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「White-Haired Stock God」 Serenity: JPMorgan Chase Increases Stake in Sivers, Signaling Institutional Funds Entering

2 hours ago

June 8 — The widely followed self-proclaimed "White-Haired Stock Guru" Serenity pointed out that the market may have underestimated the significance of JPMorgan Chase’s disclosure of holding a stake exceeding 5.25% in Sivers (ticker: $SIVE). He noted that the $135 million investment is not sizable for a major U.S. financial institution, but Sivers’ limited outstanding shares mean institutional players are gradually absorbing positions from retail investors. Serenity added that JPMorgan’s entry sends a clear signal to other institutional investors that large funds are accumulating Sivers’ circulating shares — a move that could draw more institutional capital to the stock. Furthermore, given Sivers’ high short interest in its floating shares, short-selling firms — including some Swedish hedge funds and quant trading shops — may face significant short covering pressure (a dynamic that could trigger a short squeeze). This event once again validates the investment logic of "retail investors leading the way for institutional money to enter" and may act as a key signal for the next round of the CPO supercycle. Previously, Serenity had stated that JPMorgan increased its holdings in Sivers to over 5% in the past month, marking the first unambiguous sign that large institutional funds were buying Sivers’ floating shares on a large scale.
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