Serenity(@aleabitoreddit):Holy crap, this is the most bullish thing I’ve heard from $SIVE so far. From earnings transcripts: “We do not look at competitors when demand far outstrips supply” (literally anything they make gets bought) Along with: “We see 60% gross margins in the future” (incredibly high) “We have two technologies that can feed into these three supercycles that are currently going on.” (Holy revenue opportunities) My high conviction CPO/photonics long is $SIVE for a reason.

Serenity

@aleabitoreddit

Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.

가입 July 2025

197 팔로잉 중 1M 팬

Serenity@aleabitoreddit

2026.05.29 08:13

Holy crap, this is the most bullish thing I’ve heard from $SIVE so far. From earnings transcripts: “We do not look at competitors when demand far outstrips supply” (literally anything they make gets bought) Along with: “We see 60% gross margins in the future” (incredibly high) “We have two technologies that can feed into these three supercycles that are currently going on.” (Holy revenue opportunities) My high conviction CPO/photonics long is $SIVE for a reason.