Daniel

No doy consejos financieros, solo transmito mi sentimiento

[Daniel @Catalusian_Inv]

@Sofigoodboy Tienen que dejar 30 días desde dilución de acciones y resultados, se están dando margen para luego acelerar con el dual listing

[SoFire @Sofigoodboy]

$sive

유상증자 주관사 파레토 증권에서 말하기를,

유상증자로 인한 주가희석보다 그에 따른 업사이드가 더 크다고 판단해서 180일 이내 유상증자 제한을 면제해줬다고 함

$sive 살려

https://t.co/3eJwMdCgQn

[Michael Rigoni @michael_rigoni]

$SIVE 03.07.2026
BULLISH BALANCE SHEET MOVE

Bootstrap converts the full $12M convertible loan into equity 🚀

✅ $12M debt removed
✅ 10.85% interest burden eliminated
✅ No repayment pressure until 2029
✅ Stronger balance sheet
✅ Lower refinancing risk

It is a major debt-to-equity clean-up that strengthens Sivers ahead of its next growth phase.

Less debt. Lower interest. More financial flexibility.

Very bullish for the long-term $SIVE story 📈

https://t.co/bCR41NZEZm

[Micron Technology @MicronTech]

Today, Micron reported our Q3 FY26 financial results. Learn more: https://t.co/23iktTsc8n

[Daniel @Catalusian_Inv]

@IberianTorero Una pura torta hoy al despertar pero los fundamentales siguen ahí

[Daniel @Catalusian_Inv]

@CristianPoulsen Si un super hace competencia a un hostelero es por la baja calidad del sitio en relación al precio. Supongo que querer vender tortilla del Mercadona en un bar a precio de oro termina cansando a los clientes

[Daniel @Catalusian_Inv]

@fynnvestor Mañana cierra la bolsa de Estocolmo, hay que esperar al lunes ya

[Pep Invest @PepInvestStocks]

$SIVE - The deployment of next-generation telecommunications and satellite communications in South Korea relies on a tightly integrated supply chain where $SIVE, Doosan Electro-Materials, and $SKM fulfill complementary technological roles.

While consumers primarily interact with network operators, the physical infrastructure requires a multi-layered combination of specialized chip design, advanced material science, and large-scale network deployment.

$SIVE operates as a fabless developer, designing high-frequency Beamforming Integrated Circuits that enable precise, electronic signal steering for Ka-band satellite communication and millimeter-wave frequencies.

These advanced silicon architectures require specialized physical hosting to operate without signal degradation or excessive heat generation.

Doosan Electro-Materials addresses this requirement by manufacturing low-loss Copper Clad Laminates and high-end packaging substrates.

Within its domestic production facilities, Doosan integrates the $SIVE beamforming chips onto its own specialized substrate materials, creating fully functional Electronically Steered Antenna panels.

Once assembled, these high-frequency antenna modules are distributed through domestic aerospace consortia or network equipment manufacturers directly into the infrastructure programs of $SKM.

As the leading network operator in South Korea, $SKM requires these precise components to build out its national satellite gateways and high-bandwidth infrastructure.

This architecture enables the network to maintain continuous, high-speed data transmission between different orbital satellites and ground stations.

Through this technical collaboration,$SIVE establishes its intellectual property within the East Asian telecom market, while Doosan provides the critical manufacturing integration that allows $SKM to operate secure, high-performance communication networks.

[Michael Rigoni @michael_rigoni]

Look what happened to $JBL $SIVE 📈

Silicon Photonics was mentioned in the earnings call today and WILL BE HUGE 👀

$SIVE

Jabil is now calling AI infrastructure demand “extremely strong” and is lifting its AI-related revenue outlook meaningfully higher.

Sivers is collaborating with Jabil on 1.6T optical transceiver technology for AI data centers.

[mark @cherryPayment]

我想这样去表述自己的观点，大家可能都不太理解，或者会认为很空洞，那我说一下自己的逻辑在哪里：

1. 首先我们需要看明白为什么这样的事情会发生？也就是前提条件： 我们都知道Nvidia在今年3月向Lumentum和Coherent各投资20亿美元，而他这样做的目的是锁定了EML激光的优先产能。

这样的做法会导致非Nvidia阵营的买家排期被挤到2027年以后，所以像AMD这类的公司就必须转向CW激光+硅光子的替代路线，因为CW激光设计更简单、供应商选择更多，不像EML那样被几家厂商垂直垄断。

