SE
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
SE is net bullish (1 bull · 0 bear)
E-commerce giants are key beneficiaries of physical AI push, enabling immediate opex optimization via robotics.
Last spoke: 07/04/2026, 22:41 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear.
Ongoing takes on other optical names too
Beyond SE, his viewpoint library also covers: