SIVE Sivers Semiconductors Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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08:45
Jun 04
Jun 04
Watch SIVE as a potential acquisition target in the CHIPS act ecosystem; the author notes strategic hurdles but acknowledges possible interest from large players.
MED
08:34
Jun 04
Jun 04
Watch SIVE as a potential structural bottleneck and chokepoint in the CPO laser supply chain — research mapping suggests sole/primary source status for multiple hyperscaler ASIC and merchant CPO programs, but no explicit position language present.
MED
08:23
Jun 04
Jun 04
Author expresses confidence in Win Semi's capacity expansion for SIVE but notes exact figures are unknown and overall demand will still outpace supply, making this a supply-chain fact rather than a position.
LOW
07:54
Jun 04
Jun 04
Long SIVE with high conviction; author holds shares and is not selling. Insider selling narrative dismissed as routine employee-to-institution transfer. Bullish catalyst is the CPO/pluggable ramp inflection now underway.
MED
07:34
Jun 04
Jun 04
Watch SIVE as the author highlights a coordinated disinformation campaign but does not disclose a personal position or explicit directional call. Monitor for potential recovery if bot-driven selling abates.
MED
07:30
Jun 04
Jun 04
Author dismisses insider selling as meaningless and uses NVDA and MU as examples, not a position on SIVE.
07:27
Jun 04
Jun 04
Author retains SIVE as the preferred sector consolidation vehicle, cutting AAOI and AEHR specifically because SIVE already provides sufficient exposure; treated as the core sector holding.
MED
07:23
Jun 04
Jun 04
Watch SIVE as the author highlights its technical dominance in ASIC/Merchant CPO route architectures and potential adoption by other pluggable players for next-gen 1.6T designs.
MED
07:15
Jun 04
Jun 04
Watch SIVE as a potential structural chokepoint and bottleneck in the CPO laser supply chain — likely sole/primary source for Jabil, Ayar Gen-1, and Marvell Celestial programs, with no near-term hot-swap alternative, as CPO scales toward an ~$81-91B TAM.
MED
04:20
Jun 04
Jun 04
Monitor SIVE as a key laser component in CPO/AI supply chains being rerated; author highlights the opportunity but does not disclose a position.
MED
04:10
Jun 04
Jun 04
Watch SIVE as a potential AI chokepoint in passive optical components supply chains for CPO, given its presence in every ASIC/merchant laser supply chain and coverage of NVDA NVLink CPO ecosystem partners.
MED
03:39
Jun 04
Jun 04
Monitor SIVE as a CPO laser supplier benefiting from the hyperscaler capex supercycle, but the author frames this as a supply-chain map, not a personal position.
MED
01:49
Jun 04
Jun 04
Author names SIVE as a high-power DFB laser array supplier positioned in the AI photonics supply chain, cited in a self-promotional thematic piece.
MED
01:09
Jun 04
Jun 04
The tweet is a satirical quote about a fictional attendee hyping SIVE, not an actual position or trade call from the author.
17:08
Jun 03
Jun 03
Author asks for AI supply-chain stock ideas with high growth potential, listing examples as research candidates without stating a personal position.
LOW
14:33
Jun 03
Jun 03
Watch SIVE as Europe focuses on CPO/photonics for AI data centers and advanced packaging policy.
MED
14:14
Jun 03
Jun 03
Watch SIVE as a EU photonics beneficiary; EU Chips Act 2.0 explicitly targets co-packaged optics and high-bandwidth data-centre interconnects, areas where SIVE operates — thematic policy tailwind, not an author-owned position.
MED
08:17
Jun 03
Jun 03
Watch SIVE — author expects short sellers to be squeezed as the company continues qualifying with additional pluggable transceiver partners (beyond those named in earnings), with potential surprise partnership announcements as a near-term catalyst.
MED
08:16
Jun 03
Jun 03
The author has no position in SIVE due to not understanding the tech, while quoting a detailed bearish analysis of its revenue potential.
LOW
08:12
Jun 03
Jun 03
Watch $SIVE as a potential supplier to the ASIC/merchant NVLink CPO ecosystem; the author provides a supply-chain mapping fact, not a personal position.
MED
08:07
Jun 03
Jun 03
Watch SIVE as a potential future supplier in Google’s photonics supply chain, building on Ayar investment links.
MED
08:00
Jun 03
Jun 03
Watch SIVE as potential primary laser supplier for Nvidia's first-gen CPO NVlink ecosystem.
MED
07:59
Jun 03
Jun 03
Watch SIVE for potential valuation re-rating if NASDAQ listing closes the gap to the $6-8B range.
MED
07:54
Jun 03
Jun 03
Watch NVDA, MRVL, SIVE, GFS as supply-chain beneficiaries of the NVLink CPO ecosystem; SIVE is mapped as key laser supplier to NVDA, MRVL, Lightmatter, and Ayar, creating potential adoption upside.
MED
07:50
Jun 03
Jun 03
Watch SIVE as a potential structural laser chokepoint for Nvidia's NVLink CPO ecosystem — author maps SIVE as the reference laser source for Marvell Celestial, Lightmatter, and Ayar, and as GFS's silicon photonics foundry-level reference laser, calling current valuations very undervalued. No explicit position language present.
MED
06:44
Jun 03
Jun 03
The author explicitly avoids taking a position on SIVE due to lack of understanding of the technology, stating no opinion on buy or sell.
LOW
06:25
Jun 03
Jun 03
Buy SIVE on a confluence of catalysts within 48 hours: EU Chips Act 2.0 live with SIVE as named contributor, photonics designated European sovereign infrastructure, GlobalFoundries partnership confirmed integrating Sivers laser arrays into SCALE CPO platform, and Nokia CTO Europe on SIVE's board — creating mandated, non-cyclical government funding flows into SIVE's core technology.
HIGH
05:44
Jun 03
Jun 03
Monitor SIVE for potential impact from unannounced news that may exceed EU CHIPS Act policy framework; unclear direction but worth watching.
MED
05:42
Jun 03
Jun 03
Monitor SIVE and XFAB as better mapping to policy incentives for bridging pre-volume production to HVM; no ownership implied.
MED
05:37
Jun 03
Jun 03
Watch SIVE as a structural beneficiary of EU photonics policy, positioned as Europe's leader in AI-datacenter lasers with mass production scaling.
MED
About SIVE Analyst Coverage
Buzzberg tracks SIVE (Sivers Semiconductors) across 31 sources. 341 bullish vs 5 bearish calls from 32 analysts. Sentiment: predominantly bullish (53%). 638 total trade ideas tracked.