River

[softcareline @user637826]

Added 10k shares of $SIVE

[TopInvestor @Matrix_B0SS]

Here is the comment from Global Foundries $GFS on Sivers $SIVE Linkedin post

Almost $50B company posting about using Sivers for optical solutions to build data centres and scale AI demands is super bullish for $SIVE

Not selling a single $SIVE share

$SIVE to 150 soon

[Serenity @aleabitoreddit]

oh i think u misunderstand... I'm actually more bullish than ever as prices go down.

$SIVE at ~$1.9B MC you have:

- $GFS reference laser
- laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up
- $POET and others for CPO scale out
- $JBL and others for 1.6T+ pluggable optical transcivers
- O-Net for ELS mass production

So you have all these hyperscaler suppliers trying to create as much as possible with Sivers as the laser bottleneck...

And it's just a matter of how much Win Semi + others partners can make, with $SIVE receiving ~60% gross margins + optionality to TAM expand downward.

The 15% recent share expansion that Swedish media have been bearposting is for NASDAQ listing float + M&A (and it's authorization).

You just have potential short sellers running illegal bot farms, Swedish media bearposting a company Swedish exchange, on top of a general macro drop.

The ~$140M convertible note is real, but it's pennies to US institutions. We'll likely see more institutional ownership when data comes out.

But this is also why it's good for $SIVE to prioritize NASDAQ listing so they don't need to deal with this noise and local media.

With $AAOI at $10B, you have:

- A end-to-end US laser/design/assembly player projecting $471m month revenue H1 entering H2 2027.

- With other hyperscalers like $AMD apparently discussing LTAs.

And they probably are sitting on a ton of cash after running ~$1.4B in ATMs (400M + 400m+ 600m).

Kinda all that needs to be said with those insane revenue projections as long as management doesn't BS.

This just reminds me of when $NBIS crashed to $70 last year even while projecting $7-9B ARR, and as timelines got closer it recovered to $250+. Feels like dejavu.

I'm just waiting for both volume ramps to hit. Photonics are generally more volatile than the rest.

[Finance Major @FinanceMajor_23]

$SIVE - FOUNDRY-STACK CAPACITY OPTION IN AI OPTICS REPORT SENT TO CLIENTS AND SUBSTACK.

We note $SIVE as a designed‑in light‑source layer inside a tier‑one SiPh/CPO foundry stack.

$SIVE is not just a standalone InP fab: the GlobalFoundries SCALE collaboration, plus Ayar, O‑Net/Enablence, POET, Jabil 1.6T and a USD ~799M pipeline, together create an option on GF‑scale AI‑optics volume without $SIVE carrying foundry capex,

Our capacity‑option model and EV/Sales cross‑check both triangulate to a platform value around SEK 150 versus SEK 86 spot.

Access full report at the bottom of substack article below.

https://t.co/aOXhniCb7b

[Cyberpunk Sense 👑 @napoleon21st]

Looks like $SIVE powered tech won a Deutsche Ban Rail challenge. Is it still a meme stock?

[CG Investing @CGInvesting10]

Just took out a $100,000 private loan to buy $MU pre-earnings

This will be the best decision I have ever made

[River @shadowriver9]

@pradeeepk I wonder how stupid you can be. 16 major companies are willing to pay that much to secure supply. Micron will then sell the additional and remaining supply at a multiple of those prices. Good luck staying out of the 10 year trends called memory.

[River @shadowriver9]

@JoeValue $XFAB

[River @shadowriver9]

@MatthieuCeronne Where is the webinar link?

[River @shadowriver9]

@aleabitoreddit $XFAB?

[River @shadowriver9]

@babyfolio $XFAB without a doubt.

[PlayStation @PlayStation]

👀

[Bloomberg @business]

Take-Two will open pre-orders for Grand Theft Auto VI on June 25, kicking off the launch of one of the most anticipated video games of all time https://t.co/0REmiEkRWU

[River @shadowriver9]

@RockstarGames Let's go!!!

[Rockstar Games @RockstarGames]

Pre-orders for Grand Theft Auto VI will officially begin on June 25 on digital storefronts and at other select retailers.

Check out the official cover art, also available as downloadable artwork at https://t.co/XPwC8URCQ4

[River @shadowriver9]

Hard to believe that both KPMG and EY have been deceived and have not noticed anything strange in their due diligence about 2CRSi. Looking forward to hear from the CEO. I'm not selling.

[TheBigBerbowski @TheBigBerbowski]

It's due to a short report.

"We believe 2CRSi has created a fraudulent structure in the US to fabricate a growth story to its investors. We believe investors, regulators and auditors have been deliberately deceived."

Being family run, with massive insider ownership, the management would have to go literally full degen mode to do something like this.
"Our research indicates that almost the entire revenue of 2CRSi is likely fabricated through an undisclosed related-party scheme."

I find it hard to believe.

Let's wait and see.

[The Asian Investor @asianinvestors]

Why is $SIVE moving 10% today?

Nasdaq Nordic Derivatives market introducing derivatives on $SIVE shares

[Pep Invest @PepInvestStocks]

$SIVE Nasdaq has officially announced that standardized derivatives, including options and futures, will be introduced for Sivers Semiconductors shares starting June 29, with regular trading scheduled to begin on July 6.

For the company and its shareholders, this announcement represents a major fundamental milestone that should be viewed as highly positive for several reasons.

First, the introduction of standardized options serves as a validation by the exchange itself. Nasdaq strictly lists these instruments for companies that demonstrate consistently high trading volumes, robust liquidity, and strong international market interest. With this move, $SIVE officially transitions away from being a speculative small-cap stock and establishes itself among professionally traded technology companies.

Second, this step opens the door to institutional investors.

Many large funds, asset managers, and family offices are legally or internally restricted from investing in equities unless a liquid derivatives market exists alongside them to hedge their positions. This barrier is now being removed, which is highly likely to drive a significant influx of major institutional capital over the coming months.

Third, the new market structure provides substantial fuel for an upward movement.

Given that the stock is already under intense scrutiny due to the upcoming US listing and the recent AGM, the introduction of options will heavily amplify trading dynamics.

If positive operational news drops in the near future, market participants engaging in delta-hedging and covering short positions will inevitably push the share price upward.

Following the key decisions made at yesterday’s annual general meeting, this official notice from Nasdaq provides further concrete evidence that $SIVE is currently undergoing a fundamental re-evaluation in the financial markets.

The structural foundations for a sustained and dynamic upward trend have now been successfully established.

[River @shadowriver9]

@aleabitoreddit Memory demand has become structural, don't you think?

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