· 个股论点
我个人认为 $SIVE 到2027年会成为100亿美元以上公司，也就是8-10倍。 $LITE 确实在2年内从28亿美元涨到800亿美元，所以如果天时地利，未来几年60倍也并非不可能。 它们正在走正确道路。 > $LITE / UC Berkeley 高管运营公司。 > 可能有更多美国光子学相关高管进入董事会。 > NASDAQ 上市。 > 可能通过美国机构私募融资。 > 用这些资金做下游 IP 收购。 > 销售完整可插拔收发器/ELS 来扩展 TAM。 > 每个超大云厂商现在似乎都能映射到 Sivers，只是 CPO 还没放量。 它们会像 $LITE 当年从激光源开始那样，在过程中捕获更多收入扩张。
I personally think $SIVE ends up a $10B+ company in 2027, so 8-10x. $LITE did go from $2.8B to $80B in 2 years, so not really impossible do a 60x in the next few years if the stars align. They're going down the right path. > $LITE / UC Berkeley executives running company. > Likely more US executive photonics related board members. > NASDAQ listing > Likely US institution private placement for funding > use that for downstream IP acquisition. > sell full pluggable transceiver/ELS for TAM expansion > every hyperscaler kinda maps to Sivers right now, just no scale yet since CPO hasnt ramped up. They just capture more revenue expansion along the way like $LITE did starting from the laser source.