@coffeestocksguy · Long SIVE

Call · @coffeestocksguy · #138 on the leaderboard

@coffeestocksguy

@coffeestocksguy · Fri, Aug 7

$SIVE is up 47% from this week’s lows. Here’s my TLDR notes linking $AAOI Q2 + call to $SIVE photonics: -> Demand is running 20-40% higher than even the expanded capacity. “If we could produce more, we could ship more right now.” Lasers called out as the biggest bottleneck for

42d agoview on X ↗media on X

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close

Read as

Long SIVE, Long LITE, Long COHR · Medium confidence

Confidence

Medium0.88

Counted from

Mon, Aug 10 · market close

Rank since this call

—

Sep 11

—

Sep 13

#191

Sep 14

#294

Sep 15

#58

Sep 16

#138

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 41 · fades out by Sep 18