SIVE#81
Thesis
Pipeline grew 77% in Q1 - clearest indication of CPO supercycle inflection. Exponential growth trajectory from here.
Original post text
$SIVE basically took their entire revenue pipeline. In the entire company’s history. Then grew that by 77% in the first 3 months. Thats by far the clearest indication of the inflection of the CPO supercycle. It’s probably going to look exponential from here on out. https://t.co/81pYk3Y36V https://t.co/AHr6Opff9r
🐂 Bull Case
- Pipeline +77% growth signals exponential revenue inflection for CPO supercycle → PT SEK 100+
- Stage 2 breakout confirmed with price (69) well above SMA50 (34) and SMA200 (11)
- Volume surge (35170020 vs avg 22155797) = institutional accumulation
🐻 Bear Case
- Revenue still -22% YoY, all value is in forward pipeline which may not materialize
- Already massive run from SMA200 (11) → limited upside before 52w high (87)
- Swedish small/mid-cap liquidity risk if thesis unwinds
🚫 Invalidation
Close below SEK 31 (10% below SMA50) on heavy volume
Break Conditions
- Close below SMA50 (34)
- Pipeline growth decelerates below 30% QoQ
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | SIVE | $68.95 | 2026-05-29 18:36:59 |
| t+3d | SIVE | $78.80 | 2026-06-05 18:36:05 |
Metadata
T0 Price: $68.95
Created: 2026-05-29 18:34:33
Scored: 2026-05-29T18:36:05.670125+00:00
Updated: 2026-06-05T18:36:05.110087+00:00