🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-13 16:08:41时区推断·⟳ 抓取 06-03 20:37:19回填·⚡ 决策 06-17 08:08:42·132.5 天前
KOL喊单SIVE为MRVL与JBL的CPO激光器供应商
📄 原文Serenity↗ 原文
Pretty confident about $SIVE regarding institutions coming in next. Laser supplier for $MRVL, $JBL, and a few others. V…
不做 SIVE.US
KOL喊单小盘股，正文提及瑞典上市，SIVE.US大概率为OTC或代码错配，流动性差；且CPO供应链地位仅凭社媒单方说法，无一手源证实，属纯噪音与未证实利好。
不做 MRVL.US
大盘股，仅作为KOL喊单小盘股的下游客户被提及，无边际催化。
不做 JBL.US
大盘股，仅作为下游客户被提及，无边际催化。
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Pretty confident about $SIVE regarding institutions coming in next.
Laser supplier for $MRVL, $JBL, and a few others.
Valuation disconnect makes no sense when they’re designed into hyperscaler supply chains at ~$430M.
And you look at CPO and 1.6T transceiver ramp over next few years, it’s insanity.
It looks like the start of the next $LITE over the next year, imo institutions probably late to the party due to Swedish listing.
Laser supplier for $MRVL, $JBL, and a few others.
Valuation disconnect makes no sense when they’re designed into hyperscaler supply chains at ~$430M.
And you look at CPO and 1.6T transceiver ramp over next few years, it’s insanity.
It looks like the start of the next $LITE over the next year, imo institutions probably late to the party due to Swedish listing.
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