### @SIVE — Conflicting — partner relationships are disclosed only by Sivers, not independently confirmed
Remember, we position ourselves as an aspiring merchant challenger to Lumentum and Coherent — the call cited Lumentum as a company we aspire
- tier: Conflicting (✕)
- source: SIVE / A sub-scale challenger to the laser incumbents
- receipt: https://ticker.thevixguy.com/p/p-day-20260814-sive-src-sive-merchant-challenger-rotation
- posted: 2026-08-14T12:31:49.344Z