作者表达了对Sivers Semiconductors（$SIVE）研究的强烈信念，持有大量仓位，等待2027年产能爬坡及纳斯达克上市，同时指出市场波动和对新观点的怀疑。
作者表达了对Sivers Semiconductors（$SIVE）研究的强烈信念，持有大量仓位，等待2027年产能爬坡及纳斯达克上市，同时指出市场波动和对新观点的怀疑。
“OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE. And yes, I still have my million+ share position. Not sure if people realize this: but I'm only here to share my thoughts/ideas. I don't control market volatility, what decisions you all make, or how markets react to new information synthesis. It's much safer for analysts to just reactively tag along Morgan Stanley/JP Morgan/Goldman Sachs research whenever it's created and just summarize. Rather than coming up with new ideas from OSINT mapping and waiting them get validated. Because when you discover a new angle: Everyone keeps heatedly debating topics of 4-6 inch InP fabs, employee count, who their hyperscaler customers are, volume ramp timelines, etc to try and play devils advocate with a thesis. Then actively monitoring every single 5-20% price movement. I'm forced to stay on this topic more since it's less validated + there's always heated discussions. Just like $EWY in Feb, which I did memory projections on + Helium/LNG/Oil analysis. But months later everyone sees memory looks structural with Micron's 16+ LTAs and LNG isn't taking down SK Hynix margins. Or $NBIS from last year in terms of sum-of-parts / dilution structures vs $IREN. And now it's close to ATHs and listed on $QQQ. I'm personally just waiting Sivers to volume ramp in 2027 + listing on NASDAQ to support their M&A efforts. So they can walk down the same path as $LITE when they scaled from $3B to $60B+.”原帖：X / @aleabitoreddit ↗