BRUN · 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

BRUN is net bearish (0 bull · 1 bear)

$BRUN serves as a cautionary example of a SPAC that did not perform well.

Last spoke: 07/08/2026, 20:33 · conviction 2/10

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

View History (1, newest first)

07/08/2026, 20:33UTCBearConviction: 2/10View on X →
@kapo52277 @neruda_de Agility is ~$3.9B premoney valuation, which is compelling to me as is. Not all SPACs work that way as seen with $BRUN, which is why I’m personally not waiting.

Ongoing takes on other optical names too

Beyond BRUN, his viewpoint library also covers:

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

All tracked tickers →Institutional, insider & congressional activity →