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[Jan Ove Olsen @JanOveOlsen3]

Hej alla . En ändring i dag . Tiras perla går med norsk huvudlag och barfota bak i dag. Gör gärna en delning på detta inlägg så att så många som möjligt får info

[Hans Åkerman @HasseAkerman]

@laxdasen Underbart 😍

[Sivers-Semiconductors @SiversSemicond]

We’re proud to announce that Sivers Semiconductors has received $6.6M in Year 2 funding through @NSTXL in support of the EW STAR program, reflecting our strong execution and continued momentum.

Get Full Details 👇
https://t.co/ok95McKqmO

#Semiconductors #DefenseTech #RF #Radar

[Hans Åkerman @HasseAkerman]

@laxdasen Tackar 🙏 ska bli kul att vara med på Valla i finalen

[Hans Åkerman @HasseAkerman]

@laxdasen Grattis 🥂

[Hans Åkerman @HasseAkerman]

@StephanEriksson Ruggig insats av hästen helt klart 👍

[Anders Storm @StormDirac]

I have been trying to educate about AI Photonics for many years. However Tiff in Tech @TiffinTech_ , does the job much better than I ever have.

This is an excellent video to watch to understand this fully, as well as understanding the investments into $LITE and $COHR by $NVDA

https://t.co/gdS0aLc1Gd

[Hans Åkerman @HasseAkerman]

@peklof @atgxlabs @WiseBetting @2140voltstart @AndersSaurow Ja tack. Absolut. Var ju mkt intresserad av hur fort det gick i V85-8, speciellt första halvvarvet.

[Mikael Wåhlin @Plaskpojken]

The last 48 hours in $SIVE / $SIVEF have been absolute madness. If you are confused by the extreme volatility, you aren't paying attention to the underlying corporate finance masterclass playing out in real-time.

Here is a summary of the greatest 48-hour fundamental shift in recent Swedish tech history:

🚨 1. The AI Hardware Validation
It started with Jabil (a $30B Tier-1 manufacturer) selecting Sivers DFB lasers for their next-gen 1.6T LRO transceivers. Sivers officially became the upstream hardware chokepoint for the 2027 AI datacenter buildout.

🇺🇸 2. The War Chest & Nasdaq Listing
Hours later, management raised 125 MSEK from Tier-1 Nordic funds (DNB, Storebrand) at a 30% premium to the 30-day VWAP, with a negligible 2.5% dilution. They simultaneously announced they are evaluating a Nasdaq US Dual Listing with a PCAOB audit already underway. The 'Valley of Death' is officially dead.

🧹 3. The Cap Table Cleanup
Achilles Capital (tied to a legacy owner) filed for restructuring, needing to divest tech assets. Retail panicked over a "massive overhang." The reality? A distressed seller is being forced to hand over their block of shares, hopefully directly to US tech institutions or strategic partners right before the Nasdaq listing. This would be an off-market transfer of power.

🪤 4. The Retail Broker Shakeout & Short Squeeze
Today, Swedish retail broker @avanzabank panicked at the volatility and dropped collateral value to 0%, forcing retail margin calls. (I trimmed my tiny 4% margin and immediately initiated a capital transfer to @montrose_io . I need a broker built for investors, not a babysitter). Meanwhile, updated data shows shorts actually DOUBLED DOWN into the news, pushing short interest to 5% today. They are arrogantly fighting a fundamental breakout, using the retail panic as cover. More than 1 in 20 shares must eventually be bought back.

🎯 The Bottom Line:
$SIVE is now well funded, validated by Tier-1 AI players, heading to Nasdaq to close the absurd US valuation gap, and aggressively shaking out weak legacy owners.

$SIVE $SIVEF #Photonics #AI

[Anders Storm @StormDirac]

$SIVE SATCOM BFIC in real life!

[Anders Storm @StormDirac]

Fantastic news 💥

Jabil $JBL is one of the largest electronics manufacturers in the world.

Key customers include hyperscalers and networking leaders:

NVIDIA $NVDA, AWS $AMZN
Google $GOOGL, Cisco $CSCO...

Now Jabil is collaborating with $SIVE on energy-efficient 1.6T optical modules.

This is how you enter the 1.6T ecosystem.

[Travronden @travronden]

INFÖR V85. I december vann Linus Lönn med Ebbot Rice på V85. Nu väntar nya utmaningar i travets elitserie – och dessutom på hemmaplan.

https://t.co/L34fAc5Xj5

[Mr.MCAP @MisterMCAP]

DO NOT overlook the Wireless $SIVE business. It's riding strong macro tailwinds just like photonics. Notably in satellite coms and aerospace/defence. CHIPs act funding, ramping satellite customer volumes. Its not ONLY the photonics business thats looking good. Might do an article.

[Anders Storm @StormDirac]

@yianisz 1/2 Fair take, near term could absolutely be choppy, especially with financing risk in play.
That said, if design-ins start converting into real orders for 2026–2027, the market likely won’t wait, it will start pricing 2028 much earlier....

[Anders Storm @StormDirac]

After my last post, a lot of people are asking deeper questions about Sivers $SIVE:
Is there a real moat?
Do they have patents?
How strong is their position in CPO / ELS?
Short answer: it’s more interesting than it looks.
Let’s dive deeper.
https://t.co/jMVqKs9vx5
#AI #Photonics

[Mikael Wåhlin @Plaskpojken]

🚨 MACRO CATALYST: NVIDIA, MARVELL, AND THE OPTICAL BOTTLENECK 🚨

Nvidia just announced a $2 Billion investment into Marvell to scale NVLink Fusion, Silicon Photonics, and 5G/6G AI-RAN.

If you've been reading my research on $SIVE / $SIVEF (Sivers Semiconductors), you know exactly what this means. 👇

1. The Photonics Cascading Effect
Nvidia is throwing billions at optical infrastructure because electrons can't scale AI clusters anymore. Marvell builds the optical DSPs and Silicon Photonics. But Silicon cannot emit light. Marvell's entire SiPh roadmap relies on External Laser Sources (ELS) made of Indium Phosphide (InP). Sivers is the independent InP foundry sitting at the base of this exact supply chain.

2. The "AI-RAN" Convergence
The PR explicitly targets "Aerial AI-RAN for 5G/6G". Just yesterday, Sivers announced the general availability of their Daybreak™ FR3 ICs for 5G/6G (developed with Ericsson & the US DoD).

Nvidia/Marvell are building the brains of the 6G AI network. Sivers builds both the lasers for the datacenter and the extreme-frequency RF chips for the telecom masts.

The ecosystem is fusing, and Sivers holds the physical chokepoints in both Optics and RF.

Do your own research and make your own decision. Start with my deep dive report; https://t.co/a5xp6zB3bw

$SIVE $SIVEF $NVDA $MRVL $LITE

[Anders Storm @StormDirac]

This AI event with Sivers $SIVE Semiconductors just came to mind. This is 2 years ago, but might be even more valid today, with the market waking up to the InP bottleneck and CPO needs.
$SIVEF
@aleabitoreddit @InvestmentGuru_
@BCsickel @Kaizen_Investor

https://t.co/24KcaSgtof

[Lars Granqvist @lassegpab]

@AnteHotstepper @HerrSoderstrom Hej;
Kul att Du är med oss.
Har sett bilderna flera gånger. Jag delar inte uppfattningen att det är en ”solklar” offside.
Däremot tycker jag nog att den är sannolik.
Situationen återgavs förövrigt under sändningen.

[Anders Storm @StormDirac]

1/2 I’m sharing this story because I’ve been getting a lot of questions about Sivers Semiconductors from people who have only recently discovered this quite unique company.
https://t.co/RNKuc99LIG