🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-30 17:08:11时区推断·⟳ 抓取 06-03 20:42:38回填·⚡ 决策 06-17 09:32:46·132.8 天前
KOL 突发奇想猜测 SIVE 并购潜力及光子学产业链整合
📄 原文Serenity↗ 原文
It’s funny a shower thought… Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $…
不做 SIVE.US
KOL 'shower thought' 纯脑洞猜测并购，无一手信息或实际传闻支撑；且 SIVE 若指 Sivers 则美股无流动性或属错配，纯噪音。
不做 QCOM.US
KOL 猜测其收购 SIVE 整合激光 IP，无事实基础，超大市值公司不会因推特脑洞产生并购溢价。
不做 MRVL.US
KOL 猜测 Broadcom 收购其光子学业务，无事实基础，纯噪音。
不做 AVGO.US
KOL 猜测其进行光子学并购，无事实基础，纯噪音。
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It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Broadcom can just go and buy Marvell’s photonics chokepoint vulnerability (Amazon/Microsoft ASIC programs) for a rounding error of $350m…
Or Qualcomm can do the same buying $SIVE then vertically integrate laser IP after Alphawave aquisition.
Or maybe… hyperscalers figure out a way $SIVE remains independent by owning enough shares?
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Broadcom can just go and buy Marvell’s photonics chokepoint vulnerability (Amazon/Microsoft ASIC programs) for a rounding error of $350m…
Or Qualcomm can do the same buying $SIVE then vertically integrate laser IP after Alphawave aquisition.
Or maybe… hyperscalers figure out a way $SIVE remains independent by owning enough shares?
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