“New Stock God” Serenity: After SIVE’s earnings conference call, it sent a positive signal, and its photon business is seeing strong growth

Deep Tide TechFlow News: On May 30, “New Stock God” Serenity posted on the X platform that, after further reviewing the content from Sivers Semiconductors (SIVE)’s latest earnings call, it is optimistic about the company’s prospects. The company’s management said, “In a super cycle where demand far exceeds supply, it is not the right approach to view ecosystem partners as competitors,” reflecting that the current photonics industry has strong demand. In addition, over the past five months, the photonics business pipeline has grown rapidly, driving an overall revenue pipeline increase of 77%.

Serenity added that market focus has shifted from “whether Sivers can win customers and compete with companies such as Lumentum Holdings” to “whether it can meet the rapidly growing market demand.” It expects that, as CPO (co-packaged optics) technology accelerates deployment starting in the second half of 2027, Sivers’ revenue growth curve is likely to show an exponential expansion.

Serenity previously posted that it is bullish on the AI photonics sector and is especially focused on targets such as AAOI, SIVE, FOCI, and Shunsin.