「Stock God」 Serenity's Unwavering Support for SIVE: 191st Call Deems It the Most Attractive CPO Concept Stock
BlockBeats News, May 26th. The newly emerged "Tech Small-Cap God" Serenity posted on social media, stating, "SIVE is the most attractive CPO (Co-Packaged Optics) concept stock to me. Even though it is highly volatile. You may have to wait until the next architectural-level change in photonics technology in the coming years to see a similar opportunity again. Among the core laser suppliers, most other companies have already reached a market capitalization of several hundred billion dollars. However, SIVE, as one of the key 'bottleneck' components in the CPO laser field, currently only has a market capitalization of $2.3 billion."
Financial reports usually only confirm the signals of capacity ramp-up that have already appeared, and most of the profits in the market are usually earned 'before the official confirmation,' rather than after the confirmation—this is a common rule in investment."
BlockBeats Note: Serenity is a highly influential senior trader on the Reddit forum WallStreetBets (WSB), with a year-to-date cumulative return rate of over 3,800%. Their core research results are consistently open and free, focusing on the key supporting links in the NVIDIA AI chip industry chain. By deeply combing through the indispensable "screw" components in the chip manufacturing and packaging process, they accurately identify the key chokepoints in the supply chain and explore upstream targets with scarcity and bargaining power to strategically position themselves. SIVE (Sivers Semiconductors) is the stock most mentioned by Serenity, with 190 previous calls. Since the first public call on March 16, 2026, it has surged 19.6 times.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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