CryptoGuru365

[Serenity @aleabitoreddit]

A massive catalyst arrived today with $SIVE:

Sivers announced $8.2M volume orders starting for Space applications (allspace).

This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication.

The bigger implication is not the contract size:

But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial).

Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract.

Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers...

This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)

[Ayar Labs @AyarLabs]

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories.

Press Release:
https://t.co/vNhVcHzLIA

[Serenity @aleabitoreddit]

DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally the most groundbreaking news for Sivers in history.

As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.

I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.

To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

[Serenity @aleabitoreddit]

The most consequential event of an entire company’s history.

Got released today with a photonics player.

Making them the functional standard laser for CPO, Pluggables, and SiPH.

For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry.

Does anyone know the name?

[Anders Storm @StormDirac]

Breaking news! 💥

Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions

Tue, Jun 02, 2026 07:00 CET

Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030

Kista, Sweden – June 2, 2026 – Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market.

Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF’s SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability.

https://t.co/xyns9R2hAJ

[TheValueist @TheValueist]

$AMZN $NVDA $MU $SNDK $LITE fantastic announcement to drive LLM consumption growth. Great for the GAI infrastructure trade.

[CryptoGuru365 @CryptoGuru365]

@KawzInvests Too late to enter now?

[Ren @ren_stocks]

$SIVE just got added to the MSCI Sweden Small Cap Index. After the close on May 29.

When a stock gets added to an MSCI index, every passive fund and ETF that tracks that Because their tracking mandate requires it. Index funds have to match the index or they fail their job.

Now stack the catalysts.

One -- MSCI Sweden Small Cap inclusion forces passive funds to buy roughly $47M in shares.

Two -- Nasdaq Stockholm just added Sivers to the OMX Stockholm Benchmark Index effective June 1. Another $15-20M in passive buying pressure.

Three -- the Nasdaq NY dual listing is in motion. PCAOB accounting standards completed. US listing brings a whole new pool of institutional capital that cannot easily buy a Swedish micro-cap today.

That is roughly $62-67M of pure institutional buying pressure hitting in the next 30 days. On a stock with a $2B market cap.

The bonus point: Roughly 17% of the free float is sitting short. With short interest at multi-month highs, the cost to borrow at nearly 40%. When the passive buying hits a tight float with elevated short positioning, you get a squeeze.

Some of the shorts already saw it coming. Qube Research closed their position last week and ate a reported $30M loss on the way out. Total short interest dropped from 8.64% to 6.81% in two weeks. The smart shorts covered before May 29 because they know what is coming.

The not so smart ones are about to find out the power of retail supporting this stock. Wouldn’t want to be them.

Bullish $SIVE

[CryptoGuru365 @CryptoGuru365]

@Frenchie_ XFAB any good? Or better avoid? Thanks!

[Ouster @ousterlidar]

Today, we announced our strategic agreement with Argus Interception to strengthen the precision and reliability of counter-UAS systems with digital lidar.

As drone threats to critical infrastructure and public safety become more sophisticated, precise situational awareness at close range is absolutely paramount. Through our collaboration, ARGUS will equip its A1-Falke® net-based interceptor drones with Ouster sensors.

Looking ahead, ARGUS will also explore our new Rev8 digital lidar to bring 3D native color sensing and longer-range detection to automated counter-UAS.

🔗 See our announcement to learn more: https://t.co/9DahLFieak

[Serenity @aleabitoreddit]

$SIVE is the largest beneficiary of brand new events this weekend:

1. Sivers new NASDAQ index inclusion (OMX Stockholm):

Both Vanguard and Blackrock are new passive inflows.

With ~$60M+ pure buying pressure inflow, into existing float, together with MSCI next week.

2. US Gov and Sweden sign agreement for joint tech collaboration.

$SIVE is one of the few CHIPS act recipients, and especially in Sweden.

And if you don’t remember, they received another $6.6M CHIPS act award last week.

Making $SIVE heavily supported + critical to the US government.
-

TLDR: New passive institutional inflow from your largest US institutions like Blackrock/Vanguard.

Compounded with US government backing into $SIVE. Over the weekend.

Beneficial for fundamentals (revenue/TAM from Pentagon supply chains) and inflow from Blackrock/Vanguard/MSCI/NASDAQ.

Extremely bullish.

[Serenity @aleabitoreddit]

Wow, NASDAQ just added $SIVE to its Stockholm index.

This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M.

We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM.

