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Sivers Semi killed by Ningis report. Here is a summary. Surprising reading
😳😳😳
$SIVE, $SIVEF
https://t.co/eWKTzP2Duv
Avanza Portfolio CSV Creation https://t.co/0o4lhfwgvM
@aleabitoreddit https://t.co/ygpJfiCAbb
What happening at Sivers?
📊 Summary
• The Hype: Sivers ($SIVE) has world-class AI laser tech and a 1,000% stock rally.
• The Reality: Shocking corporate governance is quietly transferring billions from retail investors to lenders and insiders.
• The Smoking Guns: A loophole-filled convertible loan giving lenders a 1B SEK free lunch, a CEO option package with zero profitability requirements, and a massive 25% total dilution threat via an aggressive 15% blank-check share issuance request.
• Action: Shareholder activist alert. Block the corporate capture. Vote NO on items 10 & 13–18 at the June 15 AGM.
🧵 The Main Post from Avanza Placera forum. Posted by VistaAzul
Is $SIVE an AI Rocket Ship... or an Insider Cash Cow? 🧵👇
I’m a major $SIVE shareholder sitting on millions in gains. The tech is flawless. But we need to talk about the daylight robbery happening in the boardroom before the June 15 AGM.
World-class lasers. Bottom-tier financial execution. Let’s look at the data. 👇
1/ The Bootstrap Europe Disaster 💸
In Feb 2026, the board raised a 120M SEK convertible loan with a strike price of 4.77 SEK.
Today, the stock trades at 55 SEK.
Because the board omitted standard conversion caps and lock-ups, the lender can now dump 23M shares instantly, pocketing a 1,000M SEK profit on a 120M SEK loan. A 3-month, 800% free lunch at our expense.
2/ CEO Payouts for Failure? 💎
The board wants to grant the CEO 1M options annually. If the stock hits 100 SEK, he makes hundreds of millions.
The catch? The hurdle rate is set at a low 16.6% sector growth rate, even though $SIVE's own pitch decks promise 35–50% growth. The CEO can miss company guidance by 3x and still trigger a massive payout.
Worse: There is zero profitability requirement. Sivers lost 222M SEK in 2025. This plan rewards the CEO for riding a sector tide while the business bleeds cash. ❌
3/ The 2.5 Billion SEK Blank Check ✍️
Item 14 is a wolf in sheep's clothing. The board wants a mandate to issue up to 15% new shares without coming back to investors. At 55 SEK, that’s a 2.5B SEK blank check handed to a board with a terrible negotiation track record. That is eight times the company’s annual revenue.
4/ The Total Dilution Threat 📉
Combine the board fees, the option packages, and the issuance mandate, and current shareholders face a staggering 25% dilution hit this year alone. A quarter of your equity, gone without a specific vote.
The Verdict:
$SIVE has the tech to compete with giants like Coherent ($COHR) and Lumentum ($LUMT). But great tech can be utterly destroyed by terrible governance.
Don't let AI hype blind you to insider wealth transfers.
👉 Vote NO on items 10 and 13–18 at the AGM. Protect your capital.
🧠 Deep Analysis & Reflection
This reworked perspective cuts straight through the noise of the 2026 AI bull run.
Sivers Semiconductors finds itself in a highly precarious psychological position:
the market cap is being inflated by secular AI macro tailwinds, while its internal corporate finance metrics remain deeply micro-cap and unprofitable.
This environment is breeding ground for severe structural asymmetry. The board's proposals highlight a dangerous lack of alignment. By requesting an issuance mandate that significantly exceeds the Swedish Corporate Governance Code’s 10% benchmark, the board is effectively insulating themselves from shareholder oversight right when they need it most.
The Bootstrap convertible failure proves that the current leadership struggles to model tail risk in a hyper-growth environment; they capped the company’s upside while leaving the downside entirely exposed to retail dilution.
If shareholders approve these sweeping compensation and equity mandates on June 15, they are validating a structure where insiders extract mega-cap tech rewards for micro-cap financial performance.
The underlying technology might build the company's future, but the corporate governance determines who actually gets to keep the $.
@aleabitoreddit https://t.co/ygpJfiCAbb
What happening at Sivers?
📊 Summary
• The Hype: Sivers ($SIVE) has world-class AI laser tech and a 1,000% stock rally.
• The Reality: Shocking corporate governance is quietly transferring billions from retail investors to lenders and insiders.
• The Smoking Guns: A loophole-filled convertible loan giving lenders a 1B SEK free lunch, a CEO option package with zero profitability requirements, and a massive 25% total dilution threat via an aggressive 15% blank-check share issuance request.
• Action: Shareholder activist alert. Block the corporate capture. Vote NO on items 10 & 13–18 at the June 15 AGM.
🧵 The Main Post from Avanza Placera forum. Posted by VistaAzul
Is $SIVE an AI Rocket Ship... or an Insider Cash Cow? 🧵👇
I’m a major $SIVE shareholder sitting on millions in gains. The tech is flawless. But we need to talk about the daylight robbery happening in the boardroom before the June 15 AGM.
World-class lasers. Bottom-tier financial execution. Let’s look at the data. 👇
1/ The Bootstrap Europe Disaster 💸
In Feb 2026, the board raised a 120M SEK convertible loan with a strike price of 4.77 SEK.
Today, the stock trades at 55 SEK.
Because the board omitted standard conversion caps and lock-ups, the lender can now dump 23M shares instantly, pocketing a 1,000M SEK profit on a 120M SEK loan. A 3-month, 800% free lunch at our expense.
2/ CEO Payouts for Failure? 💎
The board wants to grant the CEO 1M options annually. If the stock hits 100 SEK, he makes hundreds of millions.
The catch? The hurdle rate is set at a low 16.6% sector growth rate, even though $SIVE's own pitch decks promise 35–50% growth. The CEO can miss company guidance by 3x and still trigger a massive payout.
Worse: There is zero profitability requirement. Sivers lost 222M SEK in 2025. This plan rewards the CEO for riding a sector tide while the business bleeds cash. ❌
3/ The 2.5 Billion SEK Blank Check ✍️
Item 14 is a wolf in sheep's clothing. The board wants a mandate to issue up to 15% new shares without coming back to investors. At 55 SEK, that’s a 2.5B SEK blank check handed to a board with a terrible negotiation track record. That is eight times the company’s annual revenue.
4/ The Total Dilution Threat 📉
Combine the board fees, the option packages, and the issuance mandate, and current shareholders face a staggering 25% dilution hit this year alone. A quarter of your equity, gone without a specific vote.
The Verdict:
$SIVE has the tech to compete with giants like Coherent ($COHR) and Lumentum ($LUMT). But great tech can be utterly destroyed by terrible governance.
Don't let AI hype blind you to insider wealth transfers.
👉 Vote NO on items 10 and 13–18 at the AGM. Protect your capital.
🧠 Deep Analysis & Reflection
This reworked perspective cuts straight through the noise of the 2026 AI bull run.
Sivers Semiconductors finds itself in a highly precarious psychological position:
the market cap is being inflated by secular AI macro tailwinds, while its internal corporate finance metrics remain deeply micro-cap and unprofitable.
This environment is breeding ground for severe structural asymmetry. The board's proposals highlight a dangerous lack of alignment. By requesting an issuance mandate that significantly exceeds the Swedish Corporate Governance Code’s 10% benchmark, the board is effectively insulating themselves from shareholder oversight right when they need it most.
The Bootstrap convertible failure proves that the current leadership struggles to model tail risk in a hyper-growth environment; they capped the company’s upside while leaving the downside entirely exposed to retail dilution.
If shareholders approve these sweeping compensation and equity mandates on June 15, they are validating a structure where insiders extract mega-cap tech rewards for micro-cap financial performance.
The underlying technology might build the company's future, but the corporate governance determines who actually gets to keep the $.
@hoarderresearch https://t.co/ygpJfiCAbb
What happening at Sivers?
📊 Summary
• The Hype: Sivers ($SIVE) has world-class AI laser tech and a 1,000% stock rally.
• The Reality: Shocking corporate governance is quietly transferring billions from retail investors to lenders and insiders.
• The Smoking Guns: A loophole-filled convertible loan giving lenders a 1B SEK free lunch, a CEO option package with zero profitability requirements, and a massive 25% total dilution threat via an aggressive 15% blank-check share issuance request.
• Action: Shareholder activist alert. Block the corporate capture. Vote NO on items 10 & 13–18 at the June 15 AGM.
🧵 The Main Post from Avanza Placera forum. Posted by VistaAzul
Is $SIVE an AI Rocket Ship... or an Insider Cash Cow? 🧵👇
I’m a major $SIVE shareholder sitting on millions in gains. The tech is flawless. But we need to talk about the daylight robbery happening in the boardroom before the June 15 AGM.
World-class lasers. Bottom-tier financial execution. Let’s look at the data. 👇
1/ The Bootstrap Europe Disaster 💸
In Feb 2026, the board raised a 120M SEK convertible loan with a strike price of 4.77 SEK.
Today, the stock trades at 55 SEK.
Because the board omitted standard conversion caps and lock-ups, the lender can now dump 23M shares instantly, pocketing a 1,000M SEK profit on a 120M SEK loan. A 3-month, 800% free lunch at our expense.
2/ CEO Payouts for Failure? 💎
The board wants to grant the CEO 1M options annually. If the stock hits 100 SEK, he makes hundreds of millions.
The catch? The hurdle rate is set at a low 16.6% sector growth rate, even though $SIVE's own pitch decks promise 35–50% growth. The CEO can miss company guidance by 3x and still trigger a massive payout.
Worse: There is zero profitability requirement. Sivers lost 222M SEK in 2025. This plan rewards the CEO for riding a sector tide while the business bleeds cash. ❌
3/ The 2.5 Billion SEK Blank Check ✍️
Item 14 is a wolf in sheep's clothing. The board wants a mandate to issue up to 15% new shares without coming back to investors. At 55 SEK, that’s a 2.5B SEK blank check handed to a board with a terrible negotiation track record. That is eight times the company’s annual revenue.
4/ The Total Dilution Threat 📉
Combine the board fees, the option packages, and the issuance mandate, and current shareholders face a staggering 25% dilution hit this year alone. A quarter of your equity, gone without a specific vote.
The Verdict:
$SIVE has the tech to compete with giants like Coherent ($COHR) and Lumentum ($LUMT). But great tech can be utterly destroyed by terrible governance.
Don't let AI hype blind you to insider wealth transfers.
👉 Vote NO on items 10 and 13–18 at the AGM. Protect your capital.
🧠 Deep Analysis & Reflection
This reworked perspective cuts straight through the noise of the 2026 AI bull run.
Sivers Semiconductors finds itself in a highly precarious psychological position:
the market cap is being inflated by secular AI macro tailwinds, while its internal corporate finance metrics remain deeply micro-cap and unprofitable.
This environment is breeding ground for severe structural asymmetry. The board's proposals highlight a dangerous lack of alignment. By requesting an issuance mandate that significantly exceeds the Swedish Corporate Governance Code’s 10% benchmark, the board is effectively insulating themselves from shareholder oversight right when they need it most.
The Bootstrap convertible failure proves that the current leadership struggles to model tail risk in a hyper-growth environment; they capped the company’s upside while leaving the downside entirely exposed to retail dilution.
If shareholders approve these sweeping compensation and equity mandates on June 15, they are validating a structure where insiders extract mega-cap tech rewards for micro-cap financial performance.
The underlying technology might build the company's future, but the corporate governance determines who actually gets to keep the $.
@HunterAllen4 https://t.co/ygpJfiCAbb
What happening at Sivers?
📊 Summary
• The Hype: Sivers ($SIVE) has world-class AI laser tech and a 1,000% stock rally.
• The Reality: Shocking corporate governance is quietly transferring billions from retail investors to lenders and insiders.
• The Smoking Guns: A loophole-filled convertible loan giving lenders a 1B SEK free lunch, a CEO option package with zero profitability requirements, and a massive 25% total dilution threat via an aggressive 15% blank-check share issuance request.
• Action: Shareholder activist alert. Block the corporate capture. Vote NO on items 10 & 13–18 at the June 15 AGM.
🧵 The Main Post from Avanza Placera forum. Posted by VistaAzul
Is $SIVE an AI Rocket Ship... or an Insider Cash Cow? 🧵👇
I’m a major $SIVE shareholder sitting on millions in gains. The tech is flawless. But we need to talk about the daylight robbery happening in the boardroom before the June 15 AGM.
World-class lasers. Bottom-tier financial execution. Let’s look at the data. 👇
1/ The Bootstrap Europe Disaster 💸
In Feb 2026, the board raised a 120M SEK convertible loan with a strike price of 4.77 SEK.
Today, the stock trades at 55 SEK.
Because the board omitted standard conversion caps and lock-ups, the lender can now dump 23M shares instantly, pocketing a 1,000M SEK profit on a 120M SEK loan. A 3-month, 800% free lunch at our expense.
2/ CEO Payouts for Failure? 💎
The board wants to grant the CEO 1M options annually. If the stock hits 100 SEK, he makes hundreds of millions.
The catch? The hurdle rate is set at a low 16.6% sector growth rate, even though $SIVE's own pitch decks promise 35–50% growth. The CEO can miss company guidance by 3x and still trigger a massive payout.
Worse: There is zero profitability requirement. Sivers lost 222M SEK in 2025. This plan rewards the CEO for riding a sector tide while the business bleeds cash. ❌
3/ The 2.5 Billion SEK Blank Check ✍️
Item 14 is a wolf in sheep's clothing. The board wants a mandate to issue up to 15% new shares without coming back to investors. At 55 SEK, that’s a 2.5B SEK blank check handed to a board with a terrible negotiation track record. That is eight times the company’s annual revenue.
4/ The Total Dilution Threat 📉
Combine the board fees, the option packages, and the issuance mandate, and current shareholders face a staggering 25% dilution hit this year alone. A quarter of your equity, gone without a specific vote.
The Verdict:
$SIVE has the tech to compete with giants like Coherent ($COHR) and Lumentum ($LUMT). But great tech can be utterly destroyed by terrible governance.
Don't let AI hype blind you to insider wealth transfers.
👉 Vote NO on items 10 and 13–18 at the AGM. Protect your capital.
🧠 Deep Analysis & Reflection
This reworked perspective cuts straight through the noise of the 2026 AI bull run.
Sivers Semiconductors finds itself in a highly precarious psychological position:
the market cap is being inflated by secular AI macro tailwinds, while its internal corporate finance metrics remain deeply micro-cap and unprofitable.
This environment is breeding ground for severe structural asymmetry. The board's proposals highlight a dangerous lack of alignment. By requesting an issuance mandate that significantly exceeds the Swedish Corporate Governance Code’s 10% benchmark, the board is effectively insulating themselves from shareholder oversight right when they need it most.
The Bootstrap convertible failure proves that the current leadership struggles to model tail risk in a hyper-growth environment; they capped the company’s upside while leaving the downside entirely exposed to retail dilution.
If shareholders approve these sweeping compensation and equity mandates on June 15, they are validating a structure where insiders extract mega-cap tech rewards for micro-cap financial performance.
The underlying technology might build the company's future, but the corporate governance determines who actually gets to keep the $.
What happening at Sivers?
📊 Summary
• The Hype: Sivers ($SIVE) has world-class AI laser tech and a 1,000% stock rally.
• The Reality: Shocking corporate governance is quietly transferring billions from retail investors to lenders and insiders.
• The Smoking Guns: A loophole-filled convertible loan giving lenders a 1B SEK free lunch, a CEO option package with zero profitability requirements, and a massive 25% total dilution threat via an aggressive 15% blank-check share issuance request.
• Action: Shareholder activist alert. Block the corporate capture. Vote NO on items 10 & 13–18 at the June 15 AGM.
