Svmuu reported that “New Stock God” Serenity stated that JPMorgan Chase has disclosed holding over 5.25% of SIVE shares, and its influence may be significantly underestimated by the market. For major U.S. institutions, a position of $135 million is not particularly large, and they theoretically have the capacity to increase their holdings to a higher proportion. The current limiting factor is primarily the limited number of circulating shares in the market.
Serenity believes that JPMorgan Chase’s entry signals that large institutions are absorbing circulating shares, which could attract more institutions to follow suit and allocate. Meanwhile, the circulating shares of $SIVE have long been subject to large-scale short selling by Swedish hedge funds and some quantitative funds. If U.S. institutions continue to buy up circulating shares, short sellers may face pressure to cover their positions. This development further validates its investment logic: sharing opportunities with retail investors first, completing positioning before large-scale institutional capital inflow, and focusing on the arrival of the next CPO (Co-Packaged Optics) super cycle.