Cyberpunk Sense ๐
@napoleon21st
e/aristo - cool breeze enjoyer - we live in a cyberpunk dystopia
4.1K Following 6.9K Followers
The Sivers $SIVE debt-to-equity conversion by Bootstrap. Bearish or Bullish?
Long term is bullish to clear debt and not pay interest so they can spend the cash on scaling production and fulfilling the pipeline. Bootstrap preferring equity to cash means they believe there's upside in holding it.
The timing is not so good because it came on the back of semiconductors market correction and fundraising by $SIVE just 2 days ago.
We wait for Monday I guess.
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This really is making me wonder. What happened is retail based on @aleabitoreddit and some other frontier analysts front ran the optics/photonics cycle.
Then we started seeing statements that $JPM Fidelity etc have been buying $SIVE
Now we start hearing a narrative saying "you know what? You're WAY too early with that stuff. You should sell it."
So they want us to sell it right as they're accumulating it ๐ค
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So, guys, Marvell $MRVL which has a market cap 250b just jumped over 40% In a day because of a comment the CEO of $NVDA made that it can reach a trillion.
But bears are telling me that I'm crazy when I say that it's possible for $SIVE to go 20-50x to 100b from here?
It is indeed perfectly possible in today's market.
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Jensen Huang did not label Marvell a "connectivity company"; he argued that once computing is disaggregated and distributed across the data center, connectivity becomes the necessary layer. On that basis he called Marvell "essential" to how AI data centers are evolving. The "connectivity equipment" framing is the reporters' paraphrase, with only "essential" appearing as his direct word.
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If Serenity is right yet again about $SIVE I will make 12 million dollars... ๐ค
