hyperscaler capex · X 热门 · 2026-09-27 20:45 UTC

# hyperscaler capex — X 热门讨论 (2026-09-27 20:45 UTC)

## @dizaq1 (DIZ) · 09-27 19:04 · ♥32 ↻4 💬0 Found this post on the $SIVE sub-reddit labeling $JBL's earnings as a "massive sleeper catalyst for $SIVE":

I obviously think that it is exaggerated, but here are some things that if happen, I think it could be very positive for $SIVE:

optics/transceivers named as specific FY27 growth driver.

Any vocab along the lines of ""awarded," "design wins in optical," "initial transceiver orders". Or Capex specifically allocated to photonics/transceivers capacity

And obviously, a named hyperscaler for the LRO production orders received. https://x.com/dizaq1/status/2104285963921088746