SIVE.ST
exited
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Trades
What he actually did, newest first
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16 Jul 26
sold, considers it a past mistake
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16 Jul 26
sold, considers it a past mistake
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16 Jul 26
bought, considers it a past mistake
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24 Apr 26
Bought a small 2-3% allocation of Sivers Semiconductors at SEK 11 on 19 March after seeing a hyped tweet, without doing his own research.
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24 Apr 26
Panic-sold the SIVE position at SEK 8.14 on 20 March, about a day after buying, following a bad day at work.
Reasoning trail
Every post mentioning SIVE.ST, newest first — the thesis as it was built and revised
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16 Jul 26
Defends his long-term thesis despite recent declines, listing cost bases across several holdings, and admits past mistakes (sold CRWD and SIVE, bought POET).
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18 Jun 26
Author self-deprecatingly recalls a bad trade in $SIVE at 8SEK, commiserating with another user's regret over a costly $MU purchase.
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02 Jun 26
Suggests that using AI agents to scan X for short reports and going long can beat the market, citing SIVE and POET as recent examples.
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02 Jun 26
Excited that NVDA's partnership with FLNC and comments calling MRVL the next $1T company have driven big rallies; his MRVL position from March is now +200%, and he thinks Marvell is the safest, best-positioned company in photonics, with a possible path to $1T market cap.
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25 May 26
Author jokes about someone selling $SIVE (Sivers Semiconductors) at 8.14 to avoid blindly following another investor, referencing the stock's sharp intraday rally.
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01 May 26
Shares an article and discussion with the former CEO of SIVE about the evolution of communication in space, calling it a fast-moving space worth following.
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24 Apr 26
Confessional story: bought $SIVE at SEK 11 on 19 March after seeing a hyped tweet without doing his own research, then panic-sold at SEK 8.14 the next day after a bad day at work, missing the subsequent rebound. Uses it to restate his research-first, disciplined-sizing philosophy and explain why he covers newer names like $PL, $INV, Filtronic and $AMPX rather than repeating deep-dives on already-popular stocks.
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30 Mar 26
Tells a follower that SIVE isn't accessible via Robinhood but is accessible to him since he's based in the EU.
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30 Mar 26
Reiterates SIVE as the only investable option among smaller photonics stocks, then assesses SOI: quasi-monopolistic in engineered SOI substrates with 4,300+ patents, addressing bandwidth bottlenecks in hyperscale data centers, but believes its smaller TAM (doubling by 2030, ~14.85% CAGR) is already priced into the stock.
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30 Mar 26
Deep dive on SIVE: gross margins are shrinking due to revenue mix shift toward lower-margin custom products, but revenue itself is growing and the standard/high-margin product pipeline grew 90%. Sees SIVE serving AI compute (silicon photonics/CPO) and SATCOM/5G beamforming bottlenecks via a specialized, supply-constrained niche in high-power DFB laser arrays, avoiding direct competition with LITE and COHR. Views the 65% high-margin revenue target as achievable but slow due to long design-to-volume cycles (3-5 years) and manufacturing yield risk. Not yet a shareholder.
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29 Mar 26
Agrees with an analysis on the photonics transition, noting AAOI, LITE, and COHR have stronger current financials than SOI and IQE, but says SIVE is the one name whose financials currently look promising to him.
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29 Mar 26
Shares weekend research into smaller photonics names ($SIVE, $SOI, $IQE, $OPTX, $HIMX, $WOLF, $VLN, $QRVO), and is worried that despite hype on X, their financials show stagnating/declining revenue, shrinking margins, losses and cash burn. Calls them moonshot investments suited only to a small portfolio allocation.
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16 Mar 26
Brief reply referencing a 'Serenity effect' regarding Sivers ($SIVE)'s sharp rally, no independent thesis stated by the author.