🐦 推特SerenityV1 · 实盘可交易 · 做多市场:沙特把握 5/10
北京时间·🕒 发布 03-31 19:38:15时区推断·⟳ 抓取 06-03 20:41:59回填·⚡ 决策 06-17 09:26:21·132.8 天前
KOL称Marvell以55亿美元收购Celestial AI，核心光源供应商Sivers(SIVE)迎巨大TAM扩张
📄 原文Serenity↗ 原文
Just look at $MRVL Celestial ( $SIVE is the light source at ~$290m ) as an example. Marvell bought it for $5.5B. ($3.25…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +8%、当日有效，不成交作废
怎么卖 止盈 +15%(半仓)/+30%(清仓) · 止损 -12% · 时间止损 5日
失效/反转 Marvell官方否认收购Celestial AI / Sivers澄清非核心供应商
不做 SIVE.US
Sivers主上市地为瑞典SIVE.ST，美股OTC代码非SIVE.US且流动性极差，无法有效执行
不做 MRVL.US
作为收购方，55亿对价相对其数百亿市值占比有限，且收购事件对买方股价通常中性或偏空，无做多edge
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 930 字
Just look at $MRVL Celestial ( $SIVE is the light source at ~$290m ) as an example.
Marvell bought it for $5.5B. ($3.25B + 2.25B milestones).
2026/2027 expectations: 0 revenue, -$50m loss
2028 expectations: $500m revenue
2029 expectations: $1B revenue.
This is massive TAM expansion and revenue acceleration.
This is just one of Sivers customer on top of O-Net, Ayar, other undisclosed CPO players, with Jabil bridging volume ramp and Win with yields.
Random retail users with no understanding of photonics… are doing the equivalent of modeling Celestial at $50m because of no CPO revenue in 2025 2026.
And because it’s operating at a net loss instead of looking at the massive ramp 2027 onward.
$SIVE is my #1 pick for frontrunning the next architectural supercycles at the very beginning for ELS TAM expansion + CPO + CW laser chokepoints.
If you want a later stage pick, you can look at $LITE that already ran 3800%.
Marvell bought it for $5.5B. ($3.25B + 2.25B milestones).
2026/2027 expectations: 0 revenue, -$50m loss
2028 expectations: $500m revenue
2029 expectations: $1B revenue.
This is massive TAM expansion and revenue acceleration.
This is just one of Sivers customer on top of O-Net, Ayar, other undisclosed CPO players, with Jabil bridging volume ramp and Win with yields.
Random retail users with no understanding of photonics… are doing the equivalent of modeling Celestial at $50m because of no CPO revenue in 2025 2026.
And because it’s operating at a net loss instead of looking at the massive ramp 2027 onward.
$SIVE is my #1 pick for frontrunning the next architectural supercycles at the very beginning for ELS TAM expansion + CPO + CW laser chokepoints.
If you want a later stage pick, you can look at $LITE that already ran 3800%.
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