- Positions
- 1
Opened position · May 23, 2026
SIVEEntry: $7.42Current return: −68%Went long $SIVE at $7.42, 2247% above the run's low. The trade is down 68% from entry.
Entry to peak
+58%Entry
$7.42
May 23, 2026
Peak
$12
Jun 3, 2026
Current price
$2.34
−68%now
- Entry vs the low
- 2247% above the low
- low $0.316 on Feb 26, 2026
- Max drop since entry
- −83%
- Jun 3 → Oct 26, 2026
- Current price
- $2.34
- −68% from entry
The journey
Trade 1
LongEntry to peak +58%Ranked trade30D return +38%Opened position
Long SIVEEntry: $7.4230D return: +38%May 23, 2026, 22:43 UTC
The asymmetric setup most investors will recognize too late:👀 $SIVE sits at ~$2B mcap today. The InP chokepoint of AI photonics. Four AI infrastructure pillars. One company. The CPO market alone is projected at $20B by 2036 (37% CAGR). If $SIVE captures just 5% of the External Light Source sub-market: → $1B revenue → At 10-15x premium photonics multiple → $10-15B mcap → 5-7x from here That doesn't even count: ✚ LiDAR ramp (Aeva/NVIDIA Hyperion Q4 2026) ✚ 5G/6G mmWave commercialization (Tachyon) ✚ Defense program expansion (NEMC EW STAR) ✚ Jabil custom transceiver scale-up ✚ Nasdaq New York dual listing unlock ✚ U.S.-Sweden TPD bilateral cooperation tailwinds When $LITE and $COHR re-rated on NVIDIA's $2B investment, the picks-and-shovels thesis was validated. $SIVE is the smallest, most concentrated InP pure-play of the three Western suppliers. The market hasn't priced this yet.🤯 When it does, the entry isn't here anymore.🚀 Long $SIVE $SIVEF
Added to position · 5 times
Long SIVEAvg price: $7.0830D return: +38%Jun 10, 2026, 13:58 UTC to Jul 1, 2026, 02:57 UTC
Show all 5 trades
Added at $8.54Jun 10, 2026, 13:58 UTC
@asianinvestors I added more $SIVE 💪 photonics are my top holdings next to energy $IREN and space and defense 💪
Added at $6.70Jun 30, 2026, 15:18 UTC
Added at $6.77Jun 30, 2026, 16:54 UTC
Added at $6.70Jun 30, 2026, 20:13 UTC
Added at $6.70Jul 1, 2026, 02:57 UTC
@napoleon21st Added another 10k today! Let’s go! $SIVEF $SIVE 💪
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More journeys on $SIVE
Ren
+231%Went long $SIVE at $3.54, 1020% above the run's low. The trade is down 34% from entry.
Read the journey
Asymmetric Bets
+158%Went long $SIVE at $4.55, 1339% above the run's low. The trade is down 49% from entry.
Read the journey
Trade Whisperer
+58%Went long $SIVE at $7.42, 2247% above the run's low. The trade is down 68% from entry.
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