Serenity
@aleabitoreddit
Updated 11h 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
960
Indexed posts
195
Covered tickers
High-conviction picks
Based on public viewpoint scoringLITE
Lumentum Holdings
9.0/10
BullMTSI
MACOM Technology Solutions
9.0/10
BullCOHR
Coherent Corp
9.0/10
BullLatest view
Today 07:38
I love how so many people requested $SIVE that Saxo Japan went out of their way to list it! Just goes to show how much demand there is for this laser company. Special shoutout to Saxo. And of course, excited for Sivers earnings + planned Nasdaq listing coming up.