Serenity reiterates its optimism about Sivers Semiconductors (SIVE), calling it the "most attractive CPO/photonics investment target" and stating that "not a single stock has been sold and there are no plans to sell it". He predicts that the market value of SIVE will increase from the current approximately $2.1 billion to $80 billion, and plans to increase his holdings to support the company's development. Serenity has discovered multiple benefits through supply chain research, including Ayar Labs' partnership with Amazon, Jabil 1.6T transceiver capacity ramp up, and Apple's adoption of SIVE laser. He pointed out that the financial report results will validate these research findings. SIVE is currently listed in Sweden and is evaluating the possibility of dual listing on NASDAQ in the United States.
