“New Stock God” Serenity: Sivers Earnings Call Sends Positive Signals, Photonics Business Shows Strong Growth

Odaily reported that the “New Stock God” Serenity posted on platform X, stating that after further reviewing Sivers Semiconductors' latest earnings call, they are optimistic about its prospects. The company's management noted that “in a super cycle where demand far exceeds supply, viewing ecosystem partners as competitors is not the right approach,” reflecting strong current demand in the photonics industry. Additionally, the photonics business pipeline has grown rapidly over the past five months, driving a 77% increase in the overall revenue pipeline. Serenity expects that as CPO (Co-Packaged Optics) technology accelerates from the second half of 2027 onwards, Sivers' revenue growth curve could show exponential expansion.