SIVBF
2Bull0Bear0Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
SIVBF is net bullish (2 bull · 0 bear)
Sivers is a highly compelling photonics company, funded by the CHIPS Act, critical to hyperscaler supply chains, Ayar for CPO, JBL for pluggables, and reference laser for GFS.
Last spoke: 06/09/2026, 07:49 · conviction 8/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- 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.
- @Jimmy4466597097 ~1/4th of their entire company are PHDs. Sivers is primarily doing novel IP development. Then using $GFS / Win to scale without capex + or needing headcount. You would need a lot of more headcount for stuff like assembly (without doctorates).
Ongoing takes on other optical names too
Beyond SIVBF, his viewpoint library also covers: