AA · Serenity viewpoints | AI Smart Money

Serenity @aleabitoreddit

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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.

Quick verdict

AA is net bullish (1 bull · 0 bear)

Alcoa Corp is a direct beneficiary of $174M US government financing to secure domestic Gallium supply chain production.

Last spoke: 09/01/2026, 18:26 · no conviction

8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

View History (1, newest first)

09/01/2026, 18:26UTCBullView on X →
US Department of War announces $174M financing for securing Gallium Supply Chains. Beneficiaries are: - $AA (Alcoa Corp) for Gallium production at its refinery. - Sojitz (2768) as the Japanese JV offtake partner Good to see US critical minerals supply chains investments. https://t.co/fyi203MH2B

Ongoing takes on other optical names too

Beyond AA, his viewpoint library also covers:

$SIVE · 243 takes $NVDA · 137 takes $AAOI · 134 takes

All tracked tickers →Institutional, insider & congressional activity →