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「White-Haired Stock God」 Calls Out SIVE Again: Satellite Communication Sector's Positioning Ability Validated, Valuation Logic Expected to Be Restructured

2026.06.09 15:38:45

June 9 — Renowned investor Serenity, nicknamed the "White-Haired Stock God," is once again advocating for Sivers Semiconductors (SIVE), pushing for a rally in its stock. Sivers Semiconductors announced today it has received an $8.2 million bulk production order from satellite terminal provider all.space. The product in question is a Ka-Band beamforming chip, designed for use in next-generation military and commercial low Earth orbit (LEO) and multi-orbit satellite communication terminals. This deal marks SIVE’s official entry into a broader defense supply chain. Serenity emphasized that while the order’s dollar value is modest, its strategic importance is substantial. The contract validates SIVE’s strong positioning in satellite communications and expands the company’s growth narrative beyond its earlier focus on AI photonics lasers to now address structural gaps in the space and defense sectors. Looking forward, Serenity expects SIVE to secure more large-volume orders and long-term high-margin contracts, a development that could fundamentally reshape how the market values the company.
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