Buy SIVEF by Jul 12, 2026.

Everyone’s focused on the next $LITE move, which is fair… but I think people are missing the bigger picture here $SIVE’s lasers aren’t just part of the hyperscaler roadmap — they’re already designed in. Names like $MRVL and $JBL aren’t going to swap those out anytime soon. At around a \~$430M market cap, with the whole 1.6T transceiver + CPO ramp still early? That doesn’t really look like fair value to me Feels more like the market just hasn’t caught …