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Is Sivers the Next Big Semiconductor Stock? episode artwork

Aug 8, 2026 13 min

Is Sivers the Next Big Semiconductor Stock?

from Nanalyze Hosted by Nanalyze

SIVE stock saw a massive rally after an anonymous rainmaker account on X started promoting it. This little-known photonics stock is being touted as "the next Lumentum." The reality is that this is an obscure laser company facing a lot of headwinds, with a lot of future growth expectations priced in. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/LoF0Z9ngIlI.

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Is Sivers the Next Big Semiconductor Stock?

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