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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.

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BlockBeats News, May 30th, Serenity, the "New God of Stocks," posted an analysis stating that the market's expectations for Sivers Semiconductors are undergoing multiple rounds of reassessment. This process has evolved from early doubts about its customer structure (at a market cap of around $1.5 billion) to concerns about its execution capabilities (at a market cap of around $6 billion), then to questioning its market share and competitive landscape (at a market cap of around $12 billion), and finally to the current stage of discussing revenue growth and partner capacity expansion. The analysis points out that potential customers may include Jabil, Ayar Labs, Apple's related supply chain, defense customers, and companies in the data center and optical communication industry chain such as Marvell Technology. It also mentions the supply chain system of Lumentum Holdings, Broadcom, and SpaceX. The post further states that the company's order pipeline has achieved approximately 77% growth in the short term. It believes that by collaborating with Win Semiconductor (Win Semi), it can reduce some capital expenditure pressure while supporting future capacity expansion. The analysis also indicates that the current market debate has shifted to Win Semi's production capacity expansion. It anticipates that institutional funds may reprice and reshuffle retail holdings before the next cycle.