SIVE is critical interconnect player across multiple CPO ecosystems (GFS reference laser, 1.6T LRO with JBL, NVLink with NVDA, Celestial with MRVL, AMD CPO); very compelling long idea.
SIVE positioned as linchpin in multiple optical interconnect ecosystems: GFS reference laser, Ayar + NVDA NVLink, Lightmatter/MRVL Celestial with NVDA NVLink, AMD CPO. Multiple pluggable players and high TAM opportunities.
@LightLogix I mean... > $SIVE reference laser for $GFS > $SIVE laser 1.6T LRO with $JBL + many more pluggable players > $SIVE + Ayar + $NVDA NVLink > likely $SIVE + Lightmatter / $MRVL Celestial with $NVDA NVLink > Likely $SIVE -> $AMD CPO ecosystem too. very compelling long idea.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -3.0% | -2.7% |
| 1 week | +11.6% | +9.5% |
| 1 month | +5.5% | +4.7% |
| 3 months | — | — |
| 6 months | — | — |