@pepinveststocks · Long SIVE

@pepinveststocks

@pepinveststocks · Wed, Aug 12

Pep Invest@Pep_Invest

$COHR earnings call underscores a critical bottleneck in the AI optical ecosystem that positions $SIVE perfectly for exponential growth. Both $COHR and $AAOI are fully internalizing their Indium Phosphide (InP) laser capacity to satisfy proprietary datacenter and transceiver

30d agoview on X ↗

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as

Long SIVE · High confidence

Confidence

High0.96

Counted from

Thu, Aug 13 · market close

Rank since this call

#405

Sep 9

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Sep 10

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