If you consider TSMC COUPE platform and modulator choice, maybe you will realize ultra high power ELS is only good for switch and scale out or scale across. For ultimate package level or even rack level CPO, Ayar Labs approach using low power, multiple wavelength with microring modulator maybe the best one in future.
"they need to move into evaluation and sampling, which is still very far "
"the pipeline is non-binding, and much of Photonics is still sampling/qualification."
Which is it ? I thought you first said it was "still very far away" and yet now you say it is actually underway "still sampling" and therefore nearer?
Maybe you were confusing Sivers with Cerebras again. So according to you mgmt is misleading and serenity is a criminal while every shareholders is a mindless cultist.
Engineering projects to pay the bills while pivoting same as you and I would do. You completely failed to read this correctly.
CEO was brought in for his track record of standardizing products for scaled volume ramp and to "aggressively grow the company".
Bypassing a foundry build is part of fast scaling to not miss the market opportunities.
He bought shares directly on the open market in 2026 and totals over 1.5 % ownership in the company.
You made many ommisons and errors in your emotional hack job. Are you sure Serenity is the dishonest X user here ?
The record has mgmt stating that many customers are sampling their lasers not mereley talking or emailing as you stated. The biometric F100 customer requested 30,000 for testing but could not begin receiving the 50 million production order for lasers due to delays on the customer side back in 2015. Sivers is still servicing their needs. No mention of that either.
It is all there and more in the record that you either missed or you chose instead to ignore and author your own fictional narrative.
Serenity's claim to fame is promoting AXTI from $15 to nearly $150 and yet you think that valuation or perhaps light wave logics is firmly rooted in reality.
Sivers is stretched but could grow into it's valuation. I find nothing useful here to help me decide, on the eve of earnings, to sell my position with a cost basis of $1.01 courtesy of Serenity. I am looking far and wide but this distraction only wasted my time with infantile insults you attach to every shareholders, executive and Serenity. Good luck with your legal threats.
If you consider TSMC COUPE platform and modulator choice, maybe you will realize ultra high power ELS is only good for switch and scale out or scale across. For ultimate package level or even rack level CPO, Ayar Labs approach using low power, multiple wavelength with microring modulator maybe the best one in future.
“Why Is Sivers Fabless?
Today, Cerebras is a fabless company. They have a facility in Glasgow which produces pilot volumes for R&D” did you mean Sivers not Cerebras?
Just curious what are you studying in school?
What makes you say accounts (we all know who) are illegally promoting Sivers?
Thanks for writing and sharing. Happy to be a paid sub. we have a wild decade ahead of us
"they need to move into evaluation and sampling, which is still very far "
"the pipeline is non-binding, and much of Photonics is still sampling/qualification."
Which is it ? I thought you first said it was "still very far away" and yet now you say it is actually underway "still sampling" and therefore nearer?
Maybe you were confusing Sivers with Cerebras again. So according to you mgmt is misleading and serenity is a criminal while every shareholders is a mindless cultist.
Engineering projects to pay the bills while pivoting same as you and I would do. You completely failed to read this correctly.
CEO was brought in for his track record of standardizing products for scaled volume ramp and to "aggressively grow the company".
Bypassing a foundry build is part of fast scaling to not miss the market opportunities.
He bought shares directly on the open market in 2026 and totals over 1.5 % ownership in the company.
You made many ommisons and errors in your emotional hack job. Are you sure Serenity is the dishonest X user here ?
The record has mgmt stating that many customers are sampling their lasers not mereley talking or emailing as you stated. The biometric F100 customer requested 30,000 for testing but could not begin receiving the 50 million production order for lasers due to delays on the customer side back in 2015. Sivers is still servicing their needs. No mention of that either.
It is all there and more in the record that you either missed or you chose instead to ignore and author your own fictional narrative.
Serenity's claim to fame is promoting AXTI from $15 to nearly $150 and yet you think that valuation or perhaps light wave logics is firmly rooted in reality.
Sivers is stretched but could grow into it's valuation. I find nothing useful here to help me decide, on the eve of earnings, to sell my position with a cost basis of $1.01 courtesy of Serenity. I am looking far and wide but this distraction only wasted my time with infantile insults you attach to every shareholders, executive and Serenity. Good luck with your legal threats.
Weak.
Glad you speak up