Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
参加 July 2025
220 フォロー中 1M ファン
Management feels increasingly misaligned with my expections
Sivers could use the current bottleneck to radically restructure around photonics. Use US capital to speed up timelines, and leverage NASDAQ for further growth with 1.6T/CPO.
But got no sense of urgency, especially on listing timelines.
I also genuinely don't understand continuous emphasis on SATCOM/Wireless which would be better off divested. Or the near term contract values that are invisible relative to photonics TAM.
Not a single mention of Ayar, globalfoundries, and any other big program that US investors care about.
もっと見る
