· 个股论点
相关概念： CPO 共封装光学Pluggable 可插拔光模块
@halldj00 @wannabepanacea 两者皆有，主要围绕沟通。运营层面看起来理想，拥有捷普(Jabil)、格芯(GlobalFoundries)、Ayar 以及约 6 个可插拔模块项目，且在重大瓶颈期拥有 2 个晶圆厂产能。$JBL 的时间线符合我的预期。但沟通重点集中在短期无线/收入+财务数据以安抚当地投资者，而非共封装光学(CPO)等其他重大未来经济机会。沟通也非常糟糕且含糊其辞，尤其是与两个月前相比，关于纳斯达克上市(Nasdaq listing)的表述。这是我非常不满的唯一实质性延误，因为尽管完成了 57 亿瑞典克朗的机构融资轮，这仍属于执行失败。CFO 添加的法律措辞毫无理由地引入了不确定性，而此前并无多少不确定性。市场毫不犹豫地让 $SIVERS 股价因这种愚蠢的规避措辞下跌 28%。
@halldj00 @wannabepanacea Bit of both, mainly around communication. Operationally things look ideal, they have Jabil, globalfoundries, Ayar, and ~6 pluggable engagements, with 2 foundry capacity during a major bottleneck. $JBL timelines were in line with what I expected. But communication focused around focused on near term wireless/revenue + financials to appease local investors. Instead of significant future economic opportunities for CPO/others. Communication was also horrendous and noncommittal, especially around Nasdaq listing compared to two months ago. This was the only material delay I’m very unhappy with, since it’s an execution failure despite having the 57 SEK institutional fundraising round. And the legal language that the CFO added just introduces uncertainty for no reason, when there wasn’t much before then. Market definitely not hestitate sending sivers down 28% from that stupid language hedging