🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-28 00:27:42时区推断·⟳ 抓取 06-03 19:00:13回填·⚡ 决策 06-17 06:16:32·132.8 天前
KOL重申Sivers(SIVE)投资逻辑，串联JBL/AMD/GFS/AAPL等CPO与硅光产业链
📄 原文Serenity↗ 原文
Nope, $SIVE thesis is fully in-tact and I still think it's undervalued. Lot of it was based on $JBL 1.6T bridging the g…
不做 SIVE.US
Sivers Semiconductors 主要在瑞典上市(SIVE.ST)，美股 SIVE.US 代码存疑或为 OTC 流动性极差；且为 KOL 逻辑重申帖，无新硬催化剂，小盘喊单风险高。
不做 GFS.US
KOL 帖子仅将 AMD 与 GFS 的 CPO 合作作为论证 SIVE 逻辑的背景板，非新催化剂，对 GFS 股价无直接驱动。
不做 JBL.US
仅作为 1.6T CPO 行业背景提及，非推文核心驱动，无新信息，中大盘股不受单一 KOL 帖子影响。
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Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-risked the company quite a massive amount. Then there's $AAPL SiPH markets don't know about yet.
I'm honestly expecting $MRVL to buy directly from Sivers now like what $JBL did. But just multi-source + vertically integrate the packaging IP side of thing after buying lasers.
That actually might increase the valuations more long term (direct to T1 like Jabil, Marvell) than one-hop through a packaging partner.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-risked the company quite a massive amount. Then there's $AAPL SiPH markets don't know about yet.
I'm honestly expecting $MRVL to buy directly from Sivers now like what $JBL did. But just multi-source + vertically integrate the packaging IP side of thing after buying lasers.
That actually might increase the valuations more long term (direct to T1 like Jabil, Marvell) than one-hop through a packaging partner.
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