APR
0Bull0Bear1Mention
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
APR is neutral (0 bull · 0 bear)
APR's current market valuation may already reflect its positive prospects.
Last spoke: 07/11/2026, 19:55 · no conviction
Price data unavailable
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- @ANMcapital APR might be priced in. But maybe salmon DNA processing might be a new bottleneck from the amount women use for face lotion...
Ongoing takes on other optical names too
Beyond APR, his viewpoint library also covers: