SIVE#239
Thesis
Silicon photonics validated in NVIDIA supply chain, only way to feed Blackwell/Rubin ultra-clusters
Original post text
Why this is an absolute goldmine for $SIVE and $SOI: Compute is scaling faster than data can move. Silicon Photonics is no longer a "future tech“, it is the only way to feed Next-Gen Blackwell/Rubin ultra-clusters without melting the grid. $SIVE Being validated in the $NVDA https://t.co/2OqxfLJFeD
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | SIVE | $78.80 | 2026-06-09 11:01:25 |
| t+1d | SIVE | $89.40 | 2026-06-09 11:01:25 |
| t+2d | SIVE | $89.40 | 2026-06-09 11:01:25 |
| t+3d | SIVE | $89.40 | 2026-06-09 11:01:25 |
Metadata
T0 Price: $78.80
Created: 2026-06-09 10:59:37
Scored: —
Updated: 2026-06-09T11:01:47.424146+00:00