FOCI · 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

FOCI is net bullish (4 bull · 0 bear)

FOCI's focused business on optical components and FAU for customers like TSM and NVDA limits its total addressable market expansion, making a $50B+ market cap unlikely.

Last spoke: 06/22/2026, 01:35 · conviction 5/10

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View History (6, newest first)

06/22/2026, 01:35UTCBullREITView on X →
@Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up.
06/16/2026, 10:46UTCBullConviction: 6/10REITView on X →
Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash. Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components relative to MC in $NVDA supply chains. We'll see how this plays out.
06/09/2026, 11:56UTCMentionView on X →
@MosheFeins48329 That doesn’t fit in the category of $10-100B. I’m talking about the more “validated names”. CPO hasn’t volume ramped at all either, just waiting on that for MSSCorp, Shunsin, Foci, and the others.
06/05/2026, 14:32UTCBullConviction: 6/10View on X →
@awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics. Second favorite pure play CPO exposure would be FOCI for me.
06/02/2026, 23:54UTCBullConviction: 8/10View on X →
@MattLay Honestly extremely surprised by those two, not going up another 50% yet. I think it’s because nothing CPO has scaled up yet so it’s not reflected in their balance sheets. But I have pretty high conviction in Foci, MSScorp is a lottery ticket for inspection monopoly.
05/23/2026, 06:25UTCMentionConviction: 5/10View on X →
@_juicebox99_ I don't see FOCI becoming a $50B+ company. They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives structural re-rating related to MC. Not quite the same as the US model of TAM expanding into $100B+ companies.

Ongoing takes on other optical names too

Beyond FOCI, his viewpoint library also covers:

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

All tracked tickers →Institutional, insider & congressional activity →

View History (6, newest first)

06/22/2026, 01:35UTCBullREITView on X →

@Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up.

06/16/2026, 10:46UTCBullConviction: 6/10REITView on X →

Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash. Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components relative to MC in $NVDA supply chains. We'll see how this plays out.

06/09/2026, 11:56UTCMentionView on X →

@MosheFeins48329 That doesn’t fit in the category of $10-100B. I’m talking about the more “validated names”. CPO hasn’t volume ramped at all either, just waiting on that for MSSCorp, Shunsin, Foci, and the others.

06/05/2026, 14:32UTCBullConviction: 6/10View on X →

@awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics. Second favorite pure play CPO exposure would be FOCI for me.

06/02/2026, 23:54UTCBullConviction: 8/10View on X →

@MattLay Honestly extremely surprised by those two, not going up another 50% yet. I think it’s because nothing CPO has scaled up yet so it’s not reflected in their balance sheets. But I have pretty high conviction in Foci, MSScorp is a lottery ticket for inspection monopoly.

05/23/2026, 06:25UTCMentionConviction: 5/10View on X →

@_juicebox99_ I don't see FOCI becoming a $50B+ company. They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives structural re-rating related to MC. Not quite the same as the US model of TAM expanding into $100B+ companies.