Sivers Semiconductors ($SIVE) – Sold everything, will I regret it with +2125% upside? 🤓
$SIVE exploded +50-70% earlier this week after announcing a strategic partnership with GlobalFoundries for silicon photonics and AI data center solutions (CPO/lasers). The stock has pulled back hard since then after an insider (Harish Krishnaswamy) sold shares worth ~100 MSEK. Serenity (@aleabitoreddit) is still very bullish, calling it one of the clearest laser chokepoints in the AI supply chain.
~$800M pipeline, still unprofitable, extremely high valuation after +2900% in 6 months and massive volatility.
I sold my entire position yesterday.
What do you guys think – was this a smart move to lock in profits, or am I going to seriously regret selling if the photonics/AI supercycle takes off and delivers another +2125% from here? Bullish or bearish on $SIVE long term?