Let me speculate a bit on $SIVE
Based on my own assumptions, I’m going to map out a timeline for $SIVE
We are seeing upcoming catalysts and growing expectations:
- Ayar Labs integrating into the $NVDA ecosystem
- Partnership with $GFS
- Dual listing on the Nasdaq
But recently, we've also been seeing actual order confirmations
Even if these aren't in the photonics segment, they are hitting their other business units
This cleans up their financials and gives them the breathing room to smoothly develop the photonics and CPO branch
What I expect next:
Short-term: I see a strong rally through the rest of the month up to 150 SEK
Driven by a shift in macro market sentiment and capital inflows returning after the migration to $SPCX
Consolidation: After that, I expect a consolidation phase in the 150 SEK range, similar to what we are seeing right now
Summer Catalysts: More catalysts will keep rolling in throughout the summer, moving the price into the 200-250 SEK range
Post-Summer & Looking into 2027:
After the summer, I firmly believe the first orders from the photonics branch will start coming in
Nothing crazy, but they will serve as massive validation, alongside the upcoming quarterly results
For those quarters, I expect growth to surpass the 77% surge we saw in Q1
This should move us into the 300-400 SEK range
As we approach the end of 2026, we'll be right on the doorstep of CPO starting to show tangible results by early 2027
Larger photonics orders will kick in, and the second mega rally for $SIVE will begin
I foresee more catalysts dropping
While institutional investors finish locking down a massive piece of the pie
I see $SIVE wrapping up the year in the 500-700 SEK range
From there, the rally will continue into numbers I won't even try to guess
This timeline is based on recent developments, the company's execution, and price action
It is pure speculation on my part, but keeping it realistic
If the current catalysts start solidifying
Ultra bullish on $SIVE