$SIVE LongSivers Semiconductors ABOMXSTO_DLY:SIVETJ01SIVE SIVEF dropped 70% in 5 weeks. AAOI just got a positive note this morning: "We view the recent weakness as a buying opportunity as demand remains incredibly strong, supply is constrained and meaningfully below demand, and scale up CPO is a massive content gain opportunity for Optical over multiple years." AAOI - "We expect AAOI to beat and raise and for 2Q26 to mark a watershed quarter where this starts happening consistently. We believe 2Q26 revenues can beat, and be above $200mn, with 800G sales to Amazon and Oracle as the primary driver of upside. The 3Q26 guidance should be ~$300mn with better GMs versus the ~30% level in 1H26."