$SIVE ER transcript just dropped, TLDR: - 6 NEW pluggable players working with Sivers now. Probably the biggest news of the entire ER next to new foun...

$SIVE ER transcript just dropped, TLDR:- 6 NEW pluggable players working with Sivers now.Probably the biggest news of the entire ER next to new foundry allocations. "3 are in alpha sample evaluation stage" and another 3 in technical engagement / supply assessment stage."And now it makes more sense why their $1.2B revenue pipeline ballooned (since this was a bigger leap than Jabil). - Initial production orders with $JBL expected in the first half of 2027, with the production ramp planned second half of 2027LFG, Jabil is a massive hyperscaler supplier and finally got clear timelines on revenue from volume ramp.- "new foundry partner who has brought on tremendous capacity that is available now"This is what I wanted to hear. Apparently they've been in...