The analyst is long SIVE, expecting it to power a top-3 hyperscaler based on new information linking Sivers and Poet to major customers.
LinkedIn update from Lumilens CEO indicates their customer is a top-3 hyperscaler; Sivers is the laser supplier to Poet, which has purchase agreements with Lumilens, suggesting Sivers' technology will be used by a major hyperscaler.
Fun new information discovery from Poet OSINT community: Seems likely that $POET / $SIVE are going to power a Top-3 hyperscaler (either Amazon, Microsoft, Google). Given a Linkedin update from Ankur Singla (CEO of Lumilens). Who stated their customer is one of the top 3 hyperscalers with their post focusing on CPO/NPO. With that clue, seems more likely the Sivers CW DFB light source path over other EML suppliers given it's CPO Scale Out/NPO. If you don't remember, Sivers is the laser supplier to Poet. And Poet has purchase agreements with Lumilens. Always fun to find major potential breadcrumbs in the wild before they're officially confirmed. (Disclosure, long Sive)
Price outcome not available — this ticker isn't covered by our price data yet (non-US/index tickers are added over time).