NEXTRONICS · 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

NEXTRONICS is net bullish (1 bull · 0 bear)

Nextronics is positioned to benefit from increasing demand for optical components in NVIDIA's supply chain over competitors like MC.

Last spoke: 06/16/2026, 10:46 · conviction 6/10

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06/16/2026, 10:46UTCBullConviction: 6/10REITView on X →
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 NEXTRONICS, his viewpoint library also covers:

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

All tracked tickers →Institutional, insider & congressional activity →