AUROS
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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
AUROS is neutral (0 bull · 0 bear)
Trimmed position at a loss for tax harvesting due to hybrid bonding industry delays.
Last spoke: 09/07/2026, 00:30 · no conviction
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- I get like 100 of these types of questions a day, I can’t just answer all of them. Since you’ve asked 12 times: yes I still have exposure to all of them. Cost averaged on a few, so as of today positions on: Foci are up 53% Xintec are up 53.1% But still down -23% on Shunsin, -22% on Msscorp. Main position I trimmed the most at a loss for tax harvesting was Auros after hybrid bonding industry delays. I like to post thesis ideas, but try to keep portfolio management stuff private like tax loss harvesting or trimming. I’ll post thesis research updates, like $TSM coupe confirming partnership with Shunsin. Or FAU bottleneck validation on Foci. Or hybrid bonding delays. But in the end people should make their own decisions
Ongoing takes on other optical names too
Beyond AUROS, his viewpoint library also covers: