「Stock God」 Serenity Supports SIVE with Still 38x Upside Potential, $21 Billion Market Cap Expected to Surpass $800 Billion

May 28: The self-proclaimed "New God of Stocks" Serenity doubled down on his bullish stance for Sivers Semiconductors (ticker: SIVE), calling it "the most attractive CPO/photonics investment target" and confirming he hasn’t sold a single share—and has no plans to do so. Serenity projects SIVE, currently valued at ~$2.1 billion, will hit an $80 billion market cap (mirroring LITE’s trajectory) and intends to add to his holdings to support the company’s M&A efforts. He noted the upcoming earnings call is the key focus: investors should prioritize the photonics supercycle’s expansion, existing customer production ramp timelines, its U.S. Nasdaq listing roadmap, and new customer signals in the CPO/pluggable optical module space—not past quarterly revenue. Over the past months, Serenity said his supply chain deep dive uncovered multiple bullish catalysts: Ayar Labs’ private placement hints suggest Amazon and AlChip are adopting SIVE’s design for Trainium 4; Wiwynn and Ayar are scaling their CPO partnership; Jabil’s 1.6T transceivers are ramping faster than expected, with SIVE’s production capacity locked in; O-Net is expanding ELS collaboration with SIVE; YSS acquired SIVE’s space domain partner and is integrating its design into space defense projects; SIVE secured additional CHIPS Act funding; POET will ramp production in H1 with $50M–$500M in orders, using SIVE as its light source; Apple will use SIVE lasers in next-gen consumer devices; Lightelligence and Lightmatter are potential new customers; Marvell’s indicators point to Celestial production ramping; AMD selected Gridcore for CPO, with SIVE named one of two laser suppliers; and Ayar Labs removed MTSI/LITE from its official website, signaling SIVE could become its primary or exclusive supplier. Serenity emphasized all these supply chain checks were completed ahead of the earnings report—so the results merely validate the groundwork he’d already mapped out. For context: SIVE trades on Nasdaq Stockholm; while it’s evaluating a U.S. Nasdaq dual listing, it hasn’t debuted on the U.S. main board yet. The stock dropped 15.49% in its most recent session, but Serenity brushed that off as a normal pullback in an uptrend, reaffirming he’s actively adding positions.