RPI · 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

RPI is net bullish (3 bull · 0 bear)

KOL modeled significantly higher revenue growth (~50%) for RPI compared to consensus (14%), indicating superior forecasting ability.

Last spoke: 06/19/2026, 09:31 · conviction 7/10

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

View History (5, newest first)

06/19/2026, 09:31UTCBullConviction: 7/10View on X →
@KeshavS81752717 Thanks! Yeah I try to do my own forcast modeling if it’s not a large Mag7 type name, “institutional”reports that retail sees are usually very off. Like with $RPI consensus was 14% revenue growth, I modeled ~50%ish at the time. And usually my own turn out slightly more accurate
06/05/2026, 09:16UTCBullConviction: 6/10View on X →
@Frenchie_ They keep fighting with me with everything from $SOI, $RPI, and $SIVE. Then get embarrassed over and over. Idk if they’re going to learn
06/05/2026, 09:10UTCBullREITView on X →
$RPI: $283 -> $983, up 247% from my thesis post. Quote: Strong AI-related demand was expected to result in core profit "significantly ahead" of market expectations. Turns out European Media’s favorite “memestock” with “no fundamentals” back in Feb. Was actually was backed by revenue growth from AI?
05/27/2026, 16:35UTCMentionView on X →
Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B. This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag. $XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics. The main revenue ramp was around power semis with $NVDA pushing 800 vdc. So $NVTS, $POWI, $WOLF and everyone have been taking off recently. Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections. Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.
05/25/2026, 16:08UTCMentionView on X →
$RPI, close to ~3x returns. Off the media branded "Meme Stock". I think after retail saw institutions bear post my thesis posts. Then ended up paper handing $AXTI, then $RPI, then $IQE, then $EWY, then $SNDK, then $AAOI, then $SOI. And them watch them all go up 3x-15x+ after institutions bought up the float. Retail finally learned not to trust them with anymore with names like $SIVE?

Ongoing takes on other optical names too

Beyond RPI, his viewpoint library also covers:

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

All tracked tickers →Institutional, insider & congressional activity →

View History (5, newest first)

06/19/2026, 09:31UTCBullConviction: 7/10View on X →

@KeshavS81752717 Thanks! Yeah I try to do my own forcast modeling if it’s not a large Mag7 type name, “institutional”reports that retail sees are usually very off. Like with $RPI consensus was 14% revenue growth, I modeled ~50%ish at the time. And usually my own turn out slightly more accurate

06/05/2026, 09:16UTCBullConviction: 6/10View on X →

@Frenchie_ They keep fighting with me with everything from $SOI, $RPI, and $SIVE. Then get embarrassed over and over. Idk if they’re going to learn

06/05/2026, 09:10UTCBullREITView on X →

$RPI: $283 -> $983, up 247% from my thesis post. Quote: Strong AI-related demand was expected to result in core profit "significantly ahead" of market expectations. Turns out European Media’s favorite “memestock” with “no fundamentals” back in Feb. Was actually was backed by revenue growth from AI?

05/27/2026, 16:35UTCMentionView on X →

Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B. This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag. $XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics. The main revenue ramp was around power semis with $NVDA pushing 800 vdc. So $NVTS, $POWI, $WOLF and everyone have been taking off recently. Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections. Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.

05/25/2026, 16:08UTCMentionView on X →

$RPI, close to ~3x returns. Off the media branded "Meme Stock". I think after retail saw institutions bear post my thesis posts. Then ended up paper handing $AXTI, then $RPI, then $IQE, then $EWY, then $SNDK, then $AAOI, then $SOI. And them watch them all go up 3x-15x+ after institutions bought up the float. Retail finally learned not to trust them with anymore with names like $SIVE?