「Stock God」 Serenity Evaluates Core Holding Stock SIVE: Commercialization Potential Still in Early Stage, Worthy of Ongoing Market Attention

May 28th: Serenity, the widely-touted "New Stock Guru", released an evaluation of its core holding SIVE (Sivers Semiconductors AB). Ayar Labs announced a partnership with Wiwynn today, a development that could carry material implications for SIVE as the industry shifts toward Co-Packaged Optics (CPO) for rack-level deployments. Wiwynn’s cloud clients include Amazon, Meta, and Microsoft; it’s also in active discussions with Google for TPU deployment. Per their reference architecture, each rack requires 512+ Supernova light sources. If SIVE becomes the primary laser array supplier as expected, even moderate-scale rack deployments would unlock substantial revenue potential. Serenity further noted that this remains in the early commercialization phase for SIVE, Ayar, and Wiwynn’s rack-level CPO solution, so it has not yet appeared on SIVE’s financial statements. Even so, the partnership has opened a critical channel for large-scale CPO adoption, serving as a clear supply chain-level signal worthy of close market attention. SIVE is primarily listed on Sweden’s Nasdaq Stockholm exchange. The company is exploring a dual listing on the U.S. Nasdaq but has not officially launched on the U.S. main board. In its most recent trading session, SIVE sank 15.49%. Serenity previously addressed the pullback in AI optical stocks like SIVE, stating the dip is just a temporary blip in the stock’s overall upward trajectory and that the firm remains firmly positioned to hold SIVE for further investment.