I personally think $SIVE ends up a $10B+ company in 2027, so 8-10x.
$LITE did go from $2.8B to $80B in 2 years, so not really impossible do a 60x in the next few years if the stars align.
They're going down the right path.
> $LITE / UC Berkeley executives running company.
> Likely more US executive photonics related board members.
> NASDAQ listing
> Likely US institution private placement for funding
> use that for downstream IP acquisition.
> sell full pluggable transceiver/ELS for TAM expansion
> every hyperscaler kinda maps to Sivers right now, just no scale yet since CPO hasnt ramped up.
They just capture more revenue expansion along the way like $LITE did starting from the laser source.