Blaming Sivers’ management for dragging their feet on a Nasdaq IPO completely … · @0xzxcom · TwKit

@0xzxcom

Blaming Sivers’ management for dragging their feet on a Nasdaq IPO completely misses the structural bottleneck in optical networking. 📉🔬 With Lumentum sold out through 2029 and Coherent internalizing supply, foundry capacity—not Wall Street ticker vanity—is the only real leverage in the CPO race. Shifting 100M DFB lasers into an acute shortage matters infinitely more than ringing an exchange bell for retail liquidity. ⚡🏗️

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