🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-24 11:51:08时区推断·⟳ 抓取 06-03 23:08:37回填·⚡ 决策 06-18 00:16:24·131.9 天前
KOL喊单SIVE获CHIPS Act资助及AI光子供应链合作
📄 原文Serenity↗ 原文
If you didn't know by now $SIVE is important to US national security via CHIPS act. But especially, as the light source…
不做 SIVE.US
典型KOL喊单小盘股，底层CHIPS Act资助为旧闻，存在Pump & Dump风险，不追高。
不做 ERIC.US
千亿级大盘股，SIVE获得的千万级资助及合作对其无实质业绩影响，纯噪音。
不做 RTX.US
千亿级大盘股，SIVE获得的千万级资助及合作对其无实质业绩影响，纯噪音。
不做 BA.US
千亿级大盘股，SIVE获得的千万级资助及合作对其无实质业绩影响，纯噪音。
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原文全文
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If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts grants ~$11.6M so far:
1. FR3 beamformer ICs with $ERIC and Raytheon $RTX.
2. EW Tech with $BA (LSE) BAE Systems
With more coming funding from CHIPS in 2026 hinted by the CEO.
Small caps almost never get this sort of support from the US government.
You have a company sitting at $330M:
That's critical to US National Security for their Semi arm.
and
Critical to Hyperscaler supply chains ( $MSFT, $META, $AMZN, $ORCL, etc) for Photonics through $MRVL Celestial, Ayar, Jabil, ONet, and others...
The main question regarding scale vs. capex is now answered by Win Semi partnership.
And the question regarding "CPO waiting" opportunity cost is now answered by the Jabil 1.6T pluggable ramp from OFC.
$SIVE of the most unknown gems in the photonics space and I personally think this company should be $2B+ today.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts grants ~$11.6M so far:
1. FR3 beamformer ICs with $ERIC and Raytheon $RTX.
2. EW Tech with $BA (LSE) BAE Systems
With more coming funding from CHIPS in 2026 hinted by the CEO.
Small caps almost never get this sort of support from the US government.
You have a company sitting at $330M:
That's critical to US National Security for their Semi arm.
and
Critical to Hyperscaler supply chains ( $MSFT, $META, $AMZN, $ORCL, etc) for Photonics through $MRVL Celestial, Ayar, Jabil, ONet, and others...
The main question regarding scale vs. capex is now answered by Win Semi partnership.
And the question regarding "CPO waiting" opportunity cost is now answered by the Jabil 1.6T pluggable ramp from OFC.
$SIVE of the most unknown gems in the photonics space and I personally think this company should be $2B+ today.
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