SHMD
0Bull1Bear0Mention
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
SHMD is net bearish (0 bull · 1 bear)
While potentially a beneficiary of TSMC, the company's financial health is currently concerning.
Last spoke: 06/07/2026, 02:07 · conviction 2/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers Idk about $INTC 2030 reports, we’ll see. $TSM CoPoS was 2-3Y was correct though from recent TSM chairman comments. Innolux was interesting beneficiary. $SHMD should be too off TSM but financials were pretty toxic. Same players should appear multiple times, eg innolux + SKC. Also applies to $LPK and upstream equipment seller around these ramps.
Ongoing takes on other optical names too
Beyond SHMD, his viewpoint library also covers: