["New Stock God" Serenity: Positive Signals Released After SIVE Earnings Call, Strong Growth in Photonics Business] Deep Tide TechFlow reports that on May 30, "New Stock God" Serenity posted on the X platform, expressing optimism about the outlook for Sivers Semiconductors (SIVE) after further reviewing the content of its latest earnings call. The company's management stated that "in a supercycle where demand far exceeds supply, viewing ecosystem partners as competitors is not the right approach," reflecting the strong demand in the current photonics industry. Additionally, over the past five months, the photonics business pipeline has grown rapidly, driving an overall revenue pipeline growth of 77%. Serenity added that the market's focus has shifted from "whether Sivers can acquire customers and compete with companies like Lumentum Holdings" to "whether it can meet the rapidly growing market demand." Serenity predicts that with the accelerated adoption of CPO (Co-Packaged Optics) technology starting in the second half of 2027, Sivers' revenue growth curve is expected to exhibit exponential expansion. Previously, Serenity had posted about being bullish on the AI photonics sector, with a particular focus on targets such as AAOI, SIVE, FOCI, and Shunsin.