中文翻译
我觉得 $SIVE 明年会到 100 亿美元以上，到了 2028 年如果管理层把牌打好，能扩到 400 亿美元以上。 这很大程度上取决于管理层是不是足够有野心，想不想成为下一个 $LITE。 但这正是 Lumentum 当年怎么做的：先拥有 laser chokepoint，再向下游买 IP，把更多 TAM 吃进去。
· 个股论点
给出 SIVE 未来市值路径与对标 LITE 的想法
英文原文
I think $SIVE ends up $10B+ next year and can scale to $40B+ in 2028 if they play their cards right. Really depends on how ambitious management is if they want to become the next $LITE. But this is exactly how Lumentum started owning the laser chokepoint then IP acquisition downstream to capture more TAM.