SHUNSIN
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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
SHUNSIN is neutral (0 bull · 0 bear)
KOL views Shunsin as reliant on the awaited Co-Packaged Optics (CPO) volume ramp for growth.
Last spoke: 06/09/2026, 11:56 · no conviction
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- @MosheFeins48329 That doesn’t fit in the category of $10-100B. I’m talking about the more “validated names”. CPO hasn’t volume ramped at all either, just waiting on that for MSSCorp, Shunsin, Foci, and the others.
Ongoing takes on other optical names too
Beyond SHUNSIN, his viewpoint library also covers: