🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 06-01 16:32:46时区推断·⟳ 抓取 06-03 16:52:24回填·⚡ 决策 06-16 21:07:16·132.9 天前
KOL 看多瑞典光通信芯片股 Sivers，称其受益于 Jabil 1.6T LRO 项目
📄 原文Serenity↗ 原文
It’s actually just a cultural thing in Sweden to dislike anything special or growth related. They’re telling everyone t…
不做 JBL.US
推文仅将 JBL 作为论证 SIVE 潜力的背景论据，并非看多核心；JBL 市值大，光通信业务弹性小，此 KOL 观点无实质催化。
不做 SIVE.SE
KOL 主观喊单，充斥 likely 等猜测，无实质性新公告或订单确认；且瑞典小盘股流动性与交易通道受限，属纯噪音。
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原文全文
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It’s actually just a cultural thing in Sweden to dislike anything special or growth related.
They’re telling everyone to “give up on markets”
Don’t take it to heart, just something to laugh at and welcome.
Since it shifts control to US funds + likely makes Sivers a US company down the road.
Because it’s cultural, many will start crying if they see $SIVE balloon forward revenue pipelines 77% from $JBL photonics 1.6T LRO in just a few months.
Even more so if they learn Sivers is likely to supply more pluggable optical transceiver players.
You’ve already kinda seen it with $SOI, at this point even with local French firms/retail shorting + negative press..
US institutions/investors don’t really care anymore since they own a large part of the float, and that’s up 4x now.
Just from personal ests on share structure:
Maybe ~5% Swedish retail ownership to go (down from ~60%+ -> 8% -> 5%)…
Which might be 13% of free float. So these types of local media publications are very positive for US investors/institutions.
Qualitatively speaking, everyone in Western institutional side of things seem very overwhelming positive on optical companies like $SIVE.
Since they’re familiar with Ayar, Celestial, and private CPO leaders compared to a lot of retail or local Swedish funds who don’t understand.
And majority of access should unlock after likely NASDAQ listing soon.
You’re just witnessing how ownership changes to Western institutions and it’s a good reminder to know what you own so you’re not influenced by Swedish culture.
They’re telling everyone to “give up on markets”
Don’t take it to heart, just something to laugh at and welcome.
Since it shifts control to US funds + likely makes Sivers a US company down the road.
Because it’s cultural, many will start crying if they see $SIVE balloon forward revenue pipelines 77% from $JBL photonics 1.6T LRO in just a few months.
Even more so if they learn Sivers is likely to supply more pluggable optical transceiver players.
You’ve already kinda seen it with $SOI, at this point even with local French firms/retail shorting + negative press..
US institutions/investors don’t really care anymore since they own a large part of the float, and that’s up 4x now.
Just from personal ests on share structure:
Maybe ~5% Swedish retail ownership to go (down from ~60%+ -> 8% -> 5%)…
Which might be 13% of free float. So these types of local media publications are very positive for US investors/institutions.
Qualitatively speaking, everyone in Western institutional side of things seem very overwhelming positive on optical companies like $SIVE.
Since they’re familiar with Ayar, Celestial, and private CPO leaders compared to a lot of retail or local Swedish funds who don’t understand.
And majority of access should unlock after likely NASDAQ listing soon.
You’re just witnessing how ownership changes to Western institutions and it’s a good reminder to know what you own so you’re not influenced by Swedish culture.
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