Serenity, the 'new stock god', has a deep affection for SIVE: calling it the most attractive CPO concept stock in its 191st call BlockBeats news, on May 26th, the newly crowned "small cap technology stock god" Serenity posted on social media, stating that "SIVE is the most attractive CPO (co packaged optics) concept stock for me. Even though it fluctuates greatly. You may have to wait until the next architectural level change in photon technology in the coming years to see similar opportunities again. Among the core laser suppliers, the market value of other companies has basically reached tens of billions of dollars. As one of the core bottleneck links in the CPO laser field, SIVE currently has a market value of only 2.3 billion US dollars. Financial reports usually only confirm signals of capacity ramp up that have already appeared, and most of the returns in the market are usually earned 'before official confirmation' rather than after confirmation - this is a common pattern in investment. BlockBeats note: Serenity is an influential senior trader in the WallStreetBets (WSB) section of Reddit forum, with a cumulative investment return rate of over 38 times this year. Its core research results are all publicly available for free, and the research framework focuses on the key supporting links in the Nvidia AI chip industry chain. By thoroughly sorting out the indispensable "screw" type components in the chip manufacturing and packaging process, it accurately identifies key bottlenecks in the supply chain, and based on this, excavates upstream targets with scarcity and bargaining power for layout. Sivers Semiconductors (SIVE) is the most frequently mentioned stock in Serenity, with 190 previous orders placed. Since its first public call for orders on March 16, 2026, it has skyrocketed 19.6 times.