PANews, June 21 – "White-Haired Stock God" Serenity posted on X platform to reinterpret Sivers Semiconductors (SIVE), bluntly stating that the current market has a cognitive bias regarding the company. He noted that the market generally categorizes SIVE simply as a CPO concept stock, but it is actually a core laser supplier for next-generation optical interconnect architecture, with products fully compatible with multiple mainstream technology routes such as pluggable, Scale-out CPO, Scale-up CPO, and NPO.

Serenity assesses that SIVE may become the "laser bottleneck node" in the next-generation AI optical interconnect system. As various new optical communication architectures achieve large-scale deployment by 2027, industry demand for high-end lasers continues to be released, and the market underestimates SIVE's core positioning and growth potential within the AI data center optical interconnect supply chain.