SIVBF
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8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- 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).