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北京时间·🕒 发布 03-30 14:22:39时区推断·⟳ 抓取 06-03 20:42:42回填·⚡ 决策 06-17 09:33:23·132.8 天前
KOL推演Broadcom可能收购Sivers以遏制Marvell，缺乏实质催化剂
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The reason I personally see less downside risk with $SIVE: A competitor to $MRVL like $AVGO can just buy Sivers outrigh…
不做 SIVE.US
纯KOL逻辑推演(意淫并购)，无真实并购谈判或一手消息催化；Sivers主业在瑞典上市，美股OTC流动性极差，缺乏实质催化剂与可交易性。
不做 MRVL.US
2.9亿美元潜在标的对千亿美元市值的Marvell无业绩弹性，且仅为散户推演，无实质影响。
不做 AVGO.US
潜在收购仅为KOL假设，对Broadcom基本面和股价无实质驱动。
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The reason I personally see less downside risk with $SIVE:
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m… if it gets any cheaper.
Gemini responses were interesting:
“
A competitor like Broadcom buying Sivers Photonics for ~$290M to choke Marvell’s newly acquired Celestial AI roadmap isn't just strategic;
It is supply chain warfare with an absurdly high ROI.
“
“
For pocket change, a competitor could buy the upstream light source, control the immediate IP roadmap, and inflict billions of dollars worth of opportunity cost on Marvell right as they try to integrate Celestial AI
“
It’s likely better for hyperscalers like $MSFT, AlChip, $MRVL, $AMZN to invest in Sivers to secure their CPO supply chain then have it being bought out by one of their competitors.
Like what happened already with $QLCM and Alphawave for OpenLight.
My opinion: $SIVE chokepoint as one of the few projects remaining independent cw laser suppliers in the world…
Is inherently way more valuable than their marketcap.
Hedge funds not being able to invest due to “MC” and Sweden listing to keep valuations depressed… is a blessing in disguise for both acquisitions or retail investors.
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m… if it gets any cheaper.
Gemini responses were interesting:
“
A competitor like Broadcom buying Sivers Photonics for ~$290M to choke Marvell’s newly acquired Celestial AI roadmap isn't just strategic;
It is supply chain warfare with an absurdly high ROI.
“
“
For pocket change, a competitor could buy the upstream light source, control the immediate IP roadmap, and inflict billions of dollars worth of opportunity cost on Marvell right as they try to integrate Celestial AI
“
It’s likely better for hyperscalers like $MSFT, AlChip, $MRVL, $AMZN to invest in Sivers to secure their CPO supply chain then have it being bought out by one of their competitors.
Like what happened already with $QLCM and Alphawave for OpenLight.
My opinion: $SIVE chokepoint as one of the few projects remaining independent cw laser suppliers in the world…
Is inherently way more valuable than their marketcap.
Hedge funds not being able to invest due to “MC” and Sweden listing to keep valuations depressed… is a blessing in disguise for both acquisitions or retail investors.
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