No analyst holds SIVE through an active call right now.
The Network Fund basket is what these analysts build together, and what the Network Fund will hold as a token.
Follow Reserve on X
Pep Invest@Pep_Invest$SIVE $GFS GlobalFoundries selected to operate two new US fabs backed by up to $21 billion in Japanese funding. A major expansion opportunity for $GFS, with the first facility expected online in 2029. For $SIVE, another detail in the announcement deserves close attention.
@StormDirac This is game changing for $GFS
Athu@athuinvestsPhotonic stocks to BUY and HOLD until the end of this decade: 1. InP lasers/Transceivers: $LITE $COHR $SIVE $AAOI 2. Full-stack: $CRDO $MRVL 3. Connectivity Silicon: $SMTC $ALAB 4. SiPh Foundry: $TSEM 5. Scale-across: $CIEN 6. Switches (scale-up/out): $CLS 7. Giants:
Jim P., down in Texas@PearsonpcOptical is still winning
@outliercapx $LITE $AAOI $SIVE $IQE $CRDO WOW. Do you get how BULLISH this is? Bloomberg Intelligence (via Yole + CignalAI): 322x. Scale-up optical engines: $279M in 2026 → $90B in 2030. OCS → $8B by 2030. Google is already outsourcing. Copper is dead at these densities. Optics is the
blake wallet♟️@blackwalletfrI have two x20 with both bankeds resets and GPT 6.1 is now decent in speed now. So I really just don't see the end of it lol I've been running it for ~120 hours
@Tech_girl Codex users!!! Aside from Tibo’s reset why haven’t you switched to Claude?
Serenity@aleabitoredditSure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price
@Wolfex_Yeat Serenity please give us some cope we are panicking out here with photonic stocks and memory 😭