BlockBeats News, May 28th, "New God of Stocks" Serenity reiterated his strong bullish view on Sivers Semiconductors (SIVE), calling it the "most attractive CPO/Photonics investment target," and explicitly stated that he has "not sold a single share and has no intention to sell." Serenity predicted that this company, currently valued at around $2.1 billion, is poised to become the next $80 billion market cap like LITE, with plans to further increase his holdings to support the company's M&A prospects. The upcoming earnings conference call will release a strong positive signal, and the current focus is not on past quarterly revenue, but on the overall expansion of the photonics supercycle, production ramp expectations of existing customers, Nasdaq listing timeline, and new customer signals in the CPO/pluggable optical module field.

Serenity said that in the past few months, through supply chain research, several bullish factors have been discovered, including: Ayar Labs' private placement hints with Amazon/AlChip indicating Trainium 4 adopts SIVE design, Wiwynn and Ayar's CPO scale expansion, Jabil's 1.6T transceiver ramping faster than expected with SIVE capacity locked, O-Net increasing cooperation with SIVE in ELS, YSS acquiring SIVE's space domain partner and integrating its design into space defense projects, SIVE receiving further funding from the CHIPS Act, POET's H2 production ramp-up and orders ranging from $50 million to $500 million with SIVE as the light source, Apple found to use SIVE lasers in the next generation consumer devices, Lightelligence and Lightmatter potentially becoming customers, Marvell's indicators pointing to Celestial production ramp-up, AMD choosing Gridcore for CPO and SIVE being listed as one of the two laser suppliers, Ayar Labs removing MTSI/LITE from its official website and hinting at SIVE becoming the primary or exclusive supplier, and so on.

Finally, Serenity pointed out that all of these market research activities were completed before the earnings report, and the earnings results are merely a validation of the completed supply chain mapping.

SIVE is primarily listed on the Nasdaq Stockholm in Sweden, and the company is currently evaluating the possibility of a dual listing on the U.S. Nasdaq but has not officially debuted on the U.S. main board. SIVE experienced a significant 15.49% drop on the most recent trading day. Serenity previously responded to the pullback of optical AI stocks such as SIVE: it is merely a fluctuation during the rise, and he remains resolutely adding positions.