NVT
0Bull0Bear1Mention
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
NVT is neutral (0 bull · 0 bear)
Listed as a provider of cooling solutions, addressing critical infrastructure needs for AI compute buildout identified by Elon Musk.
Last spoke: 08/30/2026, 11:40 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking Since Elon Musk cited: - transformers - wiring - liquid cooling - massive chillers + complex networking As the point of failure for AI compute buildout. Which is “harder than finding power”
Ongoing takes on other optical names too
Beyond NVT, his viewpoint library also covers: