SIVRF
1Bull0Bear0Mention
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
SIVRF is net bullish (1 bull · 0 bear)
Sivers, a CHIPS Act-funded photonics company, is deeply integrated into hyperscaler supply chains, supplying NVDA, JBL, and GFS, making it highly compelling.
Last spoke: 06/09/2026, 07:49 · conviction 7/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, 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.
Ongoing takes on other optical names too
Beyond SIVRF, his viewpoint library also covers: