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北京时间·🕒 发布 05-01 03:56:56时区推断·⟳ 抓取 06-03 19:00:02回填·⚡ 决策 06-17 05:30:58·132.6 天前
KOL喊单Sivers Semiconductor(SIVEF)，炒作其纳斯达克转板预期与CPO/硅光稀缺性
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Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swed…
不做 SIVEF.US
KOL社媒喊单，底层催化剂（纳斯达克主板上市、打入AMD/MRVL等供应链）缺乏官方公告证实，纯属逻辑推演与博弈论猜测；OTC市场流动性差，小盘股社媒吹票风险高，不碰未证实的完美利好。
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Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC)
That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC.
Again $1.3B is literal spare change for hyperscalers and US institutions.
And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI.
Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome.
Part of it is game theory for share accumulation.
Since US/Western retail now owns a large part of the float (off of the Swedish sellers).
And US institutions now want exposure.
There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC)
That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC.
Again $1.3B is literal spare change for hyperscalers and US institutions.
And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI.
Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome.
Part of it is game theory for share accumulation.
Since US/Western retail now owns a large part of the float (off of the Swedish sellers).
And US institutions now want exposure.
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