SIVERS SEMICONDUCTORS AB

Only thing to look at with $SIVE earnings is forward growth.

Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players.

Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799m

In a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding.

“The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers).

Is also very positive and validates the thesis about volume ramp for photonics.

Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come.

Overall, very positive.

I was wondering why there was an irrational amount of disinformation about $SIVE.

Turns out short sellers have been running bot farm campaigns to spread disinformation.

And likely through local news media too.

Hope they get blown apart on their short positions now.

Source: Serenity

FYI, EU Chips Act 2 is today, May 27th.

This one is expected to be targeted specially around photonics.

There happens to Europe’s leading photonics/laser company called $SIVE over in Sweden.

That also received US CHIPS act funding and is critical to Western supply chains.

Source: Serenity