$SIVE $POET Marvell just cancelled its POET orders (the ones tied to Celestial AI). It created some noise today — Sivers went from +20% to flat, POET is down -45%. But let’s be clear on what this actually means for $SIVE: The POET path to Marvell (and therefore Google) was always one of the more speculative legs. It was still in early prototype/qualification stage. Meaningful revenue from this path was never expected until 2027+ anyway. SIVE’s core drivers remain completely untouched: → Jabil 1.6T LRO (confirmed and progressing) → Ayar Labs (active orders & qualification) → O-Net + Enablence (external light source modules) This is why we talked about how SIVE’s multi-path strategy is such a big de-risking factor. One leg gets delayed → the rest of the map keeps moving. Overreacti
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