JinYu金鱼 (@JinYu762) “🚨 $SIVE 明天财报，来得太巧了 昨天 $MRVL 官宣： Celestial T1 云厂 scale-up optic” — TopicDigg

$MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier). - “Scale-up interconnect represents one of the newest and most strategically important opportunities emerging in AI infrastructure.” CPO thematically go brrr - Confirmation Celestial was selected by T1 hyperscaler for scale up. I’ve found Celestial $AMZN warrants in the past)… so probably Amazon. - Scale-up optics revenue next year should be more than 2x prior ~$150M outlook with Celestial Forward revenue ramp expectations go brrr. - Celestial team plus $MRVL optics team was a “home run”. Marvell sees celestial as growth vector, upstream celestial suppliers go brr - $MRVL is now focused on bringing Celestial to high volume manufacturing. Volume ramp indicator If you don’t recall, there was OSINT mapping $SIVE directly to Celestial, not through $POET. So Celestial forward growth is a volume ramp indicator for Sivers lasers.