PEP
1Bull0Bear0Mention
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
PEP is net bullish (1 bull · 0 bear)
Pepsi is compelling at 16 P/E.
Last spoke: 09/07/2026, 12:20 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- @IkaKnight_ Buffett: Here's why Pepsi is compelling at 16 P/E and why we need to save up $300B+ for the next market correction. Abel: We're gonna full send it into AI's next bottleneck
Ongoing takes on other optical names too
Beyond PEP, his viewpoint library also covers: