中文翻译
为了登陆 NASDAQ 稀释 2.5%，对 $SIVE 来说其实非常看多；我看到它在美国市场交易后会走向 30 亿美元以上市值。 我认为它现在价格被低估了，只是还被瑞典本地市场限制着。 我个人不太明白为什么 $LWLG 和 $POET 能值 23 亿到 26 亿美元，而 Sivers 只大约 15 亿美元，却在给大量 hyperscaler 供应商供货。
· 个股论点
为上纳斯达克而稀释一点点反而利好 SIVE
英文原文
The 2.5% dilution to get listed on NASDAQ is actually extremely bullish with $SIVE, and I see it heading to $3B+ once its trading on US markets. I think it's undervalued at current prices, but just limited by local Swedish markets right now. I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.