· 个股论点
相关概念： 隐形冠军Pluggable 可插拔光模块
@Berlinergy 我说 $LITE 在2-3年内从30亿增长到600亿+，尤其是由于2023年底收购Cloud Light，使总可寻址市场(TAM)扩大了5倍以上。因为他们最初是从EML激光器/光组件的瓶颈环节起步的，后来通过并购发展。$SIVE 有潜力从CW激光器瓶颈环节起步，实现同样的增长。但这需要类似在可插拔模块或光引擎/ELS方面进行成功的并购。如果它们想达到类似的规模，就需要从像 $AAOI 这样的成品光模块中获取更多收入。而我的观点是，纳斯达克上市对于解锁更多资金来实现这一点是必要的。
@Berlinergy I said $LITE went from $3b to $60B+ over a 2-3 year timeframe, especially due from Cloud Light acquisition in late 2023, that multiplied TAM by 5x+. Since they started off in the EML laser / optical component chokepoint originally before M&A. $SIVE has the potential to do the same starting off in the CW laser chokepoint. But it does require something like a successful M&A down pluggables or optical engines/ELS. To capture more revenue off things like completed transceivers $AAOI, if they want to get to a similar scale. And my take was NASDAQ listing is necessary to unlock more funding to do so.