🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-27 15:21:07时区推断·⟳ 抓取 06-03 19:00:13回填·⚡ 决策 06-17 06:23:02·132.5 天前
KOL挖掘Sivers(SIVE)为AMD CPO激光器供应商，称Lumentum(LITE)被Ayar Labs官网移除
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Still think $SIVE is vastly undiscovered. Feels like markets are only slowly starting to realize the likely laser suppl…
不做 SIVE.US
Sivers Semiconductors主板在瑞典(SIVE.ST)，美股仅为OTC(SIVSF)且流动性极差，SIVE.US无法在主流市场交易；且KOL喊单逻辑仅基于官网名单变化，证据薄弱。
不做 LITE.US
仅凭初创公司(Ayar Labs)官网合作伙伴名单调整推断其出局，证据极弱，不构成实质性利空，属噪音。
不做 GFS.US
作为代工厂，单一初创公司合作对基本面影响微小，无独立催化剂。
不做 AMD.US
超大市值巨头，单一边缘供应商的挖掘对其股价无实质影响。
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Still think $SIVE is vastly undiscovered.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIVE and $LITE on the $GFS presentation by the way…. after AMD’s CPO program went the way with GFS.
And $SIVE is the only one left alongside GFS on Ayar’s website after they silently removed $LITE and $MTSI from their partner section.
AlChip and GUC also happen to be pretty big for hyperscaler suppliers too..
Feels like Sivers lasers are going to end up everywhere next year.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIVE and $LITE on the $GFS presentation by the way…. after AMD’s CPO program went the way with GFS.
And $SIVE is the only one left alongside GFS on Ayar’s website after they silently removed $LITE and $MTSI from their partner section.
AlChip and GUC also happen to be pretty big for hyperscaler suppliers too..
Feels like Sivers lasers are going to end up everywhere next year.
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