SIVE Sivers Semiconductors Loading... : Bullish and Bearish Analyst Opinions
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06:28
Jul 19
Jul 19
Author suggests that after a 60% dip on SIVE and similar names, consolidation higher may be likely, but no explicit position is stated.
LOW
03:13
Jul 19
Jul 19
The author lists a broad basket of stocks to accumulate during a sell-off and explicitly calls out personal favorites as high-conviction holdings, framing
LOW
12:43
Jul 18
Jul 18
Author sees broad buying opportunity but warns MU may have more downside and SIVE could dip slightly, though not betting on it.
LOW
00:15
Jul 18
Jul 18
Monitor SIVE based on CW Win capacity projections with ~$400M array revenue at 60% gross margins, potential rerating on photonics growth.
MED
21:19
Jul 17
Jul 17
Watch SIVE as a read-through beneficiary of Innolight's GS upgrade — higher silicon photonics penetration expands TAM for continuous-wave laser suppliers. No author position disclosed; analytical mapping only.
MED
20:34
Jul 17
Jul 17
Author explicitly states they are buying all AI stocks they can get their hands on, listing ten tickers as a high-conviction long basket.
LOW
17:34
Jul 17
Jul 17
Buy SIVE near $34; author says accumulation appears to be starting earliest here as it has declined the most, signaling an imminent bottom.
MED
16:11
Jul 17
Jul 17
Long SIVE as author's explicit CPO sector exposure; thesis is an NVDA-led architecture shift toward co-packaged optics with TAM expanding from $0 to $91B (per GS) as scale-out volume ramps H2 2026 into 2027.
MED
15:00
Jul 17
Jul 17
The author dismisses Sivers as a loser stock unlikely to return to all-time highs, but the tone is sarcastic and not a formal short call.
14:52
Jul 17
Jul 17
Author defends long-term thesis on AAOI and CPO sector exposure like SIVE driven by NVDA architecture shift, but frames it as personal research and conviction during a crash, not a current position.
14:52
Jul 17
Jul 17
Author defends long-term thesis on AAOI and CPO exposure via SIVE/NVDA during crash, arguing current selloff is liquidity-driven not fundamental, but does not state current positions.
13:00
Jul 17
Jul 17
The author warns that SIVE's 69% monthly decline illustrates the danger of chasing hype without understanding the business, offering no personal position.
LOW
08:24
Jul 17
Jul 17
Author disputes insider selling claim but does not state a directional view or catalyst. No actionable trade idea.
LOW
08:08
Jul 17
Jul 17
Author agrees with parent that several semiconductor names are approaching good buying opportunities, treating them as watchlist entries rather than explicit positions.
01:09
Jul 17
Jul 17
The author refutes a bullish chart interpretation of Sivers Semiconductors, stating it was not bullish, but does not express a personal position or forward call.
LOW
23:37
Jul 16
Jul 16
Author lists growth stocks down from highs as a factual observation of portfolio destruction, with a vague recovery timeline but no explicit position or forward call.
LOW
21:03
Jul 16
Jul 16
Author plans a research series on photonics companies to assess their earnings outlooks and execution, but does not state current positions or explicit forward calls.
LOW
20:20
Jul 16
Jul 16
The author acknowledges a past successful trade on SIVE but does not express a current position or forward-looking view.
LOW
16:48
Jul 16
Jul 16
Author defends long-term holdings against short-term bear market criticism but does not express a fresh forward-looking trade idea or position change.
LOW
15:35
Jul 16
Jul 16
SIVE is highlighted as a high-beta AI name that has fallen sharply, but no position or directional call is made; watch for potential recovery volatility.
MED
15:20
Jul 16
Jul 16
Watch SIVE as Morgan Stanley highlights it as a core CPO laser player; institutional interest and oversubscribed round suggest near-term catalysts, but no author position.
MED
15:13
Jul 16
Jul 16
Watch SIVE as a potential dominant player in the next CW chokepoint, referencing LITE's historical re-rating and TAM expansion, but author does not disclose a position.
MED
14:54
Jul 16
Jul 16
Watch Sivers Semiconductors as a high-upside CPO laser play; capacity modeling via Win Semi suggests $205–461M annual gross profit potential against ~$1.1B market cap, with demand bottlenecks and MS analyst recognition supporting a re-rating thesis into 2028.
MED
14:29
Jul 16
Jul 16
Author makes a current bearish/downside call on SIVE, saying there are 4 more SEK to go toward the quoted 30 SEK target; no explicit short position.
MED
14:06
Jul 16
Jul 16
SIVE is estimated near 5x forward 2028 P/E on conservative win allocation, cheap but no active position reaffirmed in this reply.
MED
14:00
Jul 16
Jul 16
Buy calls on SIVE as the author believes it has undergone more price accumulation than MU, suggesting stronger upside potential in the semiconductor/memory cycle trade.
MED
13:56
Jul 16
Jul 16
The author is soliciting investment ideas for a deep dive and mentions past coverage and potential future research candidates without stating any current positions or forward calls.
LOW
12:47
Jul 16
Jul 16
The author quotes a bearish argument that AI stocks are overpriced like the internet bubble, using SIVE as an example of a stock that surged and crashed, but does not state a personal position.
12:27
Jul 16
Jul 16
The author asks a rhetorical question about when Sivers becomes interesting without stating a position or directional view.
LOW
10:11
Jul 16
Jul 16
Author clarifies they do not own SIVE but likes LITE and AAOI as general mentions without stating a current position or forward directional call.
LOW
About SIVE Analyst Coverage
Buzzberg tracks SIVE (Sivers Semiconductors) across 40 sources. 428 bullish vs 7 bearish calls from 39 analysts. Sentiment: predominantly bullish (40%). 1058 total trade ideas tracked. Past 7 days: 8 bullish, 46 watch. Latest voices: __con_, mkfilko, aleabitoreddit.