FreeAthlete

[FreeAthlete @FreeAthleteNow]

@texhex2 @aleabitoreddit @Goodly2016 Their parents' basement.

[FreeAthlete @FreeAthleteNow]

@TheLongInvest You are a bully. I like it!

[SemiVision 🇹🇼 👁️👁️ @semivision_tw]

At the recent GTC Taipei / Computex show floor, NVIDIA said

🔹There is no delay in the CPO product delivery plan for the second half of the year. The Spectrum-X Ethernet CPO switch will begin volume production and customer ramp-up in 2H 2026, strictly according to plan.

🔹NVIDIA distinguished between small-scale commercial validation and full network-wide replacement. In 2H 2026, initial deployments will mainly target leading supercomputing customers in limited volumes, followed by a steady production ramp in 2027.

🔹The inter-rack optical interconnect roadmap for the Rubin server platform remains unchanged. CPO and traditional pluggable optical modules will coexist over the long term, and there is no risk that this technology roadmap has been abandoned.

[FreeAthlete @FreeAthleteNow]

@EchoAnalysis Got in a bit late but looking to add. Wave 4 maybe?

[FreeAthlete @FreeAthleteNow]

@EchoAnalysis Sweet!

[FreeAthlete @FreeAthleteNow]

@EchoAnalysis @SyedMukarr1665 Waiting

[FreeAthlete @FreeAthleteNow]

@EchoAnalysis Appreciate your work, @EchoAnalysis . Thanks!

[FreeAthlete @FreeAthleteNow]

@EchoAnalysis Can you do $MRVL?

[FreeAthlete @FreeAthleteNow]

@Sofigoodboy @Semicon_player 🤣

[Ren @ren_stocks]

$SIVE Q1 earnings are out, this is exactly the news I was expecting from past financials and future growth.

I have been saying this for weeks. The bears are going to sell the headline. Do not be the bear.

The financials only give us a glimpse of the past.
Revenue down 22% YoY. EBITDA burning. Low on Cash at 26.6M SEK.
The stock will get hit by people who read the first line and stop.

I expected exactly this. And I am still holding every share.

The revenue miss is not a business problem. It is a timing problem.

US government shutdown delayed defense budget approvals. That revenue did not disappear, it got pushed to H2 2026. FX headwinds from a stronger SEK against USD and GBP took another chunk on top.

The underlying demand is completely intact.

Now here is the number that actually matters.

Pipeline grew 77% year to date to $799 million. On a company doing roughly 250M SEK in annual revenue. $799 million in qualified pipeline. That gap between the P&L and the pipeline is the entire thesis.

The CEO said it himself: record pipeline growth and several volume productions confirmed through 2027, driven by enormous interest in wireless beamformers and InP lasers.

We got confirmation of what we already k
Inferred:

SIVE is developing a 1.6T LRO pluggable transceiver with Jabil for AI datacenters. Jabil serves hyperscalers at a scale most companies never touch. 800G is already dominating datacenter shipments and 1.6T is the next wave. Being Jabil's laser partner for that transition is a real design win.

Goldman Sachs put the CPO TAM at $91B by 2028.

O-Net and Enablence locked in Q1. Both deep in the CPO supply chain. The right ecosystem relationships are being built right now, before the ramp.

LiDAR production confirmed for Q4 2026. Automotive first, then industrial LiDAR and autonomous robots. Two monetization verticals from one platform.

York Space acquisition. York Space ties directly into the US Space Development Agency. Production orders described as imminent. This takes Sivers Wireless from component supplier to vertically integrated SATCOM player overnight.

Tachyon Networks expanding from 28GHz to 60GHz FWA with SIVE. A Tier-1 telecom vendor launching first products by end of 2026.

US Chips Act EW Star renewal confirmed. Microelectronics Commons Year 2 funding secured. The defense revenue that was delayed is de-risked.

Post-period they raised roughly SEK 125M via directed share issue. The cash concern is addressed. Board restructuring with new nominees explicitly framed as preparation for a Nasdaq NY dual listing.

So you have confirmed:

Jabil.
O-Net.
Tachyon.
Enablence.
York Space.
LiDAR ramp.
Defense recovery.
Nasdaq NY dual listing.

Plus those that can be inferred via supply chain mapping:

$MRVL
$APPL

All pointing at the same 12-18 month window.

Q1 numbers are the price you pay for early positioning.

The pipeline and partnerships are the reason you hold.

I’m counting on Sweden sells, America buy to scoop some juice shares at a discount.

They will sell the financials, we will buy the chock-point into the future.

Not financial advice.

In long $SIVE

[FreeAthlete @FreeAthleteNow]

@cherryPayment Kevin Cramer

[T1 Energy @T1Energy]

182 robots. 5 layers. Zero margin for error.

This is Stage 3: Layer Assembly.

Every module assembled with machine-level precision to withstand decades of real-world performance.

This is what American solar manufacturing looks like.

[Serenity @aleabitoreddit]

https://t.co/IJPmDDBHcq

[FreeAthlete @FreeAthleteNow]

@aleabitoreddit amen to that!

[SoFire @Sofigoodboy]

Anson Advisors have reduced their short position in $sive to below 0.5 percent.

$sive killing shorts.

[Aldrin Giler @AldrinGiler]

$BYND will be getting between $300 million to $500 million dollars from the United States 🇺🇸 Military per year for providing MREs. Extremely bullish on $BYND . This doesn't even count the 26,000 locations for retail distribution within the triborough areas. See ya at $75

[FreeAthlete @FreeAthleteNow]

@clintoptions $SPY

[FreeAthlete @FreeAthleteNow]

@ko_fights__ Van Damn!

[Ashot Gabrelyanov @gabrelyanov]

🚀 $BYND is about to 20x. 🚀

I bet $1,000,000 on the long-term turnaround story...

But there is another thesis that could send $BYND 20x or even higher in the next few weeks. 📈

Watch the video till the end to see why. 👇