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Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors. The round was “Multiple Times Oversubscribed” and slightly upsided. Validating immense institutional demand around current market prices. This raise was specifically for "expanding manufacturing capacity for InP lasers and optical amplifiers" (volume ramping with fab-light model). Hinting Sivers has reached the inflection point for scale. The round was at 57 SEK (current prices are 63 SEK), which I’m personally very happy about as it’s around current market prices, which typically sets a floor. Instituional money has now de-risked the balance sheet, and funded Sivers transition to HVM.
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