GPRO · 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

GPRO is net bullish (1 bull · 0 bear)

GoPro is merging with Starman Optical to develop 800G/1.6T optical transceivers for AI data centers, leading to a significant stock surge.

Last spoke: 09/01/2026, 13:55 · no conviction

8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

View History (1, newest first)

09/01/2026, 13:55UTCBullView on X →
What... $GPRO is up 79.17% after planning to merge with a photonics company "Starman Optical" To build US 800G/1.6T optical transceivers for AI data centers. GoPro trying to compete with $AAOI was definitely not on my radar. https://t.co/5z2XXHaxvs

Ongoing takes on other optical names too

Beyond GPRO, his viewpoint library also covers:

$SIVE · 243 takes $NVDA · 137 takes $AAOI · 134 takes

All tracked tickers →Institutional, insider & congressional activity →