I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
状态日期：2026-05-27
Serenity观点
看空
推文立场
价格动量
看多
60D / 252D
信号分数
59
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
148%
改善
概览
作者立场：看空；价格动量：看多。最新证据：I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers. 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 1 条披露，需要复核新增信息质量。
近期推文
Serenity观点
看空
价格动量
看多
首次提出
2026-03-12 06:33
来源
llm
更新时间
2026-05-12 19:00
作者立场：看空；价格动量：看多。最新证据：I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
当前观点证据
I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
Serenity 变化
For me personally, there’s no disclosed financial terms and it’s an integration partnership. So too speculative off zero revenue.
I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
No direct mention of LWLG, but context continues favoring others.
Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.
Yet the moment NASDAQ listed $LWLG gets one 'speculative development contract' with $TSEM it gets sent up 400% to ~$2B MC.
Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM. They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and I have an extreme distaste for massive dilution...
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
237K
营收同比
148%
毛利率
-793%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-15 的 10-Q；近 30 天共有 1 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期推文
立场
看空
价格动量
看多
I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
24h / 7天 / 30天
24h
0
7D
0
30D
4
Beta
3.24
敏感度
高 beta
情绪风险
极端
估值风险
极端
背景
basic-materials-chemicals---specialty
-
等待 GPT xhigh 分析。
研究问题
背景
basic-materials-chemicals---specialty
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
看空
llm
价格动量
看多
60D / 252D
信号分数
59
新增信息排序
24h 提及
0
短线新增
7天提及
0
高
30天提及
4
长周期热度
7日新闻
0
低
30日披露
1
10-Q
收入同比
148%
改善
Beta
3.24
高 beta
llm · 2026-05-12 19:00
For me personally, there’s no disclosed financial terms and it’s an integration partnership. So too speculative off zero revenue.
I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
No direct mention of LWLG, but context continues favoring others.
Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.
Yet the moment NASDAQ listed $LWLG gets one 'speculative development contract' with $TSEM it gets sent up 400% to ~$2B MC.
Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM. They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and I have an extreme distaste for massive dilution...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
237K
营收同比
148%
毛利率
-793%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
basic-materials-chemicals---specialty
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 0 | - | - | - | - |
| 2022 | 0 | - | - | - | - |
| 2023 | 41K | - | 93.8% | -52405% | -51943% |
| 2024 | 96K | 136% | 92.3% | -24151% | -23571% |
| 2025 | 237K | 148% | -793% | -8765% | -8576% |
24h / 7天 / 30天
24h
0
7D
0
30D
4
风险: 极端 · 高
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
最新披露为 2026-05-15 的 10-Q；近 30 天共有 1 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期披露
beta / 动量 / 主题
Beta
3.24
状态
高 beta
立场
看空
动量
看多
谨慎 · 极端
板块定位
basic-materials-chemicals---specialty