中文翻译
有一个新的 $SIVE 空头，完全不知道自己在说什么。 1. $MRVL Celestial 很可能直接购买激光器，$SIVE 是激光供应商，而不是通过 $POET。 因为自2023年以来，它们就被识别为可能的直接客户。 一个类比是如果 O-Net / ……
· 供应链分析
反驳SIVE空头，称MRVL Celestial可能直接向SIVE买激光器。
英文原文
There's a new $SIVE short seller with 0 clue what they're talking about. 1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET. As they've been identified as a likely direct customer since 2023. An analogy is if O-Net / https://t.co/XDrPS6OVNG