作者认为SIVE是超大规模数据中心线缆、CPO和NPO部署中不可或缺的激光器供应商，被JBL、AMD甚至POET使用。他们预计即将召开的股东大会将确认纳斯达克上市时间表，从而推动并
作者认为SIVE是超大规模数据中心线缆、CPO和NPO部署中不可或缺的激光器供应商，被JBL、AMD甚至POET使用。他们预计即将召开的股东大会将确认纳斯达克上市时间表，从而推动并购和TAM扩张，并类比LITE成长为750亿美元公司的路径。
“$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.”原帖：X / @aleabitoreddit ↗