"New Stock Market Guru" Serenity comments on his core holding, SIVE: Its commercialization potential is still in its early stages and deserves continued market attention.

Mars Finance reported on May 28th that Serenity, a rising stock market guru, commented on his core holding, SIVE. Ayar Labs' announcement today regarding its collaboration with Wiwynn could have a significant impact on SIVE's (Sivers Semiconductors) shift towards rack-mount deployment of CPO (co-packaged optics). Wiwynn's cloud customers include Amazon, Metadata, and Microsoft, and it has already begun negotiations with Google regarding TPU deployment. The reference architecture shows that each rack needs to deploy 512+ supernova light sources. If SIVE becomes a major laser array supplier as expected, even moderate-scale rack deployments will bring considerable revenue potential. Serenity added that this is still in the early stages of the rack-mount commercialization potential of SIVE/Ayar/Wiwynn, and is not yet reflected in revenue reports, but it has opened an important channel for the large-scale implementation of CPO. This is a clear signal from the supply chain level and deserves continued market attention. SIVE (Sivers Semiconductors AB) is primarily listed on the Nasdaq Stockholm Stock Exchange in Sweden. The company is currently evaluating the possibility of a dual listing on the Nasdaq in the United States, but has not yet officially listed on the US main board. SIVE's stock price fell sharply by 15.49% in the most recent trading day. Serenity previously responded to the pullback in SIVE and other optical AI stocks, stating that it was merely fluctuation during an upward trend and that they remained committed to increasing their holdings.