h3llcall

[h3llcall @h3llcall]

Ok what’s the new ticker in the new citrini substack?

[h3llcall @h3llcall]

@ren_stacks_ Got it!

[h3llcall @h3llcall]

@yogurt_eth Get fucked

[h3llcall @h3llcall]

@OddStats If you’re on Hyperliquid, idk what you’re doing with your life

[h3llcall @h3llcall]

@h79sharesunder @Danthehideous I was wondering if you’d be kind enough to explain what does it mean?

[h3llcall @h3llcall]

@TureMasing What does this mean?

[h3llcall @h3llcall]

@Aktiehedonist What does this mean?

[h3llcall @h3llcall]

@straightcash385 @h79sharesunder What does this mean?

[h3llcall @h3llcall]

@Aktiehedonist What does this mean?

[h3llcall @h3llcall]

@LSDinmycoffee Damn tts a long bear market

[h3llcall @h3llcall]

@TraderMercury

[h3llcall @h3llcall]

@SalsaTekila

[h3llcall @h3llcall]

@yogurt_eth

[h3llcall @h3llcall]

Knicks!!! Thanks for the 2-0 haha

Suck it spurs

[Serenity @aleabitoreddit]

Sigh.

I keep telling retail + Swedish Hedge Funds how important $SIVE is to CPO, but people don’t listen.

Enough retail holders got shaken off, and
now JP Morgan managed to buy up a massive stake in Sivers (purely institutional).

JP Morgan went from .4% ownership last month to 5%+ ownership this month…

[Andiamo @andiamonow]

🚨 CONFIRMED via Finansinspektionen (Swedish FSA): JPMorgan Chase & Co. just crossed the 5% ownership threshold in $SIVE.

Official filing:
→ Holder: JPMorgan Chase & Co.
→ Transaction date: June 2, 2026 (same day as the GlobalFoundries announcement)
→ Reason for flagging: "Köp" (BUY)
→ Pre-transaction position: 0 shares
→ Post-transaction position: 16,098,583 shares / 5.25008% of total voting rights

Position structure:
→ J.P. Morgan Securities plc (UK entity): 15,916,852 voting rights — 5.19%
→ J.P. Morgan Securities LLC (US entity): 181,731 voting rights — 0.06%
→ Direct shares: 10,049,558 (3.14% of total shares)
→ Cash-settled instruments (likely swaps): 6,049,025 share equivalents

Why this is structurally significant:

Swedish law requires mandatory disclosure when crossing the 5% ownership threshold. JPMorgan went from ZERO to 5.25% on June 2. The flagging reason filed with the FSA was explicitly "Köp" (Buy) — not custody, not market-making inventory. This is a deliberate institutional position.

The timing is what makes it remarkable:

June 2 was the same day GlobalFoundries announced the silicon photonics reference design partnership and $SIVE moved +50-70%.

Three possible reads:
JPM was positioned beforehand and captured the move

JPM built the position aggressively into and after the news.

JPM is positioning ahead of the Nasdaq NY listing in an underwriter / placement agent role

All three are bullish. The third would be the most strategically significant — tier-1 US investment banks don't take 5% positions in Swedish micro-caps without strategic context.

Connecting back to the "zero institutional ownership" post earlier this week:

Five days ago: $SIVE had zero US institutional 13F filings.

Today: the world's largest investment bank discloses a 5%+ position triggered by a "Buy" transaction.

The institutional layer that was missing has started forming.
The composition tells you it's sophisticated:
6 million of the 16 million share-equivalents are in cash-settled derivatives. The rest is direct shares. This is the kind of structured position you set up when you're a major capital markets player preparing for a multi-event sequence — index inclusions, dual listing, sector rotation.

JPMorgan doesn't take 5% positions in $2-3B Swedish micro-caps because they're bored.

$SIVE just got its first major Wall Street institutional anchor.

$SIVE

[h3llcall @h3llcall]

@pierre_crypt0 Think BTC deserves it though

[Serenity @aleabitoreddit]

$SIVE is my favorite CPO / photonics stock after AAOI.

Partly because it's Swedish and you have entertainment from comedians over there.

Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air.

To said $SIVE CPO applications are imaginary.

Right after $GFS just made $SIVE their reference laser.

(Just for some context to newer readers: Lot of people in Sweden can only look at past 12 month revenue, and don't understand concepts of forward growth)

Also because they don't understand that no CPO application has scaled up yet at all.

So Swedish hedge funds keep going short (with many of their hedge funds like Colosseum / Origo heavily underwater).

But... for the technical readers... from H2 2026 to 2028, it goes from near $0 to $91B TAM in 1 1/2 years. (we're entering H2 now).

Overall TAM hits $141B (which is also 10x+ or so in 1 1/2 years)... and $SIVE has scaled into pluggable market with $JBL + other unnamed pluggable players with that too.

Probably not going to end well for the local Swedish firms, shorting right before the largest inflection points ever hits for $SIVE.

Just a matter of time before volume ramps.