Episode

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Nothing against Serenity but I dont like how SIVE is bunched up in here with all the ot…

x/Jul 7/source only

Bearish thesis on Sivers Semiconductors (SIVEF): author argues SIVE's ~100x P/S peak valuation was unjustified, its pipeline conversion is 2+ years out per the CEO's own words, and the 60% drawdown from peak still leaves the stock overvalued with no near-term fundamental catalyst.

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SIVEF/short

SIVE's ~100x P/S premium is unjustified with a 2+ year wait for pipeline conversion, driving continued downside.

SIVE at its peak was trading ~100x P/S and their current hope lies on the success of their pipeline conversion, which is questionable as to how much will be recognized in the coming couple years vs later on (Vikram said it himself).

Peak+3.3%

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