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北京时间·🕒 发布 06-01 22:33:55时区推断·⟳ 抓取 06-03 16:50:39回填·⚡ 决策 06-16 20:44:41·133.0 天前
KOL发帖反驳针对Sivers Semiconductors(SIVE)的做空报告
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There's a new $SIVE short seller with 0 clue what they're talking about. 1. $MRVL Celestial is likely buying lasers dir…
不做 SIVE.US
KOL主观反驳做空报告，缺乏实质性新证据或公司官方确认，小盘股面临做空压力与流动性风险，不盲目抄底
不做 MRVL.US
仅为KOL帖子中提及的潜在关联方，事件对MRVL基本面和股价无实质影响，纯属噪音
不做 POET.US
KOL主观推测MRVL不通过POET采购，缺乏证据，对POET无实质影响，纯属噪音
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There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.
As they've been identified as a likely direct customer since 2023.
An analogy is if O-Net / Enablence / Sivers, and O-Net worked directly with $SIVE (which they have) but vertically integrated away Enablence.
They're still likely buying $SIVE lasers.
2. $SIVE is clearly the likely $AAPL supplier for lasers. I use the term likely, because although markets are 99% sure, the BOM is confidential.
The short seller is claiming it's TASC, which I've already identified multiple times as an Apple supplier.
But falsely they're conflating two different generations of Apple Watches with photodiodes and lasers for glucose monitoring to say $SIVE is not a supplier.
3. US NASDAQ listing is likely incoming soon after the new board meeting and shareholder vote.
Upgrading accounting standards and having immaterial changes doesn't mean anything.
4. Ayar labs hasn't scaled up yet. Ayar specifically listed $SIVE as their primary laser supplier in their website.
With their executives going out on statement that they couldn't built their products without $SIVE lasers.
Claiming $SIVE isn't shipping volume to Ayar when their CPO products haven't ramped is stupid.
5. There's zero leak around news for listing. Hilarious coincidence and management has always been pursuing NASDAQ listing since last year.
Short sellers keep repeating this disinformation to try and profit.
6. I've never seen such hilarious BS around Win Semi volume scaling. High confidence in SpaceX and $AVGO supply chain critical foundry.
7. Using arguments from authority saying they know an engineer and then having them confusing architectural differences between $LITE / $COHR and $SIVE is hilarious.
Regardless
-distorting financial statements
-conflating different gen architectures and timeline NRE
- reiterating false
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.
As they've been identified as a likely direct customer since 2023.
An analogy is if O-Net / Enablence / Sivers, and O-Net worked directly with $SIVE (which they have) but vertically integrated away Enablence.
They're still likely buying $SIVE lasers.
2. $SIVE is clearly the likely $AAPL supplier for lasers. I use the term likely, because although markets are 99% sure, the BOM is confidential.
The short seller is claiming it's TASC, which I've already identified multiple times as an Apple supplier.
But falsely they're conflating two different generations of Apple Watches with photodiodes and lasers for glucose monitoring to say $SIVE is not a supplier.
3. US NASDAQ listing is likely incoming soon after the new board meeting and shareholder vote.
Upgrading accounting standards and having immaterial changes doesn't mean anything.
4. Ayar labs hasn't scaled up yet. Ayar specifically listed $SIVE as their primary laser supplier in their website.
With their executives going out on statement that they couldn't built their products without $SIVE lasers.
Claiming $SIVE isn't shipping volume to Ayar when their CPO products haven't ramped is stupid.
5. There's zero leak around news for listing. Hilarious coincidence and management has always been pursuing NASDAQ listing since last year.
Short sellers keep repeating this disinformation to try and profit.
6. I've never seen such hilarious BS around Win Semi volume scaling. High confidence in SpaceX and $AVGO supply chain critical foundry.
7. Using arguments from authority saying they know an engineer and then having them confusing architectural differences between $LITE / $COHR and $SIVE is hilarious.
Regardless
-distorting financial statements
-conflating different gen architectures and timeline NRE
- reiterating false
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