The creator is bullish on Sivers Semiconductors (SIVE) due to its strong pipeline growth, high demand, and positioning in key supercycles, despite recent poor earnings.
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The creator discusses Sivers Semiconductors (SIVE) as a pre-revenue play driven by a CPO supercycle, highli...
May 29, 2026
The creator discusses Sivers Semiconductors (SIVE) as a pre-revenue play driven by a CPO supercycle, highlighting a significant pipeline growth and strong demand. Despite recent poor earnings, the creator believes the stock is poised for substantial growth due to its position in AI, satellite communications, and defense, with a potential to reach an $80 billion market cap.
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The creator expects Lumentum, an $80 billion market cap photonics giant, to become the next major investment opportunity.
Sivers Semiconductors (SIVE) is a buy due to its strong pipeline growth, strategic positioning in key supercycles, and upcoming US listing, despite recent poor earnings.
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SIVE.STbuy opened May 29, 2026
-55.07%