SIVE Sivers Semiconductors Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
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
05:20
Jun 03
Jun 03
Buy SIVE as a direct beneficiary of CPO architecture adoption; speaker argues MRVL CEO's Computex confirmation that copper reach limits at 200G per lane forces optics inside the rack validates SIVE's positioning across multiple CPO platform ecosystems.
MED
04:33
Jun 03
Jun 03
Buy Sivers as co-packaged optics adoption accelerates with Ayar Labs joining Nvidia's NVLink Fusion; Sivers supplies the critical InP laser source and co-founded the CW-WDM MSA, positioning it for supply chain re-rating.
HIGH
02:17
Jun 03
Jun 03
Buy SIVE as the laser supplier (via AyarLabs SuperNova ELSFP) confirmed on Wiwynn's CPO in-chassis optical stack at Computex; author holds a current position and identifies SIVE as the sole public-market laser source for the world's first AI-scale optical engine.
MED
02:12
Jun 03
Jun 03
Watch Sivers and GlobalFoundries as potential OCI/CPO ecosystem beneficiaries, but commercial revenue is unproven and conditional on execution.
MED
02:12
Jun 03
Jun 03
The author provides a detailed strategic analysis of the Sivers/GlobalFoundries announcement as an ecosystem validation event but does not state a personal position or forward-looking trade call, so all tickers are watch.
LOW
01:45
Jun 03
Jun 03
Buy SIVE as Sivers Photonics supplies the laser source (SuperNova ELSFP) powering AyarLabs' TeraPHY optical engine — the chip-level component inside Wiwynn's CPO rack confirmed at Computex, positioning it as the laser supplier for the world's first AI-scale optical engine.
MED
01:01
Jun 03
Jun 03
Sivers is identified as a high-confidence laser supplier to Nvidia's NVLink fusion ecosystem, a supply-chain fact rather than an author position.
LOW
00:48
Jun 03
Jun 03
TA update notes SIVE bounced off 20EMA, punched through 1.618 fib resistance, and returned inside channel; add zones cited at 10EMA (71.99), 20EMA (62.39), and 1.0 fib (42.80).
MED
23:57
Jun 02
Jun 02
Buy Sivers Semiconductors; author discloses a newly initiated long position entered at €0.763/share, with the reply confirming the position remains active.
MED
23:57
Jun 02
Jun 02
Caesar Capital explicitly disclosed a new long position in Sivers Semiconductors at €0.763 per share, signaling strong conviction in the stock.
23:01
Jun 02
Jun 02
The author dismisses concern about SIVE by calling it a "shitco," implying it is not worth worrying about rather than taking a directional position.
LOW
22:07
Jun 02
Jun 02
The author advises against shorting disliked stocks rather than endorsing any position, making these tickers watch-only.
LOW
About SIVE Analyst Coverage
Buzzberg tracks SIVE (Sivers Semiconductors) across 31 sources. 339 bullish vs 5 bearish calls from 32 analysts. Sentiment: predominantly bullish (53%). 626 total trade ideas tracked.