· 个股论点
我一股 $SIVE 都不会卖。 我个人认为这是代际级多头，因为它已经进入了这么多超大云厂商供应商体系。 再加上高盛对未来两年可插拔和 CPO 的极端 TAM 扩张预测。 如果你到现在还没读 $JBL 炉边谈话记录，它已经验证了需求和时间线；或者 Ayar 从网站上移除 Lumentum 和 Macom 作为激光供应商，验证了护城河；或者 CHIPS Act 资金验证了技术重要性；或者管理层在我看来字面上做对了所有事情，通过 NASDAQ 上市转向并购重点，验证前瞻增长愿景。 当前估值下，上行太有吸引力。 机构也几乎还没进入……而下个月我们将看到来自 Nasdaq、BlackRock、MSCI 指数的数千万美元长期被动新资金流入。
I’m not selling a single share of $SIVE. I personally think it’s a once-a-generation long given how many hyperscaler suppliers they’re already in. Coupled with GS extreme TAM expansion projections for both pluggables and CPO in the next 2 years. If you didn’t read the $JBL fireside transcript by now validating demand/timeline. Or the fact Ayar removed Lumentum and Macom from their website as laser suppliers validating moat. Or literal CHIPS ACT funding validating technological importance. Or that management is literally doing everything right in my view, with NASDAQ listing into M&A focus, validating forward growth vision. Upside is just way too compelling at current valuations. Institutions have barely entered yet as well… and we’re about to see tens of millions of passive, long term new inflow next month from Nasdaq, Blackrock, MSCI indexes.