CRCLCircle Internet Group
1Bull0Bear2Mention
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
CRCL is net bullish (1 bull · 0 bear)
CRCL largely benefits from rate hikes, a fact the market has yet to appreciate despite recent drops.
Last spoke: 06/23/2026, 14:16 · conviction 3/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (3, newest first)
- @_stockResearch You can tell how dumb the market is since $CRCL is actually one of the few names actually largely benefiting from rate hikes. But that dropped anyways recently.
- @soulbiri1 I think only $IBIT / $XLU / $META / $CRCL are red since that mention. Maybe like 1-2 flat like $HOOD But 25 for 30 like $NBIS green, and many by triple digits is pretty solid if you do equal weighted.
- 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 CRCL, his viewpoint library also covers: