KN
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
KN is net bullish (1 bull · 0 bear)
US-listed companies like KN are worth considering due to their domestic listing, despite having less market share than Asian counterparts.
Last spoke: 08/17/2026, 03:14 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- @wannabepanacea Yeah as the other comment said $VSH and $KN are the two to look at. They have a lot less market share than their Asian counterparts, but... they're listed in the US
Ongoing takes on other optical names too
Beyond KN, his viewpoint library also covers: