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US institutions accumulating Sivers Semiconductors into a tiny float, with a Nasdaq dual-listing vote on the horizon, is a clear signal. Per @aleabitoreddit, BlackRock has entered as a passive owner after an index listing and Fidelity Research has started direct positions, following JPMorgan's build from small positions to about 5.25% of the company, which @aleabitoreddit reads as US institutions validating Sivers's position in photonics. x.comÂ
Sivers Semiconductors is a space and defense supply-chain chokepoint as well as an AI photonics laser play. Per @aleabitoreddit, Sivers announced $8.2M of volume orders from AllSpace for beamforming ICs powering LEO and multi-orbit satellite communications, and after AllSpace's acquisition it now supplies a larger defense prime, York Space Systems, which typically brings follow-up volume orders. With the price still down 10% on the week, this remains a solid entry. x.comÂ
Sivers Semiconductors is drawing growing US interest, which is bullish: JPMorgan has followed Deutsche Bank in filing a Form F-6EF for a Sivers ADR, per @Sofigoodboy. x.comÂ
Sivers Semiconductors is a high-risk, high-reward holding for a 20-year horizon as it raises money to increase manufacturing capacity. x.com x.com x.comÂ
Sivers Semiconductors' break-even hurdle puts market expectations far beyond what it can realistically deliver in the next 12 months. Revenue would need to multiply several times just to break even, before further R&D or foundry expansion spending. Its recent cash raise means near-term dilution is not expected, but much of the cash will go toward the foundry as quarterly losses continue. Hype could still lift the stock without improving the fundamentals, leaving huge short-term risk. x.com x.comÂ
Sivers Semiconductors is undervalued because its photonics subsidiary's valuation potential is likely grossly mispriced, though that unit deserves a hefty discount until listed. Sivers Photonics failed to list via a SPAC in 2024, even early in the AI boom; the main wireless business is boring; and unlisted subsidiaries trade at deep discounts until holders see a path to monetization. Per @aleabitoreddit, Sivers, a laser maker for hyperscaler photonic supply chains, is valued at only about $200M. … Show more
A Nasdaq listing is Sivers' top priority because it would make the stock eligible for ETFs such as Roundhill's planned Photonics & Optics ETF. As a US OTC stock it lacks liquidity and likely fails major-exchange listing requirements; a Nasdaq listing would bring in US institutional money, lift volume past index liquidity thresholds and satisfy nearly all Roundhill indexes' exchange-listing rules. x.comÂ
Sivers Semiconductors' share price has run ahead of what even its supporters think it is worth, making it one to avoid for a while. Northland's Tim Savageaux named it a 2026 top photonics pick with an Outperform rating, while Global Equity Briefing warned most of its value depends on production ramps that haven't happened yet and delays could sink the stock. None of them thinks it is worth today's price, and the stock looks very extended. x.comÂ
Credo's MicroVCSEL offers upside that does not appear priced in. Its copper and optics exposure, a SpaceX tailwind and fundamentals that look too good for its current valuation make it one of the tidiest AI infrastructure investments. x.comÂ
Aeva's move into NPO/CPO is highly bullish for Sivers, again at the center of photonics through its CW-DFB lasers. Sivers is regarded as Aeva's laser supplier, and Aeva signed a joint development deal with an optical engine maker for a major hyperscaler, deploying in 2H27 and ramping in 2028. Per @ParadisLabs, Sivers partner GlobalFoundries expects silicon photonics revenue to more than double in 2026, with NPO ramping in 2027 and CPO in 2028. Jane Street closed its Sivers short. x.com x.com … Show more
Sivers Semiconductors' stock looks unlikely to resist the current negative sentiment, even though belief in the company itself remains. There is no point following it all the way down, which is stepping aside rather than turning bearish, and it is worth reconsidering after earnings in August. x.com x.comÂ
Sivers Semiconductors' new GlobalFoundries collaboration, combined with a bounce off its 20-day EMA near 59 SEK, points to another move higher. Per @ren_stocks, Sivers' laser arrays will be integrated into GlobalFoundries' silicon photonics reference designs and its SCALE co-packaged light-engine platform, putting its lasers across CPO, LPO and other data center interconnects through a tier-1 foundry. x.comÂ
