aismartmoney

SIVBF

2Bull0Bear0Mention
$9$34$58$83$10703/2604/2005/1306/0406/26
8-10 confidence views use larger markers Bull Bear Mention

View History (2, newest first)

  1. BullConviction: 8/10REITView on X
    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.
  2. BullView on X
    @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).