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SIVE#91

stockLONGWATCHhitQuality: 52/100
Thesis

SIVE earnings transcript bullish: JBL pluggable partnership driving more optical transceiver requests, more laser capacity additions, expanding customer pipeline.

By @aleabitoreddit · View post ↗
Original post text

Had some more time go through $SIVE earnings transcript, it’s very bullish: - $JBL pluggable partnership led to more optical transceiver requests for $SIVE So maybe Innolight/Eoptolink and other large players are my guess. - More laser capacity on top of Win Semi with more https://t.co/ZaptyNiSv1

🐂 Bull Case
    🐻 Bear Case
    • Revenue growth uncertainty weighs on forward estimates
    🚫 Invalidation

    Earnings miss >15% with guide-down on forward revenue

    Break Conditions
    Price Tracking
    LabelTickerPriceRecorded
    t+3dSIVE$78.802026-06-05 18:35:58
    Metadata
    T0 Price: $68.95
    Created: 2026-05-30 18:32:42
    Scored: 2026-05-30T18:33:22.958989+00:00
    Updated: 2026-06-05T18:35:58.335898+00:00