BSTrader

Följer ny teknik som Ripasso, Sivers Ima o utvecklingen inom biometri. Hobbytrader PhD. MD. R&D medical sciences.

[Lawrence Jesterton @ConradTrust]

Seems like a lot of people get it wrong about
Sivers + Global Foundries SCALE = AMD.
It's not correct... It's much bigger than that ++++++

I mapped out the full GF SCALE ecosystem after today's GF Q2 earnings call.
Here's what most investors are missing:
GlobalFoundries is the ONLY OCI MSA-certified CPO platform. Every design on the platform requires external CW lasers. Sivers is the only named laser partner for GF SCALE.

Three product lanes — not just CPO:

CPO: AMD, Nvidia, Meta, Microsoft, OpenAI, Broadcom + an unconfirmed 7th(speculation in the map)
All active SCALE engagements confirmed today.

NPO: Same 7 customers above, same photonic IC, but earlier timeline (2026-27). GF´s CEO called it "an important application ahead of broader CPO adoption."

Pluggables: GF engaged with 4 of the top 5 transceiver players. Their roadmap to 1.6T and beyond is where Sivers' multi-wavelength arrays become critical.

...and more design wins taped out in Q2, another expected Q3 .

This isn't a one-customer story. It's a full platform play with 7+ engagements across three form factors — and Sivers sits at the top of the supply chain as the prime laser source.

Please check out the map and tell me if I got something backwards or needs to be clarified.

$SIVE $GFS $AMD

[Sancet @Million_Sancet]

Wow, this is actually massive

I don't know how none of us caught this before, what an incredible piece of research for $SIVE

Following $GFS Q2 2026 earnings presentation, the author of the post shows that the SCALE platform isn't limited to $AMD

It involves at least seven active clients, including $NVDA $META $MSFT OpenAI and $AVGO

$SIVE stands out as the only official supplier of external continuous wave lasers for this OCI MSA certified platform

Providing multi-wavelength arrays essential for CPO (2027-28), NPO (2026-27), and high-performance pluggable modules

$SIVE positions itself at the top of the supply chain for silicon photonics targeted at AI and data centers

With several designs already in tape-out and a major role in $GFS projected photonics revenue surge

In short: We were wrong to think that $GFS only gave us exposure to $AMD it actually gives us exposure to all those hyperscalers mentioned

I warned you that you weren't aware of how massive this news was

But even I've been blown away; this is truly massive if we get exposure to all these hyperscalers

$SIVE is the generational play for the rest of the decade

[BSTrader @Trader018]

@Million_Sancet How do you assess Sivers' development? When can this price crash calm down? Feels bottomless now, similar to AXTI's curve

[BSTrader @Trader018]

@aleabitoreddit How do you assess Silvers' development? When can this price crash calm down? Feels bottomless now, similar to AXTI's curve

[BSTrader @Trader018]

...be aware that Cura@h79sharesunder can't see that he is one-eyed and lack a broader perspective? He only has one context, like a dung beetle that only delivers tons of shit

[BSTrader @Trader018]

@h79sharesunder @Million_Sancet Can't you see that you are one-eyed and lack a broader perspective?

[BSTrader @Trader018]

@h79sharesunder What nonsense are you assuming?

[BSTrader @Trader018]

@mkfilko I would be grateful for a link to a whatsapp group, which discusses SIVE, among other things

[BSTrader @Trader018]

@aleabitoreddit https://t.co/jw6Ug2vfpo

[BSTrader @Trader018]

@Million_Sancet https://t.co/jw6Ug2vfpo

[BSTrader @Trader018]

@mkfilko https://t.co/jw6Ug2vfpo

[BSTrader @Trader018]

@ren_stocks https://t.co/jw6Ug2vfpo

[BSTrader @Trader018]

@preetkailon Today 69-71 sek

[Mikael Wåhlin @Plaskpojken]

If you want to truly understand the AI hardware bottleneck, read this.

Former $SIVE CEO Anders Storm breaks down why the next $50B+ in AI capex is flowing into the optical interconnect layer and the InP chokepoint. A must-read if you are investing in Silicon Photonics. 👇

https://t.co/OQkLWcKCH6

$SIVEF $MRVL $GFS $NVDA

[PhotonicFuture @Qlarividencia]

Enjoy this excellent piece on $SIVE, but keep in mind there’s even more under the hood (like LiDAR & biosensing). https://t.co/9H8rcfFVb1

[ItsSmacky @Chaamacoo]

I’ve followed $SIVE long enough to know that this has never been a simple story.

For years, the technology looked ahead of the market, while the stock was still priced like execution would never arrive.

But that gap may now be closing.

What makes the setup so interesting today is not just one contract, one customer, or one vertical. It’s the convergence of several major infrastructure trends at the same time: AI optics, CPO, pluggables, mmWave, SATCOM, LiDAR and defense.

That is where I think the market may still be too slow.

It is still valuing $SIVE like an early-stage promise, while the company may be moving into a phase where the operating leverage finally starts to show.

Deep Dive: 10 questions about $SIVE, and why I think the market may still be underestimating the setup 🧵

[PowerFPC @powerFPC]

@elonmusk But Why not the truth about this ?
Or even be transparent when all the job you 2 are doing is to be transparent to the people of US ? @realDonaldTrump

Is this not important or is someone not interested in being transparent to trump
About this ?

[BSTrader @Trader018]

@StormDirac @VirtuellSvartis @DiracResearch 2/ Fantastisk utveckling som Sivers genomgått sista 10 åren under din ledning. Bara hoppas att hela detta företagsbygge med top-notch produkter, i nästa fas får pay back för alla ansträngningar. Tack och hoppas även ditt nästa jobb ger inspirerande och goda arbetsdagar

[BSTrader @Trader018]

@StormDirac @VirtuellSvartis @DiracResearch 1/ Kan bara instämma i ett tack. För mig kommer du vara "Mr Sivers" och genom ditt kunnande och engagemang för bolaget och outtröttliga närvaro och tillgänglighet för dialog så har man vågat vara kvar och bygga sin investering trots skakig kurs. Fantastisk utveckling som Sivers

[BSTrader @Trader018]

@DawnOfSilence @JockeReuter Det må jag säga var väldigt försiktiga beräkningar