2. 那我们理解第一点之后，问题在于AMD选择CW路线后，他们的关键问题变成”找谁代工硅光子调制器”，而这就是GFS进场的原因因为GFS的SCALE平台是AMD CPO方案的代工底座。这一层逻辑我们知道之后再加上Sivers的激光阵列已经被定为GFS这个平台的参考设计，所以两者形成了结构性绑定，不是单纯炒作，这意味着买家选择了gfs之后大概率 也会选择 $sive。

那还是那个问题，难道客户会因为 $GFS而去选择 $sive吗？

第一点：我始终坚信 $GFS 能起到关键性作用，因为Sivers已经官宣与GlobalFoundries建立战略合作，这也是我们一直在说的：Sivers的激光阵列将集成进GF的硅光子平台参考设计中，并出现在GF的SCALE™平台中，服务于CPO、LPO等数据中心互联架构 。

而 $AMD 他们自己最新被报道正在通过Enosemi、Ayar Labs和GlobalFoundries构建光子生态系统，以确保CW激光的未来供应 ，那我换句话说，AMD押注的GFS这条供应链，其官方参考激光方案现在就是Sivers，这不是巧合，是结构性绑定，已经说的再清楚不过了！

第二点：我们刚刚也提到了 ayar labs，而我认为Ayar Labs这条线也很重要因为有研究指出Sivers在年报中信号显示其与WIN Semi达成产能分配确认，很可能赢得了与Ayar Labs合作中的主要供应位置 ，而Ayar Labs正好也是AMD光子生态布局里的一员，这又形成了第二个潜在交叉点。

第三点： 产能一直是大家觉得 $sive的弱项，但我认为 Sivers采用fab-lite模式，不自建大规模工厂反而是其优势，他们与WIN Semiconductors等晶圆代工厂合作，通过提前签订长期协议来锁定产能配额，提前于需求高峰布局 。这种模式让它在日本大厂（住友、古河）产能被Nvidia和老客户占满的情况下，反而能腾出一部分专属产能给新客户，比传统大厂更灵活。

但需要注意的是，这些只是个人根据他们的交叉点而形成的逻辑

[Sancet @Million_Sancet]

My opinion on today's Annual General Meeting of $SIVE

The shareholders approved the 2025 accounts and a new board of directors

With Bami Bastani as chairman and the addition of Joakim Nideborn (vicechairman)

And Helena Svancar, with the aim of strengthening governance and accelerating expansion in the United States

Nothing to comment up to this point everything correct technical matters of the company

Here is the important part:

The issuance of up to 15% of new shares was authorized to finance growth for $SIVE

As has been known for weeks

Possible acquisitions or the dual listing on Nasdaq are the kind of things this healthy capital raising will be used for

Although this implies dilution risk it is completely necessary

And it is one of the most bullish signals possible for $SIVE

They are telling you to your face we need money because what is coming is huge

On the other hand more topics to address

No dividends will be distributed and a convertible loan was ratified

The company remains focused on photonics for AI and wireless solutions for SATCOM and defense

With a pipeline of opportunities that grew 77% to nearly $800M

I would define this $SIVE assembly as an attempt to grant greater flexibility to the new board

To drive growth in the US market

Prioritizing reinvestment over dividends

Waiting for future catalysts to start taking off

Very bullish on $SIVE having already completed my total DCA

[Pep Invest @PepInvestStocks]

$SIVE The global AI race just hit a massive milestone today as @AdaniOnline and manufacturing titan $JBL officially announced a landmark strategic alliance.

Together, they are building a massive, vertically integrated AI data center platform in India, deploying high-density, liquid-cooled hardware designed to meet the extreme power and thermal demands of next-generation computing.

While the headlines focus on the two giants today, the most compelling angle sits one step deeper inside the supply chain, serving as a massive bullish catalyst for $SIVE.

$SIVE is deeply embedded as a critical, direct technology supplier to $JBL.

Sivers supplies the high-performance laser chips that power Jabil’s cutting-edge 1.6T optical transceiver modules.

While Adani builds the physical mega-campuses and $JBL manufactures the hardware, $SIVE provides the foundational photonics that allow these systems to transfer massive amounts of data at lightning speed.

This setup directly addresses the single biggest bottleneck facing modern data centers: power consumption.

$SIVE laser technology dramatically slashes the energy footprint of optical links.

For an alliance like Adani and Jabil that is building infrastructure for electricity-hungry AI clusters, this energy efficiency is a massive competitive edge.

