AGLT
1Bull0Bear0Mention
Serenity @aleabitoreddit
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
AGLT is net bullish (1 bull · 0 bear)
AGLT, emerging from CCXI, appears undervalued at $5.5B market cap when benchmarked against Figure's $39B valuation.
Last spoke: 07/01/2026, 17:36 · no conviction
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- @runty_days Sure so when they go public, it’s just a ticker change from $CCXI to $AGLT. At $10 it was around ~$3.1B MC including est. cash/pipe. At current levels it’s around ~$5.5B. I personally benchmark it against Figure, which is last valued at ~$39B
Ongoing takes on other optical names too
Beyond AGLT, his viewpoint library also covers: