🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-30 16:27:54时区推断·⟳ 抓取 06-03 19:00:02回填·⚡ 决策 06-17 05:38:34·132.6 天前
KOL推测Lightmatter采用Sivers激光器，提及GFS/TSM等代工供应链
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From the reference... it does look like Lightmatter uses $SIVE lasers? Which is brand new information discovery and ext…
不做 SIVE.US
KOL基于供应商名单的间接推测，无一手证据证实Lightmatter采用Sivers激光器，属未证实传闻，且小盘股流动性风险高
不做 GFS.US
大型代工厂，Lightmatter的光学项目对其整体营收无弹性，帖子仅为背景提及，无实质催化剂
不做 TSM.US
大型代工厂，Lightmatter业务对其营收无弹性，无交易价值
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From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive private leader (~$4.4B valuation back in 2024), with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program.
And Lightmatter does require a light source...
$SIVE also happens to be on the $GFS laser source suppliers alongside $LITE, so starting to put the dots together?
End users are likely your hyperscalers like $MSFT, $GOOGL (they invested), $META, etc through Lightmatter-GUC and others.
I don't think markets have priced all of this in, since all the supply chain BOM is very confidential + speculative.
But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive private leader (~$4.4B valuation back in 2024), with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program.
And Lightmatter does require a light source...
$SIVE also happens to be on the $GFS laser source suppliers alongside $LITE, so starting to put the dots together?
End users are likely your hyperscalers like $MSFT, $GOOGL (they invested), $META, etc through Lightmatter-GUC and others.
I don't think markets have priced all of this in, since all the supply chain BOM is very confidential + speculative.
But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.
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