Peter Bohlin

When you like $SIVE, you will love these Swedish small-cap stocks (High RSK/HIGH RWRD!) $ACCON $BEAMMW $VIDH $TERRNT Acconeer AB Market Cap in Euro: approx. €104.9 million Key Partners & Customers: Nexty Electronics (major distributor in Asia), Alps Alpine, Digi-Key, $GFS $AMKR (manufacturing partners). With the A121 sensor, Acconeer holds a technological monopoly on the world’s smallest, most precise, and most energy-efficient pulsed radar chip. Unlike cameras, radar protects privacy. The sensor can measure distances, gestures, and even a person’s heartbeat/breathing in a room with millimeter precision. 2026 catalysts: Acconeer reached a historic milestone and became EBIT-positive (profitable) for the first time since the second half of 2025. This removes the existential risk from the table. Massive revenue growth: In its latest Q1 2026 report, the company announced its third consecutive record quarter with product sales growth of 71% year-over-year. The “A2 design win”: The market is currently waiting for the first major breakthrough of the next chip generation (A2). A large automotive contract for in-cabin monitoring (which will become mandatory in new EU vehicles from 2026/2027 onward) is considered the biggest lever to achieve the company’s revenue target of over SEK 300 million by 2027. BeammWave AB Market Cap in Euro: €11.0 million Key Partners & Customers: Nitto Denko, Cadence, Saab (defense project), MetaSpace Fund (new institutional major investor). As the industry transitions to higher 5G frequencies (millimeter wave / mmWave) and the upcoming 6G standard, traditional analog antennas fail because they consume too much power and signals become blocked. BeammWave solves this global problem with digital beamforming directly on the chip (ADP1 platform). They digitally direct radio beams exactly where the smartphone needs them. 2026 catalysts: The “cleanup” of the share price: In May 2026, BeammWave completed a combination of a targeted institutional capital injection (SEK 20 million) and a rights issue (SEK 51.7 million). Capital raises usually pressure the stock short term, but BeammWave is now fully financed for upcoming mass production. Expansion into South Korea: In March 2026, BeammWave significantly expanded its sales network into South Korea. South Korea is the global epicenter of 5G/6G infrastructure and home to tech giants like Samsung. Involvement in 6G architecture: Management announced in May that BeammWave is now actively helping shape the global reference architecture for the upcoming 6G standard. Any news regarding the first commercial design win in the IoT or smartphone sector could multiply the share price given the company’s tiny market capitalization. Vidhance AB Market Cap in Euro: €6.0 million Key Partners & Customers: $QCOM MediaTek, Xiaomi, Motorola, Vivo, Oppo, ASUS. Vidhance (formerly Imint) offers a pure software solution. Its algorithms stabilize videos in real time at a very high level. Since the software already runs on more than 50 million smartphones, Vidhance has an asset-light business model: every new contract translates into nearly pure profit (gross margin), since no factories need to be built. 2026 catalysts: Qualcomm breakthrough in March 2026: On March 2, 2026, Vidhance announced the successful completion of a reference integration with the high-end “Qualcomm Snapdragon Wear Elite” chip. Qualcomm dominates the global smartwatch and wearables market. Breaking out of the smartphone niche: Through the Qualcomm integration, Vidhance is now positioned as the standard software partner for the next generation of smartwatches, action cameras, and smart glasses (AR/VR). The market is currently underestimating the leverage of this wearables platform entirely (despite a market cap of only €6 million). Terranet AB Market Cap in Euro: approx. €26.2 million Key Partners & Customers: $NVDA Inception program & DRIVE Orin integration), exclusive evaluation agreements with leading automotive electronics groups. BlincVision is positioned as the “airbag of the future” for autonomous driving (ADAS). While conventional LiDAR or camera systems react too slowly, Terranet’s technology detects hazards in urban traffic (for example, a child suddenly running out from behind a parked car) in under 5 milliseconds and initiates braking immediately. 2026 catalysts: CEO insider buying (May 2026): On May 21, 2026, CEO Markus Johansson personally purchased 1,000,000 shares on the open market and announced plans to continue increasing his position because he sees “massive potential in the current phase.” From MVP to volume production: After presenting its functional prototype (MVP) in 2025, Terranet’s official focus for 2026 is on customer projects and preparing for commercial volume production with automotive manufacturers. New evaluation agreements: In April 2026, Terranet signed another memorandum of understanding for evaluation with an unnamed global leading electronics company. Once these testing phases turn into a fixed supply contract with a major automotive OEM, a revaluation of the stock could become unavoidable. Mark my words. Not financial advice.