Thomas

just watching

[Sivers-Semiconductors @SiversSemicond]

Sivers will publish its Q2 2026 Interim Report tomorrow on August 27.
As we head toward Q2, it’s worth looking back at where we left off.
In Q1, Sivers reported a 77% YTD increase in its opportunity pipeline to $799 million, while highlighting multiple customer product ramps across Photonics and Wireless expected to drive growth into 2027.
Catch up on the Q1 report and investor materials ahead of next week’s update: https://t.co/C0ZfGnJAir

[Thomas @Thomas_jr10]

@CRESUSINVESTIS Tu pense quoi de la réaction du marché par rapport à $RDDT ?

[Yuri Khodjamirian, CFA @YuriKhodjam]

1/ I recently highlighted WIN Semiconductors, one of the potentially overlooked companies in $LAZR.

Next up is Sivers Semiconductors ($SIVE), an underappreciated supplier of the light sources powering next-generation optical interconnects. 🧵

[Thomas @Thomas_jr10]

@Matrix_B0SS What is the news

[Thomas @Thomas_jr10]

@__Con_ What is your price target for $sive

[Thomas @Thomas_jr10]

@Matrix_B0SS What is your thesis for xfab ?

[Thomas @Thomas_jr10]

@italianinvesto What is your price target for $xfab and your thesis

[Thomas @Thomas_jr10]

@Matrix_B0SS @SiversSemicond You want the pump 😂

[Thomas @Thomas_jr10]

@JulienTechInvst Bonjour Julien, que pense tu de l'action $sive ?

[vlmk @vlmkapital]

$LPK

I am having trouble figuring out how LPKF will reach 70% market share in production, considering they're probably not involved in the TSMC supply chain.

TSMC partnered up with Innolux and Ibiden for glass substrates. Innolux has explicitly partnered up with Contrel + ITRI for TGV-related work, and Contrel and ITRI have developed their own complete TGV process. This is obviously the natural TGV candidate for the TSMC supply chains.

And also considering that Intel is pivoting to outsourcing glass substrates to someone else - seems to be at least partially to JNTC, who also has their own TGV process - instead of producing them themselves.

[Thomas @Thomas_jr10]

@cherryPayment Exactly. The market still values $XFAB like a boring cyclical foundry.

I see a strategic European asset with SiC, photonics and sovereign semiconductor exposure.

That gap is why I bought.

[Thomas @Thomas_jr10]

@aleabitoreddit This is exactly why I’m concentrated in $SIVE.

If hyperscalers start competing for independent CW laser capacity, scarcity becomes pricing power.

The market may still be valuing Sivers like a small supplier. I’m valuing it like a strategic bottleneck.

[Thomas @Thomas_jr10]

@Matrix_B0SS @SiversSemicond 16% is nothing when the real catalyst hasn’t even arrived yet.

A clear US listing timeline could completely change the investor base and valuation framework for $SIVE.

I’m staying patient and bullish.

[Thomas @Thomas_jr10]

Portfolio update:

€43.55K total value
€25.35K unrealized gains
+4.76% today

Current allocation:
• $SIVE: ~79.9%
• $LPK: ~20.1%

Very concentrated, very intentional.

Road to €1M before graduation in 2028. What do you think of my portfolio ?

[Thomas @Thomas_jr10]

NASDAQ Nordic is launching standardized derivatives on $SIVE from July 6.
That should improve liquidity, visibility and institutional access.
Not the US listing yet—but another sign that $SIVE is becoming a more mature and investable stock. Bullish.

[Thomas @Thomas_jr10]

@TradexWhisperer This is exactly why I’m bullish on the memory cycle. Longer-term supply agreements mean better pricing visibility, stronger customer relationships, and a more disciplined industry structure. $SNDK and $MU may still be early in a much bigger rerating.

[Thomas @Thomas_jr10]

@YooJoungilpe I’m positioned for exactly that. If AMD starts locking up CW laser supply, $SIVE could reprice very quickly. The market rarely waits for the contract announcement once the capacity story becomes obvious.

[Thomas @Thomas_jr10]

@aleabitoreddit @beauty_oe That would make a lot of strategic sense. If AMD is actively securing CW laser capacity, $SIVE looks increasingly well positioned as a potential supplier. The market may still be underestimating how valuable that capacity becomes as AI infrastructure scales.

[Thomas @Thomas_jr10]

@aleabitoreddit That’s exactly why I’m concentrated in $SIVE.

The optical winners of this cycle won’t all be obvious large caps. I’d rather own the small company with the biggest rerating potential before the market fully connects the dots.

[Thomas @Thomas_jr10]

@damnang2 This is exactly why I prefer owning the enablers before the architecture is fully standardized.

If CoPoS scales, the biggest winners may not be the companies selling “glass” as a story, but the ones controlling the critical process steps around it.