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Anyone in the US buying $SIVEF (Sivers), $IQEPF (IQE), $SLOIF (Soitec) , which platform are you using and how do you avoid the transaction fees? They're way too high for me.
Photon Capital@PhotonCap
@kaoticrunner I bought through fidelity with the fee
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@aleabitoreddit Could you do a writeup in regards to the acquisition of Allspace by York Space Systems and what this means for $SIVE . Thanks again for all your insight
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From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive private leader (~$4.4B valuation back in 2024), with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program.
And Lightmatter does require a light source...
$SIVE also happens to be on the $GFS laser source suppliers alongside $LITE, so starting to put the dots together?
End users are likely your hyperscalers like $MSFT, $GOOGL (they invested), $META, etc through Lightmatter-GUC and others.
I don't think markets have priced all of this in, since all the supply chain BOM is very confidential + speculative.
But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.

Serenity@aleabitoreddit
Great find. Basically from old investor deck + fundraising amounts: Looks like Celestial has been direct customers of $SIVE. So: $MRVL is likely buying lasers direct from $SIVE now instead of through Poet (which bought Sivers lasers to package them). Since Celestial is designed around Sivers lasers originally. Marvell probably prepared to vertically integrate away packaging IP + assembly for higher margins anyway. Going direct to $MRVL is very bullish for $SIVE.
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Thank you to everyone who interacted with and shared my posts yesterday.
I’ve never had that much traction in a single day. So I’m very thankful
It got me thinking harder about what my goal is for this page and how I should go about attaining it
I want to take topics, like photonics, that I am very passionate about and spend significant time researching, and present it in a way where non technical investors can also get excited and want to learn more. If I present information in a way that is hard to understand for this target audience, I feel as if I am doing a disservice
That being said, I took down my two posts on POET and ALMU yesterday and I am going to re work them and go much farther into detail on the NVDA conference. And I am going to present it in a way thats more aligned with my goals for this page
Stay tuned!!
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