$SIVE Catalyst Posts
April 27, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $SIVE Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
24 source posts analyzed· 2026-04-27T07:21:07+00:00Still think $SIVE is vastly undiscovered. Feels like markets are only slowly starting to realize the likely laser supplier for $AMD ? The only two public laser companies were $SIVE and $LITE on the $GFS presentation by the way…. after AMD’s CPO program went the way with GFS.
· 2026-04-27T08:28:58+00:00It's pretty clear by now that $SIVE is the likely holy grail silicon photonics supplier for $AAPL... Markets just don't know about it (this is called Alpha). If you're curious how to map Apple to Sivers: > "US Fortune 100" customer. > RFQ (request for quote) for 50 MILLION
· 2026-04-27T16:27:42+00:00Nope, $SIVE thesis is fully in-tact and I still think it's undervalued. Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp. But having $AMD CPO go with $GFS de-risked the company quite a massive amount. Then there's $AAPL SiPH markets don't know about yet. I'm
· 2026-04-27T18:36:23+00:00Pretend $SIVE, $LITE make specialized blue and red maine lobsters. Very rare, not many people can do. $POET steams the lobsters and prepares it in a ready-to-go container. $MRVL buys those lobster tails, puts it together on a plate with broccoli and steak. Then serves it at
· 2026-04-27T12:20:33+00:00$POET – continuation of a long. Did you get a chance to buy last week? The trigger for me was Marvell orders confirmed by the CFO. Great find by @crux_capital_ . Then add the $SIVE and $POET partnership on top. These two aren’t competing – they’re building the same stack
· 2026-04-27T14:07:51+00:00Serenity @aleabitoreddit Its time to update your SC flowchart $sive $poet
· 2026-04-27T13:23:12+00:00+21% to -10% $SIVE $SIVEF
· 2026-04-27T13:05:59+00:00$SIVE $NOK This confirms with very high probability that Nokia is definitely the partner selected for Sivers.
· 2026-04-27T13:12:37+00:00$POET Rough news Might have some impact on $SIVE too, at least short term
· 2026-04-27T01:12:48+00:00$POET is up 11% in overnight market.. Indicating that $SIVE $SIVEF is just starting. I want to see 10% 15% $SIVEF day tomorrow.
· 2026-04-27T14:01:36+00:00$SIVE $POET Marvell just cancelled its POET orders (the ones tied to Celestial AI). It created some noise today — Sivers went from +20% to flat, POET is down -45%. But let’s be clear on what this actually means for $SIVE: The POET path to Marvell (and therefore Google) was
· 2026-04-27T10:49:58+00:00Connecting the dots for $SIVE / $SIVEF as a photonic supplier for Apple. $SIVE sits at $1.1B market cap. With Apple as a customer that would be completely mispriced “US Fortune 100” customer ordered 30,000 chips for qualification and system testing. Same customer issued an
· 2026-04-27T14:50:49+00:00$CGEH might be the next 10x like $BE , $LITE , $SNDK , $COHR , $SIVE, $IREN as $nvda transitions to 800V for Rubin. $CGEH is perfectly positioned. Here is why: $nvda just published their 2027 data center architecture. On-site generation feeds 800VDC directly to compute. No AC. No
· 2026-04-27T10:21:38+00:00$SIVE is near all time high.. Look at $AXTI what it did after breaking its all time high. $SIVE to 300 SEK.. $SIVEF to $30
· 2026-04-27T09:46:49+00:00SIVE's imagination space is quite expansive, in the same track as Lite and Cohr, with only a $1 billion market cap and plans to list on U.S. stocks. Its trading code on IB is #2DG Asked Gemini the question "Analyze Sive's product positioning in the business production lines of
· 2026-04-27T14:33:50+00:00Retail panicked today because they don't understand the photonics supply chain. Let’s do some second-order thinking on the $POET drop and why it’s actually massively bullish for $SIVE / $SIVEF. Today, market algos dragged the entire Silicon Photonics sector down because
· 2026-04-27T03:16:06+00:00$SIVE ex-CEO, Anders Storm, also holds $POET . I bet no body knows the industry better than him.
· 2026-04-27T07:25:00+00:00$SIVE now 3 sek away from previous all time highs. This isn’t where I would be buying if you were late. Best thing to do is wait for the pull back now. The first pull back will be the biggest. Once it does that’s your chance. Ideally 22 Sek to add more.
· 2026-04-27T06:45:16+00:00$SIVE Are you ready for the big, exciting discovery?
· 2026-04-27T13:57:04+00:00$SIVE getting slaughtered because of the $POET news
· 2026-04-27T14:02:43+00:00Glad that the $SIVE x $JBL partnership was communicated by both sides
· 2026-04-27T04:57:08+00:00Great article from ex CEO of $SIVE once again. Free on Substack If you haven’t yet read all his articles and owns or considering buying, do it ”Lately it has been confirmed that the stack looks like this Nvidia → Marvell (Celestial AI) → POET - Sivers” open.substack.com/pub/andersstor …
· 2026-04-27T04:39:58+00:00Part 2 is live about $SIVE and $POET. A deep dive into the $POET and $SIVE partnership! This is not just a partnership story. It’s about: • The AI optical bottleneck $SIVE × $POET how the partnership actually works. Not hype. Not narratives. Just the stack. • Sivers = InP
· 2026-04-27T09:58:47+00:00ATH in $sive was 42,60sek 5 years ago, now photonicsector is burning hot in mabye we have ATH this week