🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-16 15:14:25时区推断·⟳ 抓取 06-03 20:36:16回填·⚡ 决策 06-17 07:30:19·132.5 天前
KOL喊单Sivers Semiconductor(SIVE)获Jabil 1.6T光模块采用并计划赴美上市
📄 原文Serenity↗ 原文
$SIVE is on its journey to be $LITE . In the last 2 days: > $JBL confirmation of using $SIVE lasers for their 1.6T opti…
不做 SIVE.US
公司计划赴美上市说明当前美股代码可能无效或为流动性极差的OTC，且KOL喊单底层事件(JBL确认/融资)未获一手源证实，风险极高
不做 JBL.US
仅为SIVE客户，1.6T光模块业务占比极小，该事件对Jabil整体营收无实质影响
不做 LITE.US
仅为KOL对标标的，无实际事件关联
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原文全文
展开原文 · 545 字
$SIVE is on its journey to be $LITE .
In the last 2 days:
> $JBL confirmation of using $SIVE lasers for their 1.6T optical transceivers
> Sivers raises $13.5M+ from long term institutional investors (eg. pension funds/institutional investors), de-risking balance sheet issues
> $SIVE plans to list on US NASDAQ.
What a crazy turn of events?
I still think it's heading to $2B+ MC in the near term.
Especially as shares transfer from local Swedish investors to Western funds/investors who understand what’s up and coming with photonics.
In the last 2 days:
> $JBL confirmation of using $SIVE lasers for their 1.6T optical transceivers
> Sivers raises $13.5M+ from long term institutional investors (eg. pension funds/institutional investors), de-risking balance sheet issues
> $SIVE plans to list on US NASDAQ.
What a crazy turn of events?
I still think it's heading to $2B+ MC in the near term.
Especially as shares transfer from local Swedish investors to Western funds/investors who understand what’s up and coming with photonics.
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