🧵 The Main Post from Avanza Placera forum. Posted by VistaAzul
Is $SIVE an AI Rocket Ship... or an Insider Cash Cow? 🧵👇
I’m a major $SIVE shareholder sitting on millions in gains. The tech is flawless. But we need to talk about the daylight robbery happening in the boardroom before the June 15 AGM.
World-class lasers. Bottom-tier financial execution. Let’s look at the data. 👇
1/ The Bootstrap Europe Disaster 💸
In Feb 2026, the board raised a 120M SEK convertible loan with a strike price of 4.77 SEK.
Today, the stock trades at 55 SEK.
Because the board omitted standard conversion caps and lock-ups, the lender can now dump 23M shares instantly, pocketing a 1,000M SEK profit on a 120M SEK loan. A 3-month, 800% free lunch at our expense.
2/ CEO Payouts for Failure? 💎
The board wants to grant the CEO 1M options annually. If the stock hits 100 SEK, he makes hundreds of millions.
The catch? The hurdle rate is set at a low 16.6% sector growth rate, even though $SIVE's own pitch decks promise 35–50% growth. The CEO can miss company guidance by 3x and still trigger a massive payout.
Worse: There is zero profitability requirement. Sivers lost 222M SEK in 2025. This plan rewards the CEO for riding a sector tide while the business bleeds cash. ❌
3/ The 2.5 Billion SEK Blank Check ✍️
Item 14 is a wolf in sheep's clothing. The board wants a mandate to issue up to 15% new shares without coming back to investors. At 55 SEK, that’s a 2.5B SEK blank check handed to a board with a terrible negotiation track record. That is eight times the company’s annual revenue.
4/ The Total Dilution Threat 📉
Combine the board fees, the option packages, and the issuance mandate, and current shareholders face a staggering 25% dilution hit this year alone. A quarter of your equity, gone without a specific vote.
The Verdict:
$SIVE has the tech to compete with giants like Coherent ($COHR) and Lumentum ($LUMT). But great tech can be utterly destroyed by terrible governance.
Don't let AI hype blind you to insider wealth transfers.
👉 Vote NO on items 10 and 13–18 at the AGM. Protect your capital.
🧠 Deep Analysis & Reflection
This reworked perspective cuts straight through the noise of the 2026 AI bull run.
Sivers Semiconductors finds itself in a highly precarious psychological position:
the market cap is being inflated by secular AI macro tailwinds, while its internal corporate finance metrics remain deeply micro-cap and unprofitable.
This environment is breeding ground for severe structural asymmetry. The board's proposals highlight a dangerous lack of alignment. By requesting an issuance mandate that significantly exceeds the Swedish Corporate Governance Code’s 10% benchmark, the board is effectively insulating themselves from shareholder oversight right when they need it most.
The Bootstrap convertible failure proves that the current leadership struggles to model tail risk in a hyper-growth environment; they capped the company’s upside while leaving the downside entirely exposed to retail dilution.
If shareholders approve these sweeping compensation and equity mandates on June 15, they are validating a structure where insiders extract mega-cap tech rewards for micro-cap financial performance.
the corporate governance determines who actually gets to keep the $.
$SIVE, $SIVEF
@aleabitoreddit https://t.co/GSmy8Shdn4
🤡 SIVERS IS A TOTAL CLOWN SHOW
After revising their 2025 financial statements, it turns out $SIVE 🇸🇪 lost 0.73 SEK for every single 1.00 SEK they actually managed to sell.
An absolute masterclass in burning cash! 🤣🤑💸
$SIVE $SIVNY $BYTS $INTC $NVDA $AMD
@Plaskpojken https://t.co/GSmy8Shdn4
🤡 SIVERS IS A TOTAL CLOWN SHOW
After revising their 2025 financial statements, it turns out $SIVE 🇸🇪 lost 0.73 SEK for every single 1.00 SEK they actually managed to sell.
