This practically means that theres so huge demand for CW DFB lasers that NVDA locked out DFB lasers supply by investing into LITE and COHR and therefore there is huge scrambling for the CW lasers and one of the solutions for companies like AMD and other hyperscalers could be VCSEL in a few years. BUT $SIVE and $AAOI lasers arent YET locked out by Nvidia so idk if enough people realise this how ENORMOUS demand there is coming. And it gets even better for Sivers because it can supply everyone who wants their lasers like GFS , Ayar Labs , JBL and one of the recent news Sivers got was partnership with GF SCALE GF Scale is the only certificated company fitting the OCI MSA-standard and OCI MSA consists of companies AMD, Broadcom, Meta, Microsoft, Nvidia, OpenAI which are gonna use GF Scale supplied by CW DFB InP laser made by SIVE And ur still being bearish on this?