Posted $SIVE long thesis 3 months ago at 4 SEK; position now up ~1900%, with major US institutions recently entering; ranks as analyst's 2nd greatest thesis of all time after $AXTI.
Supply chain bottleneck thesis; US institution buying validation; early positioning in major shift
It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon? https://t.co/dSZ6AeTJYL
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | -16.5% | -15.1% |
| 1 month | -54.4% | -53.7% |
| 3 months | — | — |
| 6 months | — | — |