An absolute masterclass in burning cash! 🤣🤑💸
$SIVE $SIVNY $BYTS $INTC $NVDA $AMD
@aleabitoreddit https://t.co/GSmy8Shdn4
🤡 SIVERS IS A TOTAL CLOWN SHOW
After revising their 2025 financial statements, it turns out $SIVE 🇸🇪 lost 0.73 SEK for every single 1.00 SEK they actually managed to sell.
An absolute masterclass in burning cash! 🤣🤑💸
$SIVE $SIVNY $BYTS $INTC $NVDA $AMD
@aleabitoreddit https://t.co/GSmy8Shdn4
🤡 SIVERS IS A TOTAL CLOWN SHOW
After revising their 2025 financial statements, it turns out $SIVE 🇸🇪 lost 0.73 SEK for every single 1.00 SEK they actually managed to sell.
An absolute masterclass in burning cash! 🤣🤑💸
$SIVE $SIVNY $BYTS $INTC $NVDA $AMD
@aleabitoreddit https://t.co/GSmy8Shdn4
🤡 SIVERS IS A TOTAL CLOWN SHOW
After revising their 2025 financial statements, it turns out $SIVE 🇸🇪 lost 0.73 SEK for every single 1.00 SEK they actually managed to sell.
An absolute masterclass in burning cash! 🤣🤑💸
$SIVE $SIVNY $BYTS $INTC $NVDA $AMD
🤡 SIVERS IS A TOTAL CLOWN SHOW
After revising their 2025 financial statements, it turns out $SIVE 🇸🇪 lost 0.73 SEK for every single 1.00 SEK they actually managed to sell.
An absolute masterclass in burning cash! 🤣🤑💸
$SIVE $SIVNY $BYTS $INTC $NVDA $AMD
@aleabitoreddit https://t.co/jKCOuoZoCo
🚨 ATTENTION: READ ONLY IF YOU VALUE FUNDAMENTALS and the REALITY 🚨
A reality check on $SIV (Sivers Semiconductors) AI laser sales. While the hype is loud, the math and operational reality tell a different story. 📉
Here is the 20-point fundamental breakdown:
① Potential Product? - Probably ✅
② Booked Volume Orders? - No ❌
③ Strong Finances? - No (Losses, increasing yearly) 📉
④ Cash Runway? - No (Needs more dilution/emissions) 💸
⑤ Secured Fab Capacity? - No (WW capacity is capped) 🏭
⑥ Proven Yield/Margins? - Not yet 🧪
⑦ Unique/No Competition? - No (Up against Lumentum, Coherent and others) 🥊
⑧ Customer Quals? - Not proven 🔍
⑨ Design Wins to Revenue? - Not proven 💰
⑩ Long-term Supply Agreements? - No (Only LoIs) 📝
⑪ Scale to Mass Production? - Not proven ⚖️
⑫ Working Capital for Growth? No 🏦
⑬ Sivers > Tier 1 Suppliers? - No proof yet 🏗️
⑭ Bargaining Power? - No (Small supplier position) 🤏
⑮ Price Pressure Protection? - Not proven 📉
⑯ External Fab Dependence? - Yes 🔗
⑱ Time to Market? - High risk of being locked out ⏱️
⑲ Insider Selling? - Yes 🚩
⑳ Institutional Buy in? - No 🚫
Bottom Line: Is the current market price justified by hope or by data?
