Up 800 percent – the hangover is here
Sivers Semiconductors has surged more than 800 percent, but the quarterly report shows tripled losses and falling revenue. A pipeline of prospective deals is not the same thing as revenue.
All posts tagged: semiconductors
The rocket in Kista: up 2,400 percent
Swedish semiconductor company Sivers Semiconductors has surged over 2,400 percent after being discovered by WallStreetBets – making it Sweden's first international meme stock, and setting it up for a potentially brutal fall.
Arm Holdings: standing strong despite the market
This analysis was first published in SvD Näringsliv, in Swedish, on September 13th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. When chip company Arm goes public, the world waits eagerly to see whether the appetite for tech listings has returned. But reading too much into Arm is risky — it is not an ordinary tech company. A jubilant and excited Masayoshi Son, CEO of Japanese […]
The stock market’s biggest winner is betting everything on AI
This analysis was first published in SvD Näringsliv, in Swedish, on August 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia crushed market expectations in May and the stock surged. Now everyone is waiting to see if the company can repeat the feat. But riding the AI hype comes with significant risk. There is an old saying in business: “under-promise, over-deliver.” The well-tested model is […]
Started at a dive — now worth trillions
This analysis was first published in SvD Näringsliv, in Swedish, on June 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The flamboyant visionary Jensen Huang likes to dress in black leather jackets. He is a rock star in the chip and semiconductor industry. Now Nvidia’s founder faces his greatest challenge — living up to the market’s expectations. The black leather jacket is on. The grey […]