$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 and the $NVDA NVLink CPO ecosystems
While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments.
That hyperscalers like $AMD and others use, at current valuations.
Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement.
Amount of hyperscaler suppliers for 2027 into 2028 is just ridiculous.
From the general meeting today in a few hours, we’ll hopefully see NASDAQ listing timelines confirmed.
So they can have room for M&A to TAM expansion and to make each laser they sell more valuable.
Following what $LITE did to grow into a $75B company.
Mike: @aleabitoreddit I need another $SIVE serenity 😗
The author is highly bullish on SIVE, highlighting its critical role as a primary laser supplier for major hyperscaler and CPO ecosystems. The post anticipates that the upcoming general meeting will confirm a NASDAQ listing timeline, potentially unlocking M&A opportunities and TAM expansion.
The author strongly believes in SIVE's fundamental value as a key laser supplier in the photonics space and expects the upcoming general meeting to confirm a NASDAQ listing. However, the provided external data identifies SIVE as an OTC silver mining company, which completely contradicts the tech-focused business described in the post. Therefore, there is no external data to support the author's claims regarding its laser business or hyperscaler partnerships (无外部数据佐证).
关键要点
SIVE is positioned as a foundational and likely sole-source laser supplier for major hyperscaler ecosystems and CPO/NPO deployments.
The company's valuation is compared favorably against POET, which is a customer of SIVE.
An upcoming general meeting is expected to confirm timelines for a NASDAQ listing.
The uplisting is seen as a catalyst for M&A and TAM expansion, with the author comparing its growth potential to LITE.
