Askara(@softmaxedx):Also, since people seem to have very short memories, I wanted to highlight this. He was one of the people who helped co-develop the $SIVE thesis. And he came to the conclusion that $SIVE is likely $AEVA’s laser supplier, with initial deployment around H2 2027 and full production ramp prepared for 2028. That is still 4–5 quarters away. In other words: 4–5 earnings reports where management could quite literally come out and say: “Ah yeah, by the way, we’re now deep into CPO.” Apparently, not mentioning something is enough for the stock to drop 50%. So naturally, when they finally mention it, I expect +100%. And if they mention it in 4–5 consecutive earnings reports? +400–500%. This is how valuation works now. Fair is fair.

2026.09.02 09:32

Also, since people seem to have very short memories, I wanted to highlight this. He was one of the people who helped co-develop the $SIVE thesis. And he came to the conclusion that $SIVE is likely $AEVA’s laser supplier, with initial deployment around H2 2027 and full production ramp prepared for 2028. That is still 4–5 quarters away. In other words: 4–5 earnings reports where management could quite literally come out and say: “Ah yeah, by the way, we’re now deep into CPO.” Apparently, not mentioning something is enough for the stock to drop 50%. So naturally, when they finally mention it, I expect +100%. And if they mention it in 4–5 consecutive earnings reports? +400–500%. This is how valuation works now. Fair is fair.

Mikael Wåhlin@Plaskpojken

2026.08.05 20:38

Connecting the dots: Why Aeva’s ($AEVA) major AI Data Center announcement is a massive win for Sivers Semiconductors ($SIVE / $SIVEF) 🧩⚡️ Today (Aug 5, 2026), Aeva released its Q2 results alongside a milestone press release: Aeva is officially launching its Optical Connectivity business to bring high-power optical sources and silicon photonics to next-generation AI data centers (NPO/CPO). Even more importantly: Aeva signed a Joint Development Agreement with a leading optical engine provider to supply a major hyperscaler, with initial deployment targeted for H2 2027 and a full production ramp in 2028. Here is why Sivers investors should be paying close attention: 1️⃣ Sivers is the Laser Engine Under Aeva’s Hood Aeva’s proprietary optical platform doesn't build Indium Phosphide (InP) lasers in-house; it relies on established foundry partners like Sivers Photonics for custom high-power DFB lasers. As Aeva expands into External Laser Small Form Factor Pluggable Source (ELSFP) modules for AI hyperscalers, Sivers' InP laser sources are poised to be inside those modules. 2️⃣ The SEK 700M Capital Raise Suddenly Makes Total Sense Remember on July 1st when Sivers executed a massive SEK 700M directed issue, with CEO Vickram Vathulya stating the capital was needed to "proactively expand InP manufacturing capacity given long lead times"? Now we know why. Securing volume commitments for a major hyperscaler deployment starting in H2 2027. Sivers fortified its balance sheet in July so the capacity could be expanded in time for Aeva’s 2027/2028 ramp. 3️⃣ Industrial & Commercial Volumes are Real TODAY While data centers provide the 2027 hyper-growth option, Aeva’s Q2 earnings confirm that commercial volumes are already scaling: Industrial Validation: German industrial giant SICK officially launched its first commercial sensor powered by Aeva’s Eve technology and named Aeva its 2026 Supplier of the Year. Heavy Trucking ADAS: Commercial vehicle leader Bendix selected Aeva’s 4D LiDAR for Class 8 trucks across North America. Rock-Solid Liquidity: Aeva raised $115M in Q2, bringing total liquidity to $302.9M . Counterparty risk for Sivers is virtually zero. 4️⃣ Sivers Now Has a "Triple AI Engine" This positioning gives Sivers a diversified, multi-channel exposure to the global AI optics buildout: The Foundry Path: Sivers' CW lasers integrated directly into GlobalFoundries' SCALE™ silicon photonics platform & joint ELS modules. The System / Sensor Path: Sivers' high-power InP lasers embedded into Aeva's Optical Connectivity modules for major hyperscalers. The Tier-1 Transceiver Path: Sivers' DFB lasers powering Jabil’s 1.6T LRO (Linear Receive Optical) pluggable modules for AI data centers. 🔮 The Verdict The market used to view Aeva purely as a long-dated automotive LiDAR play. Today's expansion into AI datacenter connectivity transforms Aeva—and by extension, Sivers Photonics—into an active participant in the AI hardware boom. With both companies capitalized with hundreds of millions in cash and locked into 2027 hyperscaler roadmaps, the deep-tech thesis is playing out exactly as planned. #Semiconductors# #AI# #SiliconPhotonics# #LiDAR# #DataCenter# #SATCOM# #SiversSemiconductors# Disclaimer: I am a shareholder in both Sivers Semiconductors ($SIVE) and Aeva ($AEVA). This post reflects my personal analysis and thoughts, not financial advice. Always conduct your own due diligence—investing in financial markets involves risk.