[TheValueist @TheValueist]

$SIVE $SIVEF (Bloomberg) -- Nasdaq announces semi-annual changes to OMX Stockholm Benchmark Index and the OMX Helsinki Benchmark Index, effective June 1. No changes are made to the OMX Stockholm 30 Index constituents.

Additions to Stockholm benchmark:
Attendo (ATT)
Beijer Ref B-shares (BEIJ B)
Bravida Holding (BRAV)
Hacksaw (HACK)
Intea Fastigheter B-shares (INTEA B)
Lundin Gold (LUG)
Maha Capital (MAHA A)
NCAB Group (NCAB),
Solid Forsakringsaktiebolag (SFAB)
Sivers Semiconductors (SIVE)
SSAB A-shares (SSAB A)

Removals from Stockholm benchmark:
AcadeMedia (ACAD)
AFRY (AFRY)
Addnode B-shares (ANOD B)
Billerud (BILL)
Eolus B-shares (EOLU B)
Indutrade (INDT)
NCC B-shares (NCC B)
Norion Bank (NORION)
Sampo A (SAMPO SEK)
SBB B-shares (SBB B)
Vitec Software B-shares(VIT B)
Vitrolife (VITR)

Additions to Helsinki benchmark:
Framery Group (FRAMERY)
F-Secure (FSECURE)
Kalmar B-shares (KALMAR)
Kreate (KREATE)
Sitowise Group (SITOWS)

Removals from Helsinki benchmark:
Bittium (BITTI)
Citycon (CTY1S)
Gofore (GOFORE)
NoHo Partners (NOHO)
SSAB B-shares (SSABBH)
Terveystalo (TTALO)

[Serenity @aleabitoreddit]

$SIVE mass production for 1.6T optical transceivers with $JBL:

Is now earlier than expected per JP Morgan Fireside chat.

Here's what they announced:

> "Relatively dramatic moat" implied with $SIVE laser architectures

> Extreme demand for their 1.6T, which was previously unknown in terms of volume.

> Faster than expected timelines, pulling revenue realization window forward.

The statement:

1. Jabil’s 1.6T LRO: "Goes into different qualifications across the next 1 to 4 months"

“The quals can take anywhere between 2 to 6 months"

Given its May H1 2026, mass production and revenue realization could begin in anywhere between 3 months to 10 months.

So late 2026 with 6.5 month midpoint.

Lot of former estimates were H2 2027.

3. Architecturally it's "which is about 11 kilowatts dramatically lower than current 1.6T power profiles"

Hyperscalers would like to hear this, and this is the competitive differentiation + relatively dramatic moat proven with $SIVE as the critical photonics chokepoint.

4. "At this point, it's not about share. It's really about keeping up with the organic growth of the entire market."

Again this shows that the enormous demand has outstripped supply.

The implications are that it’s more of a matter of how much Sivers + Jabil can build together, as anything they make would be bought.

This type of statement is just incredibly material for Sivers revenue relative to their current marketcap.

The market was previously uncertain about the exact volume demand and commercial timeline from Sivers X Jabil.

Jabil just publicly confirmed that the demand for their 1.6T LRO with $SIVE lasers is essentially uncapped.

[Serenity @aleabitoreddit]

When I see comments like this (and there are a lot) from retail investors:

I immediately think they lack the technical depth.

I'll walk through each one from $SIVE to $LPK:

1. Photonics TAM goes from $14B -> $154B In just two years time, and it's likely going to keep scaling past 2030 as it's the next generation architecture of choice.

It's not going away in 1 year. It's not going away in 3 years, which is why $LITE premiums keep going higher since they're backlogged into 2028.

$SIVE supplies CW lasers and is highly tethered to CPO and now pluggable transcivers for 1.6T and 3.2...

For expected companies like $JBL, Ayar, Lightmatter, Lightelligence, $POET, $MRVL Celestial, and $AMD.

This isn't a "trade", it's the core chokepoint and IP holder for the next generation of photonics.

And it's a comfortable hold for the next few years as they scale to become the next $LITE.

The risk I personally see (since they're already qualified with so many players), it's mainly how much TAM they can capture of the overall optical supercycle. (And potential risks with Win Semi volume ramp, but Win is massive so I can sleep tightly there).

As just supplying lasers isn't enough to justify valuation.

It's TAM expansion downward into making the entire ELS or entire pluggable transceiver that makes these laser companies so valuable.

Then afterward, they can vertically integrating upward for gross margin expansion upward like $COHR into doing the laser fabs or even substrate level.

And that in my view is a very asymmetric risk/reward ratio as we've already seen this done with $LITE as they went from $2B to $80B.

2. $LPK - Is the purest exposure, without the messy financials of SKC Absolics, as the next advanced packaging shift for glass substrates.

