· 供应链分析

因为在斯德哥尔摩市场且知名度低,SIVE 可能被很多机构忽视,但自己不建议他人盲买。

涉及标的:

中文翻译

不幸的是,它是在瑞典的斯德哥尔摩市场。 这也是我认为 $SIVE 很可能被很多机构忽视的原因,即使它是给 Ayar、$POET 和其他 CPO / 硅光公司供 cw dfb 激光的供应商。 不过考虑到规模和潜在稀释风险,我不建议别人去买。 我只是觉得这家公司很有意思,因为我认为它看起来像下一个可能的 $LITE。 只是想分享我的 thesis!

英文原文

Unfortunately it's on Stockholm in Sweedish markets. Which is why I think $SIVE is probably undiscovered by many institutions, even if they are the cw dfb laser supplier to Ayar, $POET, and other CPO/silicon photonics companies. That being said, because of the size and potential dilution risks, not recommending others to buy. I just found this company compelling, as I thought it looks the next possible $LITE. Wanted to share my thesis!

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