MDTKF · 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

MDTKF is net bullish (1 bull · 0 bear)

Expects MediaTek to heavily outperform over the next two years.

Last spoke: 06/04/2026, 00:39 · conviction 7/10

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06/04/2026, 00:39UTCBullConviction: 8/10NEWView on X →
@TheRealTP I don't own MediaTek, but I expect them to heavily outperform next two years. https://t.co/TbKNbOZLH2

Ongoing takes on other optical names too

Beyond MDTKF, his viewpoint library also covers:

$SIVE · 249 takes $NVDA · 145 takes $AAOI · 137 takes

All tracked tickers →Institutional, insider & congressional activity →