BAC
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
BAC is neutral (0 bull · 0 bear)
Bank of America (BoA) is cited for issuing extremely dangerous and bearish market statements, which the KOL believes have almost no chance of happening.
Last spoke: 06/23/2026, 04:24 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- @raider19992 BoA giving exteremely dangerous + bearish statements like these. With almost no chance of happening probably is a major cause.
Ongoing takes on other optical names too
Beyond BAC, his viewpoint library also covers: