OESX · 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

OESX is neutral (0 bull · 0 bear)

OE Solutions is developing vertically integrated 1.6T optical transceivers, though it's early stage compared to competitors.

Last spoke: 08/04/2026, 23:25 · no conviction

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

View History (1, newest first)

08/04/2026, 23:25UTCMentionView on X →
@NoKorea_YesUSA OE Solutions is developing vertically integrated 1.6T optical transceivers with in-house EML/CW. But its early stage compared to the others.

Ongoing takes on other optical names too

Beyond OESX, his viewpoint library also covers:

$SIVE · 249 takes $NVDA · 145 takes $AAOI · 137 takes

All tracked tickers →Institutional, insider & congressional activity →