Erik Granberg

[Serenity @aleabitoreddit]

@LightLogix I mean...

> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE + Lightmatter / $MRVL Celestial with $NVDA NVLink
> Likely $SIVE -> $AMD CPO ecosystem too.

very compelling long idea.

[Andiamo @andiamonow]

In five trading days $SIVE got:

→ GlobalFoundries partnership
→ Ayar Labs into NVLink Fusion
→ EU Tech Sovereignty support
→ Three 2X LONG ETF filings
→ JPMorgan disclosing 5.25%

The bear case has been removed piece by piece in real time. $SIVE

[Michael Rigoni @michael_rigoni]

🚨09.06.26 BREAKING NEWS $SIVE🚨

$SIVE https://t.co/k6gGJ5oV36 Awards $8.2M Production Order to Sivers Semiconductors for Ka-Band Beamforming ICs.

https://t.co/XHtHllb7wT…

[mark @cherryPayment]

我觉得大家还是没有真的意识到 $sive的MC有多便宜现在

如果潜在利好都逐一实现，并且其他机构都开始效仿 JP Morgan， 那带来的动能是很惊人的

另外地缘政治资产这一属性大家也还没考虑进去

但已经很不错了 90sek了，已经在往100sek收复

[Pep Invest @PepInvestStocks]

$YSS Ships T1TL Satellites to Launch Site – Major Indirect Win for $SIVE

Great news for York Space Systems, yesterday they announced the initial shipment of their second production lot of T1TL spacecraft to the launch site.

More than 20 York-built satellites are scheduled to launch this summer on a dedicated SpaceX Falcon 9.

While the headlines focus entirely on York, smart money is looking at the hidden supply chain winner is $SIVE.

Earlier this year, York Space Systems expanded its vertical integration by acquiring https://t.co/t81UZsAUvd, a leader in next-generation multi-orbit ground terminals.

Sivers Semiconductors is the single-source, exclusive supplier of critical Ka-band mmWave chips embedded inside https://t.co/t81UZsAUvd's revolutionary Hydra terminals.

As York rapidly deploys its massive Tranche 1 Transport Layer (T1TL) satellite constellation for the U.S. Space Development Agency, the demand for high-performance ground infrastructure scales in lockstep.

More operational satellites in orbit directly dictate the mass deployment of https://t.co/t81UZsAUvd ground stations.

York’s flawless execution and strong defense contract revenue guarantee the financial backing needed to rapidly accelerate the production ramp-up of https://t.co/t81UZsAUvd terminals.

Every satellite York sends into orbit strengthens the ecosystem for https://t.co/t81UZsAUvd ground terminals.

Since $SIVE hardware is hardcoded into these terminal architectures for U.S. defense applications, York's blockbuster summer launch is highly bullish for Sivers' long-term Satcom revenue pipeline.

[The Asian Investor @asianinvestors]

You are not bullish enough. When institutions start buying we'll see less volatility.

So less dip buying opportunity on $SIVE

[Michael Rigoni @michael_rigoni]

👀 YOU ARE NOT PREPARED FOR THAT 🚀

$SIVE -> YSS -> York -> SpaceX

$SIVE->Ayar/Lightmatter -> $NVDA

[Erik Granberg @plan_E76]

The $SIVE x $YSS / https://t.co/3dsgF7Tq0P connection!

[Pep Invest @PepInvestStocks]

$YSS Ships T1TL Satellites to Launch Site – Major Indirect Win for $SIVE

Great news for York Space Systems, yesterday they announced the initial shipment of their second production lot of T1TL spacecraft to the launch site.

More than 20 York-built satellites are scheduled to launch this summer on a dedicated SpaceX Falcon 9.

While the headlines focus entirely on York, smart money is looking at the hidden supply chain winner is $SIVE.

Earlier this year, York Space Systems expanded its vertical integration by acquiring https://t.co/t81UZsAUvd, a leader in next-generation multi-orbit ground terminals.

Sivers Semiconductors is the single-source, exclusive supplier of critical Ka-band mmWave chips embedded inside https://t.co/t81UZsAUvd's revolutionary Hydra terminals.

As York rapidly deploys its massive Tranche 1 Transport Layer (T1TL) satellite constellation for the U.S. Space Development Agency, the demand for high-performance ground infrastructure scales in lockstep.

More operational satellites in orbit directly dictate the mass deployment of https://t.co/t81UZsAUvd ground stations.

York’s flawless execution and strong defense contract revenue guarantee the financial backing needed to rapidly accelerate the production ramp-up of https://t.co/t81UZsAUvd terminals.

Every satellite York sends into orbit strengthens the ecosystem for https://t.co/t81UZsAUvd ground terminals.

Since $SIVE hardware is hardcoded into these terminal architectures for U.S. defense applications, York's blockbuster summer launch is highly bullish for Sivers' long-term Satcom revenue pipeline.

[Michael Rigoni @michael_rigoni]

$SIVE already connected to the AI optical I/O trend through Ayar Labs and NVIDIA��s ecosystem.

The US side already knows the need for optics in AI infrastructure. $SIVE

But what if Europe wants to keep this strategic layer at home? 🇪🇺🇸🇪🇳🇱

What if $ASML looks at Sivers and says:

Europe already owns lithography.

Why not own the laser layer too?

That would make $SIVE a outstanding story 🚀

Not just $NVDA ecosystem exposure.

What if Europe connects the dots?

European semiconductor sovereignty optionality.

$SIVE $ASML $NVDA

[InvestmentGuru @InvestmentGuru_]

The most underowned layer of the AI stack — the plumbing

$SIVEF · $POET · $LWLG

Three small-cap photonics names. High risk. High conviction. Long time horizon required.

Here’s why they stay on the watchlist.

The macro is undeniable — the pluggable optics market is a $25 billion opportunity , every hyperscaler is scaling cluster size, and $AVGO just guided $600M+ in optical revenue. $MRVL’s interconnect business is growing 70%+ YoY. Data has to move faster with less power.

That’s not a GPU problem. That’s a photonics problem.

$SIVEF is a Swedish InP laser specialist that just landed a strategic collaboration with GlobalFoundries — integrating its laser arrays into GF’s silicon photonics and SCALE co-packaged optics platforms . CPO needs lasers. Sivers makes them. Named a 2026 top pick by Northland in photonics and lasers coverage. 

$POET is building an Optical Interposer that puts lasers, modulators, and electronics on a single chip. A purchase order linked to Marvell Technology is in place, with shipments expected as early as next quarter.  Citadel added 1.85M shares — up 273% — in Q1 2026.  Smart money is watching.

$LWLG is the most differentiated of the three. Pre-revenue — but milestone after milestone is landing. A fourth Fortune Global 500 company just advanced to Stage 3 of the Design Win Cycle — prototype to product.  Tower Semiconductor deal signed to integrate LWLG’s electro-optic polymer modulators targeting 110GHz+ bandwidth for 200G and 400G AI infrastructure.  Four Fortune 500 names in Stage 3 is not noise.

These are not for everyone. They’re for the patient, the convicted, and those who size small and think in years — not quarters.

The compute layer gets the headlines. The photonics layer gets the upside.

Not financial advice.

[Cyberpunk Sense 👑 @napoleon21st]

I honestly don't know what kind of fools are dumping $SIVE right now with all the crazy catalysts we have

- $GFS partnership
- initiative with tier 1 hyperscalers
- Ayar putting their lasers into $NVDA ecosystem
- NASDAQ listing
- $JPM now 5% owner of Sivers

We are about to see a rally like never before 🤯

[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

[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…

[Michael Rigoni @michael_rigoni]

$SIVE That’s absolutely INSANE 👀🚀

[Serenity @aleabitoreddit]

$AAOI is my current favorite US long.

I personally cost average recently whenever it dips to $150, or even $170.

$JBL should preform really well once they’re 1.6T LRO goes mass production with $SIVE h1 2027 imo. Also talked about $RDDT today.

$MRVL if you think it hits $1T and follow along Jensen.

[The Asian Investor @asianinvestors]

This is from someone chart of $SIVE price cycles

I'm sure many are concerned with the dip from 100SEK to 75SEK, but important to note that $SIVE has a history of big rallies and medium pullbacks.

So I'm just holding through all this volatility and letting my thesis play out

[Pep Invest @PepInvestStocks]

Take a look at the big picture from $SIVE, it is a long-term investment, ignore the short-term noise...

[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

[Fynn🇬🇧🏗️ @fynnvestor]

Huge news for $SIVE again!

$SIVE provide the lasers for Ayar Labs CPOs , which are now integrated into the $NVDA ecosystem.

Another piece of incredible news further reaffirming the reasoning for a long term hold.

Long $SIVE

[Sancet @Million_Sancet]

The global market is facing a structural bottleneck in CW (Continuous Wave) production

Demand is so massive that even if every foundry in the sector were producing at maximum capacity, global supply would still fall short

The clearest proof of this scenario is the recent move by Win Semi, one of the world's leading foundries

Which has just closed a private placement of capital to expand its facilities

Although exact figures for the 2027–2028 period are not yet public

This investment reflects absolute confidence in their ability to scale a massive and critical volume for $SIVE

Ultimately, Win Semi's expansion not only backs the potential of $SIVE

But also confirms that the industry's true limiting factor right now lies in manufacturing capacity