New Stock Guru Serenity: SIVE Expected to Replicate LITE's Market Value Growth Path, Currently Just the Starting Point

New stock guru Serenity posted on platform X, stating that Lumentum Holdings (LITE) achieved a market value increase from approximately $3 billion to $75 billion within two years, driven by its EML laser and optical module business. Serenity believes that Sivers Semiconductors (SIVE) has the potential to replicate a similar growth trajectory through its CPO (Co-Packaged Optics), optical modules, and CW laser business. Serenity pointed out that the recent news regarding Sivers and GlobalFoundries (GFS) releasing a silicon photonics (SiPh) reference laser, along with SIVE's over 54% increase on the same day, is just the beginning of this investment logic's development.