· 个股论点
涉及标的： $AVGO$AXTI$COHR$JBL$LITE$MTSI$NVDA$POET$SIVE$TSEM
$SIVE 一定是我在这个市场里见过的相对于 $AXTI 而言上涨空间最大的股票了吧？市场不可能错过 CW 激光光源这条赛道——客户包括 Jabil、Marvell（通过 $POET 的 Celestial 项目）、O-Net、Ayar（背后有 $NVDA 和联发科支持）……而估值才 1.4 亿美元（现在是 3.5 亿了）。你不仅能获得对未来共封装光学(CPO)规模扩张最直接的激光业务敞口，还能获得本轮周期 1.6T 可插拔光模块业务敞口——$JBL（前身为英特尔硅光子业务部门）的产品即将推出。此外，稳懋半导体(Win Semi)的代工产能扩张对于超大规模云厂商的供应链也至关重要。我认为 99.9% 的人还没有意识到这件事的规模有多大。
$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI? No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)… At a $140M valuation. ($350m now) Not only do you get the most direct laser exposure to future CPO scale up? But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon. With Win Semi bridge capacity scaling needed for hyperscaler supply chains. Don’t think 99.9% of people realized the sheer scale of this yet.