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

Könnte jetzt leider Richtung 2 € fallen

On Fire 🔥

Ja bin dabei 😎🔥

RentiteRannger auch noch dabei

Sicher nicht live dabei erst aufgestockt 👁️

Doppeltop?

〽️

Biste raus?

🫡‼️🫡

Kleine Position wieder aufgebaut 🤟

NASDAQ OTC 11 mille 😎

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 😎