As Adani accelerates its newly announced manufacturing rollout today, Jabil’s production lines will ramp up, pushing $SIVE right into the sweet spot of high-volume global demand.

The Adani Ecosystem Anchoring the Supply Chain

Through its integration with $JBL, $SIVE aligns with a massive network of global tech, energy, and logistics giants:

The Tech Giants and Cloud Customers: $MSFT and $GOOG act as the primary hyper-scale drivers, partnering with Adani to establish massive AI data center hubs across India.

The Infrastructure Core: $JBL serves as the direct manufacturing engine and $SIVE customer, alongside EdgeConneX, a major US data center operator working in the AdaniConneX joint venture.

The Energy Providers: TotalEnergies collaborates on a multi-billion dollar scale to supply the massive amounts of green power and solar energy required to run these AI campuses.

The Global Logistics Network: Major shipping lines and international airlines like Maersk, MSC, and Air India serve as long-term anchor clients utilizing Adani’s global port and airport network.

[みみりん@投資系女子 @beauty_oe]

$SIVE
🌟来週、株主総会
日本時間　6/15 (月) 23時から

以下の提案がくる。

❶新株発行5384万株（希薄化後約15.0%）
👉ワラント発行or転換社債発行

❷NASDAQ上場

❸従業員インセンティブ
👉最大7,000,000株の新株
（約2.0%希薄化）

おそらく、新株発行で株価は下落はするが、ナスダック上場では上がるのと、時期的にフォトニクス関連のファンダがこのあと出てきそうなので、
私は下げたら更に買う。

※財務アドバイスではありません。

[TopInvestor @Matrix_B0SS]

Wowww

$SIVE showing up on #CNBC stocks list

History in making.

$SIVE to $50 dollars this year is not a hard target

US listing timeline news soon

[Daniel @Catalusian_Inv]

@silvertrade @Nostre_damus

[Fibby. @Fibonacci_TA]

🏦 $ONDS Dark Pool — Jun 11

$9 just put up 76.9M shares, the biggest dark pool read we've ever seen on ONDS.

🥇 $9 → 76.9M shares (DP-dominant)
🥈 $10 → 27.5M shares (DP-dominant)

$8 dropped off entirely this week while $10 stepped into real size for the first time in six reads.

> $9 holds the weight. $10 is now the trigger.

[Andiamo @andiamonow]

10 days of $SIVE catalysts. Let's take stock of where we are.

The catalysts:
→ June 2: GlobalFoundries silicon photonics reference design embedment. Stock +50-70%.

→ June 3: Ayar Labs joined NVIDIA's NVLink Fusion ecosystem. EU Tech Sovereignty Package adopted. ATH printed at 110 SEK.

→ June 5: JPMorgan disclosed 5.25% position via Finansinspektionen (transaction date June 2).

→ June 6: $YSS shipped 20+ Tranche 1 Transport Layer satellites for summer Falcon 9 launch.

→ June 8: ALL SPACE awarded $8.2M production order to $SIVE for 2027 Ka-band BFICs.

→ June 9: Anders Storm (former $SIVE CEO) flagged BlackRock and Fidelity as new institutional positions on Morningstar.

The structural conditions tightening underneath:

→ Nordea Bank raised bear-product margins by ~50% in 6 days, citing "poor liquidity in the securities lending market"

→ Three ETF issuers (REX, Defiance, Themes) have 2X LONG $SIVE products filed with SEC

→ MSCI Sweden Small Cap + OMX Stockholm Benchmark inclusions both effective

→ Short interest at 17% of free float

Today the stock is consolidating around 78-80 SEK after the all-time high of 110 SEK on June 3.

That's a ~27% pullback from peak. After a generational run.

This is what healthy consolidation looks like.

5 days until AGM (June 15). Board elections, dilution authorization vote, and management commentary on the Nasdaq NY listing timeline expected.

The chart is consolidating. The thesis is compounding.
$SIVE

[Daniel @Catalusian_Inv]

@SirSilverQuack Sigue haciendo falta plata, cada vez más. Y mientras Asia se lleva la plata de Europa y USA baratita...

[Daniel @Catalusian_Inv]

@Cantal_Capital Si puedes promediar el lunes con la calma mejor que esta semana...

[Daniel @Catalusian_Inv]

@Sofigoodboy Los osos actuando mientras todos miran a SpaceX, en 75 SEK hay un suelo de hormigón, yo no aspiraría más abajo de eso, 80 ya es un regalo