"New Stock God" Serenity: Sivers' earnings call signals positive outlook, photon business sees strong growth

According to Odaily, the "new stock god" Serenity posted on X expressing an optimistic outlook on Sivers Semiconductors after further reviewing the company's latest earnings call. The company's management stated that "in a supercycle where demand far exceeds supply, viewing ecosystem partners as competitors is not the right approach," reflecting the strong demand in the photonics industry. Additionally, over the past five months, the photonics business pipeline has grown rapidly, driving overall revenue pipeline growth by 77%. Serenity expects that with Co-Packaged Optics (CPO) technology set to accelerate implementation from the second half of 2027, Sivers' revenue growth curve may show exponential expansion.