SIVE.ST#170
Thesis
NVDA CEO calls for Silicon Photonics supply volumes beyond imagination. SIVE is now upstream in the Nvidia ecosystem — direct beneficiary of SiPho ramp.
Original post text
On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require supply volumes beyond imagination. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI
🐂 Bull Case
- NVDA CEO demands SiPho volumes 'beyond imagination' — SIVE upstream in Nvidia ecosystem with multi-year ramp visibility
- Price ($78.80) trading well above SMA50 ($41) and SMA200 ($13) — established uptrend with momentum confirmation
- First-mover in silicon photonics integration with limited direct competition in European tech supply chain
🐻 Bear Case
- Concentrated customer risk — revenue heavily dependent on NVDA supply chain orders
- Small-cap Swedish listing (mkt cap ~$2.3B) — liquidity and execution risk in cyclical semiconductor market
- Massive YTD run-up — profit-taking risk on any negative NVDA commentary or SiPho timeline slippage
🚫 Invalidation
Close below SEK 65 (below SMA50 $41) on above-average volume
Break Conditions
- NVDA reduces silicon photonics guidance or pushes timeline
- Price closes below SEK 65 (below SMA50) on above-avg volume
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | SIVE.ST | $74.80 | 2026-06-10 18:38:34 |
Metadata
T0 Price: $78.80
Created: 2026-06-07 18:33:26
Scored: 2026-06-07T18:35:27.189263+00:00
Updated: 2026-06-10T18:38:34.572078+00:00