Serenity, known as the "White-Haired Stock God," has highlighted a market misjudgment regarding Sivers Semiconductors (SIVE) on the X platform. He argues that the market incorrectly views SIVE merely as a CPO concept stock, overlooking its critical role as a core laser supplier for next-generation optical interconnect architectures. SIVE's products are compatible with various mainstream technology routes, including pluggable, Scale-out CPO, Scale-up CPO, and NPO. Serenity suggests that SIVE could become a pivotal "laser bottleneck node" in future AI optical interconnect systems. As new optical communication architectures are expected to be widely deployed by 2027, the demand for high-end lasers is anticipated to rise, potentially enhancing SIVE's position and growth prospects within the AI data center optical interconnect supply chain.