中文翻译
@wannabepanacea 目前我所见的是由沟通失误和噪音引发的市场波动。论点破位的情况会是：1. 晶圆代工产能分配出现问题，因为这会影响供应。（但他们现在有两家）。2. 或者资格认证失败。（他们发出了上半年 $JBL 订单的信号，但还需观察）。从根本上说，我认为在 CW 激光（连续波激光）瓶颈期间，$SIVE 处于绝佳位置。我也看到 Sivers 有潜力成为更大的光学巨头，而不仅仅是关键的瓶颈供应商……这就是为什么我更关注公司的方向。
· 个股论点
SIVE受CW激光瓶颈利好，有望从瓶颈供应商成长为光学巨头。
相关概念： 隐形冠军
英文原文
@wannabepanacea So far, what I've seen is market volatility stemming from communication failures and noise. Thesis break would be 1. issues with their foundry allocations, since that would affect supply. (But they have 2 now). 2. Or failing qualifications. (they signaled $JBL orders for H1, but we'll see). Fundamentally I think $SIVE is in an amazing spot during a CW laser bottleneck. I also see more potential for Sivers to become a larger optical giant rather than remain just a chokepoint supplier... which is why I focus on company direction a lot more.