COINCoinbase Global
0Bull1Bear1Mention
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
COIN is net bearish (0 bull · 1 bear)
Bearish on $COIN as dropping crypto prices negatively impact its business.
Last spoke: 06/04/2026, 02:12 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- @RockyKh49376975 I ended up buying $IBIT and $ETHA today at $62K / $1.75K. Just swing trading those, not long term holding. But prices dropping hurts $HOOD / $COIN and the others.
- Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co. So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills… To ban any form of innovation or competition against banks, with things like yields. And nuking liquidity as they go (but strengthens the USD) Valuations do seem compelling again if you’re swing trading.
Ongoing takes on other optical names too
Beyond COIN, his viewpoint library also covers: