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

Odaily Planet Daily News “New Stock God” Serenity posted on the X platform, expressing an optimistic outlook on Sivers Semiconductors after further reviewing its latest earnings call. The company’s management stated, “In a super cycle where demand far exceeds supply, viewing ecosystem partners as competitors is not the right approach,” reflecting the current strong demand in the photonics industry. Additionally, the photonics business pipeline has grown rapidly over the past five months, driving the overall revenue pipeline up by 77%. Serenity expects that as CPO (Co-Packaged Optics) technology accelerates its deployment starting in the second half of 2027, Sivers’ revenue growth curve is likely to experience exponential expansion.