🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-23 23:49:30时区推断·⟳ 抓取 06-03 23:09:19回填·⚡ 决策 06-18 00:20:33·131.8 天前
KOL喊单小盘光子股SIVE，对比MTSI和LITE称其估值被严重低估
📄 原文Serenity↗ 原文
I keep getting asked: What's the PT of $SIVE? It's a $320m MC company, how far can it run? It’s a critical CW laser com…
不做 SIVE.US
纯KOL喊单无底层基本面催化剂，小盘股存在流动性及拉高出货风险
不做 MTSI.US
仅作为估值对比标的被提及，无直接关联催化剂
不做 LITE.US
仅作为估值对比标的被提及，无直接关联催化剂
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I keep getting asked:
What's the PT of $SIVE? It's a $320m MC company, how far can it run?
It’s a critical CW laser company, the next chokepoint in photonics.
Closest comparison is $MTSI is $17 Billion.
Then $LITE at $51.97 Billion.
I think it should trade at $2-3B, today.
Yet it’s $320 million.
The sheer valuation gap points to massive upside when it scales.
What's the PT of $SIVE? It's a $320m MC company, how far can it run?
It’s a critical CW laser company, the next chokepoint in photonics.
Closest comparison is $MTSI is $17 Billion.
Then $LITE at $51.97 Billion.
I think it should trade at $2-3B, today.
Yet it’s $320 million.
The sheer valuation gap points to massive upside when it scales.
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