CryptoBull

Crypto Trader | Investment Consultant

[CryptoBull @Cryptobull100_]

There’s a reason $SIVE is the best performing photonics company of 2026, and will continue to be 📈

[Anders Storm @StormDirac]

"Beyond Nvidia: Europe's best-performing AI stocks of 2026"

For most investors, Nvidia, along with Micron, AMD, and Broadcom, has become the face of the artificial-intelligence boom, but the AI supply chain stretches far beyond Silicon Valley.

Across Europe, a group of largely overlooked companies supplying critical hardware for AI data centres have emerged as some of the biggest stock-market winners of 2026."

https://t.co/savqeFPGSu

Ranking 1-10:

1. Sivers Semiconductors — +2,245.93% $SIVE
2. Soitec — +559.98% $SOI
3. 2CRSi — +410.03% $AL2SI
4. AT&S — +366.46%
5. AIXTRON — +234.70%
6. STMicroelectronics — +204.28% $STM
7. Raspberry Pi Holdings — +198.63%
8. Technoprobe — +184.26%
9. ams-OSRAM — +175.00%
10. Nokia — +159.51% $NOK

[IncomeSharks @IncomeSharks]

If the price of the stock changes your conviction then you don't have conviction you have emotions. Unless something fundamentally changes a lower price doesn't suddenly make your thesis wrong.

[CryptoBull @Cryptobull100_]

@aleabitoreddit Congratulations, well deserved 👏🏼

[CryptoBull @Cryptobull100_]

Nope 📉

[The ₿itcoin Therapist @TheBTCTherapist]

Hey @grok be honest, is the bottom in?

[CryptoBull @Cryptobull100_]

Nailed the final BTC short play in to the capitulation zone, price target for re-entry $40-50k

[CryptoBull @Cryptobull100_]

BTC dead cat bounce in motion, soon it will be time to short again for final capitulation 📉

[ardizor 🧙‍♂️ @ardizor]

THIS $BTC PATTERN SHOULD SCARE YOU

Bear markets last ~406 days on average
Bull markets last ~1,064 days
We are 210 days into this one

But the crowd is already calling the bottom

They do this every single cycle

It never ends well for them

Turn on notifications - next update drops soon

[CryptoBull @Cryptobull100_]

Like clockwork 🔮 let’s see if we get another cool off around the 105sek mark, although with today’s news I wouldn’t be surprised to see $sive break out of the channel 📈

[CryptoBull @Cryptobull100_]

$sive hitting upper resistance, expecting a bit of a cool off/correction around these levels before the next leg up 📈

[CryptoBull @Cryptobull100_]

@NingiResearch Tell us your short is under water without telling us your short is underwater 🤿💦

[Serenity @aleabitoreddit]

DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally the most groundbreaking news for Sivers in history.

As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.

I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.

To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

[ItsSmacky @Chaamacoo]

To all the bears with Savior Syndrome on $SIVE:

You guys really can’t help yourselves, can you? Stock ticks up and there you are again, “Overvalued!” “It’s all pipeline dreams!” “Still not profitable!” Acting like the wise elders here to protect retail from yet another Swedish tech fantasy.

Here’s the thing.

While you’ve been warming the same 2022 bear thesis like it’s a security blanket, Sivers has been doing the actual work. They’ve built a $799M opportunity pipeline up 77% this year, filled with hyperscalers who need serious InP laser power for 1.6T optics and CPO. They’ve secured a real LiDAR volume ramp starting Q4 2026 (one customer alone worth at least $53–138M over its life), fresh CHIPS Act money with defense giants, and planted themselves right in the middle of AI’s hardest physical problem: reliable, high-efficiency laser arrays that scale.

You see hype. I see a company that showed up to the biggest wealth creation event of our lifetime with the exact tool everyone suddenly needs.

It’s the same pattern every cycle. The people who mocked the internet in the late 90s, doubted Tesla in 2015, and called AI infrastructure a bubble last year. You’re not contrarian. You’re just emotionally invested in a valuation religion that no longer matches reality. Deeptech doesn’t hand you clean earnings every quarter, it quietly builds leverage until the dam breaks and the skeptics suddenly pretend they “knew it all along.”

You’re not saving anyone. You’re simply late to the shift.

Take care out there, saviors. See you when the story writes itself.

[Serenity @aleabitoreddit]

$SIVE basically took their entire revenue pipeline.

In the entire company’s history.

Then grew that by 77% in the first 3 months.

Thats by far the clearest indication of the inflection of the CPO supercycle.

It’s probably going to look exponential from here on out.

[CryptoBull @Cryptobull100_]

@MoodyWriter13 Lost all respect for your opinion on $SIVE now. Last week you were trying to convince everyone to sell as you didn’t believe the AI chokepoint narrative and now you’re claiming clout for its parabolic price action. Pick a camp and have some conviction in your thesis. #integrity

[Serenity @aleabitoreddit]

A guide by Serenity on becoming a true Swedish local:

1. See crown jewel photonics company in $SIVE?

2. Get angry about 2024 revenue numbers, ignoring forward growth.

3. Encourage everyone to transfer control to America at the bottom, before the CPO supercycle

4. Be angry that the stock keeps rising

5. Have local hedge funds short 17%+ of free float on way up

6. Their funds loses 20%+ of value, and faces infinite losses

7. Face sudden realization America now dominates ownership with MSCI inclusion / NASDAQ listing coming up.

8. But see new news Jabil mass producing 1.6T LRO for hyperscalers with $SIVE H1 2027?

9. Don’t change your mind: keep focusing on 2024 revenue numbers and local accounting offices while executives are in America.

