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SIVERS
37 atoms · 跨 4 天 · 首见 2026-04-18 · 最近 2026-06-15
三色: 🟦 fact 11 · 🟥 take 26 · stance ▲27/▼1/◆0
来源: X 37
时态: fresh:35 · aging:1 · stale:1
标签: 好观点:21 · 好思考:10 · 好信源:7 · 好数字:7
叙事 (narrative) (22)
- 2026-05-23 · 目标市值
to become the next $80B+ $LITE
tags: 好观点·好思考 · → daily
value: qty=$80B+ · direction=plus
- 2026-05-23 · 美国政府支持
US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding
tags: 好信源·好观点 · → daily
- 2026-05-23 · 激光器供应商地位
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T
tags: 好思考 · → daily
- 2026-05-23 · Catch22问题解决
They've finally solved the Catch22 problem
tags: 好思考 · → daily
- 2026-05-23 · 市场关注度
have the attention of the market to pull off foundational CPO related IP acquisitions downstream on NASDAQ listing
tags: 好思考 · → daily
- 2026-05-23 · 业务扩展方向
expand revenue as much as possible from the laser source into: Optical Engine/ELS value. Optical Transceiver IP
tags: 好思考 · → daily
- 2026-05-23 · CPO超级周期TAM扩张
Sivers is doing this for the CPO supercycle, the fastest TAM expansion in history for photonics
tags: 好思考 · → daily
- 2026-05-23 · 垂直整合可能性
they can always vertically integrate like $COHR / $AAOI down the road too with capex spend
tags: 好思考 · → daily
- 2026-05-23 · 战略重心
their main focus right now should just creating the largest IP moat possible
tags: 好思考 · → daily
- 2026-06-15 · CW laser beneficiary
Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference laser level)
tags: 好观点 · → daily
- 2026-05-23 · 激光器供应客户
They basically supply lasers to the leading players in the CPO space
tags: 好观点 · → daily
- 2026-05-23 · CPO激光器客户
From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO
tags: 好观点 · → daily
- 2026-05-23 · 客户合作伙伴
now with large players like $JBL for 1.6T LRO + more test/qualifications underway for pluggables
tags: 好观点 · → daily
- 2026-05-23 · 对标公司市值历程
Just like $LITE did to drive their valuations from $2B -> $80B in 2 years
tags: 好观点 · → daily
value: qty=$2B -> $80B · direction=plus
- 2026-05-23 · 管理层能力
their UC Berkeley + $LITE executive team knows what IP to acquire
tags: 好观点 · → daily
- 2026-05-23 · 合作合作伙伴
CHIPS ACT, all these likely partnerships from $NOK to $AAPL also gives a ton of credibility to the IP moat they've built
tags: 好观点 · → daily
- 2026-05-23 · 金色穹顶供应链
Sivers in $YSS Golden Dome supply chains (from allspace)
tags: 好观点 · → daily
- 2026-05-23 · 国防供应链
$RTX defense supply chains (chips act)
tags: 好观点 · → daily
- 2026-05-23 · 美瑞技术MOU受益
Ericsson and Sivers are probably the two more noticable ones benefiting from US x Sweden tech MOU
tags: 好观点 · → daily
- 2026-05-23 · 知识产权独特性
$SIVE is just pure one-of-a-kind IP
tags: 好观点 · → daily
- 2026-05-23 · CPO客户群
major CPO hyperscaler supplier seems to all use them, like Ayar/Celestial and others
tags: 好观点 · → daily
- 2026-04-18
[老化中] · 主要风险
Main concern is laser multi-sourcing
tags: 好观点 · → daily
value: direction=激光器多源采购
预测 (forecast) (3)
- 2026-05-23 · 收入放大的可能性
I think it's likely they can pull off the right acquisitions to speedrun revenue expansion
tags: 好观点·好思考 · → daily
- 2026-04-18 · 来自JBL客户的收入预测
~$120M 2027 ~$280M 2028 ~$480M 2029 For ARR to Sivers
tags: 好数字·好思考 · → daily
value: qty=~$120M ~$280M ~$480M · date=2027 2028 2029
- 2026-04-18 · 未来市值路径
$SIVE is extremely early and I see a clear path to $10B+ in 2 years
tags: 好观点 · → daily
value: qty=$10B+ · date=2年内
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-23
[老旧] · 作者持仓信心
I have high conviction in $SIVE
tags: 好观点 · → daily
事实 (fact) (11)
- 2026-06-10 ⭐ · Blackrock 被动持股
BlackRock Fund Advisors 持股比例: 0.42%
tags: 好数字·好信源 · → daily
value: qty=0.42% · date=2026-06-10
- 2026-06-10 ⭐ · Fidelity 主动管理投资
Fidelity Management & Research Company LLC 持股比例: 0.09%
tags: 好数字·好信源 · → daily
value: qty=0.09% · date=2026-06-10
- 2026-06-10 ⭐ · JP Morgan 此前持股约5.25%
Then bought ~5.25% of the company?
