Serenity
@aleabitoreddit
Updated 13h ago
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
448.0K
Followers
1105
Indexed posts
214
Covered tickers
High-conviction picks
Based on public viewpoint scoringCOHR
Coherent Corp
9.0/10
BullMTSI
MACOM Technology Solutions
9.0/10
BullAVGO
Broadcom Inc
9.0/10
BullLatest view
2026-09-07
I don’t think I want to be in this timeline anymore. We got AGI with Astra and Hunter Biden $LAPTOP in the same weekend.