@aleabitoreddit@bob80924 Do you think that the macro environment is having a huge impact now? Are we likely to only settle one Iran/US peace is agreed. Feels like the market is pure whiplash.
$SIVE Neutral View
If Sivers delivers production ramps and meaningful AI revenue, the market could value them very differently.
If it takes longer, it remains a promising company with execution risk.
Let’s allow space for all views. The bulls/bears both have a point.