JBL · Jabil Inc.Jabil Inc.
📋 1.6T optical modules near mass adoption, with beneficiaries including AAOI…
1.6T optical modules near mass adoption, with beneficiaries including AAOI (largest 1.6T capacity US pure play), JBL (contrarian long using LRO architecture), SIVE (powers Jabil's LRO, scales laser demand), and AVGO/MRVL as broad beneficiaries.
Evidence & details
- +Mentioned that Ayar, Lightmatter, Lightelligence, and others have valuations of $5-15B+.
- +Claimed that Sivers lasers likely power them all and are primary/sole source for a lot.
- ⚡Potential market revaluation as Sivers' key role in the photonics ecosystem becomes more recognized.
- −Technological competition or customer vertical integration could reduce Sivers' importance.
Chart
Post Timeline · 3 posts
@yvesai0 Nah, I think $SIVE is still extremely undervalued relatively speaking. Ayar, Lightmatter, Lightelligence, celestial, and others all probably command $5-$15B+ valuations. Not even including small guys like $POET or pluggables like $JBL. Sivers lasers likely power them…
Thesis: Sivers lasers are undervalued relative to the high valuations of their customers (Ayar, Lightmatter, Lightelligence, etc.) because Sivers is likely the primary/sole source for many critical components…
@ShakespeareDad $SIVE is likely sole source for this specific 1.6T LRO from $JBL given the architectural uniqueness. It’s not a standard cw laser.
Thesis: $SIVE is likely the sole source for a specific 1.6T LRO with $JBL due to architectural uniqueness, implying a strong competitive moat.
$SIVE mass production for 1.6T optical transceivers with $JBL: Is now earlier than expected per JP Morgan Fireside chat. Here's what they announced: > "Relatively dramatic moat" implied with $SIVE laser architectures > Extreme demand for their 1.6T, which was previously unk…
Thesis: Sivers' 1.6T laser mass production with Jabil is ramping earlier than expected with extreme demand, creating a strong revenue opportunity.
Google TPU v7 Ironwood buildout benefits supply chain including CLS, JBL, and AMKR as packaging and assembly beneficiaries.
source ↗Found JBL interesting and purchased shares; added to existing COHR position.
source ↗List of 30 US stocks with brief bullish theses covering semis, AI, space, rare earths, etc.
source ↗Pullback in these stocks is unjustified given $700M inflows into supply chain and SIVE's CHIPS Act backing; fundamental analysis supports waiting for growth.
source ↗Photonics supercycle with multiple architectural shifts. Beneficiaries include LITE, COHR for current cycle (still 50%+ upside), AAOI and JBL for transitional bridge, SIVE and POET for CPO future, AXTI for all cycles, and ALMU for future quantum dot packaging.
source ↗1.6T optical modules near mass adoption, with beneficiaries including AAOI (largest 1.6T capacity US pure play), JBL (contrarian long using LRO architecture), SIVE (powers Jabil's LRO, scales laser demand), and AVGO/MRVL as broad beneficiaries.
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