Serenity: If Celestial lists independently, its valuation could reach $6 billion to $10 billion thanks to the potential of its CPO business.
2026.08.31 18:31:17
Serenity posted on social media that if Celestial (which has since been acquired by Marvell) had remained an independent company and listed in the U.S. market at the time, its valuation could have reached $6 billion to $10 billion. Serenity noted that Celestial had previously projected its revenue would hit $5 billion in 2028 (annualized based on the fourth quarter) and climb to $10 billion in 2029, adding that the firm is a core participant in co-packaged optics (CPO) projects for hyperscale cloud providers. By comparison, Celestial’s revenue in the second quarter of 2026 was nearly zero. Marvell has stated that the unit’s revenue and profit contribution post-acquisition was “not material”, with a quarterly loss of roughly $12.5 million, translating to an annualized loss of about $50 million. Serenity argued that judging Celestial solely by its current quarter price-to-sales (P/S) ratio and $12.5 million quarterly loss could label it a “worthless meme stock”; however, factoring in its qualification cycle and potential hyperscale cloud CPO project opportunities in 2028, its fair valuation should range from $6 billion to $10 billion. Serenity further pointed out that how to evaluate hard tech companies still in the early stages of customer qualification and commercialization highlights a core divergence between U.S. and European markets and cultures. It holds that for such firms, future revenue potential from large-scale commercialization and progress in customer qualification are far more worthy of attention than current quarterly revenue and losses.
Token 'Niu Lai' rebounds to a market cap of over $100 million, surging more than 27% in 24 hours.
8 minutes ago
The first chapter of the AZUKI comic will launch on September 17, with new chapters updated every third Thursday of each month.
8 minutes ago
Circle adds support for pre-payment of CCTP fees, covering all EVM-compatible chains.
8 minutes ago
The US stock market's optical communication sector rose sharply, with LITE surging more than 11%.
8 minutes ago
Bonk Guy: PONS buyback is severely undervalued by the market, will continue adding positions during pullbacks.
8 minutes ago
Iran claims to have seized "the world's most advanced intelligent unmanned submarine", with US authorities yet to confirm.
8 minutes ago
Hot feeds
A trader profits $448K by monitoring #Binance's new listings!
2024.12.13 17:37:29
Last week, funds have flowed into #Bitcoin, #Ethereum, and #Hyperliquid.
2024.12.16 14:48:36
A $PEPE whale that had been dormant for 600 days transferred all 2.1T $PEPE($52M) to a new address.
2024.12.14 10:35:27
When Elon Musk tweeted about Moltbook, the meme coin MOLT experienced a short-term 30% price surge, hitting a new all-time high of $114 million.
2026.01.31 18:37:29
A smart #AI coin trader made $17.6M on $GOAT, $ai16z, $Fartcoin,$arc.
2025.01.05 16:05:18
A sniper earned 2,277 $ETH ($8.3M) trading $SHIRO within 18 hours!
2024.12.03 23:09:08
MoreHot Articles

How did I turn $1,000 into $30,000 with smart money?
2024.12.09

10 promising AI Agent cryptos
2024.12.05

The 30-Year-Old Entrepreneur Behind Virtual, a Multi-Million Dollar AI Agent Society
2025.01.22

10 smart traders specializing in MEMEcoin trading on Solana
2024.12.09

A trader lost $73.9K trading memecoins in just 3 minutes — a lesson for us all!
2024.12.13

What is $SPORE? Let us take you through the on-chain records to show you how it works.
2024.12.25

