new_thesis2026-05-25
SIVE has highest possible upside, potentially becoming the next LITE, with laser chokepoints enabling downstream TAM expansion and vertical integration.
SIVE
source postPublic intelligence layer
Serenity calls, mapped from post to thesis to price record.
@aleabitoreddit posts become a research ledger: thesis extraction, ticker identity, entry-date price, current quote status, TradingView context, and source posts. Extraction only, not advice.
Best mapped calls
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Strongest outcomes use live quote when available, otherwise backtest horizon. Each ticker page shows source and confidence state.
SIVE · Sivers Semiconductors AB (publ)
open+873.65%
Entry 8.92 · current 86.85 · source cornerstones
AXTI · AXT, Inc.
open+810.49%
Entry 14.59 · current 132.84 · source cornerstones
LITE · Lumentum Holdings Inc.
open+143.97%
Entry 372.61 · current 909.06 · source cornerstones
COHR · Coherent, Inc.
open+102.09%
Entry 189.02 · current 382 · source cornerstones
MU · Micron Technology, Inc.
open+99.51%
Entry 437.80 · current 873.45 · source cornerstones
CRCL · Circle Internet Group
dormant+80.48%
Entry 58.86 · current 106.23 · source cornerstones
Currently alive
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new_thesis2026-05-25
Sivers is undervalued relative to its private market peers in the silicon photonics space, as it provides upstream lasers for frontier CPO companies valued at $4B-15B+. Upcoming M&A, NASDAQ listing, and ETF inflows could close the valuation gap.
SIVE
source postnew_thesis2026-05-25
SIVE is at an early stage with upcoming institutional inflows from Blackrock, Vanguard, MSCI, NASDAQ next week and a NASDAQ listing soon, positioning it for significant growth similar to early AXTI or LITE.
SIVE
source postnew_thesis2026-05-25
$SIVE is extremely early; institutional capital is about to enter due to index inflows next week and subsequent NASDAQ listing.
SIVE
source postnew_thesis2026-05-25
Sivers is the largest beneficiary of NASDAQ index inclusion (OMX Stockholm) and US-Sweden government collaboration, leading to passive institutional inflows from Vanguard/Blackrock and fundamental support from CHIPS Act awards.
SIVE
source post