Almost every single major semi company from $INTC to Samsung are adopting glass substrates.

$LPK is basically $ASML of this chokepoint, since they supply to ~80% of the global players currently.

Yes, there's "trade cycles" for equipment suppliers like $ASML, where if there's more foundry capex, ASML scales up. But if there's downturns, these tend to perform poorly, and don't capture all the volume ramp that happens after.

However, if the MC is $650m and they're making $100-200M, revenue per costumer volume ramped, the amount they make from the glass substrate cycle will likely exceed current valuations.

And they'll have baseline fundamentals (as more companies adopt the packaging shift), that keeps their valuation up.

It's just a waiting game for volume ramp at this point.

3. $AAOI - This is literally $INTC but for America + Photonics. It's like saying Intel is not a long term investment.

Guess where all your optical transcivers are made?

China. Thailand. Malaysia. If you look at Innolight, Eoptolink, $FN, and others.

AOI is building the largest Made in America supply chains for both CW laser fab, as well as 800g, 1.6T assembly.

Yes, there are pluggable cycle ups and downs to this as well. There's going to be a wave for 1.6T next year, then CPO cannibalizes pluggables down the road.

But since they make the entire supply chain in house, they have extreme optionality for other segments. And like $NVDA older gen-GPUs, there's going to be sovereign DC requirements for older gen pluggables from names like $AAOI.

It's likely going to keep rising as it hits that $400m+/month revenue target H2 2026.

There's just a lot of different short term volatility along the way like the $600m dilution.

4. $IQE - ??? It's one of the most important players in the Western word for epiwafers.

$MTSI went out of their way to pay off IQE's debt because they can't have them going under. $IQE is also supplying to $LITE.

The world is currently bottlenecked both on the epiwafer level from Landmark comments and InP substrate levels.

Their financials were track but the raw book value, and value they hold to the entire Western supply chain... completely justifies their valuation. And other optical companies will not let their core upstream supply chain go under.

As these tens of millions worth of materials would screw up tens of billions worth of downstream products.

Again photonics is the next generation architecture required to scale AI. It's not Quantum where it's just "In development".

It's literally here and the architecture of choice by $NVDA.

I would not be surprised if all of these are a lot higher in 3-4 years time.

People who think it's one and done in 3 months time "only because I mentioned it" don't know what they're talking about.

Institutions would have bought up the name eventually (like Point 72 on $IQE) and retail would only find out after their valuations are 600% higher.

Should really do the research before adding comments like these:

These are all forward growth companies that require in-depth supply chain knowledge.

[Serenity @aleabitoreddit]

$SIVE is now aiming to become the next $LITE, a US photonics giant.

They're re-centering their board around US executives + US photonics.

So the core board are now: US $GFS Executives and $CITI Executives, with the company run by UC Berkeley grads and $LITE executives.

The 3 members leaving were local Swedish/EU.

This is just a shift in strategy from focusing on developing local Swedish Semi environments:

To dominating the US/global photonics market. I'm not trying to discredit their service/background.

But in my view to focus around US/global photonics markets, it's likely optimal to have more US executives.

But they should all be proud for helping make $SIVE what it is today.

[CryptoGuru365 @CryptoGuru365]

@aleabitoreddit What's the upside from current levels in your opinion?

[CryptoGuru365 @CryptoGuru365]

@Kaizen_Investor What's the upside for them in the long run in your opinion?

[TheValueist @TheValueist]

Getting ready for some Mag7 fireworks.

$AMZN $GOOGL $META $MSFT

[Serenity @aleabitoreddit]

Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.

I still think $SIVE can reach $10B MC in 1 year time as their laser growth scales proportionally to:

- $AAPL Watches
- $JBL 1.6T Volume
- $MRVL CPO Volume
- Ayar Volume
- $POET Volume

Depending on how their qualification plays out into volume ramp.

As Sivers supply lasers to all the next generation of 1.6T/CPO players in the space (into ~ $AMD, $NVDA, $AMZN, $MSFT type supply chains).

These are EXISTING players at a ~990M MC. Not even including TAM expansion or more partnerships coming up.

Especially now with NASDAQ listing, US institutions are forward looking and price in ~12M ahead of time, compared local European valuations that mainly look at previous 12 months.

Banks usually provide very conservative targets (eg. 3 years for a 10x), but I do see potential for this company to be the next $LITE very soon.

Europe should embrace positive-sum growth of their own companies that supply to hyperscalers.

As their frontier companies provide back to locals through taxes, economic growth, and job growth.