SIVE.ST

SSerenitySISIVE.STBUYM-term · Medium-term · LeaningAAAAOIBUYM-term · Medium-term · LeaningMXMXLBUYM-term · Medium-term · LeaningCOCOHRBUYM-term · Medium-term · LeaningShow more2026-10-01

Component suppliers in general are really positive on the potential FCC rules for optical transceivers: $SMTC, $MXL, $AAOI, $SIVE, $LITE and $COHR benefit as qualified Western laser, DSP and TIA capacity becomes more important.

SSerenitySISIVE.STBUYM-term · Medium-term · LeaningNVNVDABUYM-term · Medium-term · LeaningAVAVGOBUYM-term · Medium-term · Leaning2026-09-23

I think semi supply chain growth needs to be re-accessed year by year, but at least for the next year and half I see unprecedented growth, with $AVGO, $NVDA and $SIVE all supply constrained.

SSerenitySISIVE.STBUYL-term · Long-term · LeaningAAAAOIBUYL-term · Long-term · LeaningININTCBUYS-term · Short-term · LeaningAMAMDBUYS-term · Short-term · LeaningShow more2026-09-21

$SIVE and $AAOI, yes for a 2027 timeframe; $NBIS is very positive into Q4 2026, and I think legacy and regular memory like $ESMT and Samsung will strongly outperform near term, along with CPU names $INTC $AMD $ARM.