SIVERS IMA HLDG WKN: A1W9Z9 ISIN: SE0003917798 Kürzel: 2DG Forum: Aktien Thema: Hauptdiskussion

Thx Pride

Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS. The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time. (Special thanks to one of my followers Setian for the DM.) So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms. Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in. This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers. And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier

Der ganze Markt ist rot und wo stehen wir ‼️

Du ich auch vor kurzem auf Aktie gestoßen aber das hat Zukunft 😎

Ja bin Long und hoffe auf eine schönen Chart 😎😇📈

RentieRanger wenn du investierst bist Long hast du nix falsch gemacht 💥

Maximal 3 bis 4 Monate

Das kann wohl noch dauern hab ich irgendwo gelesen

Ich sage nur eins NASDAQ 🫡

Hier nochmals zu mitschreiben ALL.SPACE reached (Technology Readiness Level) TRL6 with US Army LIDAR customer to ramp production with Sivers lasers and amplifiers Q4 2026, with potential to deliver cumulative revenues in the range of $28M to $53M over 2026-2030 timeframe Awarded Strategic ($800K) development contract award from leading U.S. defense contractor Production PO ($3M) from Tachyon Networks to accelerate next-generation fixed wireless access with 28GHz antenna modules Strategic partnership ($1.5M) with Doosan to develop leading-edge Ka-band SATCOM antenna panels Expanded photonics market reach through partnership with POET Technologies to deliver innovative light engines for AI datacenters Appointed Raymond Biagan as Chief Revenue Officer, Neeraj Chopra as VP of Global Operations strengthening Sivers' Executive Leadership Expanded global access to Sivers wireless products and evaluation kits through partnership with DigiKey Opened offices in San Jose, USA and Bangalore, India to expand sales, customer support & R&D

Wie beschrieben die haben noch diese Jahr einiges in der Pipeline

Ich bin hier Long am 27zwsangstigen kommem die Zahlen dann wird abgerechnet

Für alle hosenscheisser in 1 Jahr sehen wir ganz andere Preise

Sind wir schon drüber

Die Amis" Das wird so durch Decke gehen die wissen es bestimmt 😎

Oder 3.30$ habe ich auch im Blick!