· 方法论
$SIVE是一场从瑞典本地投资者到美国投资者的巨额财富转移。本地人等待了很多很多年，期待所有激光研发能在共封装光学(CPO)和硅光子学(silicon photonics)上得到回报。但现在随着超大规模云厂商(hyperscaler)的量产出货在2026年下半年至2027年上半年，他们却得不到任何上涨收益，因为在信任当地媒体后把股票转让给了美国/西方投资者。我的预测是，如果Sivers在纳斯达克达到40-80亿美元，我们会看到同样的媒体待遇。然后股票又从美国散户转移到美国机构。你已经在这场底部看到了同样的剧本，比如$IQE和$SOI...当时机构发布"研报"说Soitec被高估了。一个月后股价涨了3倍，因为摩根士丹利恰好买入$SOI流通股的6.5%...或者Point72买入$IQE。机构不是你的朋友。不过我是在为散户的最佳利益着想。
$SIVE was a massive transfer from Swedish locals to US investors. Locals waited many, many years for all the laser R&D to pay off for CPO and silicon photonics. And now with hyperscaler volume ramp H2 2026 H1 2027, they don’t get any upside because they transferred their shares over to the US/West after trusting local media. My prediction is if and when Sivers hits $4-8B on NASDAQ, we’ll get the same media treatment in the US. Then the shares get transferred from US retail to US institutions. You’ve already seen the same playbook with $IQE and $SOI at the bottom… with institutions posting “analyst reports” saying Soitec was overvalued. The next month they go up 3x as Morgan Stanley happens to pick up 6.5% of the $SOI float… or Point72 with $IQE. Institutions are not your friends. I’m looking out for retail’s best interest though.