SIVE#2
Thesis
SIVE is a once-a-generation long; hyperscaler supplier penetration with GS TAM expansion projections for pluggables and CPO
Original post text
I'm not selling a single share of $SIVE. I personally think it's a once-a-generation long given how many hyperscaler suppliers they're already in. Coupled with GS extreme TAM expansion projections for both pluggables and CPO in the next 2 years.
🐂 Bull Case
- Weinstein stage 2 (advancing) - structural uptrend intact
- Revenue growth 10.8% YoY - strong top-line expansion
- Price above SMA50 (26.8) - short-term momentum bullish
🐻 Bear Case
- Counter-trend risk - market conditions may shift against long thesis
🚫 Invalidation
Close below SMA200 ($9.4) on above-average volume
Break Conditions
- Close below SMA200 ($9.4) on above-average volume
- Key technical level at SMA50 ($26.8) breached with volume
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | SIVE | $72.90 | 2026-05-24 09:51:13 |
| t+3d | SIVE | $70.20 | 2026-05-28 18:42:59 |
Metadata
T0 Price: $72.90
Created: 2026-05-24 09:30:56
Scored: 2026-05-24T18:35:37.717500+00:00
Updated: 2026-05-28T18:42:59.706812+00:00