原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Yes. I genuinely don't have a clue why $SIVE still focuses on local Swedish markets for communication/private fundraising.
Over the US.
The questions you get from Swedish heavy audiences include:
- Leading questions like how would you "stop the bleeding"
- "Why can't you disclosure your private customers"
- Why focus on transceivers (it's obvious)
- Implications for non-photonics orders
So 1/3rd of the time, the CEO needs to be defending leading/accusatory questions around what "opportunity pipeline means"
US analysts would have pressed:
- Economic implications from 2 foundry allocations during a bottleneck + ASP hike/operating leverage
- Around much capacity revenue would those allocations lead to (half of AOI calls are around those from US analysts)
- $GFS NPO/CPO/pluggable scale implications and downstream end customers opportunities
- Ayar / CPO player 2028 ramp (that happened to raise $500m+) or other products like ELS production with O-net and TAM opportunities there.
- How big those 6 new pluggable players were, rather than asking "why can't you disclosure them"
- Clarifying CFO legalposts around listing timeline and M&A TAM expansion opportunities
So investors can get a sense of future growth for 2027-2028.
Instead, the way leading questions are framed/answers, the entire calls were focused around current financials (which US investors don't care about), non-photonic implications, or skepticism of wording.
Rather than exciting US investors about economic implications from their time in a CW laser bottleneck.
The more time $SIVE spends in Swedish markets, the more they will be valued as such.
翻译：
是的。我真的不明白为什么 $SIVE 仍然把沟通/私募重点放在瑞典本地市场。
而不是美国。
来自瑞典重度受众的问题包括：
- 引导性问题，例如你会如何“止血”
- “为什么不能披露你的私有客户”
- 为什么聚焦收发器（显而易见）
- 对非光子订单的影响
所以大约三分之一的时间，CEO 需要为“机会管线”意味着什么的引导/指责性问题进行辩护。
美国分析师会关注：
- 在瓶颈期间两家代工分配的经济影响 + ASP 上涨/运营杠杆
-
Yes. I genuinely don't have a clue why $SIVE still focuses on local Swedish markets for communication/private fundraising.
Over the US.
The questions you get from Swedish heavy audiences include:
- Leading questions like how would you "stop the bleeding"
- "Why can't you disclosure your private customers"
- Why focus on transceivers (it's obvious)
- Implications for non-photonics orders
So 1/3rd of the time, the CEO needs to be defending leading/accusatory questions around what "opportunity pipeline means"
US analysts would have pressed:
- Economic implications from 2 foundry allocations during a bottleneck + ASP hike/operating leverage
- Around much capacity revenue would those allocations lead to (half of AOI calls are around those from US analysts)
- $GFS NPO/CPO/pluggable scale implications and downstream end customers opportunities
- Ayar / CPO player 2028 ramp (that happened to raise $500m+) or other products like ELS production with O-net and TAM opportunities there.
- How big those 6 new pluggable players were, rather than asking "why can't you disclosure them"
- Clarifying CFO legalposts around listing timeline and M&A TAM expansion opportunities
So investors can get a sense of future growth for 2027-2028.
Instead, the way leading questions are framed/answers, the entire calls were focused around current financials (which US investors don't care about), non-photonic implications, or skepticism of wording.
Rather than exciting US investors about economic implications from their time in a CW laser bottleneck.
The more time $SIVE spends in Swedish markets, the more they will be valued as such.
翻译：
是的。我真的不明白为什么 $SIVE 仍然把沟通/私募重点放在瑞典本地市场。
而不是美国。
来自瑞典重度受众的问题包括：
- 引导性问题，例如你会如何“止血”
- “为什么不能披露你的私有客户”
- 为什么聚焦收发器（显而易见）
- 对非光子订单的影响
所以大约三分之一的时间，CEO 需要为“机会管线”意味着什么的引导/指责性问题进行辩护。
美国分析师会关注：
- 在瓶颈期间两家代工分配的经济影响 + ASP 上涨/运营杠杆
-
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