「Stock Market Guru」 Serenity Continues to Bullish on SIVE: Emphasizes Future Growth as the Sole Focus of Financial Reports, Overall Very Positive
BlockBeats News, May 29, "Stock God" Serenity reiterated his strong bullish view on Sivers Semiconductors (SIVE), stating, "For SIVE's financial report, the only thing to focus on is future growth. No one cares about 2025 or the early-stage development contract revenue from last quarter, especially for a qualification cycle optical player. The opportunity pipeline (i.e., future revenue scale-up forecast) has grown by 77%, reaching $799 million, which is absolutely amazing growth in one quarter.
Furthermore, I expect this growth to continue to compound. The company continues to forecast the launch of multiple productions (photonics/laser) inside AI data centers, which is also very positive and validates the argument about photonics production growth.
Now, the next thing to watch is the financial report conference call minutes - once they are organized and indexed. Because that is the most important signal for judging future trends. Overall, very positive."
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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