「White-Haired Stock God」 Calls Out SIVE Again: Satellite Communication Sector's Investment Opportunity Validated, Valuation Logic Expected to be Restructured
BlockBeats News, June 9th, The "White Hair Stock God" Serenity once again made a price call on SIVE, Sivers Semiconductors (SIVE) announced today that it has received an $8.2 million bulk production order. The customer is the satellite terminal company all.space, and the product is a Ka-Band beamforming chip, which will be used in next-generation military and commercial LEO/multi-orbit satellite communication terminals. The order marks SIVE's official entry into the larger defense supply chain.
Serenity pointed out that although this order amount is not large, it is of great significance. It not only validates SIVE's positioning capability in the satellite communication field but also expands its storyline from a single AI photonics laser to a space/defense structural bottleneck. In the future, it is expected to receive more bulk orders and long-term high-margin contracts, potentially reshaping its valuation logic.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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