Jun. 23 at 4:36 PM
$SIVE $AEVA
Not gonna lie, today’s PR feels more like reading between the lines than a normal update.
Sivers lasers keep popping up in a few interesting “could be” lanes robotics, physical AI, and consumer sensing.
On robotics, you see hints around LG Innotek, Atlas, even Nvidia Hyperion ecosystem… nothing confirmed, but the overlap is getting noticeable.
Then on the Apple side, it’s more indirect “optical sensing modules for wearables,” which basically points to biometrics / health tracking without saying Apple out loud.
No official partner names, obviously, but the pattern feels pretty intentional at this point.
If even part of this turns into real volume, it’s not a small story.
Feels like they’re quietly sitting in the middle of a few very big end markets.
