MSSC · Serenity viewpoints

Serenity @aleabitoreddit

448.0K

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

MSSC is net bullish (1 bull · 0 bear)

MSScorp is a speculative 'lottery ticket' for inspection market monopoly, awaiting CPO scaling impact.

Last spoke: 06/02/2026, 23:54 · conviction 4/10

Price data unavailable

View History (1, newest first)

06/02/2026, 23:54UTCBullConviction: 4/10View on X →
@MattLay Honestly extremely surprised by those two, not going up another 50% yet. I think it’s because nothing CPO has scaled up yet so it’s not reflected in their balance sheets. But I have pretty high conviction in Foci, MSScorp is a lottery ticket for inspection monopoly.

Ongoing takes on other optical names too

Beyond MSSC, his viewpoint library also covers:

$SIVE · 222 takes $AAOI · 124 takes $NVDA · 120 takes

All tracked tickers →Institutional, insider & congressional activity →