2026 Q1 -tulosraportti
39 päivää sitten
‧55 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenWow!! That people are still invested in this?!? 😳🙈
It probably depends a bit on when one entered it. I entered at 3 kr, sold in stages during the rise. Unfortunately not at the top, but good enough to keep the little I have left of the shares. Still got out much more than I put in.
·2 t sittenIt should be a requirement that everyone who shares posts that are purely biased content produced by AI language models actually writes that the content is precisely from this. It gives readers room to more critically read the content which otherwise is extremely asymmetric.One might think that an investment discussion forum should be characterized by a professional and fact-based tone. I understand that emotions are largely governing, but involving AI to create things that are biased, masked as in-depth objective analyses, is tricky. It's easy to become blind to such content, whereas a text purely executed by a human is easier to see through.
2 t sittenThis stock is extremely volatile and don’t listen to any analysis right now. Hold it until December otherwise exit at minimal loss. This stock can go up 70% in 1 day so don’t worry- 5 t sittenTo all shorters who spread fud about Sivers valuation is based on nothing. 1. Partnerships with O-Net pushing ELS into mass production 2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO. -> -> where $AMD and others went to GFS for CPO. 4. Ayar, which joined $NVDA NVLink for CPO -> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier. -> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer) -> -> GUC rack level design in with Ayar. -> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA 5. ~ $AEVA starting HVM H2 2026. 6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer") 7. TFLN + $SIVE CW Lasers with Lightium 8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter. 9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources. So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game. Even in the past week: - $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations. So this is likely signaling material for revenue ramp is coming. - Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe). This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets. As for becoming the next $LITE: M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations. There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime. But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components. So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures. Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027.
Other people have already commented quite correctly that it is a lot of words that do not justify the valuation. Nice that you have an open portfolio. That also makes it easier to follow a person's arguments and viewpoints. With 50% placed in Sivers, I understand why you try so Much to talk up the company. If you were on the sidelines, it might be easier to see that it is the emperor's new clothes currently. - ·6 t sittenIf Bootstrap and insiders sell their shares, it will be outside of regular trading to investors and should not affect trading as much as it has now because retail investors are panic selling. Remember that investors bought for 57 kr each for 700 million. I didn't think the price would go below that and the share should be worth at least that, so why sell below?
If insiders sell, it naturally has an enormous impact regardless of where it happens. If board members, the chairman and the CEO who all have the right to sell now from July 16th - choose to dump their holdings at these levels, it says significantly more about the company's value than if an anonymous Twitter/Profile claims that stock prices should increase by another 20x In about 9-10 days we will know what they choose to do.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
39 päivää sitten
‧55 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenWow!! That people are still invested in this?!? 😳🙈It probably depends a bit on when one entered it. I entered at 3 kr, sold in stages during the rise. Unfortunately not at the top, but good enough to keep the little I have left of the shares. Still got out much more than I put in.
- ·2 t sittenIt should be a requirement that everyone who shares posts that are purely biased content produced by AI language models actually writes that the content is precisely from this. It gives readers room to more critically read the content which otherwise is extremely asymmetric.One might think that an investment discussion forum should be characterized by a professional and fact-based tone. I understand that emotions are largely governing, but involving AI to create things that are biased, masked as in-depth objective analyses, is tricky. It's easy to become blind to such content, whereas a text purely executed by a human is easier to see through.
- 2 t sittenThis stock is extremely volatile and don’t listen to any analysis right now. Hold it until December otherwise exit at minimal loss. This stock can go up 70% in 1 day so don’t worry
- 5 t sittenTo all shorters who spread fud about Sivers valuation is based on nothing. 1. Partnerships with O-Net pushing ELS into mass production 2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO. -> -> where $AMD and others went to GFS for CPO. 4. Ayar, which joined $NVDA NVLink for CPO -> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier. -> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer) -> -> GUC rack level design in with Ayar. -> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA 5. ~ $AEVA starting HVM H2 2026. 6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer") 7. TFLN + $SIVE CW Lasers with Lightium 8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter. 9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources. So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game. Even in the past week: - $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations. So this is likely signaling material for revenue ramp is coming. - Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe). This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets. As for becoming the next $LITE: M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations. There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime. But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components. So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures. Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027.Other people have already commented quite correctly that it is a lot of words that do not justify the valuation. Nice that you have an open portfolio. That also makes it easier to follow a person's arguments and viewpoints. With 50% placed in Sivers, I understand why you try so Much to talk up the company. If you were on the sidelines, it might be easier to see that it is the emperor's new clothes currently.
- ·6 t sittenIf Bootstrap and insiders sell their shares, it will be outside of regular trading to investors and should not affect trading as much as it has now because retail investors are panic selling. Remember that investors bought for 57 kr each for 700 million. I didn't think the price would go below that and the share should be worth at least that, so why sell below?If insiders sell, it naturally has an enormous impact regardless of where it happens. If board members, the chairman and the CEO who all have the right to sell now from July 16th - choose to dump their holdings at these levels, it says significantly more about the company's value than if an anonymous Twitter/Profile claims that stock prices should increase by another 20x In about 9-10 days we will know what they choose to do.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
39 päivää sitten
‧55 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenWow!! That people are still invested in this?!? 😳🙈It probably depends a bit on when one entered it. I entered at 3 kr, sold in stages during the rise. Unfortunately not at the top, but good enough to keep the little I have left of the shares. Still got out much more than I put in.
- ·2 t sittenIt should be a requirement that everyone who shares posts that are purely biased content produced by AI language models actually writes that the content is precisely from this. It gives readers room to more critically read the content which otherwise is extremely asymmetric.One might think that an investment discussion forum should be characterized by a professional and fact-based tone. I understand that emotions are largely governing, but involving AI to create things that are biased, masked as in-depth objective analyses, is tricky. It's easy to become blind to such content, whereas a text purely executed by a human is easier to see through.
- 2 t sittenThis stock is extremely volatile and don’t listen to any analysis right now. Hold it until December otherwise exit at minimal loss. This stock can go up 70% in 1 day so don’t worry
- 5 t sittenTo all shorters who spread fud about Sivers valuation is based on nothing. 1. Partnerships with O-Net pushing ELS into mass production 2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO. -> -> where $AMD and others went to GFS for CPO. 4. Ayar, which joined $NVDA NVLink for CPO -> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier. -> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer) -> -> GUC rack level design in with Ayar. -> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA 5. ~ $AEVA starting HVM H2 2026. 6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer") 7. TFLN + $SIVE CW Lasers with Lightium 8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter. 9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources. So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game. Even in the past week: - $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations. So this is likely signaling material for revenue ramp is coming. - Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe). This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets. As for becoming the next $LITE: M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations. There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime. But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components. So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures. Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027.Other people have already commented quite correctly that it is a lot of words that do not justify the valuation. Nice that you have an open portfolio. That also makes it easier to follow a person's arguments and viewpoints. With 50% placed in Sivers, I understand why you try so Much to talk up the company. If you were on the sidelines, it might be easier to see that it is the emperor's new clothes currently.
- ·6 t sittenIf Bootstrap and insiders sell their shares, it will be outside of regular trading to investors and should not affect trading as much as it has now because retail investors are panic selling. Remember that investors bought for 57 kr each for 700 million. I didn't think the price would go below that and the share should be worth at least that, so why sell below?If insiders sell, it naturally has an enormous impact regardless of where it happens. If board members, the chairman and the CEO who all have the right to sell now from July 16th - choose to dump their holdings at these levels, it says significantly more about the company's value than if an anonymous Twitter/Profile claims that stock prices should increase by another 20x In about 9-10 days we will know what they choose to do.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt