SIVE美股市场: 美股

SSerenitySISIVEBUY中线 · 中线 · 倾向LILITEBUY中线 · 中线 · 倾向2026-09-07

Laser companies like $LITE and $SIVE can keep growing into other products, and despite capacity expansion a demand imbalance for lasers likely persists. So I'd personally assign higher premiums for laser companies over types of suppliers that stay in the same layer.

SSerenitySISIVEBUY中线 · 中线 · 明确AAAAOIBUY中线 · 中线 · 明确2026-07-06

I have large concentration in $SIVE and $AAOI, and I’m especially confident about those two going forward despite the drop from institutional photonics delay bear posts.

SSerenitySISIVEBUY长线 · 长线 · 倾向AAAAOIBUY长线 · 长线 · 倾向2026-06-26

I'm personally very confident in $SIVE / $AAOI to revenue ramp with lasers in 2027 so I'm sleeping easy.