🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-19 18:53:57时区推断·⟳ 抓取 06-03 23:17:08回填·⚡ 决策 06-18 00:36:25·131.7 天前
KOL喊单光子学上游供应商Sivers(SIVE/SIVEF)，称其本周已涨165%
📄 原文Serenity↗ 原文
$SIVE <> $SIVEF is now up 165% this week. Valuation? ~$300M MC. However; either I’m dumb or Sivers is one of the best o…
不做 SIVEF.US
本周已暴涨165%，KOL滞后喊单，小盘OTC流动性差，追高风险极大，已充分price-in。
不做 SIVE.US
与SIVEF同为Sivers标的，本周已涨165%，KOL喊单属滞后指标，严重price-in。
不做 MRVL.US
仅作为下游客户背景被提及，无直接催化剂，不受此小市值供应商KOL喊单影响。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 551 字
$SIVE <> $SIVEF is now up 165% this week.
Valuation? ~$300M MC.
However; either I’m dumb or Sivers is one of the best opportunities in photonics today.
You get the laser supplier for Jabil, Ayar, Poet ( $MRVL Celestial ), O-Net, and others:
That end up in $GOOGL, $MSFT, $AMZN, $META AI datacenters.
At ~$300M.
The EML laser suppliers today from $LITE to $COHR for reference are $45B+
This is one of the most undiscovered yet critical bottlenecks for future upstream photonics supply chains.
That markets have only starting to price in today.
Valuation? ~$300M MC.
However; either I’m dumb or Sivers is one of the best opportunities in photonics today.
You get the laser supplier for Jabil, Ayar, Poet ( $MRVL Celestial ), O-Net, and others:
That end up in $GOOGL, $MSFT, $AMZN, $META AI datacenters.
At ~$300M.
The EML laser suppliers today from $LITE to $COHR for reference are $45B+
This is one of the most undiscovered yet critical bottlenecks for future upstream photonics supply chains.
That markets have only starting to price in today.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。