tags: 好数字·好信源 · → daily
value: qty=5.25% · date=2026-05
- 2026-05-23 · 研发人才比例
22% of their company are PHDs
tags: 好数字·好信源 · → daily
value: qty=22% · direction=pct_of
- 2026-06-15 · 下一代光子学激光器核心节点地位
Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO.
tags: 好观点 · → daily
- 2026-06-15 · 嵌入超大规模供应商
Embedded in many hyperscaler suppliers from Jabil to Ayar.
tags: 好观点 · → daily
- 2026-06-10 · Blackrock 被动追踪纳入MSCI/Nasdaq
That’s correct with $SIVE and Blackrock after MSCI/nasdaq. Blackrock is passive and tracks sivers based on MC.
tags: 好信源 · → daily
- 2026-06-10 · Fidelity Research 非被动投资
Fidelity Research is their active investment arm, so that’s not passive.
tags: 好观点 · → daily
- 2026-04-18 · 与AMZN的供应关系
Sivers lasers -> $AMZN (Marvell's 8-K SEC filings)
tags: 好信源 · → daily
value: direction=通过Marvell 8-K SEC文件映射
- 2026-04-18 · 市值
$720m MC
tags: 好数字 · → daily
value: qty=$720M
- 2026-04-18 · 融资金额
$SIVE just raised $13.5M from European pension funds and Western institutions for 2.5%
tags: 好数字 · → daily
value: qty=$13.5M
时间轴 (近 20)
- 2026-06-15 ·
fact · 下一代光子学激光器核心节点地位 · → daily
- 2026-06-15 ·
fact · 嵌入超大规模供应商 · → daily
- 2026-06-15 ·
narrative · CW laser beneficiary · → daily
- 2026-06-10 ·
fact · Blackrock 被动持股 · → daily
- 2026-06-10 ·
fact · Fidelity 主动管理投资 · → daily
- 2026-06-10 ·
fact · JP Morgan 此前持股约5.25% · → daily
- 2026-06-10 ·
fact · Blackrock 被动追踪纳入MSCI/Nasdaq · → daily
- 2026-06-10 ·
fact · Fidelity Research 非被动投资 · → daily
- 2026-05-23 ·
narrative · 目标市值 · → daily
- 2026-05-23 ·
narrative · 激光器供应商地位 · → daily
- 2026-05-23 ·
narrative · 激光器供应客户 · → daily
- 2026-05-23 ·
narrative · CPO激光器客户 · → daily
- 2026-05-23 ·
narrative · 客户合作伙伴 · → daily
- 2026-05-23 ·
narrative · Catch22问题解决 · → daily
- 2026-05-23 ·
narrative · 市场关注度 · → daily
- 2026-05-23 ·
narrative · 业务扩展方向 · → daily
- 2026-05-23 ·
narrative · 对标公司市值历程 · → daily
- 2026-05-23 ·
narrative · CPO超级周期TAM扩张 · → daily
- 2026-05-23 ·
position · 作者持仓信心 · → daily
- 2026-05-23 ·
narrative · 管理层能力 · → daily
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