🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-25 17:12:28时区推断·⟳ 抓取 06-03 23:06:00回填·⚡ 决策 06-18 00:00:49·131.8 天前
KOL喊单Sivers(SIVE)为CW/EML激光器纯正标的并对比同行
📄 原文Serenity↗ 原文
$SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world. $L…
不做 SIVE.US
KOL喊单微盘股，帖子中同行市值数据严重失实(LITE/COHR市值被夸大十倍)，疑似社媒pump，且美股代码存疑(实为瑞典上市或OTC)，流动性风险极高
不做 LITE.US
仅为KOL帖子中的市值对比标的，无独立催化剂
不做 COHR.US
仅为KOL帖子中的市值对比标的，无独立催化剂
不做 MTSI.US
仅为KOL帖子中的市值对比标的，无独立催化剂
不做 AAOI.US
仅为KOL帖子中的市值对比标的，无独立催化剂
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原文全文
展开原文 · 607 字
$SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$SIVE- $400M
You basically almost never see this...
Genuinely shocked there's a small cap company out there like Sivers... That already is a qualified supplier to hyperscaler supply chains through Jabil, Marvel Celestial, O-Net, Ayar and others.
This is one of the largest structural gaps in the market I've seen.
I expect the market to keep repricing this every day like $AXTI as more institutions begin to realize this.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$SIVE- $400M
You basically almost never see this...
Genuinely shocked there's a small cap company out there like Sivers... That already is a qualified supplier to hyperscaler supply chains through Jabil, Marvel Celestial, O-Net, Ayar and others.
This is one of the largest structural gaps in the market I've seen.
I expect the market to keep repricing this every day like $AXTI as more institutions begin to realize this.
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