LITEF
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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
LITEF is neutral (0 bull · 0 bear)
Lite-On is named as another major player in the industry.
Last spoke: 08/21/2026, 12:46 · no conviction
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- $POET is supplying Lumilens, which is another top-2 hyperscaler supplier (with billions in customer agreements). Lite-On is another major player. I'm just saying they got likely designed out $MRVL Celestial since Marvell has their own packagig/intergration IP in the same layer that Poet is offering.
Ongoing takes on other optical names too
Beyond LITEF, his viewpoint library also covers: