The results of $SOI (22 jul 2026) are a great catalyst for $SIVE: Photonics $SOI doubled sales so this confirms mass production of Silicon Photonics for AI/data centers More substrates = more demand for InP lasers from $SIVE (essential to emit light in silicon chips) Long-term agreements accelerate CPO (800G/1.6T) and optical solutions The mass adoption of photonics has already started and this is a direct benefit for $SIVE laser business 2027 is shaping up strong for $SIVE as my thesis regarding the timeline indicated Stop looking at whether insider number 38 withdrew $26 to go out to dinner with his wife The thesis is taking shape in a few months The good news and bad news (outside of fundamentals) hardly affect the future of $SIVE If they are good it just makes us less volatile If they are bad it just makes there be more volatility I comment on literally everything because I am a content creator and I want to provide you with the best information But if you are a holder of $SIVE there are things that will weigh more heavily on you mentally than fundamentally on the company But the end is the same because the fundamentals are perfect Go out to the park or with your family for a walk Both the days we go up 30% and those where we go down two days in a row 10% What matters is where we are in 2028/2029 not next month Long in $SIVE