Serenity@aleabitoredditPost2026-06-15

The author argues that SIVE is a uniquely qualified supplier of lasers for hyperscaler cab

The author argues that SIVE is a uniquely qualified supplier of lasers for hyperscaler cable assemblies, CPO, and NPO deployments, used by JBL, AMD, and even POET. They expect the upcoming general meeting to confirm NASDAQ listing timelines, enabling M&A and TAM expansion, and draw a parallel to LITE's growth to $75B.

“$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.”