中文翻译
这就是为什么在进入交易前需要有信念。如果你了解$SIVE在CW激光领域为Jabil、$MRVL Celestial等共封装光学(CPO)供应，就会明白2.5亿美元市值作为光源瓶颈来说太低了。我们高度相信，一年后这会像$AXTI一样，因为这将是CPO规模化扩展的架构范式。在上涨过程中我不关心波动，因为我对光子学的发展如何演绎有坚定的信念。
· 个股论点
SIVE作为CPO光源瓶颈被低估，2500万市值太低，坚信将成下一个AXTI
英文原文
This is why you need to have conviction before entering a trade. If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO. $250M MC as the light source chokepoint would be a joke. High confidence we’ll see this end up like $AXTI in a years time since it this will be the architectural paradigm for cpo scale up. Don’t care about volatility in the way up because I have conviction in how this plays out with photonics.