原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
I don’t want to play investor activism here:
But I hope the recent crash sends a message to $SIVE what investor base + focus really matters (not Sweden, not wireless).
As well as that they should fire whatever board member or executive gave into local media criticisms:
And told the CEO to prioritize on non-photonics / near term revenue, since the discussions was on AllSpace + pipeline conversion now. Not Ayar/GFS and H2 2027/2028 opportunities.
It’s not hard to set clear future goals like NASDAQ listing filing by H1 2027 and use all your resources to execute on that.
Not vague post and language hedge like no-growth conservative companies do.
I’d argue this is better long term so they consolidate around:
NPO/CPO, US funding, and forward vision + execution through scaling/M&A.
Including divesting wireless/satcom/5G to 100% focus on photonics, if those are redirecting priorities.
I’m still holding my 1M+ share count position but not going to blindly cheerlead or hold a company if they become misaligned on what I originally invested in them for (CPO).
翻译：
我不想在这里进行投资者激进主义：
但我希望最近的崩盘能向 $SIVE 传递一个信息：真正重要的是投资者基础和关注点（而不是瑞典，也不是无线）。
此外，他们应该解雇在当地媒体发表批评的任何董事会成员或高管：
并且告诉CEO优先考虑非光子业务/近期收入，因为目前的讨论聚焦在 AllSpace + 管线转化上，而不是 Ayar/GFS 以及 H2 2027/2028 年下半年的机会。
设定明确的未来目标并不难，例如在 H1 2027 提交纳斯达克上市申请，并动用所有资源去执行。
不要像没有增长的保守公司那样发布含糊的帖子和语言对冲。
我认为从长期来看，这样更好，他们应围绕以下方面进行整合：
NPO/CPO、美国融资，以及通过规模化/并购实现的前瞻愿景与执行。
如果这些在转移重点，就包括剥离无线/卫星通信/5G，100% 专注于光子业务。
我仍持有超过 1M+ 股的仓位，但如果公司偏离我最初投资的方向（CPO），我不会盲目喊好或继续持有。
I don’t want to play investor activism here:
But I hope the recent crash sends a message to $SIVE what investor base + focus really matters (not Sweden, not wireless).
As well as that they should fire whatever board member or executive gave into local media criticisms:
And told the CEO to prioritize on non-photonics / near term revenue, since the discussions was on AllSpace + pipeline conversion now. Not Ayar/GFS and H2 2027/2028 opportunities.
It’s not hard to set clear future goals like NASDAQ listing filing by H1 2027 and use all your resources to execute on that.
Not vague post and language hedge like no-growth conservative companies do.
I’d argue this is better long term so they consolidate around:
NPO/CPO, US funding, and forward vision + execution through scaling/M&A.
Including divesting wireless/satcom/5G to 100% focus on photonics, if those are redirecting priorities.
I’m still holding my 1M+ share count position but not going to blindly cheerlead or hold a company if they become misaligned on what I originally invested in them for (CPO).
翻译：
我不想在这里进行投资者激进主义：
但我希望最近的崩盘能向 $SIVE 传递一个信息：真正重要的是投资者基础和关注点（而不是瑞典，也不是无线）。
此外，他们应该解雇在当地媒体发表批评的任何董事会成员或高管：
并且告诉CEO优先考虑非光子业务/近期收入，因为目前的讨论聚焦在 AllSpace + 管线转化上，而不是 Ayar/GFS 以及 H2 2027/2028 年下半年的机会。
设定明确的未来目标并不难，例如在 H1 2027 提交纳斯达克上市申请，并动用所有资源去执行。
不要像没有增长的保守公司那样发布含糊的帖子和语言对冲。
我认为从长期来看，这样更好，他们应围绕以下方面进行整合：
NPO/CPO、美国融资，以及通过规模化/并购实现的前瞻愿景与执行。
如果这些在转移重点，就包括剥离无线/卫星通信/5G，100% 专注于光子业务。
我仍持有超过 1M+ 股的仓位，但如果公司偏离我最初投资的方向（CPO），我不会盲目喊好或继续持有。
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