🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 20:31:08时区推断·⟳ 抓取 20:32:47·⚡ 决策 06-15 20:37:56 +5m09s·133.9 天前
KOL喊单未上市光子学公司SIVE并关联美股大厂
📄 原文Serenity↗ 原文
$SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with:…
不做 SIVE.US
推文明确提及等待NASDAQ上市时间表确认，该公司目前未在美股上市（实为瑞典上市SIVE.ST），SIVE.US代码无效且无法交易
不做 NVDA.US
KOL喊单帖背景板，无实质新催化剂，大盘股对纯吹水推文免疫，纯噪音
不做 JBL.US
KOL喊单帖背景板，无实质新催化剂，纯噪音
不做 GFS.US
KOL喊单帖背景板，无实质新催化剂，纯噪音
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原文全文
展开原文 · 813 字
$SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar and the $NVDA NVLink CPO ecosystems
While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments.
That hyperscalers like $AMD and others use, at current valuations.
Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement.
Amount of hyperscaler suppliers for 2027 into 2028 is just ridiculous.
From the general meeting today in a few hours, we’ll hopefully see NASDAQ listing timelines confirmed.
So they can have room for M&A to TAM expansion and to make each laser they sell more valuable.
Following what $LITE did to grow into a $75B company.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar and the $NVDA NVLink CPO ecosystems
While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments.
That hyperscalers like $AMD and others use, at current valuations.
Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement.
Amount of hyperscaler suppliers for 2027 into 2028 is just ridiculous.
From the general meeting today in a few hours, we’ll hopefully see NASDAQ listing timelines confirmed.
So they can have room for M&A to TAM expansion and to make each laser they sell more valuable.
Following what $LITE did to grow into a $75B company.
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