SIVE likely sole/primary source for NVDA CPO ecosystem gen-1 despite multi-sourcing expectations
NVDA internal program with LITE/COHR but SIVE positioned as primary for Marvell/Lightmatter/Ayar
@OGCapital25 @Chi_w_wong It's expected Celestial and Lightmatter try and multi source. But maybe for gen-1 my guess is a lot sole source / primary source with $SIVE for the $NVDA CPO NVlink ecosystem. Nvidia has their own program with $LITE and $COHR.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +1.1% | +0.7% |
| 1 week | -15.0% | -11.2% |
| 1 month | -19.6% | -19.2% |
| 3 months | — | — |
| 6 months | — | — |