$SIVERS
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SIVERS 运营理想但沟通糟糕致股价大跌，属执行失败。
@halldj00 @wannabepanacea 两者皆有，主要围绕沟通。运营层面看起来理想，拥有捷普(Jabil)、格芯(GlobalFoundries)、Ayar 以及约 6 个可插拔模块项目，且在重大瓶颈期拥有 2 个晶圆厂产能。$JBL 的时间线符合我的预期。但沟通重点集中在短期无线/收入+财务数据以安抚当地投资者，而非共封装光学(CPO)等其他重大未来经济机会。沟通也非常糟糕且含糊其辞，尤其是与两个月前相比，关于纳斯达克上市(Nasdaq listing)的表述。这是我非常不满的唯一实质性延误，因为尽管完成了 57 亿瑞典克朗的机构融资轮，这仍属于执行失败。CFO 添加的法律措辞毫无理由地引入了不确定性，而此前并无多少不确定性。市场毫不犹豫地让 $SIVERS 股价因这种愚蠢的规避措辞下跌 28%。
英文原文
@halldj00 @wannabepanacea Bit of both, mainly around communication. Operationally things look ideal, they have Jabil, globalfoundries, Ayar, and ~6 pluggable engagements, with 2 foundry capacity during a major bottleneck. $JBL timelines were in line with what I expected. But communication focused around focused on near term wireless/revenue + financials to appease local investors. Instead of significant future economic opportunities for CPO/others. Communication was also horrendous and noncommittal, especially around Nasdaq listing compared to two months ago. This was the only material delay I’m very unhappy with, since it’s an execution failure despite having the 57 SEK institutional fundraising round. And the legal language that the CFO added just introduces uncertainty for no reason, when there wasn’t much before then. Market definitely not hestitate sending sivers down 28% from that stupid language hedging
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批评 Sivers 管理层缺乏重组紧迫感，忽视光子学机遇。
@wannabepanacea 管理层的感觉与我日益脱节。Sivers 本可利用当前的瓶颈围绕光子学进行彻底重组。利用美国资本加速时间表，并借助纳斯达克(NASDAQ)推动 1.6T/共封装光学(CPO) 的进一步增长。但感觉不到紧迫感，尤其是在上市时间表上。我也真心不理解为何持续强调卫星通信(SATCOM)/无线业务，这部分本应剥离。或者那些相对于光子学总可寻址市场(TAM)而言微不足道的短期合同价值。完全没有提及 Ayar、格芯(GlobalFoundries) 以及美国投资者关心的任何其他大项目。
英文原文
@wannabepanacea Management feels increasingly misaligned with my expections Sivers could use the current bottleneck to radically restructure around photonics. Use US capital to speed up timelines, and leverage NASDAQ for further growth with 1.6T/CPO. But got no sense of urgency, especially on listing timelines. I also genuinely don't understand continuous emphasis on SATCOM/Wireless which would be better off divested. Or the near term contract values that are invisible relative to photonics TAM. Not a single mention of Ayar, globalfoundries, and any other big program that US investors care about.