KOL发帖看多SIVE与JBL的CPO逻辑，提及Ayar Labs供应商变动及指数纳入预期

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.

If you didn’t read the $JBL fireside transcript by now validating demand/timeline.

Or the fact Ayar removed Lumentum and Macom from their website as laser suppliers validating moat.

Or literal CHIPS ACT funding validating technological importance.

Or that management is literally doing everything right in my view, with NASDAQ listing into M&A focus, validating forward growth vision.

Upside is just way too compelling at current valuations.

Institutions have barely entered yet as well… and we’re about to see tens of millions of passive, long term new inflow next month from Nasdaq, Blackrock, MSCI indexes.