MXL · 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

MXL is neutral (0 bull · 0 bear)

Named as a beneficiary of DSP and TIA bottlenecks, indicating a positive industry read-through from AAOI's earnings.

Last spoke: 08/07/2026, 12:55 · no conviction

8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

View History (3, newest first)

08/07/2026, 12:55UTCMentionView on X →
Some more TLDR takeaways from $AAOI ER: - They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI. - For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth. For reference: Q2: $191.9M Q3: ~$255M-$290M Q4: $500M+ By mid-2027: ~$1.41B quarterly revenue run-rate Always impressed by the revenue ramp from some of these optical players.
06/24/2026, 06:52UTCMentionView on X →
OpenLight (private) seems to get bigger and bigger every time I look at it. If you’re curious about their public ecosystem outside of Advantest: $JBL ( $SIVE partner ) for scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposure into private growth through public equities if you’re not an accredited investor. Since optical players look very interconnected.
06/19/2026, 13:01UTCMentionView on X →
Sometimes, I just like sharing ideas to see how it does in markets or if others find it interesting! $MXL, for example, I called out right literally right before that tripled for example, but didn't take positions. I'm basically fully allocated for this year, so if I do add a new name, I have to change weights around. I do change positions a lot, just due to different bottlenecks / architecture changes or macro, especially earlier in the year during wartime. But I think a lot of my names are just waiting to play out, especially with CPO.

Ongoing takes on other optical names too

Beyond MXL, his viewpoint library also covers:

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

All tracked tickers →Institutional, insider & congressional activity →

View History (3, newest first)

08/07/2026, 12:55UTCMentionView on X →

Some more TLDR takeaways from $AAOI ER: - They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI. - For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth. For reference: Q2: $191.9M Q3: ~$255M-$290M Q4: $500M+ By mid-2027: ~$1.41B quarterly revenue run-rate Always impressed by the revenue ramp from some of these optical players.

06/24/2026, 06:52UTCMentionView on X →

OpenLight (private) seems to get bigger and bigger every time I look at it. If you’re curious about their public ecosystem outside of Advantest: $JBL ( $SIVE partner ) for scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposure into private growth through public equities if you’re not an accredited investor. Since optical players look very interconnected.

06/19/2026, 13:01UTCMentionView on X →

Sometimes, I just like sharing ideas to see how it does in markets or if others find it interesting! $MXL, for example, I called out right literally right before that tripled for example, but didn't take positions. I'm basically fully allocated for this year, so if I do add a new name, I have to change weights around. I do change positions a lot, just due to different bottlenecks / architecture changes or macro, especially earlier in the year during wartime. But I think a lot of my names are just waiting to play out, especially with CPO.

MXLMaxLinear Inc

View History (3, newest first)

MXLMaxLinear Inc

View History (3, newest first)