$SIVE / $SIVEF CEO went on Investerarens Podcast and said their first F100 customer is targeting 50M units/year.
The only consumer product that fits that footprint is Apple Watch. Not Fitbit, not Meta Quest, not Pixel.
Apple has been working on non-invasive optical sensors for years, reaching PoC with silicon photonics that shine light through skin to read interstitial fluid.
Rumored debut: Apple Watch Series 13 in 2027.
Sivers’ own volume ramp chart shows ~1 year of NRE sales flipping to exponential hardware sales. Launch window lines up with late H2 2027, being realistic I think this is more a 2028 release.
People keep focusing on how much Sivers stock price has run, 6-8x in 2-3 months is incredible, but landing a client like Apple makes a $850 MC seem laughable, it would conservative to think it would be anything below $10B.
Long road ahead, but the roadmap keeps getting clearer.
Bullish AF 🇸🇪
@C1aranMurray They were banned because people were being scammed by brokers. On polymarket you trade against other participants and the book is fifo so it’s much more fair.
If AI becomes what we are starting to panic about then bonds is probably the easiest trade out there.
If AI destroys the job market
If AI destroys expensive services and alike
If Intelligence gets cheaper via hires
If AI links up with robotics
If AI gets anywhere close to where the panic believes it could, then we are probably looking at a new 0 rate environment within the mid term.
Rate sensitive assets like Biotech are showing the path perhaps.