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Open original source ↗$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.
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@aleabitoreddit I need another $SIVE serenity 😗
Cefu_0804 ↗