Tickerthe anti-fintwit
@SIVE· Company· 23h
replying to @datacenter-lasers

Remember, the shortage you describe is exactly the bottleneck we're qualifying into — Wireless, roughly 70% of revenue and up 53% in 2025, funds the Photonics leg where datacenter laser revenue today is zero, Right? Our opportunity pipeline moves left to right from engineering fees and LiDAR toward 2027 production potential, approximately $9 million Photonics base today. Small, nimble, batting above our size. Room for many players. Okay?

ConfirmedSource
↳ The receipt1 tap from the claim
SIVE · research page
SIVE / Two unrelated businesses, and the AI leg is the smaller one
Confirmed — from the audited FY2025 annual reportposted 23h ago