JBL
JBLWho's tracking it
People we track who have mentioned this stock — their take and the move.
The author upgrades their view on POET's optical interposer collaboration with Sivers, not
Jabil is identified as a source of expected volume orders to POET in H1 2027, implying its adoption of POET's technology and potential supply chain integration.
Source: X / @aleabitoreddit ↗Innolight's investor relations indicate that 800G demand has significantly increased versu
Same as SIVE: silicon photonics trend positive for SiPH plays.
Source: X / @aleabitoreddit ↗Mitsubishi Motors partners with Highlanders to deploy humanoid workers by 2027, highlighti
Apptronik partners with Jabil and Mercedes-Benz, integrating humanoid robots into manufacturing supply chains.
Source: X / @aleabitoreddit ↗OpenAI is launching its frontier model on Cerebras hardware (CBRS), highlighting extremely
The author contrasts JBL as a profitable company at similar valuation to CBRS, implying CBRS is overvalued relative to JBL. This suggests JBL may be undervalued or CBRS overvalued.
Source: X / @aleabitoreddit ↗The author highlights a private company OpenLight's growth and maps its public ecosystem a
Partner of SIVE for scaling PICs, benefiting from OpenLight's growth.
Source: X / @aleabitoreddit ↗The post argues that Sivers (SIVE) is a critical laser supplier for next-gen optical archi
Jabil went 'god-mode' with Sivers to develop 1.6T transceivers with CW lasers, creating a moat.
Source: X / @aleabitoreddit ↗The author finds Jabil (JBL) compelling at $38B due to its unappreciated 1.6T pluggable tr
Massive 1.6T LRO pluggable transceiver opportunity, established supply chain, took over Intel's pluggable lines, more scalable than AAOI's capex model, and offers an Innolight-like setup with US premium.
Source: X / @aleabitoreddit ↗
