The analyst is long on SIVE expecting a laser volume ramp to play out, acknowledging short term dilution but positive long term development.
Long term positive thesis on laser volume ramp; short term dilution possible but not a concern.
@alGix0 I’m not concerned with short term volatility, which is expected with high-beta photonics and current macro. I’m long on $SIVE to see my thesis play out with laser volume ramp. Dilution could be a short term factor, but I see the development as positive long term
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