“New Stock Guru” Serenity: Sivers Earnings Call Signals Positive Outlook, Photonics Business Sees Strong Growth

Odaily reported that “New Stock Guru” Serenity posted on platform X, stating that after further reviewing Sivers Semiconductors' latest earnings call, they hold an optimistic view on its prospects. 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 strong demand currently seen in the photonics industry. Additionally, over the past five months, the photonics business pipeline has grown rapidly, driving an overall revenue pipeline increase of 77%. Serenity expects that as CPO technology accelerates its rollout starting in the second half of 2027, Sivers' revenue growth curve could expand exponentially.