#Sivers #SIV #Investing #Trading #StockMarket #FundamentalAnalysis #Semiconductors #ShortSelling #Finance
@aleabitoreddit https://t.co/jKCOuoZoCo
🚨 ATTENTION: READ ONLY IF YOU VALUE FUNDAMENTALS and the REALITY 🚨
A reality check on $SIV (Sivers Semiconductors) AI laser sales. While the hype is loud, the math and operational reality tell a different story. 📉
Here is the 20-point fundamental breakdown:
① Potential Product? - Probably ✅
② Booked Volume Orders? - No ❌
③ Strong Finances? - No (Losses, increasing yearly) 📉
④ Cash Runway? - No (Needs more dilution/emissions) 💸
⑤ Secured Fab Capacity? - No (WW capacity is capped) 🏭
⑥ Proven Yield/Margins? - Not yet 🧪
⑦ Unique/No Competition? - No (Up against Lumentum, Coherent and others) 🥊
⑧ Customer Quals? - Not proven 🔍
⑨ Design Wins to Revenue? - Not proven 💰
⑩ Long-term Supply Agreements? - No (Only LoIs) 📝
⑪ Scale to Mass Production? - Not proven ⚖️
⑫ Working Capital for Growth? No 🏦
⑬ Sivers > Tier 1 Suppliers? - No proof yet 🏗️
⑭ Bargaining Power? - No (Small supplier position) 🤏
⑮ Price Pressure Protection? - Not proven 📉
⑯ External Fab Dependence? - Yes 🔗
⑱ Time to Market? - High risk of being locked out ⏱️
⑲ Insider Selling? - Yes 🚩
⑳ Institutional Buy in? - No 🚫
Bottom Line: Is the current market price justified by hope or by data?
#Sivers #SIV #Investing #Trading #StockMarket #FundamentalAnalysis #Semiconductors #ShortSelling #Finance
@Chaamacoo https://t.co/jKCOuoZoCo
🚨 ATTENTION: READ ONLY IF YOU VALUE FUNDAMENTALS and the REALITY 🚨
A reality check on $SIV (Sivers Semiconductors) AI laser sales. While the hype is loud, the math and operational reality tell a different story. 📉
Here is the 20-point fundamental breakdown:
① Potential Product? - Probably ✅
② Booked Volume Orders? - No ❌
③ Strong Finances? - No (Losses, increasing yearly) 📉
④ Cash Runway? - No (Needs more dilution/emissions) 💸
⑤ Secured Fab Capacity? - No (WW capacity is capped) 🏭
⑥ Proven Yield/Margins? - Not yet 🧪
⑦ Unique/No Competition? - No (Up against Lumentum, Coherent and others) 🥊
⑧ Customer Quals? - Not proven 🔍
⑨ Design Wins to Revenue? - Not proven 💰
⑩ Long-term Supply Agreements? - No (Only LoIs) 📝
⑪ Scale to Mass Production? - Not proven ⚖️
⑫ Working Capital for Growth? No 🏦
⑬ Sivers > Tier 1 Suppliers? - No proof yet 🏗️
⑭ Bargaining Power? - No (Small supplier position) 🤏
⑮ Price Pressure Protection? - Not proven 📉
⑯ External Fab Dependence? - Yes 🔗
⑱ Time to Market? - High risk of being locked out ⏱️
⑲ Insider Selling? - Yes 🚩
⑳ Institutional Buy in? - No 🚫
Bottom Line: Is the current market price justified by hope or by data?
#Sivers #SIV #Investing #Trading #StockMarket #FundamentalAnalysis #Semiconductors #ShortSelling #Finance
@hoarderresearch https://t.co/jKCOuoZoCo
🚨 ATTENTION: READ ONLY IF YOU VALUE FUNDAMENTALS and the REALITY 🚨
A reality check on $SIV (Sivers Semiconductors) AI laser sales. While the hype is loud, the math and operational reality tell a different story. 📉
Here is the 20-point fundamental breakdown:
① Potential Product? - Probably ✅
② Booked Volume Orders? - No ❌
③ Strong Finances? - No (Losses, increasing yearly) 📉
④ Cash Runway? - No (Needs more dilution/emissions) 💸
⑤ Secured Fab Capacity? - No (WW capacity is capped) 🏭
⑥ Proven Yield/Margins? - Not yet 🧪
⑦ Unique/No Competition? - No (Up against Lumentum, Coherent and others) 🥊
⑧ Customer Quals? - Not proven 🔍
⑨ Design Wins to Revenue? - Not proven 💰
⑩ Long-term Supply Agreements? - No (Only LoIs) 📝
⑪ Scale to Mass Production? - Not proven ⚖️
⑫ Working Capital for Growth? No 🏦
⑬ Sivers > Tier 1 Suppliers? - No proof yet 🏗️
⑭ Bargaining Power? - No (Small supplier position) 🤏
⑮ Price Pressure Protection? - Not proven 📉
⑯ External Fab Dependence? - Yes 🔗
⑱ Time to Market? - High risk of being locked out ⏱️
⑲ Insider Selling? - Yes 🚩
⑳ Institutional Buy in? - No 🚫
Bottom Line: Is the current market price justified by hope or by data?
