中文翻译
@softmaxedx 这只是激光阵列产能建模。看多逻辑是 $SIVE 撤回其 Cloud Light 收购案，并从激光瓶颈处扩大总可寻址市场(TAM)。我个人预期更高，但大家可以自行估值。
· 个股论点
SIVE撤回收购案，从激光瓶颈扩大TAM，博主预期更高。
涉及标的： $SIVE
相关概念： 隐形冠军
英文原文
@softmaxedx This is just laser array capacity modeling. The bull case is $SIVE pulling their own Cloud Light acquisition and multiplying TAM starting from the laser chokepoint. I have much higher expectations personally, but people can make their own valuation estimates. https://t.co/sS372W0SYR