@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 in the US... we have random Bitcoin miners with $6B+ dilution (over half the MC) just to attempt a pivot and buy GPUs. So the amount to hyperscalers supply chains is very tiny.
And you do realize you're talking about US hyperscalers suppliers right? Like $JBL, $MRVL... All the CPO timelines have been accelerated by $NVDA recently.
If anything Sivers is one of the most undervalued photonic stocks I've seen in the market and definitely not priced for upside yet.
US markets typically price things 12 months in advance, but I understand if Europe does things previous 12 months.
