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SIVERS SEMICONDUCTORS ABSIVERS SEMICONDUCTORS ABSIVERS SEMICONDUCTORS AB

SIVERS SEMICONDUCTORS AB

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$SIVE LongOMXSTO:SIVE OTC:SIVEF dropped 70% in 5 weeks. NASDAQ:AAOI just got a positive note this morning: "We view the recent weakness as a buying opportunity as demand remains incredibly strong, supply is constrained and meaningfully below demand, and scale up CPO is a massive content gain opportunity for Optical over multiple years." NASDAQ:AAOI - "We expect AAOI to beat and raise and for 2Q26 to mark a watershed quarter where this starts happening consistently. We believe 2Q26 revenues can beat, and be above $200mn, with 800G sales to Amazon and Oracle as the primary driver of upside. The 3Q26 guidance should be ~$300mn with better GMs versus the ~30% level in 1H26."
OMXSTO:SIVELong
by TJ01
$SIVE , IdeaSIVE has gone from a prolonged accumulation phase to an explosive markup in just a few months. Moves of this magnitude rarely continue in a straight line, making the current area a key decision point for the coming months. From a Smart Money perspective, price is now testing an important area after reaching fresh highs. The question isn't whether the company is good or bad—it's whether the market needs a reset before the next major move. Scenario 1 – Full Reset The most aggressive scenario is a complete retracement back into the previous accumulation range around 4.5-5.5 SEK. While that would represent a drawdown approaching 90% from the highs, history has shown that many momentum stocks experience extreme corrections after parabolic advances. If that occurs while the long-term thesis remains intact, it could become the highest-conviction accumulation opportunity. Scenario 2 – Intermediate Correction A more constructive outcome would be a correction into the 20-25 SEK demand zone. This would allow excess speculation to be flushed out while maintaining a healthier long-term structure. A base forming here would be far more constructive than an immediate continuation without consolidation. Scenario 3 – Immediate Continuation If buyers quickly absorb the current selling pressure and reclaim the recent highs, SIVE could continue its markup phase toward the higher supply region between 180 and 280 SEK. For that scenario to gain credibility, I'd want to see strong demand return and the current pullback transition into a new impulsive leg. Which path do you think SIVE follows from here? Like, Follow, Boost, Join, Thank You! Financial Disclaimer: This post is not financial advice. I am not your financial advisor, your stock influencer, or your emergency hotline when volatility discovers your stop loss. Always do your own research and never trade solely because colorful arrows suggest a brighter future.
OMXSTO:SIVE
by evolutionqc
Sivers Semiconductor📊 ****Sivers Semiconductors AB (SIVE)**** ISIN: SE0015961909 ****What the Company Does**** 📡 Develops wireless and photonics semiconductor solutions 🖥️ Supplies chips for 5G, AI, and satellite communications ****Future Potential**** 🤖 Growing demand for AI and high-speed connectivity 📈 Expansion in 5G, data centers, and satellite markets ****Future Risks**** ⚔️ Competition from larger semiconductor companies 🌍 Technology shifts and semiconductor market cycles no advide just an idea
OTC:SIVEFLong
by robo414
$SIVE , SETUP (13/04)Was blocked at Tradingview a few days unable to post any ideas, my mistake. Sorry. ENTRY : CMP ($1.51) TP1 : 3.21 TP2 : 7.57 TP3 : 9.39 TP4 : 12.07 SL : If you wish My SL is never a SELL, just an alarm to stop adding money and wait for better dca Follow, Boost, Thank You ! ⚠️ Financial Disclaimer: This post is not financial advice. I am not your financial advisor, your life coach, or your legally responsible adult. Always do your own research and never trade based solely on internet comedy.
OMXSTO:SIVELong
by evolutionqc
4
Niche microwave company to an AI-critical Indium Phosphide (InP)A major LiDAR customer will begin production ramps in Q4 2026. This is the most tangible catalyst. If this ramp happens on time and at the projected scale ($28M–$53M cumulative), the market will likely rerate the stock in anticipation during mid-to-late 2026. Despite high growth (25%–33% YoY), Sivers is still burning cash. A rerating often occurs 1–2 quarters before a company proves it is "self-funding." With current cash levels around SEK 43M, the market is cautious about dilution; March 2026 announcement of the External Light Source (ELS) for AI datacenters is "hope" right now. The rerating will follow when this translates into purchase orders (POs) from hyperscalers (Google, Microsoft, Meta) or major networking OEMs.
OMXSTO:SIVE
by PoPnoStyle
2
Sivers 5G mmwave - four F100 and more on the way - multibagger?Sivers has leading tech in their space: microwave, millimeter wave and laser products which enable reliable Gigabit speeds for 5G and beyond. Hypothesis: I believe the company will high single digit x the value of today. Data points and information from the company: It looks like quite a lot of institutional buys the last days. One huge swedish investor took a big stake the recent weeks. Sivers IMA Holding also intends to change the names of its subsidiaries to Sivers Wireless (formerly Sivers IMA AB) and Sivers Photonics (formerly CST Global) to better reflect their respective markets. "The name change is part of a larger marketing and branding work that we have been working on for a long time to clarify the common identity within the Group and to further clarify and strengthen our profile towards investors and customers on a global level. We intend to launch the new brands before the end of the year, well in advance of a possible listing on Nasdaq Stockholm's main list in the first half of 2021." Sivers IMA which is a small cap company of USD 550 million have been winning 19 design wins which are now materialising into larger contracts. The last order was SEK 400 million which is around USD 50 million. You can watch the interim report here (in english): www.siversima.com Links about mmwave tech and breakthrough venturebeat.com Will update I will update with more info when I've bought more shares in a few days. Hint: Fortune 100 contracts.
OMXSTO:SIVELong
by kulturdesken