softcareline

Road To 10 Million 💰

$SIVE DISCORD

[softcareline @user637826]

Putting money where my mouth is holding ~40k shares of $SIVE

Watch this position retire me and make me millions in a year. +$10B is only 10x from here while $LITE and $COHR are sitting at $70B

Thesis from: @aleabitoreddit

[softcareline @user637826]

$SIVE to 400 sek before EOY😳

[Sancet @Million_Sancet]

Let me speculate a bit on $SIVE

Based on my own assumptions, I’m going to map out a timeline for $SIVE

We are seeing upcoming catalysts and growing expectations:

- Ayar Labs integrating into the $NVDA ecosystem

- Partnership with $GFS

- Dual listing on the Nasdaq

But recently, we've also been seeing actual order confirmations

Even if these aren't in the photonics segment, they are hitting their other business units

This cleans up their financials and gives them the breathing room to smoothly develop the photonics and CPO branch

What I expect next:

Short-term: I see a strong rally through the rest of the month up to 150 SEK

Driven by a shift in macro market sentiment and capital inflows returning after the migration to $SPCX

Consolidation: After that, I expect a consolidation phase in the 150 SEK range, similar to what we are seeing right now

Summer Catalysts: More catalysts will keep rolling in throughout the summer, moving the price into the 200-250 SEK range

Post-Summer & Looking into 2027:

After the summer, I firmly believe the first orders from the photonics branch will start coming in

Nothing crazy, but they will serve as massive validation, alongside the upcoming quarterly results

For those quarters, I expect growth to surpass the 77% surge we saw in Q1

This should move us into the 300-400 SEK range

As we approach the end of 2026, we'll be right on the doorstep of CPO starting to show tangible results by early 2027

Larger photonics orders will kick in, and the second mega rally for $SIVE will begin

I foresee more catalysts dropping

While institutional investors finish locking down a massive piece of the pie

I see $SIVE wrapping up the year in the 500-700 SEK range

From there, the rally will continue into numbers I won't even try to guess

This timeline is based on recent developments, the company's execution, and price action

It is pure speculation on my part, but keeping it realistic

If the current catalysts start solidifying

Ultra bullish on $SIVE

[softcareline @user637826]

@JVStewartBuilds @SiversSemicond Holding long!

[softcareline @user637826]

$SIVE has followed a common cycle of peaks/troughs.

I think today/tomorrow will be the next floor around 73-75 sek

Then we will likely see 115SEK+ mid-late June.

AGM is 15th June, CEO has been in China recently and ”lots” of exciting news to come like @SiversSemicond hinted us about.

I strongly believe that adding more $SIVE at these levels is good opportunity.

[softcareline @user637826]

$SIVE opened red and now pumping to green

Back to 100 sek today? 🤔

[softcareline @user637826]

$SIVE has followed a common cycle of peaks/troughs.

I think today/tomorrow will be the next floor around 73-75 sek

Then we will likely see 115SEK+ mid-late June.

AGM is 15th June, CEO has been in China recently and ”lots” of exciting news to come like @SiversSemicond hinted us about..

[softcareline @user637826]

@aleabitoreddit What do u think about the FUD news about insider selling

[softcareline @user637826]

@aleabitoreddit @michael_rigoni Brrrr..💰

[softcareline @user637826]

@aleabitoreddit We made a discord server for all $SIVE investors to talk about Sivers!

https://t.co/zjzwNcsSTH

[softcareline @user637826]

English Discord for $SIVE

https://t.co/zjzwNcsSTH

[softcareline @user637826]

$SIVE soon at 110 sek before Sweden opens

[softcareline @user637826]

HUGE news for $SIVE 🔥

Ayar Labs just joined $NVDA NVLink Fusion ecosystem.

Ayar Labs builds co-packaged optics for AI infrastructure. Their SuperNova light source is the key component in the NVLink Fusion stack.

That laser array comes from Sivers Semiconductors.

Nvidia NVLink Fusion → Ayar Labs CPO → Sivers laser arrays → AI datacenter

So that confirms $SIVE is now actually supplying $NVDA holy sh*t

https://t.co/yxpRi5okST

[softcareline @user637826]

HUGE news for $SIVE 🔥

Ayar Labs just joined $NVDA NVLink Fusion ecosystem.

Ayar Labs builds co-packaged optics for AI infrastructure. Their SuperNova light source is the key component in the NVLink Fusion stack.

That laser array comes from Sivers Semiconductors.

Nvidia NVLink Fusion → Ayar Labs CPO → Sivers laser arrays → AI datacenter

So that confirms $SIVE is now actually supplying $NVDA holy sh*t

https://t.co/yxpRi5okST

[softcareline @user637826]

@CludioNune67383 @aleabitoreddit How are u doing now

[softcareline @user637826]

We could have another massive $SIVE catalysts tomorrow

If $SIVE gets funding from EU Chips Act 2.0 i see it going far beyond 100 sek along with $GFS news.

[softcareline @user637826]

@aleabitoreddit Do u think $SIVE will get funding tomorrow from EU Chips Act

Could be another massive catalyst

[softcareline @user637826]

Funny how @NingiResearch is trying to save their short position by spreading misinformation lmao

The old deal was about wireless production but this new deal is about lasers which practically have unlimited demand.

[NINGI RESEARCH @NingiResearch]

$SIVE & GlobalFoundries $GFS have a partnership since 2021. It's even in the annual reports. This is literally just another press release pump for a "development partnership."

Remember, Ayar Labs development partnership was announced in 2023...and still no volume by now...

[softcareline @user637826]

@NingiResearch This is gonna be expensive lesson for shorts..

[softcareline @user637826]

I don’t think many people realise how big this $SIVE and $GFS new deal is

Now $SIVE can get hyperscaler deals through $GFS

100+ sek loading..

[softcareline @user637826]

Holy f*ck!!! $SIVE just dropped news with $GFS

→ Sivers’ laser arrays go into GF’s SCALE™ CPO platform

→ Targets $25B Pluggable Optics market by 2030

→ Covers CPO, LPO and next-gen data center interconnects

Why it matters longer term:

→ GF has direct relationships with hyperscalers — Sivers now has a backdoor into those conversations

→ Co-packaged optics is where AI infra is heading — bandwidth up, power consumption down

→ This is the kind of partnership that turns into supply agreements

https://t.co/Pmr88m6a8c