Serenity, known in Chinese crypto circles as the “white-haired stock guru,” criticized optical communications laser maker Sivers (SIVE) for what he described as weak messaging during its recent earnings communication. According to Odaily, Serenity said management failed to highlight the potential commercial value of the company’s laser production capacity and did not make a clear commitment on its Nasdaq listing timeline, a combination he said could deepen market concerns about Sivers’ near-term execution.
At the same time, Serenity did not dismiss the company’s longer-dated opportunities. He pointed to Sivers’ plan to add annual capacity for 100 million CW DFB lasers in the fourth quarter of 2027, arguing that the expansion could arrive during a period of tight industry supply. He also noted that Lumentum’s capacity is sold out through 2029, while Coherent and Applied Optoelectronics have shifted part of their laser capacity toward internal product programs. In his view, that setup may create room for Sivers to win customers and capacity agreements. Serenity also said Sivers’ commercialization opportunities with Jabil and GlobalFoundries, along with its previously positioned co-packaged optics, or CPO, project, could see key progress starting in 2027.
Serenity criticized optical communications laser manufacturer Sivers (SIVE), saying the company’s recent earnings communication failed to bring out the potential commercial value of its laser production capacity and did not offer a clear commitment on its Nasdaq listing timeline.
According to Odaily, Serenity said that could add to market concerns over the company’s short-term execution.
Two issues were at the center of the criticism
In Serenity’s view, Sivers management did not place enough emphasis on the business value tied to its laser capacity during the recent earnings communication. He also took issue with the lack of a firm commitment on the timetable for a Nasdaq listing.
That combination, he said, may leave the market more worried about how the company will execute in the near term.
Serenity still sees an opening in 2027 capacity expansion
Despite the criticism, Serenity said Sivers plans to add annual capacity for 100 million CW DFB lasers in the fourth quarter of 2027, a point he said could line up with tight supply across the industry.
He added that Lumentum (LITE) has already sold out its capacity through 2029. Coherent (COHR) and Applied Optoelectronics (AAOI), he said, have also redirected part of their laser capacity to internal product programs. That may give Sivers a chance to secure customers and capacity agreements.
Commercialization and CPO could become key from 2027
Serenity also pointed to commercialization opportunities involving Sivers and companies including Jabil (JBL) and GlobalFoundries (GFS). He said the company’s earlier co-packaged optics (CPO) project could also reach a key stage starting in 2027.
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