🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 19:53:07时区推断·⟳ 抓取 19:53:32·⚡ 决策 06-23 19:57:46 +4m14s·126.4 天前
KOL推测Sivers(SIVE)激光器打入Apple与Nvidia供应链
📄 原文Serenity↗ 原文
$SIVE + Aeva likely coded from the new PR today and SIVE + Apple. For Sivers lasers powering robotics / physical AI. ->…
不做 SIVE.US
KOL主观推测关联Apple/Nvidia，无官方PR或一手来源证实大客户订单；SIVE.US大概率为OTC或错误代码(正股为SIVE.ST)，流动性极差，属未证实传闻与纯噪音。
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原文全文
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$SIVE + Aeva likely coded from the new PR today and SIVE + Apple.
For Sivers lasers powering robotics / physical AI.
-> Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics
-> Nvidia Hyperion ecosystem w/ Sivers lasers for physical AI.
Are possible paths with Aeva.
Apple likely using Sivers also reiterated from the newer webpage:
“Optical sensing modules for wearables” from biometric and health monitoring.
They just can’t namedrop partners due to confidentiality, but consumer sensing is probably the biggest tell.
Physical AI and mass consumer production with Apple would be very material to revenue.
For Sivers lasers powering robotics / physical AI.
-> Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics
-> Nvidia Hyperion ecosystem w/ Sivers lasers for physical AI.
Are possible paths with Aeva.
Apple likely using Sivers also reiterated from the newer webpage:
“Optical sensing modules for wearables” from biometric and health monitoring.
They just can’t namedrop partners due to confidentiality, but consumer sensing is probably the biggest tell.
Physical AI and mass consumer production with Apple would be very material to revenue.
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