"White-Haired Stock God" Serenity Re-evaluates SIVE: Market Underestimates Its Core Position in Full-Route Optical Lasers

CoinFeed, June 21 – "White-Haired Stock God" Serenity posted on X to reinterpret Sivers Semiconductors (SIVE), stating that the market currently has a cognitive bias toward the company. He noted that the market generally categorizes SIVE simply as a CPO concept stock, but it is actually a core laser supplier for next-generation optical interconnect architecture, with products fully compatible with multiple mainstream technology routes such as pluggable, scale-out CPO, scale-up CPO, and NPO. Serenity believes SIVE may become the "laser bottleneck node" in the next-generation AI optical interconnect system.