"White-Haired Stock Guru" Serenity Slams SIVE Management: Lack of Clear Commitment to Nasdaq Listing Timeline Heightens Market Concerns

October 25: "White-Haired Stock Guru" Serenity published a post criticizing optical communications laser maker Sivers (SIVE) management for failing to highlight the potential commercial value of its laser capacity in recent earnings communications, and for lacking a clear commitment to a Nasdaq listing timeline, which could heighten market concerns about its near-term execution capability.

However, Serenity believes Sivers' plan to add 100 million units of annual CW DFB laser capacity in Q4 2027 comes as industry supply is tight, and that the company's commercialization opportunities with the likes of Jabil (JBL) and GlobalFoundries (GFS), along with its previously established co-packaged optics (CPO) projects, may reach key milestones starting in 2027.