AMS
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
AMS is net bullish (1 bull · 0 bear)
AMS Osram's MicroLED technology is projected to be a critical supply chain bottleneck by 2028.
Last spoke: 09/21/2026, 16:15 · conviction 3/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- @Frenchie_ AMS Osram is not a current bottleneck, but likely a future one. Microleds will have its time to shine in 2028.
Ongoing takes on other optical names too
Beyond AMS, his viewpoint library also covers: