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According to Odaily, "White-haired Stock God" Serenity published another article commenting on Sivers Semiconductors (SIVE), noting that the market still misunderstands SIVE. SIVE is not only serving CPO (Co-Packaged Optics) expansion, but is the core laser supplier in the next-generation optical interconnect architecture, covering various next-generation optical communication architectures including Pluggable, Scale-out CPO, Scale-up CPO, and NPO. SIVE may be becoming the “laser bottleneck node” in the next-generation optical interconnect architecture. As the new optical communication architectures gradually roll out from 2027, the market may be underestimating SIVE’s position in the future AI data center optical interconnect supply chain.

Glonghui, June 21 — Next week, several U.S. stock companies will successively release their financial reports. Among them, leading storage company Micron Technology will announce its fiscal 2026 third-quarter results after the U.S. stock market closes on June 24 (U.S. Eastern Time), and will hold a conference call at 4:30 PM (U.S. Eastern Time).

According to Axel Adler, a CryptoQuant analyst, who released the weekly market analysis report, Strategy is facing four major pressures: Bitcoin breaking below its average cost line; a decline in the financing capability of preferred shares STRC; selling Bitcoin, which disrupts the "buy-only, no-sell" narrative; and dilution pressure brought by stock issuance. Axel Adler believes that Strategy’s impact on the Bitcoin market is slightly negative-neutral and does not constitute a systemic risk. In the short term, there is no block requiring large-scale Bitcoin selling. Holding shares in Strategy is not equivalent to holding Bitcoin; there is no BTC redemption right, nor is there a subscription and redemption mechanism similar to spot ETFs. If Bitcoin rebounds above the average cost, and the market again allows issuing shares and preferred shares at lower costs, Strategy may restart the "Bitcoin flywheel."