ARM · Serenity viewpoints

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

ARM is net bullish (5 bull · 0 bear)

Strong YTD performance across these tech and semiconductor stocks validates prior bullish positions, challenging any implied negative sentiment.

Last spoke: 08/15/2026, 06:34 · conviction 8/10

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

View History (6, newest first)

08/15/2026, 06:34UTCBullREITView on X →
You can look at the YTDs for: - $SIVE, $IQE, $AXTI, $ARM, $MRVL, $INTC, $SOI, solana:NBiSF3UaVUFtRzHwAfxyHsBCAZWGEKnMpewAE4oh7BG, $AAOI, $LITE, $EWY, $TSEM, $AEHR, $RPI, $MU that I did took positions on earlier in the year or last year. Then let me know if you still think that way.
06/09/2026, 11:52UTCMentionView on X →
Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my head. So basically, AI exposure trading in the $10-100B range. Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit? (Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above) I mention a lot of smaller ideas, but that’s just to chase outsized returns. Still feels like many of these have room to go.
06/08/2026, 14:22UTCBullREITView on X →
@0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130. $87 -> $288 for Marvell $134 -> $347 for Arm not too shabby for my names? I still think many have a toooon of room to go like $AAOI.
06/08/2026, 14:01UTCBullConviction: 8/10REITView on X →
Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking about international companies recently. https://t.co/tZGLrFEGoh
06/01/2026, 16:39UTCBullView on X →
@ThanksTesla congrats. yeah... i should have done options. In hindsight, probably would have done shares only again though. just feels bad to get a 3x on a large-cap like $ARM on no leverage.
06/01/2026, 16:34UTCBullView on X →
$ARM is just ridiculous. $134 straight to $413 in just 2 1/2 months. Should have went options, would have been up thousands of percent instead of only 3x. https://t.co/tF335Qp656

Ongoing takes on other optical names too

Beyond ARM, his viewpoint library also covers:

$SIVE · 222 takes $AAOI · 124 takes $NVDA · 120 takes

All tracked tickers →Institutional, insider & congressional activity →

View History (6, newest first)

08/15/2026, 06:34UTCBullREITView on X →

You can look at the YTDs for: - $SIVE, $IQE, $AXTI, $ARM, $MRVL, $INTC, $SOI, solana:NBiSF3UaVUFtRzHwAfxyHsBCAZWGEKnMpewAE4oh7BG, $AAOI, $LITE, $EWY, $TSEM, $AEHR, $RPI, $MU that I did took positions on earlier in the year or last year. Then let me know if you still think that way.

06/09/2026, 11:52UTCMentionView on X →

Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my head. So basically, AI exposure trading in the $10-100B range. Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit? (Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above) I mention a lot of smaller ideas, but that’s just to chase outsized returns. Still feels like many of these have room to go.

06/08/2026, 14:22UTCBullREITView on X →

@0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130. $87 -> $288 for Marvell $134 -> $347 for Arm not too shabby for my names? I still think many have a toooon of room to go like $AAOI.

06/08/2026, 14:01UTCBullConviction: 8/10REITView on X →

Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking about international companies recently. https://t.co/tZGLrFEGoh

06/01/2026, 16:39UTCBullView on X →

@ThanksTesla congrats. yeah... i should have done options. In hindsight, probably would have done shares only again though. just feels bad to get a 3x on a large-cap like $ARM on no leverage.

06/01/2026, 16:34UTCBullView on X →

$ARM is just ridiculous. $134 straight to $413 in just 2 1/2 months. Should have went options, would have been up thousands of percent instead of only 3x. https://t.co/tF335Qp656

ARMArm Holdings (ADR)

View History (6, newest first)

ARMArm Holdings (ADR)

View History (6, newest first)