10. Become a meme on X.

[Serenity @aleabitoreddit]

$LITE went from $2B to $80B in two years by owning the laser chokepoint for EML

$AAOI went from $1.4B to $14B in one year by owning laser chokepoint for 800g/1.6T transceivers + assembly

$SIVE is $1.4B today before CPO and owns the CW laser chokepoint.

Sivers is my favorite out of everything.

[Serenity @aleabitoreddit]

$SIVE 2025 annual report analysis.

TLDR: Extremely Bullish.

Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development.

1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers"

For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers.

"Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion)

2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years"

$LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck.

And this confirmed it, so was wondering about Win semi.

"The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand"

$SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know.

This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader.

VOLUME PRODUCTION H2 INDICATIONS (BULLISH):

3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026"

H1 is more preproduction, H2 production signaled starting with names like $POET.

4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026"

$AEVA start of volume production Q4 with $SIVE = bullish for both.

Revenue floor from LIDAR as their CPO scales.

5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing)

FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals.

Especially when you're forward looking for the 2027-2028 CPO supercycle.

But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE.

TLDR:

-> Win Semi implied capacity lock in during CW laser bottleneck
-> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion.
-> New customers for CW lasers
-> Volume production scaling starting H2 for both photonics and lidar.

[CryptoBull @Cryptobull100_]

More supplier mapping for $SIVE that the market is missing @aleabitoreddit

Sive -> Ayar -> Nvidia

The CPO volume ramp is going to be parabolic 📈🔥

[CryptoBull @Cryptobull100_]

Why $SIVE will 10X over the next 2 years, if you research one stock today this has to be it 👇🏼

[Serenity @aleabitoreddit]

Just reiterating my disbelief:

I have never seen a sector more bullish than CPO.

GS reported Optical TAM 9X from $15b in 2026 -> US$154b in 2028

CPO making up $91B of that.

Starting from ~$164M (Modor for 2026 / sampling) to $91 Billion (GS 2028)

55,000%+ CPO growth curve starting from today

This is exactly why algorithms / analysts mess up because they might look at TTM revenue at these CPO names.

But everything happens in the next two years with $SIVE to Shunsin to MSSCorps to $SOI.

This is Zero to 100 from a massive architectural shift pushed by $NVDA.

I genuinely still don't think retail or markets understand what's coming yet.

[Serenity @aleabitoreddit]

All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.

Markets don't understand what's coming.

From speculative mapping:

> $SIVE -> $POET -> $MRVL ->
1. $AMZN (purchase agreement/warrants with photonic fabric from celestial)
2. $MSFT (maia)
3. $GOOGL (recent development talks with Marvell)

$SIVE powers Poet Starlight/optical interposers, and Poet's CFO confirmed they're supplying to Marvell few days ago.

> $SIVE -> $POET -> "NDAs other hyperscaler suppliers"
1. Western Hyperscalers

> $SIVE -> $JBL (1.6T LRO)->
1. $META (Jabil $INTC SiPH inheritance, maps to Meta LRO program)
2. $NVDA (NVIDIA possibly OEMs optical transceivers) -> $MSFT | AWS | hyperscalers

$SIVE is the confirmed laser source for $JBL 1.6T optical transceivers.

> $SIVE -> Ayar ($500m fundraiser last month for volume ramp) ->
1. Alchip (Joint CPO)
2. Intel
3. GUC/Wiwynn
-> $AMZN (Alchip)
-> $AMD (CPO from $GFS partnership) possible.

$SIVE is known laser supplier to Ayar, and Ayar removed $MTSI / $LITE from their website recently. Only showing $GFS + $SIVE, likely showing Sivers was primary laser supplier.

As $GFS x $AMD partnered up recently, that makes Siver a possible core laser supplier for $AMD's CPO program if they go with Ayar.

> $SIVE -> Enablence -> O-Net (massive Asian OEM)-> Asian Hyperscalers
1. $AVGO ELS (possible)
2. $META and $GOOGL ELS
3. ByteDance (possible) -> ELS
4. Tencent (possible) -> ELS
5. Alibaba (possible) -> ELS

$SIVE ELS partnership with O-Net/Enablence around OFC.

Sivers lasers is mass produced by foundries like Win Semi... and they're validated in $GFS CPO supply chains too from their recent image presentations.

It's not about what Sivers is forecasting today from qualification revenue that everyone models off of.

Alpha comes from future revenue proportional to demand from every Western/Asian hyperscaler for CPO/1.6T in 2027, 2028, 2029, and onward.

$SIVE looks like one of the most unknown photonic stocks on the market that's yet to come.

[CryptoBull @Cryptobull100_]

@IncomeSharks $SIVE photonics & semiconductor stocks heating up atm, 10X potential on this Gem 📈 as called by @aleabitoreddit