Serenity Counters Hedge Fund's SIVE FUD: Opponent Deliberately Ignores Visible Growth Prospects

BlockBeats News, June 5th, Serenity responded to the "CPO Application Fabrication" view proposed by the Swedish hedge fund Protean Funds against SIVE, pointing out that Global Foundries has just listed SIVE as a reference laser, and CPO has not yet been widely used commercially, so current revenue cannot reflect future growth.

From the second half of 2026 to 2028, the CPO TAM related to SIVE is expected to surge from near zero to $91 billion, reaching $141 billion in total. Companies like Jabil have entered the pluggable market, and short-term bears may face inflection point risks.