SIVE is one of the most compelling photonics companies with major hyperscaler supply chain positions (NVDA, JBL, GFS) and upcoming NASDAQ listing.
SIVE backed by CHIPS Act; in major hyperscaler supply chains; powers Ayar CPO, JBL pluggables, GFS reference laser; upcoming ramps with AEVA and POET; planned US NASDAQ listing. JP Morgan/institutions trying to accumulate float.
Many work against the interest of retail investors. Especially as JP Morgan / US institutions are trying to buy up the float. You have a company funded with CHIPS Act, in major hyperscaler supply chains from $NVDA to others, powering Ayar for CPO, $JBL for pluggables. And now the reference laser for $GFS. With closest ramp with $AEVA / $POET likely coming next. And following that likely US NASDAQ Listing. Sivers is one of the most compelling photonics companies, and pretty sure all the deals established that already.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +1.9% | +3.5% |
| 1 week | +17.5% | +15.7% |
| 1 month | -19.2% | -21.2% |
| 3 months | — | — |
| 6 months | — | — |