Just in case you were wondering who the end users of $SIVE likely were:
Sivers lasers -> $Amazon(AMZN.US) (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size.This is just one-relation to Amazon, I wanted to point out.But at $720m MC...Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.Source: Serenity
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