中文翻译
@Happy_Chachi $SIVE 的方向此前已分享,且与我认同的观点一致: -> 并购(M&A)重点(已引入2名相关新董事) -> 纳斯达克(NASDAQ)上市(已公布计划) -> 瓶颈期的产能(已宣布新的晶圆厂合作伙伴) -> 多项开发与认证正在进行中 他们在本季财报电话会上的沟通严重偏离重点。 他们不应把所有时间花在反驳瑞典市场关于“机会管道”的无谓指控上。 而应专注于未来增长机会的经济影响 + 加速纳斯达克上市进程,而非提供律师式的免责声明。
· 个股论点
涉及标的: $SIVE
@Happy_Chachi $SIVE 的方向此前已分享,且与我认同的观点一致: -> 并购(M&A)重点(已引入2名相关新董事) -> 纳斯达克(NASDAQ)上市(已公布计划) -> 瓶颈期的产能(已宣布新的晶圆厂合作伙伴) -> 多项开发与认证正在进行中 他们在本季财报电话会上的沟通严重偏离重点。 他们不应把所有时间花在反驳瑞典市场关于“机会管道”的无谓指控上。 而应专注于未来增长机会的经济影响 + 加速纳斯达克上市进程,而非提供律师式的免责声明。
@Happy_Chachi $SIVE direction has already been shared and aligned with what I've agreed with: -> M&A focus (they brought on 2 new related board members) -> NASDAQ listing (already announced plan) -> Capacity during bottleneck (announced new foundry partner) -> Many development/qualifications ongoing Their communication was super far off in this quarter's call. They shouldn't need to spend all their time defending against the useless Swedish market accusations about "opportunity pipeline". And just focus on economic impact of forward growth opportunities + accelerate NASDAQ listing process rather than giving lawyer like disclousres.