SIVEF
4 tracked calls · 4 long · 0 short · last 90d: 4L/0S
first called by Serenity 2mo ago
LONG1mo ago
“I've been gradually buying up the discounted stocks.”Damnang2
Sivers Semiconductors is an AI photonics chokepoint being bought on a pullback, with a GlobalFoundries CPO partnership and Nasdaq dual listing as pending re-rating catalysts
SIVEFLONG@ $6.64
$3.32-50.00%
since call Jun 26
LONG1mo ago
“Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics”Serenity
Sivers is an undisclosed laser supplier for Aeva/Nvidia DRIVE Hyperion and likely Apple wearables, with a production ramp confirmed for Q4 2026.
SIVEFLONG@ $10.42
$3.32-68.13%
since call Jun 23
LONG1mo ago
“I personally think it's a lot higher risk than a major CPO player like $SIVE, that's embedded in Ayar, $JBL, $GFS, and many other hyperscaler suppliers”Damnang2
SIVEF is the lower-risk CPO laser source play vs speculative Korean challengers, with confirmed embedding in Ayar, Jabil, and multiple hyperscaler suppliers de-risking the volume ramp
SIVEFLONG@ $9.97
$3.32-66.68%
since call Jun 21
LONG2mo ago
“Sivers is likely to secure a spot to provide the laser arrays for the AMD’s Instinct MI500’s CPO solution in 2027-2028, as hyperscalers tend to multi-source.”Serenity
Sivers is the chokepoint laser supplier into AMD's 2027 MI500 CPO program; high-volume orders not yet priced.
SIVEFLONG@ $5.11
$3.32-35.01%
since call May 19