· 个股论点
如果人们还没意识到为什么我如此关注 $SIVE 的并购。 Sivers 的潜在客户曾经是： Lightmatter 很小时 -> 成为40亿美元以上公司。 Lightelligence 很小时 -> 成为100亿美元以上公司。 Ayar 很小时 -> 现在由 $NVDA、$AMD 等资助。 Celestial 很小时 -> 被 $MRVL 收购并成为其增长向量。独立估值可能会超过100亿美元。 我极其确定 Sivers 知道该收购什么光学 IP。 它们只是卡在 Catch-22 中，原本缺少资金，尽管拥有最有价值的激光瓶颈之一。 未来 NASDAQ 上市和近期增长，现在解锁了下游 IP 收购潜力。
If people don’t realize why I’m so interested in $SIVE M&A. Sivers likely customers were: Lightmatter when they were tiny -> became $4B+ company. Lightelligence when they were tiny -> became $10B+ company. Ayar when they were tiny -> now funded by $NVDA, $AMD, and others. Celestial when they were tiny -> bought by $MRVL and became their growth vector. Probably would be valued $10B+ standalone. I’m extremely sure Sivers knows what to acquire for optical IP. They were just stuck in a catch-22 and lacked the funding to do so originally, despite owning one of the most valuable laser chokepoints. Future NASDAQ listing and recent growth unlocked downstream IP acquisition potential now.