$SIVE 是典型的堆栈底层激光供应商(laser supplier at the bottom of the stack),为光学模块、CPO、光引擎提供核心激光源。市场已把 $SIVE 视为 AI 光子学受益链的重要一环(类似 Lumentum、Coherent 等,但体量更小、弹性更大)。 虽然没有公开确认 $SIVE 直接给 NVIDIA/Marvell 供货,但行业生态里它经常和 Ayar Labs、LioniX 等合作,而这些正是光子学 AI 基础设施的参与者。NVIDIA 大举押注光子学,整个产业链(包括激光源)都会间接受益。坚定持有 $SIVE !
$NVDA put $2B behind $MRVL because photonics solves the data-movement wall in AI clusters. Jensen said trillion-dollar trajectory. At Computex.
I own the laser supplier underneath that stack. Holding. $SIVE
I have seen a lot of buzz regarding JP Morgan acquiring a 5% stake in $SIVE
And for good reason, right before such massive catalysts
Like the $GFS agreement, Ayar Labs entering the $NVDA ecosystem etc
It’s an incredible vote of confidence
And it shows that the big fish don’t want to be left out of $SIVE before the big news drops
What is happening with $SIVE is already quite unique:
Retail investors getting ahead of institutions
Taking a stock from ~3 SEK to ~110 SEK at times
This macro correction is an incredible entry point for them to get in at good prices
Coincidentally very convenient, it could even be manufactured
First, the Americans shook up the Swedes to steal their shares
Now, institutions are shaking up American retail to steal theirs
It is without a doubt the toughest moment
But it’s exactly when holding and buying matters most
It’s like transitioning from training wheels to riding a bike on your own
It was very comfortable with training wheels
And when you take them off, you crash a lot
But it’s necessary to be able to ride fast
For transparency, I am ALL IN and have almost no cash left
The opportunity is just too incredible
When the big market rebound happens, combined with $SIVE's catalysts
I will sell a portion and go back to my former companies
BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.