COST
0Bull1Bear0Mention
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
COST is net bearish (0 bull · 1 bear)
The market is selling off Costco, the original producer in an analogy explaining current market dynamics.
Last spoke: 07/01/2026, 13:14 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Basically pre-market right now with the Neoclouds like $NBIS in simpler terms. Costco: sells $5 chickens. Walmart: mass buys those rotisserie chickens and sells excess as “Walmart Chickens”. Stock Market: sells off Costco.
Ongoing takes on other optical names too
Beyond COST, his viewpoint library also covers: