@halldj00 $SIVE was high confidence laser supplier directly to Celestial.
Celestial got bought by $MRVL.
https://t.co/zc18YS8EwJ
@Batemanzm75 People do valuation analysis wrong on names like Sivers or $AXTI.
You won’t be able to model $SIVE revenue projections if they’re end up doing M&A + TAM expansioning down optical engines/ELS/optical transceiver stack.
Right now it’s looking at all the hyperscaler supply chains they’re qualified into, and a venture style thesis on how they can capture more market share of overall CPO supercycle.
$MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier).
- “Scale-up interconnect represents one of the newest and most strategically important opportunities emerging in AI infrastructure.”
CPO thematically go brrr
- Confirmation Celestial was selected by T1 hyperscaler for scale up.
I’ve found Celestial $AMZN warrants in the past)… so probably Amazon.
- Scale-up optics revenue next year should be more than 2x prior ~$150M outlook with Celestial
Forward revenue ramp expectations go brrr.
- Celestial team plus $MRVL optics team was a “home run”.
Marvell sees celestial as growth vector, upstream celestial suppliers go brr
- $MRVL is now focused on bringing Celestial to high volume manufacturing.
Volume ramp indicator
If you don’t recall, there was OSINT mapping $SIVE directly to Celestial, not through $POET.
So Celestial forward growth is a volume ramp indicator for Sivers lasers.
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 $MTSI for $SIVE as primary.
$AMD went with $GFS and have a high chance cw of using sivers for their CPO program.
Sivers also signaled M&A which expands TAM a ton downstream
@ivobuild $SIVE is in Wiwynn supply chains through Ayar, not Winway. It’s also partnered with Win Semi.
They sound the same but all different companies https://t.co/k9KntESjeD
Back when $AAOI was ~$20-30 when I went long:
I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs.
Turns out it’s more interchangeable/mass producible.
Regardless, glad my thesis on $LITE, $AAOI, Innolight, $COHR, $AXTI played out so well.
Keep in mind: everyone on X was saying “scam management” with $AAOI back at $20-30…
Or “scam company” with $AXTI at $12.
FUD was pretty extreme.
Feels like dejavu again… going long on the next CPO architectural shift like $SIVE or Foci? And getting the same comments.
We’ll see if my CPO longs play out the same way like Shunsin does with Innolight or $SIVE does with $LITE.
Either way all of those are now up hundreds to thousands of percent.
@maxmay2024 People are free to do whatever they want!
I personally just find $SIVE to be the most compelling CPO exposure at current prices.
Not everyone shares the same conviction though.
Interesting photonics selloff today on no news?
$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%
I think it’s probably the most compelling theme going forward (even more than power semis).
Just tends to be very volatile on the way up.
Surprised about $AAOI though given there’s some institutional notes apparently about long term $AMD or $NVDA agreements. (Rosenblatt). Maybe $600m ATM caps some near term upside.
$SIVE as well, given EU Chips Act 2 is next week around photonics, and they’re listed on the blueprint. Same with MSCI/NASDAQ omx inflow next week.
I’ve been personally adding to positions since I have high conviction in the photonics theme (CPO especially) given TAM expansion overall next 2 years.
@beauty_oe Yeah! This is the first time I’m seeing $SIVE listed on EU chips act 2.
I think it’s very compelling.
Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2.
Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research!
Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql
@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 a long are just a cherry on top along the way.
I was wondering why there was an irrational amount of disinformation about $SIVE.
Turns out short sellers have been running bot farm campaigns to spread disinformation.
And likely through local news media too.
Hope they get blown apart on their short positions now. https://t.co/U3Euy391l8
FYI, EU Chips Act 2 is today, May 27th.
This one is expected to be targeted specially around photonics.
There happens to Europe’s leading photonics/laser company called $SIVE over in Sweden.
That also received US CHIPS act funding and is critical to Western supply chains. https://t.co/Ijhnp3wIoq
Swedens transferring control of $SIVE to the West + other countries…
Is honestly fun to watch in the charts. https://t.co/zNfWatAm4S
@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 both helps $SIVE bridge the valuation gap faster.
$SIVE is the most compelling CPO exposure stock to me.
Despite the volatility.
You probably won’t find something like this again until the next architectural shift in photonics years later.
Out of the core laser suppliers, they’re all tens of billions?
$AAOI = $15B
Furukawa = $26B
$MTSI = $29B
Sumitomo = $59B
$COHR = $73B
$LITE = $74B
Then there’s $SIVE as one of the core CPO laser chokepoints at $2.3B MC.
Earnings are usually confirmation of all the little volume ramp hints like Jabil fireside transcripts for 1.6T LRO.
And most returns are typically made before, not after official confirmation is just a rule of thumb.
@Redpulse_News I personally don’t really see any other compelling Western CPO related name under $14B MC right now.
$SIVE is still sub $2.7B MC.
$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 specific optical transceiver.
Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier.
2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET.
This is how you do supply chain mapping on qualification cycles.
Anything they make, Sivers makes revenue off lasers.
If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints.
Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.
I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids:
$RKLB / $SPCX / $PL = Death Star
$LASR / $SIVE = Laser Beams
$TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8
$RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI, then $IQE, then $EWY, then $SNDK, then $AAOI, then $SOI.
And them watch them all go up 3x-15x+ after institutions bought up the float.
Retail finally learned not to trust them with anymore with names like $SIVE?
$SIVE is highest possible upside, since I see them being the next $LITE (which started at ~$2.6B as well in 2024, but now is $80B).
As laser chokepoints are known to downstream TAM expand, then vertically integrate assembly/fabs after.
Foci/Shunsin I kinda expect to 3-4x.
They're more structural re-rating from FAU/component revenue growth... or just more demand on packaging/test. But hard to see them going up 20x.
For people trying to do valuation analysis on $SIVE.
Ayar, Celestial, Lightmatter, Lightelligence are probably valued probably ~$4B-15B+ today.
Sivers is ~$2.6B MC and they're likely upstream laser for them all.
I'm not even including Poet, TFLN links like Hyperlight/Lightium, or pluggables like Jabil + other undisclosed players in valuation analysis.
Or their other segments like CHIPS Act contracts or Apple/Nokia relationships.
Or humanoid/physical AI segments with Aeva + others.
Retail aren't as familiar with private markets...
But these companies are all considered the frontier CPO players, and are growing valuations/scaling rapidly.
So, I'd expect $SIVE to command similar if not higher valuations given laser chokepoint premiums. Especially after they pull off M&A to TAM expand revenue.
New Blackrock/Vanguard/MSCI/NASDAQ inflow next month helps close that gap over time.
But NASDAQ listing is probably what gives Sivers a premium.
I think I deserve my own Netflix special after $AXTI and $SIVE? https://t.co/WeD80ogRXg
Nah, I think $SIVE is still extremely undervalued relatively speaking.
Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations.
Not even including small guys like $POET or pluggables like $JBL.
Sivers lasers likely power them all, and they’re primary/sole source for a lot.
@happikoala2025 @beauty_oe 超かっこいい画像を作ってくれてありがとう！
まるでリザードンとトランセルが $AXTIと $SIVE みたいじゃない？
でも、トランセルはもうすぐ進化すると思うけどw
No, why would there be much of a pullback? (Also don’t own Cerebras)
The “hype” over Vanguard and Blackrock buying $SIVE is extremely justified… Because that’s new + pure buying pressure into existing float.
And inflows are probably another $10M+ now next week given MC increase.
@Selooo79 3 weeks ago they were trying to bear post about some random Swedish firm selling.
Now, Blackrock, Vanguard and others are buying $SIVE next month. Don’t think US capital cares too much about local Swedish capital/short sellers.
Did you listen anon?
$SIVE is extremely early.
And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time.
Then, couple that with NASDAQ listing soon, with even more US institutions entering.
This is what it’s like to be in a name like $AXTI or $LITE at the very beginning.
And this is still at a point before major institutional capital hit the float or CPO supercycle has ramped.
@ThriveSnap $SIVE is extremely early. Before it was mainly retail.
All the institutional capital are about to enter soon, as seen with all the index inflows next week.
Then NASDAQ soon. Retail just aren’t accustomed to being the earliest to a name for once.
$SIVE is the largest beneficiary of brand new events this weekend:
1. Sivers new NASDAQ index inclusion (OMX Stockholm):
Both Vanguard and Blackrock are new passive inflows.
With ~$60M+ pure buying pressure inflow, into existing float, together with MSCI next week.
2. US Gov and Sweden sign agreement for joint tech collaboration.
$SIVE is one of the few CHIPS act recipients, and especially in Sweden.
And if you don’t remember, they received another $6.6M CHIPS act award last week.
Making $SIVE heavily supported + critical to the US government.
-
TLDR: New passive institutional inflow from your largest US institutions like Blackrock/Vanguard.
Compounded with US government backing into $SIVE. Over the weekend.
Beneficial for fundamentals (revenue/TAM from Pentagon supply chains) and inflow from Blackrock/Vanguard/MSCI/NASDAQ.
Extremely bullish.
几个值得重点关注的“实质性垄断”标的:
- MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。
- $SOI：主导绝缘体上硅 (SOI) 衬底市场。
- NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。
- $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。
像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭
$SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系，抱紧了 Ayar、Lightelligence (壁仞的供应商)、Lightmatter 以及 Celestial 等 众行业领军者的大腿
相比之下，个人认为 $HIMX (奇景光电) 或 Foci (上诠) 未来面临被踢出局 (design out) 的风险最大，很有可能会被台积电的光学部门采钰 (Visera 6789) 这类巨头直接垂直整合。不过话说回来，在未来两三年内，借助 CPO 相关的光纤阵列 (FAU) 和无源器件，他们眼前依然有 波巨大的赚钱机遇
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 (us defense contractrs), $YSS (golden dome). Not including Ericcson + others.
Then you have $SIVE -> $AEVA -> Boston Dynamics / $NVDA self-driving architectural standards.
Then you have $SIVE -> Celestial / $POET / Lightmatter / Lightelligence / Ayar / $JBL, and many others for CPO/1.6T.
Those go to GUC/ALCHIP/Marvell -> hyperscalers.
Then there's a ton more... Like their US Gov CHIPS Act work that are secretive.
Normally with stuff like $POET, it's like "hey" you have 1 customer with a $50m purchase order, we know where that's going.
Not some Swedish company with a smaller valuation, going into everywhere from Space, Robotics, AI, consumer segments...
Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics.
I actually personally liked Aeva for 4D AI first.
Just so happened to find out Sivers was their high confidence laser supplier for 4D FMCW lidar.
So you actually get robotics exposure with photonics while the same CW lasers used for hyperscaler AI DCs.
Near term revenue ramp though it's probably $SIVE supplying laser volume ramp for $NVDA self-driving car related architectures though Aeva.
Humanoids are probably later in 2028?
You can always get more indirect exposure like MU with memory or $INTC with edge CPUs, but of course there's more direct exposure out there.
Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.
$SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff.
Since they all basically go from 0 to 100 full steam ahead in the next 2 years.
AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exposed + own the keys of the AI Kingdom:
-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI buildout with silicon photonics.
-> $SIVE controls laser chokepoints for CPO.
-> $IQE controls Western epiwafer supply chains for photonics.
All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.
There's many more in other industries as well.
-> AI Capex flows to Neoclouds like $NBIS.
-> AI Capex flows to memory like $MU and $SNDK.
And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion.
We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.
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 expansion projections for both pluggables and CPO in the next 2 years.
If you didn’t read the $JBL fireside transcript by now validating demand/timeline.
Or the fact Ayar removed Lumentum and Macom from their website as laser suppliers validating moat.
Or literal CHIPS ACT funding validating technological importance.
Or that management is literally doing everything right in my view, with NASDAQ listing into M&A focus, validating forward growth vision.
Upside is just way too compelling at current valuations.
Institutions have barely entered yet as well… and we’re about to see tens of millions of passive, long term new inflow next month from Nasdaq, Blackrock, MSCI indexes.
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 CPO/optical hyperscaler players go through Sivers, likely:
Ayar. Celestial. Lightmatter. Lightelligence. Poet.
If you take out Sivers, you literally can't make some of their products + delay their roadmap by years.
As many are sole/primary source but are heading the direction on multi-source.
As for the bottleneck argument: Win Semi is the bottleneck for scaling laser production.
But... the nuance is when you have capacity allocated for the next few years.
You become part of the bottleneck itself if players fight you for allocation of finished lasers.
That's the nuance people miss with capacity allocation dynamics.
It's like saying $SNDK is not part of the NAND bottleneck when Kioxia makes all of it.
But when Sandisk has the ultimate control of output supply, they become the bottleneck + have all the pricing power.
Sivers controls output supply of CW lasers given allocations, and as seen with $LITE earnings, CW laser is currently bottlenecked as everyone seems to be stuck producing EMLs.
2. Like how LLMs always uses em-dashes.
You can tell when people use AI when they always use the same "CW is a dumb interchangeable laser" argument or compare "power" specs after conflating different architectures.
That's why your "analysts" using AI will get this wrong over and over.
There's CW lasers... and then there's a specific architectural design that Sivers achieves with DFB lasers.
If you compare power specs with $LITE vs. Sivers, Lumentum wins in isolation. But they're completely different laser architectures.
All the leading CPO players like Ayar, chose $SIVE for an architectural reason for high power, low thermal, laser arrays. $JBL 1.6T LRO also made one of the most dramatic moats cited by their fireside chat, using Sivers lasers.
If you think CW lasers are interchangeable with Sumitomo/Furukawa, and others. And can be plug-and-play... i don't know what to tell you?
Again: $SIVE makes architecturally unique CW lasers for leading CPO players.
3. I'm not sure how many times I need to say this:
$SIVE for 2024-2025 has been going through development contracts. People using TTM revenue or former P/S metrics are using completely the wrong metrics, when there's volume ramp in 2027.
It's the same with $AAOI which volume ramps in H1 2027.
$AEHR which volume ramps after qualification.
$LPK that volume ramps after qualification.
This is just missing qualification cycles in semiconductors and how to model financials currently.
As for the $LITE comparisons (which was also my long last year):
$LITE literally started off selling laser dies before acquisition of Cloud Lite and other downstream optical engine components.
This is where $SIVE is at today with starting off in the laser chokepoint for CPO:
People are modeling laser revenue off very isolated TAM projections. Meanwhile Sivers is targeting M&A to expand revenue for TAM projections.
This is not a simple component FAU + ramp valuation modeling over with a Taiwanese company.
Since Laser companies like $LITE, $COHR are known to downstream expand to make their lasers more valuable, then vertically integrate (fabs, assembly) afterward.
Again, Sivers worked with Ayar and these types of companies before they all became billion dollar companies. I have high conviction knowing they know what to acquire down the ELS/optical engine stack + pluggable transceiver for TAM expansion.
It's just annoying when I get people who don't understand the nuances backseat commenting wrong things about my longs.
I got the same thing about $AXTI is not a bottleneck! InP isn't needed! China! back at $14.
Now it's $140
I got the same thing about $AAOI "is going down 50%!" back at $65. or "AOI management is shady at $30".
Now it's $170
I got the "there's nothing new with $SOI" back at $45.
Now it's $170.
I think I'm one of the few who actually understands the nuances with photonics, since I did call out $LITE, $TSEM, Innolight, $AXTI, $AAOI, $SOI, that outperformed both photonics markets and overall markets over the past year.
And now I'm long on $SIVE.
I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU
They're all up 100-1000%+, because...
1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.
I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.
Then use that to get more by selling expensive subscriptions rather than through market returns.
So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.
TLDR: Market returns in terms of percentages matter the most to validate a thesis.
Not the dollar amount made.
@knedoycap There's around ~$47M from MSCI index for $SIVE. And ~$15-20M from the new NASDAQ Stockholm index inclusion.
So ~$64.5M of pure institutional buying pressure next month. Given ~17% of FF is shorted too, add that to buying pressure if they cover.
