中文翻译
我之前说过，我对 $SIVE 有高信念。 我相信它们来自 UC Berkeley + $LITE 的高管团队知道该收购什么 IP。因为它们从一开始就与 Ayar 等公司合作。 另外，公司22%的员工是博士也有帮助，整个团队都很强。 CHIPS Act，以及从 $NOK 到 $AAPL 的这些潜在合作，也给它们建立的 IP 护城河带来大量可信度。 它们之前只是缺资金，直到最近市场开始关注 Sivers。但我非常想看看它们从这里能做什么。
· 个股论点
高信念SIVE：伯克利+LITE团队、22%博士、CHIPS和潜在客户验证IP护城河。
英文原文
I said this before but I have high conviction in $SIVE. I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start. Also helps that 22% of their company are PHDs so entire team is cracked. CHIPS ACT, all these likely partnerships from $NOK to $AAPL also gives a ton of credibility to the IP moat they've built. They just lacked the funding before the recent market interest in Sivers. But I'm very interested to see what they can do from here.