#Sivers #SIV #Investing #Trading #StockMarket #FundamentalAnalysis #Semiconductors #ShortSelling #Finance
@yanbo2004 https://t.co/jKCOuoZoCo
🚨 ATTENTION: READ ONLY IF YOU VALUE FUNDAMENTALS and the REALITY 🚨
A reality check on $SIV (Sivers Semiconductors) AI laser sales. While the hype is loud, the math and operational reality tell a different story. 📉
Here is the 20-point fundamental breakdown:
① Potential Product? - Probably ✅
② Booked Volume Orders? - No ❌
③ Strong Finances? - No (Losses, increasing yearly) 📉
④ Cash Runway? - No (Needs more dilution/emissions) 💸
⑤ Secured Fab Capacity? - No (WW capacity is capped) 🏭
⑥ Proven Yield/Margins? - Not yet 🧪
⑦ Unique/No Competition? - No (Up against Lumentum, Coherent and others) 🥊
⑧ Customer Quals? - Not proven 🔍
⑨ Design Wins to Revenue? - Not proven 💰
⑩ Long-term Supply Agreements? - No (Only LoIs) 📝
⑪ Scale to Mass Production? - Not proven ⚖️
⑫ Working Capital for Growth? No 🏦
⑬ Sivers > Tier 1 Suppliers? - No proof yet 🏗️
⑭ Bargaining Power? - No (Small supplier position) 🤏
⑮ Price Pressure Protection? - Not proven 📉
⑯ External Fab Dependence? - Yes 🔗
⑱ Time to Market? - High risk of being locked out ⏱️
⑲ Insider Selling? - Yes 🚩
⑳ Institutional Buy in? - No 🚫
Bottom Line: Is the current market price justified by hope or by data?
#Sivers #SIV #Investing #Trading #StockMarket #FundamentalAnalysis #Semiconductors #ShortSelling #Finance
@cherryPayment https://t.co/jKCOuoZoCo
🚨 ATTENTION: READ ONLY IF YOU VALUE FUNDAMENTALS and the REALITY 🚨
A reality check on $SIV (Sivers Semiconductors) AI laser sales. While the hype is loud, the math and operational reality tell a different story. 📉
Here is the 20-point fundamental breakdown:
① Potential Product? - Probably ✅
② Booked Volume Orders? - No ❌
③ Strong Finances? - No (Losses, increasing yearly) 📉
④ Cash Runway? - No (Needs more dilution/emissions) 💸
⑤ Secured Fab Capacity? - No (WW capacity is capped) 🏭
⑥ Proven Yield/Margins? - Not yet 🧪
⑦ Unique/No Competition? - No (Up against Lumentum, Coherent and others) 🥊
⑧ Customer Quals? - Not proven 🔍
⑨ Design Wins to Revenue? - Not proven 💰
⑩ Long-term Supply Agreements? - No (Only LoIs) 📝
⑪ Scale to Mass Production? - Not proven ⚖️
⑫ Working Capital for Growth? No 🏦
⑬ Sivers > Tier 1 Suppliers? - No proof yet 🏗️
⑭ Bargaining Power? - No (Small supplier position) 🤏
⑮ Price Pressure Protection? - Not proven 📉
⑯ External Fab Dependence? - Yes 🔗
⑱ Time to Market? - High risk of being locked out ⏱️
⑲ Insider Selling? - Yes 🚩
⑳ Institutional Buy in? - No 🚫
Bottom Line: Is the current market price justified by hope or by data?
#Sivers #SIV #Investing #Trading #StockMarket #FundamentalAnalysis #Semiconductors #ShortSelling #Finance
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