MillionaireB

3K posts

MillionaireB

MillionaireB

@PaperTZH

Just a thin fine line between what is and what's not.

Katılım Ekim 2010
97 Takip Edilen44 Takipçiler
MillionaireB
MillionaireB@PaperTZH·
@aleabitoreddit Curious to know, what happens to $sive if they list their photonics entity on nasdaq? How will $sive be valued from this perspective?
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Serenity
Serenity@aleabitoreddit·
When you go through the list of the leading CW laser companies from $COHR to $AAOI. It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the billions. This is despite being the light source for $JBL 1.6T LRO optical transceivers and ~ $MRVL Celestial photonics program (now accelerated by $NVDA $2B investment). The sector from Furukawa to Yuanjie has been re-rated recently. But I do think markets missed this one, as they start volume ramp est. H2 (from $POET earnings) with multi year exponential TAM expansion from CPO and optical scale up. Downside risk is balance sheet, but I do think the likely Nasdaq listing for their photonics entity + scaling as the hyperscaler light source far exceeds current valuations. And will likely drive valuation premiums in a matter of time. We’ll see if this turns out right or not.
Serenity tweet mediaSerenity tweet media
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