ASX
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
ASX is net bullish (1 bull · 0 bear)
Identified as an AI-exposed company with a $10-100B market cap, offering compelling ROI and potential for further growth.
Last spoke: 06/09/2026, 11:52 · conviction 6/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- 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.
Ongoing takes on other optical names too
Beyond ASX, his viewpoint library also covers: