Stocks / $MVL
$MVL first mention in our archive May 3, 2026 · latest 3w ago
Price · Mention timeline 1 mention since May 2026 Loading price chart…
Who's mentioning $MVL
Recent mentions 1 mention It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR , $LITE after their new $2B+ spending spree.
Same playbook with EML early 2025, causing the bottleneck seen today.
Now, $AMD / hyperscalers are scambling for upstream laser suppliers.
Hence why $SIVE + Win / $GFS became likely primary route to go down.
You can see this with:
-> $MVL CPO through Celestial (Nvidia signed a deal, but they don't have lasers)
-> $AMD CPO
-> Ayar
-> $POET
-> Lightmatter
-> and other programs (eg. Jabil 1.6T)
As a result, Sivers/Win emerged as the Tier 1 bleeding edge + critical independent laser supplier.
And there's hints for this when:
1. $GFS listed $SIVE / $LITE as the two only public laser suppliers in their ecosystem.
2. Ayar removed $LITE /
$MTSI
off their website and elevated
to their primary laser supplier.
So everyone else ended up going with Sivers since
/
$LITE
are fully allocated.
My guess is that a lot of the secondary suppliers also capture overflow as architectures standardize.
But scramble for this chokepoint will be insane early next year given
bottleneck.
And a small $1.2B Swedish company in
will be in the center of it.
