SIVEF · Sivers Semiconductors AB (publ)Sivers Semiconductors AB (publ)
📋 Prefer $SIVEF or $AAOI over MicroLED and Quantum Dot due to immediate volume ramp in CW space, while MicroLED and QD are years away from volume production
Prefer $SIVEF or $AAOI over MicroLED and Quantum Dot due to immediate volume ramp in CW space, while MicroLED and QD are years away from volume production.
Chart
Post Timeline · 0 posts
SIVEF is undiscovered by institutions, suggesting potential for price appreciation as institutional interest grows.
source ↗Bullish on SIVEF due to its likely role as laser supplier for Lightelligence in the CPO market, which Goldman Sachs reports as having massive growth over the next few years.
source ↗Market sold off CPO names after LITE earnings, but the earnings transcript was actually bullish for CPO names like SIVEF, and the sell-off is overdone as CPO supercycle is still early.
source ↗Prefer $SIVEF or $AAOI over MicroLED and Quantum Dot due to immediate volume ramp in CW space, while MicroLED and QD are years away from volume production.
source ↗