Wow, NASDAQ just added $SIVE to its Stockholm index.
This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M.
We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM. https://t.co/qHYeT8b3Ja
People in Sweden always like:
“How does $SIVE have so little employees and can do all of this” vs. $LITE?
Turns out… You can build the most valuable IP in the world if ~1/4th your entire workforce are PHDs. https://t.co/oVlJJ9OEaZ
Welcome to Silicon Valley, Sweden.
It's moreso what you can do with the funding and if you can turn that market investment into $100B+.
Not about what revenue you pulled in from 2024.
$SIVE has the perfect setup right now, and I think it's likely they can pull off the right acquisitions to speedrun revenue expansion.
$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 just pure one-of-a-kind IP, where major CPO hyperscaler supplier seems to all use them, like Ayar/Celestial and others.
Even $JBL made groundbreaking 1.6T LRO moats with Sivers.
Sky is the limit here with Sivers and they can always vertically integrate like $COHR / $AAOI down the road too with capex spend.
But their main focus right now should just creating the largest IP moat possible + outsource manufacturing to keep capex light.
Can always vertically integrate the assembly, laser fab down the road too.
I like them both for different reasons.
Markets are kinda realizing US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding.
Since you see Sivers in $YSS Golden Dome supply chains (from allspace), and $RTX defense supply chains (chips act).
But yeah Ericsson and SIvers are probably the two more noticable ones benefiting from US x Sweden tech MOU.
I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start.
Also helps that 22% of their company are PHDs so entire team is cracked.
CHIPS ACT, all these likely partnerships from $NOK to $AAPL also gives a ton of credibility to the IP moat they've built.
They just lacked the funding before the recent market interest in Sivers. But I'm very interested to see what they can do from here.
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 in the CPO space.
From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got big.
And now with large players like $JBL for 1.6T LRO + more test/qualifications underway for pluggables.
They've finally solved the Catch22 problem, and have the attention of the market to pull off foundational CPO related IP acquisitions downstream on NASDAQ listing (or now with equity).
And expand revenue as much as possible from the laser source into:
-> Optical Engine/ELS value.
-> Optical Transceiver IP
Just like $LITE did to drive their valuations from $2B -> $80B in 2 years.
But instead of EML + pluggables, Sivers is doing this for the CPO supercycle, the fastest TAM expansion in history for photonics.
I'm following the story for them to pull this off this David vs. Goliath shift catching up to $LITE.
More than I care about little MC % returns that's happening currently.
5 months ago. I gave a PT of $150 with $AXTI.
Over 10x that current values from a $500M MC.
It’s now a $9.2B MC and $140. $10 away.
New $SIVE longs are starting to realize what’s it’s like to be in AXT.
And that I’m pretty good at guessing intrinsic valuations of companies. https://t.co/HXAoKmXmaV
Wait until you realize that this is actually NASDAQ liquidity required for the US listing/float.
And proceeds are expected go to $SIVE M&A (they hired 2 acquisition related board members).
For photonics TAM/Revenue expansion.
Not only that, all the small companies they worked with from Celestial to Lightmatter ended up being swallowed up by Marvell or became independent billion dollar companies.
So Sivers is by far the most knowledgable in what to acquire at the very start.
Which is why I call $SIVE the Kingmaker for CPO.
This is in fact extremely bullish for Sivers.
$SIVE is literally the kingmaker for CPO:
From ~ Lightmatter, Celestial, Ayar, Lightelligence early on. Now the leaders with massive $5-10B+ valuations.
To the ASIC ecosystems like Marvell, Alchip, GUC.
With O-Net mass producing ELS with Sivers for CPO.
And Jabil mass producing pluggables with Sivers for pluggable optical transceivers.
All likely surround and are designed around Sivers lasers.
Markets are only starting to see the precipice of how important this laser company is.
Am I that popular?
I did get a lot of dm requests to manage their capital recently.
But only here to help out regular retail investors succeed on their own with ideas like $SIVE or $SOI.
I feel like anything else would be a bit of a distraction.
