and the company moving the report so that the leadership has a window between end of lockup and the silent period before the report.

[A P @APl2ck]

@aktiestein Allt är bullish, oavsett vad som händer. Alltid.

[A P @APl2ck]

@EhrmantrautCap_ @Storsoldal

[A P @APl2ck]

@carstr67 @Geneza0b Det där inlägget måste handla om Paulina Brandberg som inte ”tålde” att se bananer. Tjänstemännen uppmanades därför att inte ha bananer inom synhåll när hon var närvarande.

[A P @APl2ck]

@halldj00 @aleabitoreddit I have. Any news in particular you’re referring to?

[Observationsplatsen @oplatsen]

I samarbete med DR, NRK, och YLE har SVT gjort en granskning om den pågående ryska upprustningen längs NATO-ländernas gräns.
Intressant är att utelämnar lite källmaterial som DR presenterar;
tidshorisonten ligger bara 2-3 år bort dvs 2028-30 och att ->

https://t.co/WcPtkMqwHn

[A P @APl2ck]

@Mats0staM PJ är mycket bra! Jag önskar att vi kunde behålla honom, oavsett valresultat.

[A P @APl2ck]

@aleabitoreddit Regarding $SIVE, it was about 4 SEK to around 71 SEK at the moment, not dollars. Point still stands, but the currency change made it look even more dramatic.

[A P @APl2ck]

@michael_rigoni Stockholm is not closed on monday.

[A P @APl2ck]

@Ludwig0544 @JeremiahDJohns Wait. Do you honestly believe that russia doesn’t bomb non military infrastructure? They have systematically targeted such infrastructure to weaken Ukraine. They have systematically terrorized the civilian population.

[Anders Storm @StormDirac]

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.

https://t.co/k9EMCinhs5

It is framed as these investors are driving this on speculation. Yes maybe, that is of course possible. Or is there another angle?

My take, SEK8B..what? Hence my reaction would probably be the opposite, this could be worth investigating: What thesis are these allocators actually trading? Is it pure speculation with SEK 8B in play? Who sits on these SEK8B?

EFN however have asked "Richard Schatz, senior researcher in photonics at RISE Research Institutes of Sweden and former consultant for Sivers", for his opinion about Sivers.

So what did Mr. Richard Schatz say:
"There are several companies that manufacture these kinds of lasers, and Sivers is far from alone. I don't understand why the company has become so hyped. There are many players, not just in Europe and the US, but also in China," says Schatz.

Honestly I have been COO and CEO at Sivers for almost 10 years 2015-2024 (2015 we had 18 headcount I known everyone in the Company until 2024) and also ask Board members that was in the board many years before me, both for Sivers and former CST Global (Sivers Photonics today) and none of them can recollect Mr. Schatz. I also sent an email, asking the reporter that interviewed Mr S and asked when he claims to have been a consultant at Sivers. Without reply. This doesn't really matter, it is just shows where the digging stops.

Sivers Semiconductors is one of a handful of merchant InP laser suppliers globally. They have disclosed partnerships with POET Technologies, Jabil (1.6T LRO), O-Net, Ayar Labs and operate in the External Light Source category that scale-up CPO architectures depend on.

Either are all these US investors dramatically wrong about the photonics layer of AI infrastructure, or the institutional allocators routing through US brokerages have identified what most Swedish investors haven't yet. Maybe this is worth investigating which? To be 100% clear no one knows (not even me), who has the right hypothesis, that we might know in 2028-2030 time frame.

To help anyone intressted, I made this free and open substack to explain how the money flows. As they said in Washington follow the money...

This article also gives insight to how Swedish retail trades in the stack via Avanza.

https://t.co/Br20JkPHHd