Apr. 24 at 11:34 PM
Market already repriced part of the move in
$SIVE — up ~600%+ is not a “quiet” chart anymore.
But the thesis here isn’t about what already happened, it’s about where demand inflects next.
If we move into 2027–2028 capex cycles where names like
$AAPL,
$JBL, and
$MRVL potentially scale laser-related production for next-gen manufacturing systems, then you’re not talking about a trade — you’re talking about a supply-chain re-rating event.
That’s the setup bulls are leaning on: current momentum + future industrial adoption curve.
Still, after a 600% run, execution risk and expectations matter way more than narrative. These types of names don’t 10x in straight lines — they consolidate, shake weak hands, then reprice on actual contract flow.
Big move already printed. The question now is whether real downstream demand shows up to justify another leg, or if the market already front-ran the story.
Curious about the full approach?👉 Check the @MeanReverter_
