SIVE Sivers Semiconductors Loading... : Bullish and Bearish Analyst Opinions
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15:35
Jul 22
Jul 22
Author mentions attending an AMD event and plans to ask about Sivers, but this is a factual plan, not a position or trade idea.
LOW
14:43
Jul 22
Jul 22
Author describes buying into beaten-down AI enablers, robotics, EVs, and crypto names as a contrarian strategy but frames it as a mindset lesson rather than explicit forward-looking position language.
LOW
11:32
Jul 22
Jul 22
Author notes SIVE moves are driven by speculation/momentum, lacking a fundamental basis.
LOW
10:48
Jul 22
Jul 22
The author notes a decoupling in the trading patterns of IQE and SIVE, questioning if the market is correctly valuing IQE without taking a position.
LOW
10:05
Jul 22
Jul 22
Cites Citi report on CW laser supply-demand gap; author unpacks implications for SIVE. No personal directional view.
LOW
07:38
Jul 22
Jul 22
Long SIVE on CEO's significant insider buy, signaling strong alignment with shareholders and confidence in execution from NASDAQ listing to M&A and scaling.
MED
22:26
Jul 21
Jul 21
Buy LITE, AAOI, SIVE as CPO stack ramps with NVIDIA's volume manufacturing and early adopters CoreWeave, Lambda, OCI.
HIGH
22:05
Jul 21
Jul 21
NVIDIA CPO switch in volume manufacturing with early adopters; speaker is bullish on CPO beneficiaries.
MED
21:08
Jul 21
Jul 21
The author's core thesis is that Sivers' InP technology and partnerships (Jabil, Ayar Labs) position it for the next-generation CW laser market, despite being late to the first wave. This is a bullish
The author's core thesis is that Sivers' InP technology and partnerships (Jabil, Ayar Labs) position it for the next-generation CW laser market, despite being late to the first wave. This is a bullish setup for the stock if the market shifts to higher-complexity lasers.
Risk: Execution risk: Sivers still needs to achieve meaningful AI volume. Competition from incumbents with established capacity could limit pricing power.
19:46
Jul 21
Jul 21
Watch SIVE as part of the recent semiconductor rally; no author position disclosed.
MED
17:41
Jul 21
Jul 21
The author lists a historic single-day recovery with large percentage gains across multiple tickers but provides no forward-looking position or trade idea, only past-tense price action.
LOW
16:37
Jul 21
Jul 21
The author argues AAOI is undergoing a real ramp and re-rate this year in the CPO ecosystem, while SIVE is merely listed as part of the supply chain map.
LOW
16:16
Jul 21
Jul 21
Author identifies a dip-buying opportunity in five AI stocks at specific entry prices; claims they have already bought and expects a break to new all-time highs.
MED
15:43
Jul 21
Jul 21
The author celebrates a 25% daily gain in these tickers but does not state a current position or forward call, making them watch-only.
LOW
15:26
Jul 21
Jul 21
Long SIVE on CPO interconnect thesis for AI buildout, betting on management execution despite stock already up 20% on sentiment.
HIGH
14:07
Jul 21
Jul 21
Buy these AI-related stocks because the AI trade is in early innings and not comparable to the Dot-Com bubble, with the author explicitly stating he is buying.
MED
13:59
Jul 21
Jul 21
Long these semi/storage/connectivity names; author believes bottom may be in and is aggressively accumulating for a long recovery to ATH.
MED
13:46
Jul 21
Jul 21
The author notes photonics stocks are defending lows and suggests a potential relief rally but uses hedged language like "let's see" rather than taking a clear position.
LOW
12:03
Jul 21
Jul 21
Sivers is mentioned as 'working toward new CW laser products' and is included as one of the five names with CW exposure. The article implies that Sivers is still in development phase but could capture
Sivers is mentioned as 'working toward new CW laser products' and is included as one of the five names with CW exposure. The article implies that Sivers is still in development phase but could capture demand if it can reach qualification before the major NPO/CPO ramps. The author notes that 'CW laser exposure sounds like one category but is really five very different investment setups', suggesting Sivers may offer asymmetric upside if it succeeds.
Risk: Sivers is a small-cap with high execution risk; it may fail to secure capacity or customer qualifications in time, and its stock is highly volatile.
11:38
Jul 21
Jul 21
Notes short covering and bullish momentum shift in SIVE; monitoring for confirmation of a relief rally.
LOW
09:14
Jul 21
Jul 21
Watch SIVE as potential beneficiary if AMD confirms CPO route and uses Ayar Labs or GF SCALE; supply chain mapping, no current position.
MED
08:13
Jul 21
Jul 21
Monitor optical networking names as they show recovery signs; no author position disclosed.
MED
03:48
Jul 21
Jul 21
Buy SIVE on a close above 34 SEK resistance; prior support at 30 SEK (200EMA) held, and a breakout targets 40 SEK based on technical structure.
MED
03:47
Jul 21
Jul 21
The author provides a technical analysis of SIVE noting support at 30SEK and resistance at 34SEK, but uses hedged language like "watch to see" and "if we close above," making it a watch rather than a position.
02:57
Jul 21
Jul 21
The author posts a cryptic tweet about SIVE with three pictures and suggests one will be irrelevant by year-end, but no explicit position or directional call is stated.
LOW
23:41
Jul 20
Jul 20
Sivers is mentioned as one of over 100 tickers enabling CPO, a factual supply-chain reference rather than a trade idea.
LOW
18:40
Jul 20
Jul 20
The author promotes a post summarizing past portfolio management decisions including selling NBIS at the top and buying dips in MU, SIVE, and AAOI, but does not state current positions or forward calls.
LOW
10:58
Jul 20
Jul 20
Buy SIVE — five board members and CEO purchased shares at ~SEK 40 before lock-up expiry, choosing to re-lock rather than sell; stock has since fallen to SEK 33.64, below the CEO's cost basis, creating a compelling insider-conviction entry.
MED
10:57
Jul 20
Jul 20
Long SIVE based on insider buying by board and CEO at higher prices, with mandatory lock-up, signaling strong confidence; stock now below CEO's buy price.
HIGH
About SIVE Analyst Coverage
Buzzberg tracks SIVE (Sivers Semiconductors) across 41 sources. 436 bullish vs 7 bearish calls from 40 analysts. Sentiment: predominantly bullish (39%). 1090 total trade ideas tracked. Past 7 days: 11 bullish, 51 watch. Latest voices: aleabitoreddit, __con_, mkfilko.