SIVE全力投資@Serenity大好き垢

わたし、Serenity様がとても気になります。しっかりお勉強してbrrr目指してます。

すやすや帝国💤@Serenity💐応援垢

[SIVE全力投資@Serenity大好き垢 @testad110]

次は日本人が推し始める番ですねー🙌

[RamenPanda @IamRamenPanda]

韩国人都开始推 $sive 了

你知道drill是什么

[SIVE全力投資@Serenity大好き垢 @testad110]

@suzunii_1n4 ええ、まさか株主様でしたか。さすがです👍

[SIVE全力投資@Serenity大好き垢 @testad110]

キオクシア買いそびれた人こそ$SIVEを買えばいいと思います！まだ株主が15000人しかいないので！

[🐰びびちゃん @roppon_gin]

キオクシア買えない人は200Aを買えば良いよ。
36.9%キオクシアw
こんな地合いでも今日プラスだし☺️

[SIVE全力投資@Serenity大好き垢 @testad110]

@FABYMETAL4 先月から$SIVE投資してますが、、あまりの株価の伸びの速さに驚愕です。丁寧な解説ありがとうございます😊

[SIVE全力投資@Serenity大好き垢 @testad110]

@highwa1 いっしょに頑張りましょう♪

[SIVE全力投資@Serenity大好き垢 @testad110]

金融資産1億円到達、億り人になりました。ありがとうSIVE、ありがとうSerenity。泣くこんなの、、、🫶

[SIVE全力投資@Serenity大好き垢 @testad110]

@highwa1 わたし10日間でした。1ヶ月はサポートに電話した方が良いかと（なんらかの対応してもらえるはずですよ！😂）

[SIVE全力投資@Serenity大好き垢 @testad110]

むむむ。あんまり意地悪なことしてると怒るよ

[SoFire @Sofigoodboy]

$sive 겁나 까대던 계정들 ㅋㅋㅋ

한패라는거지 ㅇㅇ

[SIVE全力投資@Serenity大好き垢 @testad110]

セレ様の今週言及があったチョークポイント理論

[SIVE全力投資@Serenity大好き垢 @testad110]

Foxconn/Shunsin 今週載セレ様ポストから銘柄分析情報まとめ

[SIVE全力投資@Serenity大好き垢 @testad110]

$AXTI　今週載セレ様ポストから銘柄分析情報まとめ

[SIVE全力投資@Serenity大好き垢 @testad110]

今週のセレ様のポストから銘柄分析情報まとめ。

[SIVE全力投資@Serenity大好き垢 @testad110]

たのしみ

[李傻根 MORE MONEY @v3wanu]

所有跟单Serenity的，再次隆重介绍一个专门针对他的监控网站给你们：

https://t.co/6AZ1Ncv9s9

详细得不得了

[オープンソース研究所 @opensourcelab9]

【速報】
Anthropic公式が「金融のプロ専用AIチーム」を丸ごと無料公開しました😳
投資銀行・株のリサーチ・PE・資産運用、まるっとAIに任せる時代です。

何がすごいかというと👇
・投資銀行/株式リサーチ/プライベートエクイティ/資産運用を全部カバー
・Claudeの「Cowork」にそのまま入れて使える
・Managed Agents API経由で自社の仕組みにも組み込める
・同じ中身を2通りの形で配布

つまり
「金融でAIどう使う？」の正解を、公式が初めて型として出してきた。
ここから一気に普及します。

https://t.co/O7nInxQlR8

[SIVE全力投資@Serenity大好き垢 @testad110]

飛び上がるほど嬉しい☺️

[Serenity @aleabitoreddit]

Wow, $SIVE to be listed in the MSCI Global Small Cap Index.

This is overwhelmly positively as it triggers more passive inflows as the MC grows.

Rebalancing takes places May 29th.

[SIVE全力投資@Serenity大好き垢 @testad110]

まだかってないやつおりゅ？？笑
乗り遅れるな、のりこめー！！
$SIVE🚀

[Serenity @aleabitoreddit]

To make things even spicier.

$SIVE is run by UC Berkeley CEOs and $LITE executives.

And the ownership cab table is now controlled by American institutions/investors.

I’d expect things to speed up on NASDAQ listing as American institutions are heavy fond of executive teams + cap tables like this.

US/Silicon Valley is now speedrunning a Swedish in name photonics company.

[SIVE全力投資@Serenity大好き垢 @testad110]

@theragingbullX thank you

[SIVE全力投資@Serenity大好き垢 @testad110]

These are beautifully assembled Avengers — superheroes truly worthy of our belief and trust.

[ItsSmacky @Chaamacoo]

Great technology alone doesn’t build billion-dollar companies.

Execution does.

And after a few more serious posts on $SIVE / $SIVE, I figured it was time to analyze management using the only framework that really matters:

Marvel character comparisons.

So here’s Sivers management as the Avengers of semis and photonics.

🛡️ Vickram Vathulya — CEO — Captain America
Bio: Previously led Nuvotronics through a strategic and operational transformation focused on long-term growth and value creation. Before that he revitalized Maxim Integrated’s largest and most profitable business unit and helped scale RF/wireless businesses at Maxim and $NXP.
Strengths: Execution, growth strategy, identifying secular trends before the market.
Weaknesses: Empty office buildings and decorative bookshelves with no actual books.

💚 Harish Krishnaswamy — MD Wireless — Hulk
Bio: World-class mmWave expert with deep technical expertise and experience around strategic semiconductor funding opportunities like the CHIPS Act.
Strengths: Elite RF expertise, technical credibility, long-term industry vision.
Weaknesses: Selling shares with bad timing.

🔴 Karin Raj — Board Member — Scarlet Witch
Bio: Telecom and networking veteran with leadership experience from $NOK, Ericsson and Huawei, including CTO and product leadership roles across the industry.
Strengths: Industry network, operational discipline, seeing around corners.
Weaknesses: If $NOK is involved with Sivers, good luck getting anything out of her.

🤖 Andrew McKee — MD Photonics — Iron Man
Bio: Photonics and manufacturing expert focused on turning advanced technology into scalable real-world products. Has spent years bridging deep-tech innovation with manufacturable production capabilities.
Strengths: Engineering depth, execution, productization.
Weaknesses: May casually discuss something 15 years ahead of public market understanding.

🧠 Bami Bastani — Chairman — Nick Fury
Bio: Semiconductor veteran with 40+ years in the industry. Former CEO and board member of ANADIGICS, Trident Microsystems and Meru Networks, and later SVP at $GFS where he led the high-growth Mobile & Wireless Infrastructure business.
Strengths: Strategic vision, industry relationships, pattern recognition through cycles.
Weaknesses: Probably measures time in semiconductor cycles instead of years.

💰 Todd Thomson — Board Member — Doctor Strange
Bio: Former executive at Citigroup, GE Capital and Bain with deep financial and strategic expertise.
Strengths: Capital allocation, strategic planning, financial structuring.
Weaknesses: Has seen so many capital markets cycles that nothing qualifies as “normal” anymore.

📡 Raymond Biagan — CRO — Hawkeye
Bio: Semiconductor sales leader with a strong track record of driving major revenue growth and customer expansion across the industry, including at $GFS.
Strengths: Customer relationships, commercial execution, closing large opportunities.
Weaknesses: Probably hasn’t seen his family in weeks because he’s too busy expanding the opportunity pipeline.

💼 Heine Thorsgaard — CFO — Vision
Bio: CFO with 20+ years driving growth, operational efficiency and long-term value creation across technology companies, most recently as CFO of Napatech.
Strengths: Discipline, operational leverage, financial oversight.
Weaknesses: He’s Danish. 🤷🏻‍♂️

Jokes aside, this isn’t a rookie team trying to figure things out for the first time.

These are people who’ve already been through the process of scaling semiconductor and deep-tech businesses before, navigating industry cycles, executing strategic transactions and building long-term value.

Great technology alone doesn’t build billion-dollar companies.

Execution does.

And Sivers has assembled a management team that already knows what that journey looks lik

.. Hope I don’t get copyrighted 😅

[SIVE全力投資@Serenity大好き垢 @testad110]

YES

[TopInvestor @Matrix_B0SS]

We have seen this pattern many times before
Morning drop
Afternoon higher high

Will $SIVE break 50 sek today?

Lets find out at the end of market close