@aleabitoreddit Really interesting for Sivers. If these FCC rules actually come through, Sivers could benefit twice โ from tighter Western laser supply/pricing and from Chinese transceiver makers needing more US/Western content. The big question is whether this translates into meaningful volume orders in 2027.
@aleabitoreddit@aleabitoreddit Stay exactly as you are. I really appreciate the way you think, the ideas you bring forward, and especially the theses you share. That perspective is what makes your content so valuable :)
@aleabitoreddit@aleabitoreddit Really bullish setup for photonics. The โnext HBMโ comparison is especially interesting. Great to see $SIVE and $AAOI directly mentioned among the laser names. ๐ช
@aleabitoreddit@Sofigoodboy@aleabitoreddit The reported price increases stand out most to me. Combined with capacity expansion and early Chinese customer engagement, thatโs encouraging for $SIVE. Thanks to both of you for sharing!
Hi @aleabitoreddit, thanks for the update. I actually think the recent developments around Sivers look quite positive: Jabil moving toward production, more pluggable customers sampling the lasers, NPO/CPO engagement, additional foundry capacity, and the planned US dual listing, with preparations targeted for H1 2027. These all seem like good signs for 2027. Thatโs why Iโm quite surprised by how heavily the stock is being punished right now โ I donโt really understand the magnitude of the sell-off.
@aleabitoreddit Totally agree. $SIVE has the potential to build a very strong position in this market if management moves quickly and fully capitalizes on the opportunity. The technology, products, and overall story are very compelling, and I remain confident in the CEO. I even added more shares on Friday.
That said, the CFO should have communicated much more clearly and decisively on the Nasdaq listing. His response was far too vague for such an important topic and I was genuinely disappointed by it.
@aleabitoreddit Hi @aleabitoreddit, could you please share your view on the Sivers call? The numbers are weak, but the outlook looks promising. Itโs just disappointing that they didnโt provide any concrete details about the planned Nasdaq listing or the concrete orders.
Interesting because Everspin is one of the few pure-play MRAM suppliers, with potential exposure to AI servers/data centers, defense and aerospace. If MRAM adoption grows for high-speed, persistent memory applications, the company could have significant operating leverage from a relatively small revenue base.