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๐จ US GOVERNMENT BACKS $SIVE & $LITE WITH $3B CHIPS ACT FUNDING ๐๐ฐ
๐ฆ The U.S. just dropped a strategic hammer on the CPO and Silicon Photonics supply chain โ locking in a 1% stake in GlobalFoundries plus $3 billion to accelerate domestic production. ๐ฅ Serenity broke down the play: Sivers is already embedded in GlobalFoundries' reference design for laser arrays, and Lumentum is the other named laser supplier. This isn't just grant money โ it's industrial policy designed to front-run the next optical interconnect wave.
โก Sivers' SCALE platform inclusion means their hardware is now government-vetted for mass deployment. Smart money is mapping this as a multi-year growth catalyst, similar to Intel's foundry push. ๐ฌ Are you positioning into the CPO narrative before the volume conviction confirms it? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SIVE #LITE #CPO #SiliconPhotonics #PreMarketPlay
๐ ๐ฅ
๐จ US GOVERNMENT BACKS $SIVE & $LITE WITH $3B CHIPS ACT FUNDING ๐๐ฐ
๐ฆ The U.S. just dropped a strategic hammer on the CPO and Silicon Photonics supply chain โ locking in a 1% stake in GlobalFoundries plus $3 billion to accelerate domestic production. ๐ฅ Serenity broke down the play: Sivers is already embedded in GlobalFoundries' reference design for laser arrays, and Lumentum is the other named laser supplier. This isn't just grant money โ it's industrial policy designed to front-run the next optical interconnect wave.
โก Sivers' SCALE platform inclusion means their hardware is now government-vetted for mass deployment. Smart money is mapping this as a multi-year growth catalyst, similar to Intel's foundry push. ๐ฌ Are you positioning into the CPO narrative before the volume conviction confirms it? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SIVE #LITE #CPO #SiliconPhotonics #PreMarketPlay
๐ ๐ฅ
๐ฆ The U.S. just dropped a strategic hammer on the CPO and Silicon Photonics supply chain โ locking in a 1% stake in GlobalFoundries plus $3 billion to accelerate domestic production. ๐ฅ Serenity broke down the play: Sivers is already embedded in GlobalFoundries' reference design for laser arrays, and Lumentum is the other named laser supplier. This isn't just grant money โ it's industrial policy designed to front-run the next optical interconnect wave.
โก Sivers' SCALE platform inclusion means their hardware is now government-vetted for mass deployment. Smart money is mapping this as a multi-year growth catalyst, similar to Intel's foundry push. ๐ฌ Are you positioning into the CPO narrative before the volume conviction confirms it? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SIVE #LITE #CPO #SiliconPhotonics #PreMarketPlay
๐ ๐ฅ
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