ERICEricsson (ADR)
1Bull0Bear0Mention
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
ERIC is net bullish (1 bull · 0 bear)
Ericsson is a noticeable beneficiary of the US x Sweden tech MOU.
Last spoke: 05/23/2026, 05:58 · conviction 6/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Markets are kinda realizing US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding. Since you see Sivers in $YSS Golden Dome supply chains (from allspace), and $RTX defense supply chains (chips act). But yeah Ericsson and SIvers are probably the two more noticable ones benefiting from US x Sweden tech MOU.
Ongoing takes on other optical names too
Beyond ERIC, his viewpoint library also covers: