Jabil. Every tracked FinTwit mention of $JBL, newest first. 186 mentions since the first on Jan 2, 2026. See the price chart.
July 2026 · 10 mentions
Jul 16
Serenity — Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):
Using 10% of Win's wafer capacity as a low-end allocation (65% yield as…↗
Jul 14
Damnang2 — $AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish.
The follow on WLBI order from its lead silicon photonics customer suggests AEHR is movi…↗
Jul 13
Serenity — TLDR of Innolight investor relations takeaways:
1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expecta…↗
Jul 10
Serenity — Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027.
Pairing with Highlanders, a Japanese robotics company.
- Agility $CCXI x Foxconn, Toyota
- Apptronik x…↗
Jul 9
Serenity — Three new $SIVE insider purchases today.
Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today.
This is following the massive drop on Si…↗
Jul 8
Serenity — @Emre07465060084 For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dr…↗
Jul 7
Serenity — @FaceHonor $SIVE is probably my favorite stocks right now, not concerned about short term drops.
- You have the laser supplier to $GFS, $JBL, Ayar, $POET, and many other hypersca…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 2
Serenity — @CFc19971622 Are you stupid?
1. $JBL mass producing 1.6T LRO is revenue.
2 O-Net mass producing ELS is revenue.
3. $GFS using $SIVE as reference laser for the hyperscalers is re…↗
Jul 2
Serenity — @Cped221267 Nobody should care about TA charts since people just made up squiggly lines trying to convince others to sell.
$SIVE just raised an emergency $70M for mass production…↗
June 2026 · 36 mentions
Jun 30
Serenity — I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier…↗
Jun 27
Serenity — Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS.
At up to 750 tokens/sec, which is obscene performance.
American inference go brrr.
I actually…↗
Jun 26
Serenity — @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…↗
TheValueist — $JBL Jabil: From Legacy Manufacturing to AI Infrastructure Powerhouse. Investment Thesis.
Jabil has moved well beyond its identity as a traditional electronics manufacturer. The c…↗
May 30
Serenity — > markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($6…↗
May 30
Serenity — @halldj00 You already have $JBL as one example, confirming excessive demand with $SIVE expected sole source laser provider for their 1.6T LRO.
Don’t really have concerns there. It…↗
Serenity — @TVAFR786 $1.4B MC is tiny?
Especially if their lasers likely power $AMD CPO, $MRVL CPO, $JBL 1.6T LRO, $AAPL Silicon Photonics, Ayar (AlChip), Lightmatter, O-Net End users (Asia…↗
Apr 29
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Serenity — @Johnyom8 $290m MC for a company designed into $MRVL, $JBL and hyperscaler flows.
I don't think I'm wrong seeing how CPO scale up evolves. Just a waiting game for volume ramp.↗
Mar 27
Serenity — @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…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
Jan 2
Shay Boloor — THE GOOGLE TPU ECOSYSTEM
• $AVGO custom silicon powering Google’s TPU chips
• $JBL, $FLEX rack integration installing TPUs into full data-center systems
• $CLS, $JBL module assemb…↗
— @beauty_oe Nice! Ill check out the specs now for $JBL + $SIVE https://t.co/psjeaFVx8f
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
Serenity — @RJCcapital Bruh $SIVE is $GFS reference laser, $JBL 1.6T pluggable laser, Ayar CPO scale up laser, $POET scale out laser, O-Net ELS laser.
And many other undisclosed partnership…↗
Jun 24
Serenity — OpenLight (private) seems to get bigger and bigger every time I look at it.
If you’re curious about their public ecosystem outside of Advantest:
$JBL ( $SIVE partner ) for scalin…↗
Jun 21
Serenity — @eldan_0123 @CreatorNim Don’t think so. $JBL + $SIVE was known from OFC conference in person.
But it took an official PR for markets to know.
If there any release over the more…↗
Jun 21
Serenity — That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went…↗
Jun 21
Serenity — I've been getting a lot of questions about OE Solutions (138080) recently.
Here's my research/thoughts so far on it:
They're a small Korean optical transceiver company, similar…↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 17
Serenity — @Raccoononomics $JBL would be my pick if I had to choose one.↗
Jun 17
TheValueist — $JBL KEY READ-THROUGHS FROM JABIL Q3 FY26 EARNINGS CALL
Jabil’s Q3 FY26 call is a materially constructive cross-sector signal for the AI infrastructure supply chain, with the stro…↗
Jun 17
TheValueist — $JBL (Bloomberg) -- Jabil boosted its core earnings per share guidance for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
Sees core EPS $12.70, saw $…↗
Jun 16
Alphatica — @mmc_spy We cannot believe this is a $380 stock. $JBL↗
Jun 15
Serenity — @halldj00 Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyp…↗
Jun 15
Serenity — $SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar a…↗
Jun 14
Serenity — This is gonna upset a lot of people:
But TA is astrology for traders.
It's confirmation bias + trading human psychology about entries.
Kinda like how people frontran $SPCE fro…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 9
Serenity — @TalentActivity I do really like $GFS, $JBL, and others tied with $SIVE.
They’re all just kinda large by now, and less chance to triple.
If I were running a hedge fund I’d pick u…↗
Jun 9
Serenity — @ju5t1n14n Many work against the interest of retail investors.
Especially as JP Morgan / US institutions are trying to buy up the float.
You have a company funded with CHIPS Act…↗
Jun 9
Serenity — Just a random thought: $JBL seems highkey compelling long idea at $38B.
Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet.
Especially if…↗
Jun 8
Serenity — @LightLogix I mean...
> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE +…↗
Jun 7
Serenity — I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life ex…↗
Jun 5
Serenity — @ChizaramNelo H1 2027 all the 1.6T pluggable players like $JBL.
Maybe Innolight/Eoptolink and other pluggable players are added too. We'll find out soon since $SIVE said there we…↗
Jun 5
Serenity — $SIVE is my favorite CPO / photonics stock after AAOI.
Partly because it's Swedish and you have entertainment from comedians over there.
Today a new non-technical hedge fund ca…↗
Jun 5
Serenity — @DanyloAkymenko $AAOI is my current favorite US long.
I personally cost average recently whenever it dips to $150, or even $170.
$JBL should preform really well once they’re 1.6T…↗
Jun 4
Serenity — @MikeBaumgart1 It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties.
Lot of the venture arms just miss…↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 3
Serenity — @Jayden11129225 There's active short sellers probably doubling down on $SIVE. I'd expect them to get wrecked over time.
Especially on more announcements.
One more surprise $JBL…↗
Jun 2
Serenity — @wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet.
It’s probably more fundamentally groundbreaking than $SIVE + $JBL.
As $AVGO, $MRVL,…↗
Jun 1
Serenity — -> IP acquisition
-> Just waiting for CPO to take off
$SIVE is a laser chokepoint for photonics and are publicly validated by:
- $GFS (1 of 2 public laser suppliers with $LITE fo…↗
Jun 1
PhotonBull — $DAIO came across my radar after they signed an acquisition that nearly doubles its revenue and could push them towards profitability.
The target is a semiconductor handling and p…↗
Jun 1
Serenity — @ethics3606 No, unfortunately me going long on $LITE last year doesn’t send it to a $70B MC, unlike public opinion.
they’re all driven by extreme forward revenhe growth, $AAOI $47…↗
Jun 1
Serenity — @Path21Mil I’d probably consider launching a fund to just buy out $SIVE if it reached those levels lol.
Don’t think it’s possible to go there again, given $JBL pluggable ramp and…↗
Jun 1
Serenity — It’s actually just a cultural thing in Sweden to dislike anything special or growth related.
They’re telling everyone to “give up on markets”
Don’t take it to heart, just someth…↗
— @onlyonexhj $JBL acquired part of $INTC optical transceiver division, which is how they’re able to do what they’re doing with $SIVE.
Serenity — Had some more time go through $SIVE earnings transcript, it’s very bullish:
- $JBL pluggable partnership led to more optical transceiver requests for $SIVE
So maybe Innolight/E…↗
May 29
Serenity — @DeJeff48985 Extremely bullish on $SIVE.
I’m very brutally honest when it comes to earnings reports on the names I own.
We got 77% forward growth indications from the entire com…↗
May 29
Serenity — @dockery58 Thanks, I’m still waiting on the transcript to come out.
But glad they clarified $JBL volume ramp is coming and photonics is their main growth vector.
Great thesis val…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
May 28
Serenity — @159Adir52550 CPO is largely h2 2027.
$JBL already announced timelines for mass production on their 1.6T LRO using $SIVE so that’s material revenue coming in within 3-10m.↗
May 27
Serenity — They’re stupid?
$JBL announced demand > supply for their 1.6T LRO and this signals mass production on $SIVE lasers.
Ayar raised $500m for volume ramp and dropped $LITE and $MTS…↗
May 27
Serenity — @BgEdgelord $SIVE is fundamentally extremely compelling from CPO.
And all the valuation drivers are $JBL 1.6T and CPO ramp from players like Ayar.
Think those shorts turning into…↗
May 26
Serenity — @Mengmengeth Well $JBL is new TAM expansion into pluggable optical transceivers.
CPO with Ayar, $POET, Lightelligence, Celestial, and those players are entirely new.
So having b…↗
May 25
Serenity — $JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this spec…↗
May 25
Serenity — Nah, I think $SIVE is still extremely undervalued relatively speaking.
Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations.
Not eve…↗
May 24
Serenity — When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (u…↗
May 24
Serenity — I’m not selling a single share of $SIVE.
I personally think it’s a once-a-generation long given how many hyperscaler suppliers they’re already in.
Coupled with GS extreme TAM exp…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 23
Serenity — $AAOI is more pure manufacturing scale and I'm extremely bullish on them.
So it's more like Furukawa + Innolight in my view? So extremely bullish for revenue ramp.
$SIVE is jus…↗
May 23
Serenity — For $SIVE to become the next $80B+ $LITE.
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T.
They basically supply lasers to the leading players i…↗
May 20
Serenity — @osilayer8 Nah, I'm cheering on $SIVE to become the next $LITE.
I didn't acquire positions just for Sivers to be bought out by $MRVL or $JBL.
I also really don't think fundrais…↗
May 20
Serenity — It's probably due to extreme uncertainty risk for short sellers.
> Since MSCI listing triggers tens of millions of new inflow for $SIVE in a week or two.
> NASDAQ listing could b…↗
May 20
Serenity — @ShakespeareDad $SIVE is likely sole source for this specific 1.6T LRO from $JBL given the architectural uniqueness.
It’s not a standard cw laser.↗
May 20
Serenity — $SIVE mass production for 1.6T optical transceivers with $JBL:
Is now earlier than expected per JP Morgan Fireside chat.
Here's what they announced:
> "Relatively dramatic moa…↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 17
Serenity — I'm not sure why people look at 13F filings so deeply when all the hedge funds are super behind on names like $JBL, $LITE and others.
The most returns come from frontrunning insti…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 14
Serenity — Why is our president stock trading like a FinX influencer... Going long on semi supply chains like $JBL to $AMAT?
Looks more like a self-made ETF rather than picking individual lo…↗
May 14
Serenity — Fun read! Think you covered majority of the important points regarding the overall CPO growth curve and wrote a great bull case.
Especially how $SIVE feeds into Ayar, $JBL, and $…↗
May 14
Serenity — I mean $SIVE delivered everything I wanted to hear on their optical side?
-> Volume ramp starting H2
-> TAM expansion into pluggable transceivers
-> Multiple new likely hyperscal…↗
May 14
Serenity — $SIVE 2025 annual report analysis.
TLDR: Extremely Bullish.
Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 11
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 8
Serenity — Probably H2 2027 for scale up CPO, which is the biggest market opportunity.
Markets usually start pricing things in 8-12 months in advance.
CPO scale out is H2 this year. 1.6T…↗
May 8
Serenity — $SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others.
Not including silicon photonics programs with…↗
May 8
Serenity — Every day it's like this on repeat with $SIVE, it's like dejavu lol.
Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets.
New local hit…↗
May 7
Serenity — I'm still laughing how much Swedish hate their own frontier companies so much.
That they write hit pieces every day on $SIVE.
This one was entertaining: Local journalists show…↗
May 6
Cobra — $JBL was the last one who’s ready for the next?↗
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Serenity — @TheGreekEuler I personally think $SIVE should be $3B today and ends up $10B+ next year.
Earnings don’t really matter. Just care about indication from management about laser volum…↗
May 3
Serenity — @MeltemDemirkus $SIVE is in the laser chokepoint that Goldman says has significant EPS upside.
But they're undiscovered to institutions still, despite their likely mapping to $AM…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — $SIVEF has been one of the most jaw-dropping momentum stories in the photonics space — ripping from $1.07 in early April to over $5.49 by May 1, a nearly 5x move in under a month,…↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
— “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…
Serenity — Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-ris…↗
Apr 27
Serenity — @FlachtFunds Oh $SIVE is definitely fine, since they're vastly diversified.
They likely basically serve everyone:
-> $AAPL Silicon Photonics
-> $JBL (probably largest)
-> $AMD C…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Apr 25
Serenity — It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different…↗
Apr 25
Serenity — @yuntungshieh I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash.
I was long $HOOD in the 10's because of…↗
Apr 24
Serenity — Did you listen anon?
The fact that $SIVE is up 600%+.
But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027.
Is…↗
Apr 24
Serenity — @UnmaskedBillion Hi, appreciate the more productive discussion.
But I've never seen anyone aside from Europeans complain about 2.5% $13M dilution to get listed on NASDAQ.
Over…↗
Apr 24
Serenity — @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 23
Serenity — @centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time.↗
Apr 23
Serenity — @InspiredHustle8 Win Semi handles expansion… that’s why I was bullish on $SIVE so they don’t need to burn through capex handling this.
There’s only a few publicly traded companies…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
Apr 22
Serenity — @scrotum_pensif I still think $SIVE should be valued $2B today and can hit $10B+ next year depending on volume ramp from Ayar, $MRVL, $JBL and others in 2028
They have all the sta…↗
Apr 21
Serenity — I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductor…↗
Apr 21
Serenity — @WasiUll59931803 They're actually doing good work for US institutions encouraging local investors to sell.
It was a majority retail-locally owned stock. It will just transfer con…↗
Apr 20
Serenity — @beard219 It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $A…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — @Berlinergy What pullback it’s $700M going into $JBL, $MRVl, Ayar, O-Net and other supply chains?
People also forget $SIVE was a CHIPS act recipient with likely more follow-ups.…↗
Apr 19
Serenity — @tengyanAI CPO expectations have been bumped up months with $NVDA accelerating everything in the ecosystem as seen with $ASX. So I expect Celestial to be delivering volume much ear…↗
Apr 19
Serenity — @Expelliamus9 I did some modeling of $JBL LRO scale up.
And from personal est. it brings in:
~$120M 2027
~$280M 2028.
~$480M 2029
For ARR to Sivers, which is extremely signific…↗
Apr 18
Serenity — @JCassidyHogan Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC?
All the other laser companies like $MTSI and $LITE are in the tens of billions right…↗
Apr 16
Serenity — Sorry but I’m convinced $LWLG is the current $RGTI of photonics.
I have zero clue… How they’re valued at $1.8B.
Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly,…↗
Apr 16
Serenity — @jonnylee47 High conviction on $SIVE, especially at current levels.
You don't see the laser supplier of $JBL or $MRVL sitting at $700m every day. Also it helps there's NASDAQ lis…↗
Apr 16
Serenity — $SIVE is on its journey to be $LITE .
In the last 2 days:
> $JBL confirmation of using $SIVE lasers for their 1.6T optical transceivers
> Sivers raises $13.5M+ from long term in…↗
Apr 16
Serenity — @KentTian Fittech is in $TSM Coupe ecosystem, Shunsin is Foxconn optical packaging.
Win/Sivers is $JBL, $MRVL, and Ayar (maybe AlChip and others).
They all end up to hyperscalers…↗
Apr 16
Serenity — This is exactly why I long the $SIVE laser ecosystem with Win Semi (3105).
The beneficiaries of the next architectural supercycle for laser mass production?
Sivers + Win.
Especi…↗
Apr 15
Serenity — @r_wilks1 I just have such high conviction on $SIVE, holy ****. You have the laser supplier for $JBL, $MRVL: at $600m.
They're getting listed on NASDAQ where all the institutional…↗
Apr 15
Serenity — $SIVE executing US NASDAQ listing from Reuters.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US insti…↗
Apr 15
Serenity — @filiusveritatis No, they didn't have the same fundamentals. This is what majority of retail investors don't understand and it's so frustrating.
$SIVE literally landed $JBL as a…↗
Apr 15
Serenity — No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought th…↗
Apr 15
InvestmentGuru — $SIVEF x $JBL
Sivers partners with Jabil to build 1.6T optical transceivers for AI data centers — delivering 2.5x better energy efficiency
AI scaling = not just GPUs… it’s p…↗
Apr 15
Serenity — I really meant it when I thought $SIVE could be valued at $2B today.
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC…↗
Apr 15
Serenity — $SIVE is the next $LITE at $560m MC.
Institutions just got full confirmation today:
Sivers is now the light source in hyperscaler supply chains and the direct supplier of $JBL op…↗
Apr 15
Serenity — @StormDirac Exactly. $JBL is massive, especially after buying $INTC's SiPH division earlier.
