@yuntungshieh Back when $AMD was $3 a share:
The industry consensus was $INTC was keeping them around just for "monopoly" purposes and they wouldn't be disrupted. $AMD went up 66 times and is now a $330B+ MC.
Seeing the same thing with $SIVE.
You're comparing $14B companies like Furukawa, $19B with $MTSI, $55B with $LITE and saying they have a better position than $SIVE.
It's clearly reflected in the marketcap already.
What people misunderstand is that you have a $300m company already designed into captive hyperscaler supply chains in $MRVL.
Then ones like Ayar -> $JBL... At a $300m MC.
Upside on $SIVE is enormous here, and the risk is reflected in the MC.
