Sector: aioptical
Conviction from: CitriniSerenity
Tradable on: Bitget →
Finnish telecom network equipment maker
2 tracked filer(s) hold this · 1 opened, 0 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 45 — mean of 2 scored holder(s) · buyers (new/add) avg 48. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Irenic Capital | 48 | New buy | 1,730,000 | $22,974,400 | 1.1% |
| Ancora | 42 | Trimmed -18% | 5,069 | $67,316 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 2 filer(s).
Bullish · 3 mention(s), 1 personal-position post(s) · first 2026-03-26 · last 2026-05-24
“I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start.
Also helps that 22% of their company are PHDs so entire team is cracked.
CHIPS ACT, all these likely partnerships from $NOK to $AAPL also gives a ton of credibility to the IP moat they've built.
Th…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-05-24 | When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others.
Then you have $SIVE -> $AEVA -> Boston Dyn… → · 201 likes · 23,320 views |
| 2026-05-23 | I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start.
Also helps that 22% of their company are PHDs so entire team is cracked.
CHIPS ACT, all these likel… → · 215 likes · 17,723 views |
| 2026-03-26 | @straightcash385 The moment you full port $NOK, it’s going to start dropping.
There’s some rules to the universe. → · 180 likes · 157,429 views |
| Report | Date | Stance |
|---|
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | LONG |