Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where Sivers was engaged wi

$GOOGL Gemini 4 Argon benchmarks got released. Against GPT-6 Astra + Anthropic Fable 5.1 / Opus 5.5. Still coughing nonstop, so will comment on $MU / $JBL earnings later. I've always thought Google's internal models were stellar, but anecdotally, they seem to get hard nerfed shortly after publi

Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL

A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent: The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices. Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconne

Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE. Originally the wording was "readiness" for EOY 2026. But $POET upgraded that wording, by stating "production" with Sivers lasers projected EOY 2026. So a volume orders from

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 $JBL, Mercedes - Highlanders x Mitsubishi - Figure × BMW - Boston Dynamics x Hyundai (subsidiaries) - Optimus x Tesla (I

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 Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider sale report from anothe

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 production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hype

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 picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news ye

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 NVLink ecosystem for CPO scale up - $POET and others for CPO scale out - $JBL and others for 1.6T+ pluggable optical trans

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 scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposur

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 god-mode and developed 1.6T optical transceivers with CW lasers. Effectively designing around the EML bottlenecks, and