The analyst expresses a bullish view on Sivers, highlighting its role powering Jabil's optical transceivers and potential to become the next Lumentum (LITE).
Sivers is powering Jabil's flagship 1.6T optical transceivers as the laser light source, validated by Nvidia GTC news, and has high potential in the photonics sector despite its small market cap.
Sivers < $SIVE / $SIVEF > powering Jabil ($27B MC) < $JBL > 1.6T LRO transcivers. As the laser light source. Is by far the biggest news from $NVDA GTC for Sivers ($280M MC) today... in history. Jabil brings in about $30B+ revenue from end users like $AMZN, $GOOGL, and $META. As well as OEMs like $NVDA, Arista, $AVGO, and Cisco. Especially after acquiring $INTC SiPH optical transceiver business, they're Tier 1 in the space. Sivers powering Jabil as the CW DFB laser source for Silicon Photonics and CPO and hyperscaler supply chains: At a $280M MC is incredible, and they're one of the most unknown yet highest potential company I've seen in the photonics sector so far. And the news from $NVDA GTC just cemented this thesis further. I think they genuinely have a shot at becoming the next $LITE.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -24.3% | -22.6% |
| 1 week | +1.0% | +3.2% |
| 1 month | +204.1% | +196.7% |
| 3 months | +766.9% | +754.6% |
| 6 months | — | — |