flamem

Serenity:

[flamem @flamemxy]

专为Serenity设计的投研体系

https://t.co/tUFzyLyv8x

[flamem @flamemxy]

@shark1996_ 加油 兄弟 欢迎交流

[Paradis Labs @ParadisLabs]

Yeah, transformational news for $SIVE:

$GFS add Sivers' InP lasers to menu of qualified light sources in its SiPh reference designs, incl. their new CPO platform.

Mapping to $GFS value chain like:
$AVGO, $MRVL, $NVDA.

Which widens out $SIVE's funnel massively & gives them a really credible logo qualifying their tech for CPO.

Important to note:

No news r.e. Design wins/orders yet, just optionality for $GFS to use $SIVE alongside other partners like $MTSI.

So: Design win -> revenue lag will be long.

Especially with CPO ramp starting 2027+ w/ TAM expansion to upper end of >$90B in the years following (GS).

At this point, I'm not sure why a $MRVL doesn't just acquire Sivers + vertically integrate? Or even $COHR / $LITE to consolidate the laser layer?

[Serenity @aleabitoreddit]

This is the biggest TAM expansion + revenue driver with $SIVE, markets haven’t noticed.

Sivers is actively working with new pluggable optical transceiver companies.

After Jabil 1.6T LRO used Sivers lasers to achieve a “relatively dramatic moat”.

“Actively working”, so co-development / qualification stage.

My guess is we’ll likely see optical transceiver companies (eg. Innolight), announce they’re using $SIVE lasers soon.

[flamem @flamemxy]

Serenity IREN 坚定的大空头，今天老黄台北把IREN列出来了核心供应商。大家怎么看这个股票，分歧代表机会？

[Serenity @aleabitoreddit]

Holy crap, this is the most bullish thing I’ve heard from $SIVE so far.

From earnings transcripts:

“We do not look at competitors when demand far outstrips supply” (literally anything they make gets bought)

Along with: “We see 60% gross margins in the future” (incredibly high)

“We have two technologies that can feed into these three supercycles that are currently going on.” (Holy revenue opportunities)

My high conviction CPO/photonics long is $SIVE for a reason.

[flamem @flamemxy]

@ivansz99 更新啦https://t.co/HWaEslGenQ

[flamem @flamemxy]

https://t.co/s0YCk7GBCb
很多朋友后台问我A股的相关公司，加班加点vibe出来A股AI硬件知识平权系列

[flamem @flamemxy]

https://t.co/MubKUUKO1c
上线了LP Tracker，跟踪大佬@leopoldasch持仓，这哥们加仓了很多原来挖币的公司，因为他们有现成的电力和土建批文，最近NBIS加仓报告披露后，当日大涨。

[flamem @flamemxy]

@aleabitoreddit 欢迎大家使用Serenity分析系统

[flamem @flamemxy]

关于使用方面很想问一下大家，我vibe的时候感觉这个项目越来越大，没有之前清爽了。有些功能变成了学习成本，而不是提效工具。我也想做一些轻量化的尝试，大家最关心哪些功能呢，欢迎留言私信！

我做这个项目的初衷
1. AI赋能个体
2. 像@aleabitoreddit一样知识平权，现在成本还hold的住😅

[flamem @flamemxy]

- 更新了股价和看多时间点的可视化趋势图
- 更新了战绩，供应链雏型

后续更新：
已经找到了非美主流市场的数据源【韩国，台湾，日本，瑞典，巴黎】感觉在燃烧budget的路上越走越远了🥲，尽量给Serenity的所有推荐都配上量价信息和基本面信息。

[flamem @flamemxy]

@Afinefuqing 好，安排

[flamem @flamemxy]

感谢大家的关注，欢迎使用我的分析平台！

我也是第一次用纯vibe的形式构建前后端，AI时代的发展速度超乎所有人的想象。对我来说，llm是知识平权的体现，同时也是对旧的体系的冲击，加油 All in AI.

后续：
- 加入如欧洲小众市场价格和基本面信息
- 覆盖更多跟踪对象

[flamem @flamemxy]

@yaopeng19860716 @aleabitoreddit 安排，最新首次提及的股票排在上面这个功能吗

[flamem @flamemxy]

专为Serenity设计的投研体系

https://t.co/tUFzyLyv8x

[flamem @flamemxy]

@Jason23818126 感谢局长推荐我的分析系统！

[flamem @flamemxy]

@Pabak0y thx bro

[flamem @flamemxy]

@Kr1stenzzz 具体什么错误呢

[flamem @flamemxy]

@_themk__ @aleabitoreddit Will do.

[flamem @flamemxy]

@90yewang 感谢🙏