$SIVE

LONGhigh conviction
6 Jul 2026, 15:25 UTC
Asset classstock
Post typeposition
Horizonunspecified

Summary

The analyst is confident about the stocks AAOI and SIVE going forward despite recent drawdowns and institutional negative posts, indicating a strong bullish stance.

Reasoning

Despite suffering drawdowns from institutional photonics delay bear posts, the analyst remains especially confident about AAOI and SIVE going forward, noting that the same firm included these stocks in their ETFs at the bottom.

Original tweet

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I have large concentration in $SIVE to $AAOI as well. Feels bad to suffer drawdowns from institutional photonics delay bear posts. Just for the same firm to include it in their ETFs at the bottom. NFA, but I’m especially confident about those two going forward despite the drop

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Confidence 95% · classified by openai/gpt-4.1-mini