Beyond 13F — activists, insiders, politicians & research
5 disclosed trade(s) by 2 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-14 | Josh Gottheimer NJ05 | SELL | $1,001 - $15,000 | PTR |
| 2026-05-04 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | Josh Gottheimer NJ05 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | Gilbert Cisneros CA31 | BUY | $15,001 - $50,000 | PTR |
| 2026-03-24 | Josh Gottheimer NJ05 | BUY | $1,001 - $15,000 | PTR |
1 disclosed trade(s) by 1 filer(s).
Watching · 5 mention(s), 0 personal-position post(s) · first 2026-03-25 · last 2026-07-06
“I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers.
3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO.
-> -> where $AMD and others went to GFS for CPO.
4. Ayar, which j…” post →
All 5 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-06T08:25:00 | I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers.
3. $GFS SCALE reference level laser for hype… → · 1934 likes · 838,210 views |
| 2026-05-20 | $SIVE is nominating two new board members today.
It's very highly telling since the newcomers have acquisition backgrounds from:
-> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank.
-> CFO from HMS / Axholmen and Celerant Consulting around M&A/strategy.
The bull … → · 853 likes · 403,239 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-20 | Global Foundries photonics/CPO ecosystem list:
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly trad… → · 1135 likes · 207,635 views |
| 2026-03-25 | @QuantumDom It’s like $NVDA, there’s a whole ecosystem but sometimes the largest beneficiary is the direct GPU or Laser supplier like $SIVE or $LITE.
Instead of the $POET, $FN type companies.
There’s some high margin exceptions like Eoptolink → · 43 likes · 6,116 views |