MC
0Bull0Bear1Mention
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
MC is neutral (0 bull · 0 bear)
Mentioned as a competitor for Nextronics in the optical components space within the NVIDIA supply chain.
Last spoke: 06/16/2026, 10:46 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- 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.
Ongoing takes on other optical names too
Beyond MC, his viewpoint library also covers: