Sivers Semiconductors: Short Sellers Diverge as Optics Interview Lands
Published on 11/11/2026 at 01:40 | Editorial boerse-global.de
Arrowstreet Capital Limited Partnership nudged its disclosed net short position in Sivers Semiconductors higher yesterday, lifting it to 0.61% from 0.59%, according to the register maintained by the Swedish financial supervisory authority. The stock was down 7.9% today.
GSA Capital Partners LLP also added to its bearish bet. Friday's register showed a 0.70% stake for the firm, up from 0.62% on Wednesday. Marble Bar Asset Management LLP, meanwhile, crossed the public disclosure line on Wednesday with a 0.52% net short position, having previously sat below 0.5%.
Two Sigma Steps Back
Not every short seller is leaning in. Two Sigma Investments, LP slipped below the 0.5% public reporting threshold on Thursday, leaving four publicly disclosed short sellers in the stock. The hedge fund's retreat runs counter to the build-up at Arrowstreet and GSA.
Should investors sell immediately? Or is it worth buying Sivers Semiconductors?
The disclosure shifts came as Sivers published an interview with CEO Vickram Vathulya on optical connections for AI data centers. Vathulya discussed next-generation lasers, the integration of optical components through co-packaged optics, and the company's work with GlobalFoundries and Jabil. Shares fell 5.7% today.
LiDAR Orders on the Books
Behind the trading noise, Sivers has flagged that its strategic LiDAR customer has triggered production orders. The work covers environmental sensing applications in the automotive and industrial sectors, with Sivers slated to supply CW-DFB lasers and optical amplifiers.
The company pegged the estimated cumulative revenue potential across the full product lifecycle at USD 53 million to USD 138 million. That figure was first published in March 2026 and refers to possible lifetime revenue; the production orders relate to the automotive and industrial applications the company has identified.
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