The Analysts

Call · @aleabitoreddit · #111 on the leaderboard

@aleabitoreddit

@aleabitoreddit · Sun, Aug 9

Serenity@aleabitoreddit
I think it’s a good time to revisit $SIVE ~$427m/yr midpoint capacity revenue modeled projections. Given recent industry earnings: > $AAOI cited +20-40% demand imbalance for transceivers (with lasers as the bottleneck). > $MTSI saying many "Customers are coming to us with
28d agoview on X ↗media on X

tweeted Sun, Aug 9 · counted from Mon, Aug 10 close

Read as

Long SIVE · High confidence

Confidence

High0.95

Counted from

Mon, Aug 10 · market close

Rank since this call

#114 → #111 · 7 scored days

#114

Aug 28

#114

Aug 29

#116

Aug 30

#89

Aug 31

#103

Sep 1

#57

Sep 2

#111

Sep 3

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