---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000731605.md"
description: "I don't like or dislike $SIVE:The information discovery edge & forward bull narrative has been priced in:Where Sivers makes a genuinely necessary component, InP external lasers that silicon can't replace, w/ four legit AI design-ins:1. Ayar light source2. $GlobalFoundries(GFS.US) reference design3. $POET Tech(POET.US) Optical Interposer ELS4. $Jabil(JBL.US) 1.6T LRO pluggable moduleThat is the true, defensible bull case + it's not a mirage.Further highlighted by: - JP Morgan disclosed a ~5% stake- index inclusions have happened- multiple analysts now publishBut now:You're essentially betting on Sivers' conversion.I.e. will the design-ins turn into qualified volume revenue, and when?The same story has repeated itself with hundreds of growth names over the years - $NVIDIA(NVDA.US), $Palantir Tech(PLTR.US) and early $Alphabet(GOOGL.US) etc.Sivers aren't an early stage start-up, and management have acknowledged huge, growing interest in the company now.So the pressure should be on them to deliver volume ramps in accordance with widely porported timelines of 2027-2028.Another collaboration announcement like $GlobalFoundries(GFS.US) wouldn't signal that, but it could definitely lead to another re-rate higher given their tiny MC.But ideally, at some point soon, you do wanna see some sort of POs etc that confirms their $799M "opportunity" pipeline. No idea when that happens given all the conflicting info this week on CPO timelines (SemiAnalysis, MS etc). Imo, it's turned into a waiting game for Ayar / $Jabil(JBL.US) / $Marvell Tech(MRVL.US) - which then go to ship to end customers like $AMD(AMD.US) / $Microsoft(MSFT.US) / $Amazon(AMZN.US).And what % of the TAM Sivers can secure given they all multi-source laser supply from other places like $Coherent Corp.(COHR.US) or $Macom Tech(MTSI.US) or $Lumentum(LITE.US) - who are known to have laser shortages.Will continue to hold my position - don't see any point in liquidating large % gains rn."
datetime: "2026-06-11T13:15:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000731605.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000731605.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000731605.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# I don't like or dislike $SIVE:The information disc…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**