The "new stock god" Serenity strongly supports SIVE, claiming it still has 38-fold growth potential, and its $2.1 billion market cap may surpass $80 billion.
BlockBeats news, on May 28, "New Stock God" Serenity reiterated his strong optimism about Sivers Semiconductors (SIVE), calling it "the most attractive CPO/photonics investment target" and making it clear that he "has not sold a single share, nor does he intend to sell." Serenity predicts that this company, which currently has a market capitalization of about 2.1 billion USD, is likely to become the next major exchange with a market value exceeding 80 billion USD. He personally plans to further increase his holdings while supporting the company's M&A prospects. The upcoming earnings call is expected to send a strong positive signal. Currently, the focus is not on past quarterly revenues, but rather on the expansion of the overall photonics super cycle, expectations for scaling up mass production with existing customers, the Nasdaq listing timeline, and signals of new customers in the CPO/pluggable optical module sector.
Serenity stated that in the past few months, supply chain research has revealed multiple positives, including: private placements by Ayar Labs with Amazon/AlChip suggesting Trainium 4 will use SIVE designs; Wiwynn and Ayar CPO scaling up; Jabil's 1.6T optical transceiver ramping faster than expected with SIVE capacity locked in; O-Net increasing ELS collaboration with SIVE; YSS acquiring SIVE's partner in the space sector and introducing its design into space defense projects; SIVE receiving further CHIPS Act funding; POET's H2 ramp-up with orders between 50 million and 500 million USD using SIVE as the light source; Apple found to use SIVE lasers in its next-generation consumer devices; Lightelligence and Lightmatter may become customers; Marvell indicators pointing to Celestial’s production ramp-up; AMD choosing GlobalFoundries for CPO and listing SIVE as one of only two laser suppliers; Ayar Labs removing MTSI/a certain exchange from its website and hinting SIVE is the main or sole supplier, and so on.
Serenity concluded that all this market research was completed before the earnings report, and the result of the report is merely a verification of the supply chain mapping already finished.
SIVE is mainly listed on the Nasdaq Stockholm Exchange in Sweden. The company is currently evaluating the possibility of a dual listing on Nasdaq in the United States, but has not yet officially listed on the US main board. On the most recent trading day, SIVE fell sharply by 15.49%. Previously, Serenity responded to the pullback of SIVE and other optical AI stocks: it is only a fluctuation in the upward process, and he is still firmly increasing his positions.
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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