$SIVE BEAR THESIS JUST GOT HIT ⚡

Serenity fired back at Protean Funds’ “CPO application fabrication” claim, pointing to Global Foundries listing SIVE as a reference laser. The key shift: CPO is still early, so current revenue may not capture the projected 2026-2028 TAM ramp from near zero to $91B, with total potential cited at $141B.Short-term bears are now facing inflection risk as major supply-chain players move into the pluggable market. Momentum narrative just got louder.

Not financial advice. Manage your risk.

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