中文翻译
@CArgyres29810 我认为人们往往忘记，$LITE 凭借对电吸收调制器(EML)瓶颈环节的控制，在两年内估值从 30 亿美元飙升至 600 亿美元以上。这发生在高盛预测到 2028 年下半年总可寻址市场(TAM)将 9 倍扩张至约 1540 亿美元之前。$SIVE 有机会凭借 1.6T 和共封装光学(CPO)技术主导下一个连续波(CW)瓶颈环节。而它目前的市值仅为约 11 亿美元。
· 个股论点
类比LITE历史涨幅，看好SIVE凭借CPO技术主导新瓶颈环节。
英文原文
@CArgyres29810 I think people tend to forget that $LITE went from a $3B valuation to $60B+ in 2 years time from owning the EML chokepoint. This was before the 9x TAM expansion to ~$154B per GS by H2 2028. $SIVE has the opportunity to dominate the next CW chokepoint with 1.6T and CPO. And it's sitting at ~$1.1B now.