2026 Q1-regnskab
NY
4 dage siden
‧55 min
Ordredybde
Antal
Køb
-
Sælg
Antal
-
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 765 | - | - | ||
| 100 | - | - | ||
| 222 | - | - | ||
| 10.000 | - | - | ||
| 25 | - | - |
Husk på, at en investeret opsparing kan gå både op og ned i værdi. Selvom opsparing i aktier historisk set har givet gode langsigtede afkast, er det ingen garanti for fremtidige afkast. Der er en risiko for, at du ikke får de investerede penge tilbage.
Mæglerstatistik
Ingen data fundet
Corporate Actions
Data hentes fra FactSet, Quartr| Næste begivenhed | |
|---|---|
2026 Q2-regnskab 6. aug. |
| Tidligere begivenheder | ||
|---|---|---|
2026 Q1-regnskab 29. maj | ||
2025 Q4-regnskab 26. feb. | ||
2025 Q3-regnskab 24. okt. 2025 | ||
2025 Q2-regnskab 17. jul. 2025 | ||
2025 Q1-regnskab 8. maj 2025 |
Andre har kigget på
Debat
Deltag i samtalen med Nordnet Social
Log ind
·38 min. siden · RedigeretEn læseværdig artikel (gratis) som modpol til al Sivers spekulation, FOMO og eufori. ☝🏻Bemærk, har ikke foretaget nogen kritisk gennemgang af forfatteren eller dennes uafhængighed, men forekommer seriøs (?) ved et hurtigt tjek. https://www.jasonschips.ai/p/sivers-semiconductor-the-most-overvalued Uddrag/TLDR 👇🏻 Contents 1. The Original Thesis 2. The Valuation is Absurd 3. Sivers 101: Opportunity Pipeline & NRE 4. The (Fabricated) Bull Case 5. Why Is Sivers Fabless? 6. There is No Moat 7. The Wrong Architecture 8. Conclusion "Opportunity Pipeline However, the opportunity pipeline is not a backlog at all, not even close, and treating it as a backlog is extremely misleading. The Opportunity Pipeline is literally everyone that they’re talking to. If they’re having a conversation, it’s part of their Opportunity Pipeline. For it to actually convert into contracted backlog, they need to move into evaluation and sampling, which is still very far away. Then get a design win and finally make it to production orders. I’ve never seen any other company in the world report the numbers this way. It makes it extremely inflated. In my estimation, only about 10 to 20% of the Opportunity Pipeline actually converts to backlog. Which is around $68 million of their $453 million opportunity pipeline." "Conclusion Let’s recap. Sivers used to be an undiscovered small cap with a respectable thesis, but after a 20x return facilitated by large social media accounts (unethically and illegally) promoting the ticker, the valuation has gotten absurd. The only way to save the stock is through its optical division gaining a foothold in the CPO market, which is much less likely than what the cult is hoping for. The cult believes Sivers will gain a foothold because they are in conversations or have remote connections to hyperscalers through various optical startups. This is wrong because what actually matters is its technology, and it is precisely technology where Sivers falls apart. Sivers is fabless because they lack the manufacturing expertise in the very difficult process of indium phosphide fabrication. Which means they lack a moat, as they are skipping the hard part to do the easy part. Sivers owns no exclusive technology, as Lumentum makes the same exact laser arrays, but better. And finally, but most importantly, Sivers is targeting the wrong architecture entirely. Lumentum has a choice between UHP and WDM, and they made a choice to ramp the exact thing that is the opposite of what Sivers is doing, for volume production. Sivers Semiconductor is the most overvalued stock in optics."
·1 time sidenAnders Storm.. .tidligere CEO i Sivers: https://x.com/stormdirac/status/2061926521548517568?s=46
3 timer siden3 timer sidenDen her lugter af Intellego
4 timer siden4 timer sidenSivers har fået mit portefølje til at gå fra 250k til 3m i dag. Tak sivers, og serenity for at nævne den på X for 3 mdr siden 🥰·2 timer siden · RedigeretFantastisk! Tillykke! 👍🏻 En-gang-i-livet-mulighed for at gøre sådan en rejse på 3 måneder. Men så skal man også turde blive liggende på vejen op (hvis man nu ikke bare har "lagt aktier i skuffen" uden overvågning) - godt klaret der. Bare stigningen i dag, i sig selv, er jo helt absurd/uvirkelig.
0
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Nordnet Social og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
2026 Q1-regnskab
NY
4 dage siden
‧55 min
Nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Debat
Deltag i samtalen med Nordnet Social
Log ind
- ·38 min. siden · RedigeretEn læseværdig artikel (gratis) som modpol til al Sivers spekulation, FOMO og eufori. ☝🏻Bemærk, har ikke foretaget nogen kritisk gennemgang af forfatteren eller dennes uafhængighed, men forekommer seriøs (?) ved et hurtigt tjek. https://www.jasonschips.ai/p/sivers-semiconductor-the-most-overvalued Uddrag/TLDR 👇🏻 Contents 1. The Original Thesis 2. The Valuation is Absurd 3. Sivers 101: Opportunity Pipeline & NRE 4. The (Fabricated) Bull Case 5. Why Is Sivers Fabless? 6. There is No Moat 7. The Wrong Architecture 8. Conclusion "Opportunity Pipeline However, the opportunity pipeline is not a backlog at all, not even close, and treating it as a backlog is extremely misleading. The Opportunity Pipeline is literally everyone that they’re talking to. If they’re having a conversation, it’s part of their Opportunity Pipeline. For it to actually convert into contracted backlog, they need to move into evaluation and sampling, which is still very far away. Then get a design win and finally make it to production orders. I’ve never seen any other company in the world report the numbers this way. It makes it extremely inflated. In my estimation, only about 10 to 20% of the Opportunity Pipeline actually converts to backlog. Which is around $68 million of their $453 million opportunity pipeline." "Conclusion Let’s recap. Sivers used to be an undiscovered small cap with a respectable thesis, but after a 20x return facilitated by large social media accounts (unethically and illegally) promoting the ticker, the valuation has gotten absurd. The only way to save the stock is through its optical division gaining a foothold in the CPO market, which is much less likely than what the cult is hoping for. The cult believes Sivers will gain a foothold because they are in conversations or have remote connections to hyperscalers through various optical startups. This is wrong because what actually matters is its technology, and it is precisely technology where Sivers falls apart. Sivers is fabless because they lack the manufacturing expertise in the very difficult process of indium phosphide fabrication. Which means they lack a moat, as they are skipping the hard part to do the easy part. Sivers owns no exclusive technology, as Lumentum makes the same exact laser arrays, but better. And finally, but most importantly, Sivers is targeting the wrong architecture entirely. Lumentum has a choice between UHP and WDM, and they made a choice to ramp the exact thing that is the opposite of what Sivers is doing, for volume production. Sivers Semiconductor is the most overvalued stock in optics."
- ·1 time sidenAnders Storm.. .tidligere CEO i Sivers: https://x.com/stormdirac/status/2061926521548517568?s=46
- 3 timer siden3 timer sidenDen her lugter af Intellego
- 4 timer siden4 timer sidenSivers har fået mit portefølje til at gå fra 250k til 3m i dag. Tak sivers, og serenity for at nævne den på X for 3 mdr siden 🥰·2 timer siden · RedigeretFantastisk! Tillykke! 👍🏻 En-gang-i-livet-mulighed for at gøre sådan en rejse på 3 måneder. Men så skal man også turde blive liggende på vejen op (hvis man nu ikke bare har "lagt aktier i skuffen" uden overvågning) - godt klaret der. Bare stigningen i dag, i sig selv, er jo helt absurd/uvirkelig.
0
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Nordnet Social og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Antal
Køb
-
Sælg
Antal
-
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 765 | - | - | ||
| 100 | - | - | ||
| 222 | - | - | ||
| 10.000 | - | - | ||
| 25 | - | - |
Husk på, at en investeret opsparing kan gå både op og ned i værdi. Selvom opsparing i aktier historisk set har givet gode langsigtede afkast, er det ingen garanti for fremtidige afkast. Der er en risiko for, at du ikke får de investerede penge tilbage.
Mæglerstatistik
Ingen data fundet
Andre har kigget på
Corporate Actions
Data hentes fra FactSet, Quartr| Næste begivenhed | |
|---|---|
2026 Q2-regnskab 6. aug. |
| Tidligere begivenheder | ||
|---|---|---|
2026 Q1-regnskab 29. maj | ||
2025 Q4-regnskab 26. feb. | ||
2025 Q3-regnskab 24. okt. 2025 | ||
2025 Q2-regnskab 17. jul. 2025 | ||
2025 Q1-regnskab 8. maj 2025 |
2026 Q1-regnskab
NY
4 dage siden
‧55 min
Nyheder
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
Data hentes fra FactSet, Quartr| Næste begivenhed | |
|---|---|
2026 Q2-regnskab 6. aug. |
| Tidligere begivenheder | ||
|---|---|---|
2026 Q1-regnskab 29. maj | ||
2025 Q4-regnskab 26. feb. | ||
2025 Q3-regnskab 24. okt. 2025 | ||
2025 Q2-regnskab 17. jul. 2025 | ||
2025 Q1-regnskab 8. maj 2025 |
Debat
Deltag i samtalen med Nordnet Social
Log ind
- ·38 min. siden · RedigeretEn læseværdig artikel (gratis) som modpol til al Sivers spekulation, FOMO og eufori. ☝🏻Bemærk, har ikke foretaget nogen kritisk gennemgang af forfatteren eller dennes uafhængighed, men forekommer seriøs (?) ved et hurtigt tjek. https://www.jasonschips.ai/p/sivers-semiconductor-the-most-overvalued Uddrag/TLDR 👇🏻 Contents 1. The Original Thesis 2. The Valuation is Absurd 3. Sivers 101: Opportunity Pipeline & NRE 4. The (Fabricated) Bull Case 5. Why Is Sivers Fabless? 6. There is No Moat 7. The Wrong Architecture 8. Conclusion "Opportunity Pipeline However, the opportunity pipeline is not a backlog at all, not even close, and treating it as a backlog is extremely misleading. The Opportunity Pipeline is literally everyone that they’re talking to. If they’re having a conversation, it’s part of their Opportunity Pipeline. For it to actually convert into contracted backlog, they need to move into evaluation and sampling, which is still very far away. Then get a design win and finally make it to production orders. I’ve never seen any other company in the world report the numbers this way. It makes it extremely inflated. In my estimation, only about 10 to 20% of the Opportunity Pipeline actually converts to backlog. Which is around $68 million of their $453 million opportunity pipeline." "Conclusion Let’s recap. Sivers used to be an undiscovered small cap with a respectable thesis, but after a 20x return facilitated by large social media accounts (unethically and illegally) promoting the ticker, the valuation has gotten absurd. The only way to save the stock is through its optical division gaining a foothold in the CPO market, which is much less likely than what the cult is hoping for. The cult believes Sivers will gain a foothold because they are in conversations or have remote connections to hyperscalers through various optical startups. This is wrong because what actually matters is its technology, and it is precisely technology where Sivers falls apart. Sivers is fabless because they lack the manufacturing expertise in the very difficult process of indium phosphide fabrication. Which means they lack a moat, as they are skipping the hard part to do the easy part. Sivers owns no exclusive technology, as Lumentum makes the same exact laser arrays, but better. And finally, but most importantly, Sivers is targeting the wrong architecture entirely. Lumentum has a choice between UHP and WDM, and they made a choice to ramp the exact thing that is the opposite of what Sivers is doing, for volume production. Sivers Semiconductor is the most overvalued stock in optics."
- ·1 time sidenAnders Storm.. .tidligere CEO i Sivers: https://x.com/stormdirac/status/2061926521548517568?s=46
- 3 timer siden3 timer sidenDen her lugter af Intellego
- 4 timer siden4 timer sidenSivers har fået mit portefølje til at gå fra 250k til 3m i dag. Tak sivers, og serenity for at nævne den på X for 3 mdr siden 🥰·2 timer siden · RedigeretFantastisk! Tillykke! 👍🏻 En-gang-i-livet-mulighed for at gøre sådan en rejse på 3 måneder. Men så skal man også turde blive liggende på vejen op (hvis man nu ikke bare har "lagt aktier i skuffen" uden overvågning) - godt klaret der. Bare stigningen i dag, i sig selv, er jo helt absurd/uvirkelig.
0
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Nordnet Social og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Antal
Køb
-
Sælg
Antal
-
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 765 | - | - | ||
| 100 | - | - | ||
| 222 | - | - | ||
| 10.000 | - | - | ||
| 25 | - | - |
Husk på, at en investeret opsparing kan gå både op og ned i værdi. Selvom opsparing i aktier historisk set har givet gode langsigtede afkast, er det ingen garanti for fremtidige afkast. Der er en risiko for, at du ikke får de investerede penge tilbage.
Mæglerstatistik
Ingen data fundet