I genuinely don't think markets realize coming yet with $SIVE.↗
Apr 15
Serenity — @wealthquake This is finally supply chain mapping validation with $SIVE.
$JBL is ****** massive and Sivers lasers now will likely go into Jabil's hyperscalers clients like $AMZN,…↗
Apr 15
Serenity — IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers.
Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high…↗
Apr 13
Serenity — I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company.
Not later this year.
Since I’m not sure how:
- $LWLG trades at 3.…↗
Apr 13
Serenity — Pretty confident about $SIVE regarding institutions coming in next.
Laser supplier for $MRVL, $JBL, and a few others.
Valuation disconnect makes no sense when they’re designed in…↗
Apr 11
Serenity — Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capac…↗
Apr 11
Serenity — am i that powerful?
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light sourc…↗
Apr 10
Serenity — @yy1625066197303 Lasers go brrr basically, love $SIVE is getting more attention, feels extremely underrated as the $MRVL, $JBL laser supplier↗
Apr 10
TheValueist — $JBL Jabil Inc. (JBL) Q2 FY2026 Post-Earnings Debrief
https://t.co/XNrQV7gft8
Thesis: Jabil delivered a broad-based F2Q26 beat and second consecutive FY26 raise, with Intelligent…↗
Apr 10
Serenity — There's many nuanced architectural changes for "supercycles" in photonics.
If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers.
$SIV…↗
Apr 10
Serenity — @yy1625066197303 $SIVE / Win benefits from CW lasers from the next architectural supercycle in 2027. I'm just frontrunning that now H1 like $LITE last year.
You already kinda know…↗
Apr 9
Serenity — @Jornka329996 I still think it's $SIVE. A company that's the light source for $MRVL and $JBL should be valued more than $350m imo.
They just need to get listed on Nasdaq.↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 8
Serenity — Woah 9200 paid subscribers…
I’m super humbled, thank you everyone!
Im glad a lot of people found my thought process on random names from $JBL to $ALRIB helpful for $1! https://t…↗
Apr 8
Serenity — @SidkMena Maybe $JBL is interesting here too. Ended up buying Jabil and more $COHR today↗
Apr 8
Serenity — @HeinzelAI Yeah entry point is important but long term it doesn’t matter imo.
I personally think $SIVE can 1000%+ in the next year… not sure how the laser supplier to $MRVL and $J…↗
Apr 8
Serenity — When you go through the list of the leading CW laser companies from $COHR to $AAOI.
It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 2
Serenity — @FranGGlez 100% lasers. I personally wouldn't go downstream into assembly and others.
But with the laser chokepoint it's really hard to pick a winner between stuff like Luxnet, F…↗
— $SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI?
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net,…
Serenity — If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vi…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 20
Serenity — @EquityAndy I personally don’t see much downside risk in the long run aside from dilution since $SIVE is the light for many customers like $POET, $JBL, Ayar, O-Net, and others rath…↗
Mar 20
Serenity — @Ud197601 Yeah. I extremely disagree with analysts posts saying "it's priced in" and telling retail profits at $250M.
-> After $SIVE confirmed $JBL confirmed they were using them…↗
Mar 20
Serenity — My thoughts today on $SIVE, at a ~$250M MC:
Sivers is the future likely CW + laser array light source powering hyperscalers from $AMZN, $META, and $MSFT.
At ~$250m...
From co…↗
Mar 20
Serenity — @Investmnt_Eagle Nothing? If people want to market sell/stop loss the laser supplier to $JBL, Ayar, $MRVL Celestial and others at a $250m, when there's low limit buys, they're free…↗
Mar 19
Serenity — Sivers < $SIVE / $SIVEF > powering Jabil ($27B MC) < $JBL > 1.6T LRO transcivers.
As the laser light source.
Is by far the biggest news from $NVDA GTC for Sivers ($280M MC) today…↗
Mar 19
Serenity — @Be_nice_dot_com I don't have enough $SIVE... Especially after this news and I'll probably add more market open.
$JBL is probably one of the largest players in this space and bas…↗
Mar 19
Serenity — @mrsgayathridas $IBKR.
The new announcement $SIVE is the light source for $JBL is probably biggest news to date. And I expect the stock to get re-rated immensely from the news.…↗
Mar 19
Serenity — Sivers < $SIVE / $SIVEF >to power Jabil ( $JBL ) next-generation optical transceivers.
The fact Sivers is named as the power source for Jabil's flagship 1.6T module…
is probably…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