also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe).
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe).
This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets.
As for becoming the next $LITE:
M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations.
There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime.
But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components.
So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures.
Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027.
I'm personally holding long term, since I haven't seen a ~$1.4B company mapping to this many hyperscalers before.
TLDR:
- Waiting on volume ramps from different architectures to play out across their hyperscaler supplier mapping
-> 1.6T LRO/CPO scale out late H2 2026 start into high volume ramp 2027
-> H2 2027 CPO scale up volume ramp
- Waiting on NASDAQ listing likely H2 2026/Q1 2027 for M&A efforts to fully take off, unless Sivers get more creative with equity financing in the meantime.
翻译：
我个人认为 $SIVE 可以成为下一个 $LITE。
在过去的几个月里，我们已经看到：
1. 与 O-Net 合作，将 ELS 推向大规模生产
2. $JBL 1.6T LRO 大规模生产信号，使用 Sivers 的可插拔产品具有“相对戏剧性的护城河”
3. $GFS SCALE 参考级激光器用于超大规模计算，具有可插拔、NPO、CPO 功能
-> -> 其中 $AMD 和其他公司已转向 GFS 采购 CPO
4. Ayar 加入
This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets.
As for becoming the next $LITE:
M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations.
There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime.
But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components.
So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures.
Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027.
I'm personally holding long term, since I haven't seen a ~$1.4B company mapping to this many hyperscalers before.
TLDR:
- Waiting on volume ramps from different architectures to play out across their hyperscaler supplier mapping
-> 1.6T LRO/CPO scale out late H2 2026 start into high volume ramp 2027
-> H2 2027 CPO scale up volume ramp
- Waiting on NASDAQ listing likely H2 2026/Q1 2027 for M&A efforts to fully take off, unless Sivers get more creative with equity financing in the meantime.
翻译：
我个人认为 $SIVE 可以成为下一个 $LITE。
在过去的几个月里，我们已经看到：
1. 与 O-Net 合作，将 ELS 推向大规模生产
2. $JBL 1.6T LRO 大规模生产信号，使用 Sivers 的可插拔产品具有“相对戏剧性的护城河”
3. $GFS SCALE 参考级激光器用于超大规模计算，具有可插拔、NPO、CPO 功能
-> -> 其中 $AMD 和其他公司已转向 GFS 采购 CPO
4. Ayar 加入
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