MSSCORP
1Bull0Bear1Mention
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
MSSCORP is net bullish (1 bull · 0 bear)
MSScorp is seen as a speculative 'lottery ticket' to potentially achieve a monopoly in inspection.
Last spoke: 06/09/2026, 11:56 · conviction 3/10
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View History (2, newest first)
- @MosheFeins48329 That doesn’t fit in the category of $10-100B. I’m talking about the more “validated names”. CPO hasn’t volume ramped at all either, just waiting on that for MSSCorp, Shunsin, Foci, and the others.
- @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 MSSCORP, his viewpoint library also covers: