中文翻译
谢谢，我之前确实说过 $SIVE 看起来像下一个 $LITE！ 去年我因为 Google TPU 看好 Lumentum，而市场通常会更喜欢 Google 生态而不是 Amazon 生态。 但如果 Apple 在 CPO 上放量，市场会重新认识这整条线。
· 个股论点
SIVE 下一站像 LITE
英文原文
Thanks, I did say $SIVE looked like the next $LITE! I went long on Lumentum last year because of the Google TPU and markets tend to like Google's ecosystem a bit more than $AMZN or $MSFT. Of course, a lot can happen in the next 2 years so this is speculative but likely supply chain mapping, we'll find out what happens.