🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 04-26 15:20:39时区推断·⟳ 抓取 06-03 19:00:18回填·⚡ 决策 06-17 06:28:16·132.6 天前
KOL 看多 Sivers Semiconductors (SIVE) 至百亿市值，列举其作为 AAPL/JBL/MRVL 等 1.6T/CPO 激光器供应商逻辑
📄 原文Serenity↗ 原文
Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me. I still think $S…
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 开盘买入 不高于昨收 +5%（超上限不成交）
怎么卖 止盈 +15%(半仓)/+30%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 公司澄清未进入相关 CPO/1.6T 供应链，或纳斯达克上市计划证伪
不做 AAPL.US
仅为小市值供应商的下游客户，该供应商的利好对万亿市值大厂无实质影响，纯噪音
不做 JBL.US
仅为小市值供应商的下游客户，该供应商的利好对大厂无实质影响，纯噪音
不做 MRVL.US
仅为小市值供应商的下游客户，该供应商的利好对大厂无实质影响，纯噪音
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 · 1,128 字
Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth scales proportionally to:
- $AAPL Watches
- $JBL 1.6T Volume
- $MRVL CPO Volume
- Ayar Volume
- $POET Volume
Depending on how their qualification plays out into volume ramp.
As Sivers supply lasers to all the next generation of 1.6T/CPO players in the space (into ~ $AMD, $NVDA, $AMZN, $MSFT type supply chains).
These are EXISTING players at a ~990M MC. Not even including TAM expansion or more partnerships coming up.
Especially now with NASDAQ listing, US institutions are forward looking and price in ~12M ahead of time, compared local European valuations that mainly look at previous 12 months.
Banks usually provide very conservative targets (eg. 3 years for a 10x), but I do see potential for this company to be the next $LITE very soon.
Europe should embrace positive-sum growth of their own companies that supply to hyperscalers.
As their frontier companies provide back to locals through taxes, economic growth, and job growth.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth scales proportionally to:
- $AAPL Watches
- $JBL 1.6T Volume
- $MRVL CPO Volume
- Ayar Volume
- $POET Volume
Depending on how their qualification plays out into volume ramp.
As Sivers supply lasers to all the next generation of 1.6T/CPO players in the space (into ~ $AMD, $NVDA, $AMZN, $MSFT type supply chains).
These are EXISTING players at a ~990M MC. Not even including TAM expansion or more partnerships coming up.
Especially now with NASDAQ listing, US institutions are forward looking and price in ~12M ahead of time, compared local European valuations that mainly look at previous 12 months.
Banks usually provide very conservative targets (eg. 3 years for a 10x), but I do see potential for this company to be the next $LITE very soon.
Europe should embrace positive-sum growth of their own companies that supply to hyperscalers.
As their frontier companies provide back to locals through taxes, economic growth, and job growth.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。