SIVE

SSerenitySISIVEBUYM-term · Medium-term · LeaningLILITEBUYM-term · Medium-term · Leaning2026-09-07

Laser companies like $LITE and $SIVE can keep growing into other products, and despite capacity expansion a demand imbalance for lasers likely persists. So I'd personally assign higher premiums for laser companies over types of suppliers that stay in the same layer.

SSerenitySISIVEBUYM-term · Medium-term · ExplicitAAAAOIBUYM-term · Medium-term · Explicit2026-07-06

I have large concentration in $SIVE and $AAOI, and I’m especially confident about those two going forward despite the drop from institutional photonics delay bear posts.

SSerenitySISIVEBUYL-term · Long-term · LeaningAAAAOIBUYL-term · Long-term · Leaning2026-06-26

I'm personally very confident in $SIVE / $AAOI to revenue ramp with lasers in 2027 so I'm sleeping easy.