· 个股论点

解释SIVE融资是美国上市流动性需求,资金用于光子学TAM/收入扩张并购。

涉及标的:

中文翻译

等你意识到这实际上是美国上市/流通盘所需的 NASDAQ 流动性。 而所得资金预计会用于 $SIVE 并购(他们聘请了2名并购相关董事)。 用于光子学 TAM/收入扩张。 不仅如此,它们过去合作过的小公司,从 Celestial 到 Lightmatter,要么被 Marvell 吞并,要么成为独立的数十亿美元公司。 所以 Sivers 最知道在最早期该收购什么。 这就是为什么我称 $SIVE 为 CPO 的 Kingmaker。 这事实上对 Sivers 极度看多。

英文原文

Wait until you realize that this is actually NASDAQ liquidity required for the US listing/float. And proceeds are expected go to $SIVE M&A (they hired 2 acquisition related board members). For photonics TAM/Revenue expansion. Not only that, all the small companies they worked with from Celestial to Lightmatter ended up being swallowed up by Marvell or became independent billion dollar companies. So Sivers is by far the most knowledgable in what to acquire at the very start. Which is why I call $SIVE the Kingmaker for CPO. This is in fact extremely bullish for Sivers.

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