Sivers Semiconductors（$SIVE）：供应链机会多，但公司自己把高光做成了回撤
Yes, I like $SIVE. It's a fun company to cover, since there's a lot of supply chain alpha here. But the company completely Tall Poppy Syndromed itself...
AI 导读
Sivers Semiconductors（$SIVE）处于激光器供应紧缺的受益位置，作者看好其供应链价值，但公司上季度财报表现不佳导致股价明显回撤。
来源：aleabitoreddit · x.com