Sivers IMA: The Calm Before the 5G Storm
Redeye raises its base case on the back of the new Fortune 100 customer in Photonics and improved gross margins. We see many catalysts that can drive the stock, e. g. several supply agreements from the 16 design wins, announcements of the names of the Fortune 100 customers or the Ampleon tier-1, and the coming NASDAQ listing.