🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 03-25 13:21:21时区推断·⟳ 抓取 06-03 23:06:30回填·⚡ 决策 06-18 00:01:57·131.9 天前
KOL 喊单 Sivers Semiconductors (SIVE) 的 CW 激光器业务，类比 AXTI
📄 原文Serenity↗ 原文
$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI? No way markets missed the CW laser li…
不做 SIVE.US
SIVE 实为瑞典市场代码 (SIVE.ST，Sivers Semiconductors)，美股无此主流代码。OTC 市场流动性极差且代码存疑，无法在美股直接操作。
不做 AXTI.US
仅为 KOL 喊单的类比参照物（'since AXTI'），非本次推荐买入标的，且前期已因 AI 光模块逻辑充分炒作，无新催化剂。
不做 POET.US
仅作为产业链背景提及（Marvell/Celestial 供应链），非核心推荐，无独立新催化剂。
不做 NVDA.US
仅作为下游客户/投资方（Ayar Labs）背景提及，市值巨大，对微盘股 KOL 喊单完全免疫，纯噪音。
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$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI?
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)…
At a $140M valuation. ($350m now)
Not only do you get the most direct laser exposure to future CPO scale up?
But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon.
With Win Semi bridge capacity scaling needed for hyperscaler supply chains.
Don’t think 99.9% of people realized the sheer scale of this yet.
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)…
At a $140M valuation. ($350m now)
Not only do you get the most direct laser exposure to future CPO scale up?
But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon.
With Win Semi bridge capacity scaling needed for hyperscaler supply chains.
Don’t think 99.9% of people realized the sheer scale of this yet.
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