Sep. 4 at 12:35 PM
$SIVEF $1.2B opportunity pipeline — not backlog, not contracts, not revenue.
Sivers is still a tiny supplier doing only ~
$5.6M in quarterly revenue, yet bulls talk like hyperscalers are already fighting for Glasgow capacity.
Now they’re spending
$30M to build capacity for business that hasn’t even been signed.
If that pipeline doesn’t convert, shareholders eat the bill.
A
$1.2B sales fantasy attached to a ~
$5.6M/quarter loss-making company is not demand. It’s massive execution risk.