Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for L
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Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for L
· @aleabitoreddit
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Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for Lightelligence as well. Credit to: Plaskpojen for the OSINT find.
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9 events DateTypeEvent
May 4 SourceYes, markets might have missed this with $SIVE + $GFS SCALE. The inclusion of $S May 3 SourceCPO supercycle thesis — Sivers / Shunsin / MSSCorps / TSEM May 5 Sourcealeabit SIVE victory lap thread — 2027 mass-production thesis with fundamentals divergence May 6 ArticleEarnings-watch — 8 cohort names print next 14 days, asymmetric-DOWN setup Apr 28 ScanOptical Supply Chain Scan Apr 26 ScanOptical Supply Chain Scan May 19 SourceThis is just confirmation on timelines: H2 2026 is the "major redesign of high e May 20 CatalystSIVEF earnings May 22 SourceLong $HLIT at $16 Known about this stock for months from a 9 figure manager in F Source links
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