SFTBY
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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
SFTBY is neutral (0 bull · 0 bear)
SoftBank likely dropped 13.5% after market reaction to its investor presentation, with potential OpenAI IPO delay as a minor factor.
Last spoke: 06/26/2026, 05:06 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- “What matters is not the eggs, it is the Goose itself” SoftBank probably down -13.5% today after markets saw this investor presentation today. Also the OpenAI IPO possible 2027 delay cause Altman wanted a $1T valuation might have been a small cause… https://t.co/q3edagxCBd
Ongoing takes on other optical names too
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