This is absolute madness and the ultimate proof that $SIVE is going to blow up when you least expect it $AXTI produces Indium Phosphide (InP) substrates, the core raw material used to build photonic chips If $AXTI absolutely crushes earnings (+30% in After Hours on top of a +26% regular session), it means laser and photonics manufacturers are buying up material like crazy For $SIVE, this validates that real AI photonics demand is already here, it's not some distant future fantasy The "big fish" at the top of the supply chain just confirmed that integrated photonics is in full explosion mode I warned you way back in my CPO delay reports that it was all pure market manipulation I hope you listen to me next time CPO powered by $SIVE is happening right now, don't miss out

Guys, I really want to share this perspective to put your minds at ease of $SIVE I know it hurts, and while I don't personally think so, there’s still a chance we could see a deeper correction But you have to remember: these prices will come back, 100%, and they’ll go much higher So it doesn't matter if $SIVE drop to 20, 15, or 10 SEK Believe me, we will climb back up because this isn't an overextended company that might never touch its high again $SIVE is a company that reached its all-time high without revenue That means as soon as revenue starts rolling in, we’ll easily justify those valuations, and much higher ones We will come back stronger than ever Right now, the market is dumping anything AI-related without even looking at fundamentals In a month, two, three, or whenever, it will be the exact opposite They will go right back to buying everything AI-related. It’s just a matter of time As long as you aren’t using heavy margin, it shouldn't matter how low we go, knowing we're going to rise again We aren't investing in a bloated company that might take forever to reclaim its peaks $SIVE high was hit on zero revenue, so the moment even the smallest revenue hits, these valuations, and far higher ones, will be completely justified Stay estrong holding $SIVE or buying the dip Is a 2028-29 play keep calm

The results of $SOI (22 jul 2026) are a great catalyst for $SIVE: Photonics $SOI doubled sales so this confirms mass production of Silicon Photonics for AI/data centers More substrates = more demand for InP lasers from $SIVE (essential to emit light in silicon chips) Long-term agreements accelerate CPO (800G/1.6T) and optical solutions The mass adoption of photonics has already started and this is a direct benefit for $SIVE laser business 2027 is shaping up strong for $SIVE as my thesis regarding the timeline indicated Stop looking at whether insider number 38 withdrew $26 to go out to dinner with his wife The thesis is taking shape in a few months The good news and bad news (outside of fundamentals) hardly affect the future of $SIVE If they are good it just makes us less volatile If they are bad it just makes there be more volatility I comment on literally everything because I am a content creator and I want to provide you with the best information But if you are a holder of $SIVE there are things that will weigh more heavily on you mentally than fundamentally on the company But the end is the same because the fundamentals are perfect Go out to the park or with your family for a walk Both the days we go up 30% and those where we go down two days in a row 10% What matters is where we are in 2028/2029 not next month Long in $SIVE

$SIVE has just entered the MSCI Sweden Small Cap Index after the close on May 29 This forces a bunch of passive funds and ETFs to buy around $47M to replicate the index Additionally, on June 1st, it will be incorporated into the OMX Stockholm Benchmark Index Which would add another 15-20M$ in purchases And as if that weren't enough, the dual listing on the New York Nasdaq is making progress An institutional buying pressure of $62/67M is expected in the coming weeks, on a MC of only $2B $SIVE has a 17% short interest Very high borrowing costs (close to 40%) And some shorts are already suffering, like Qube Research, which lost about $30M All of this points to a possible short squeeze Especially since the float is relatively tight and strong passive buying is coming At the slightest catalyst seen on paper regarding revenue, it could trigger it Extremely bullish on $SIVE

This is my current portfolio As I said, I wouldn't sell any positions And I’ve kept my word, the money for the new position in $PENG does not come from my existing investments At the moment, I don’t see better opportunities in the market than what is already in my portfolio At least not at these prices I have on my radar things like $KOPN $DGXX $SOI etc