.

[Wedekind Research @RichardWedekin1]

Long $SIVE 🇸🇪

[. @Harka06]

@klonken321 @TheWiseAdapter It was exactly before stock started moving. I had a lot of shares at that price level. Around 10:70 SEK.

[. @Harka06]

@DraupnirAlpha Do you know how much he got for the shares?

[Serenity @aleabitoreddit]

Yep, it’s interesting to witness retail capitulation.

After we got Bloomberg Meta compute article cleared up by their internal memo.

And the 2 reports on delays were denied by Nvidia.

Both of which caused the selloff in the first place...

So Photonics / Nvidia’s roadmap hasn’t fundamentally changed:

$LITE is still completely sold out for the next 2 years and likely into 2029.

$SIVE is about to volume ramp with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscaler suppliers.

$TSM COUPE and their TW suppliers from Shunsin to Foci aren’t randomly disappearing into the void.

$AAOI and their $471m/month h2 2027 revenue projections haven’t changed.

$IQE and their epiwafer contracts with Macom and Tower Semi haven’t disappeared.

$AXTI ownership of 40% of the InP substrate supply chains haven’t suddenly disappeared.

As with any theme from Rocketlab + Space sector 50% drop back in 2025.

Or Nebius + Neocloud 50% drop entering 2026.

Or the Samsung/SK Hynix crash from Iran War LNG/Helium/Oil fears few months ago.

Volatility from indiscriminate thematic selloffs isn’t typically representative of individual company fundamentals.

Retail tends to build conviction over price movements and imaginary charts, then lose that when a stock drops.

And institutions are probably placing limit orders to capitalize on that.

Conviction shouldn’t be tied to the quote of a stock on a certain day, but long term revenue or operating income growth.

[Andiamo @andiamonow]

$SIVE insiders just put their own money in. Filed with Finansinspektionen today:

→ CEO Vickram Vathulya — bought 24,000 shares (~$98,640)

→ Board member Karin Raj — bought 13,264 shares (~460,000 SEK)

→ Board member Todd Thomson — bought 12,500 shares (~535,000 SEK)

Three insiders. Open-market purchases. Same day. Into a 60% drawdown.

This is the signal that actually matters. This is the CEO and two directors taking cash out of their own pockets and buying the stock while it's down and while short sellers are circling.

$SIVE

[hops SLA02 @lelion98moha]

To the $SIVE community:
I don’t usually post messages like this .
I hesitated to do so, as I didn't want to push out yet another article on $SIVE’s activities (a bit of serious research is enough to grasp its importance for the years ahead) but I feel the need to speak up, and I hope this message gains some visibility. @athuinvests @Million_Sancet @aleabitoreddit @StormDirac @Sofigoodboy @SiversSemicond

To small retail investors (like myself), here is some advice:

1. If you don’t believe in $SIVE and lack patience, then sell and forget about the company for your own peace of mind.

2. If, on the other hand, you do believe in it and see that the investment thesis remains valid or has even strengthened then add to your position when the opportunity arises, because such opportunities will become increasingly rare.

Stay away from social media to avoid doubt and steer clear of the classic traps set by 🐻 and institutions-traps that could lead you to MAKE A MISTAKE YOU WILL LONG REGRET (selling).

You need to understand that we are going through the most crucial period in the company's history and MORE IMPORTANTLY that we are only at the beginning.
There is still a long road ahead , volatility will persist, and fake news as well as bad news are likely to intensify. Until $SIVE starts delivering on its promises, it will be a real battlefield.
Q2 results might disappoint the market just as Q1 did (if that happens, I’ll take the opportunity to significantly increase my position)

but if we hold firm and above all, if $SIVE executes its strategy correctly , we are holding a massive opportunity.

Full transparency for anyone who needs to hear it ,
Personally, I didn't have the chance to get in when the stock was worth just pennies , I entered a bit late. Like many others, I saw green at one point, and like many others right now, I’m in the red (-15%). I saw my position drop as low as -40%, but I was lucky enough to significantly lower my average cost basis thanks to the recent dip (thanks to the 🐻 😘).
Patience is our strength unlike theirs.
See you on July 10, 2027. ⏳
#SIVE #NotFinancialAdvice

[. @Harka06]

RT @ren_stocks: Wait, let me get this straight... $SIVE dumped today because insiders where selling but insider where actually buying even…

[Photon Capital @PhotonCap]

love it

[Sancet @Million_Sancet]

Let the bears suck it hard

My prediction that this is the bottom stands, $SIVE is bouncing back incredibly strong

This last bullet only lasted them a few hours; you're done, this is our time

Turns out he hasn't been anyone important in the company since March

So just an unnamed employee selling, well well

And this news just happened to drop today?

If you still think this crash isn't pure manipulation, I'm sorry to say you're blind

Literally from 110 SEK until now, not a single fundamental got worse, in fact, they improved

Long $SIVE, you won't beat me, stupid bears, see you in the daily green

[Sancet @Million_Sancet]

That's right, I don't even know how many posts I've made by now, but my repost to Serenity absolutely had to be there

Totally agree

As I've explained 30 times already, a sale by a former Head of the Photonics branch at $SIVE

Which probably happened months ago, and considering he hasn't even held that position for months, could be due to a thousand reasons

The most likely one being his retirement after 27 years at the company

On the other hand, the purchase by 3 insiders, highlighted by the CEO's 1M SEK buy, is a clear demonstration of confidence

Especially when there were so many doubts regarding the postponement of the earnings report until after the lock-up period on the 16th

Where brainless bears were claiming it was done so they could dump all their shares before $SIVE goes bankrupt

Nothing could be further from the truth

Another thing I want to add is regarding people saying 1M SEK isn't that much for a CEO

That's a lie. You have to understand that $SIVE is a Swedish company, not an American one

I know that in America, CEOs are mega-millionaires making $200k–$500k a year

But in Europe, currency is worth more and prices are lower, so they make much less

So yes, 1M SEK is a lot; it represents several annual salaries for the CEO

And besides, the amount is the least of it, what matters about this buy is what it confirms

It confirms that they believe in the company and its potential to become a key player in the AI supply chain

So yes, this is incredibly good news for $SIVE

Long on $SIVE

[Michael Rigoni @michael_rigoni]

Another insider buy today - Karin Raj❗️

Haha who is selling please NEVER COME AGAIN $SIVE

[$UnknownBanker$ @unknownbankerL]

$SIVE

lmao, inside buy from board member of Sivers, Todd Thomson (ex Citigroup CEO, Global Wealth Management) today !!!!!! After the news of Andrew McKee selling all his shares...

This is becoming more and more obvious: someone is trying to get the share price low and then bought the dip*!!!!

[. @Harka06]

@Guld2k25 @Lundafinans Dig.

[. @Harka06]

@Guld2k25 @Lundafinans Köp en Opel! :)

[$UnknownBanker$ @unknownbankerL]

$SIVE

All the bearish posts have been in the past. If you are not buying here, you might miss out next time when sive just went up 60% in a day...

It is super cheap here at 40 sek. I am adding more even though my average is 28sek.

Do your own reserach. Not financial advice.

[Aadil Bassa, CFA @aadilbassa_]

$SIVE is getting back into more attractive territory
FWIW I still own my personal shares. It's been a rough few weeks but I'm happy to let the thesis play out
Curious to see how it performs now that a lot of the gamblers and borrowed conviction holders have likely been shaken out
I've seen a few capitulation and crash out posts today
Whether that's the bottom or not, it does suggest sentiment has become pretty washed out

$SIVEF

[Coffee House Stocks @CoffeeStocksGuy]

$SIVE FUD Destroyed.

[Rosanna Prestia, MBA @RosannaInvests]

@michael_rigoni @SiversSemicond @SiversPhotonics BULLISH! 👇https://t.co/PucSBUfAvN

[Aadil Bassa, CFA @aadilbassa_]

Some clarity on today's $SIVE / $SIVEF news

Looks like another case of media sensationalism, with comments taken out of context. It's worth looking beyond the headlines

Multiple insiders stepped in and bought the dip, including CEO Vikram Vathulya and board members Todd Thomson and Karin Raj

This is a huge vote of confidence
Which is why the stock is up
$SIVEF is now up 11% on the day.

Know what you own. It makes it much easier to sit through the noise instead of paper handing a good thesis