### @SIVE — Conflicting — partner relationships are disclosed only by Sivers, not independently confirmed
Remember, we position ourselves as an aspiring merchant challenger to laser incumbents Lumentum and Coherent, and on the earnings call we cited Lumentum as a
- tier: Conflicting (✕)
- source: SIVE / A sub-scale challenger to the laser incumbents
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-sive-src-sive-merchant-challenger-rotation
- posted: 2026-08-04T01:33:02.763Z