BlockBeats News, May 26th, the newly emerged "Tech Small-Cap God" Serenity posted on social media, stating, "SIVE is the most attractive CPO (Co-Packaged Optics) concept stock to me. Even though it is very volatile. You may have to wait until the next architectural-level revolution in photonics technology in the coming years to see a similar opportunity again. Among the key laser suppliers, most other companies' market capitalization has already reached tens of billions of dollars. However, SIVE, as one of the core 'bottleneck' segments in the CPO laser field, currently has a market value of only $2.3 billion.

Financial reports usually only confirm the signals of capacity ramp-up that have already appeared, and most of the gains in the market are usually made 'before the official confirmation,' rather than after the confirmation—this is a common rule in investment."

BlockBeats Note: Serenity is a highly influential senior trader in the Reddit forum WallStreetBets (WSB), with a cumulative investment return rate of over 38 times this year. His core research results are consistently publicly available for free, and the research framework focuses on the key supporting links in the NVIDIA AI chip industry chain. By deeply combing through the indispensable "screw" type components in the chip manufacturing and packaging processes, he accurately identifies the key chokepoints in the supply chain, and based on this, he explores upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the stock most mentioned by Serenity, with 190 previous calls. Since the first public call on March 16, 2026, it has surged 19.6 times.