🐦 推特SerenityV1 · 实盘没法做把握 5/10
北京时间·🕒 发布 05-05 15:36:24时区推断·⟳ 抓取 06-03 18:59:50回填·⚡ 决策 06-17 04:48:34·132.5 天前
KOL 发帖 recap CPO 与硅光子产业链，看好 Sivers 及 MRVL 等标的
📄 原文Serenity↗ 原文
Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL…
不做 SIVE.US
Sivers Semiconductors 主要在瑞典上市(SIVE.ST)，美股 OTC 代码为 SIVSF 且流动性极差，SIVE.US 疑似代码归一化错误，无法有效交易。
不做 MRVL.US
CPO 与硅光子逻辑已部分 price-in，作为大盘股，KOL 清单帖的 recap 无增量催化，短期无 edge。
不做 POET.US
POET Technologies 主要在加拿大上市(PKT.V)，美股 OTC 代码为 POETF 且流动性差，POET.US 疑似代码归一化错误。
不做 JBL.US
CPO 封装逻辑已定价，KOL 情绪帖对大盘股无边际影响，缺乏短期催化剂。
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原文全文
展开原文 · 883 字
Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
-> $AMD CPO
-> O-Net / Enablence
-> $AAPL Silicon Photonics
_
-> $YSS Golden Dome/DoD
-> $RTX / $ERIC (Space)
-> Bae Systems
-> $AEVA
With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META.
With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu.
On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B.
And Sivers happens to be the bleeding edge for CPO (also starting from 0).
This is definitely high-beta and volatile.
But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year.
This is just extremely early on (H1) before the CPO supercycle starts H2 2026.
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
-> $AMD CPO
-> O-Net / Enablence
-> $AAPL Silicon Photonics
_
-> $YSS Golden Dome/DoD
-> $RTX / $ERIC (Space)
-> Bae Systems
-> $AEVA
With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META.
With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu.
On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B.
And Sivers happens to be the bleeding edge for CPO (also starting from 0).
This is definitely high-beta and volatile.
But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year.
This is just extremely early on (H1) before the CPO supercycle starts H2 2026.
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