SPY
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
SPY is net bullish (1 bull · 0 bear)
Equities like SPY are the best way to outpace inflation on essential goods, which is rising significantly.
Last spoke: 09/25/2026, 14:21 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- People really need to stop thinking about 5% yields over 10 years or 30 years. Even the inflation of my $SUBWAY sandwich has gone up like 12% a year. Today it was like $20 after tax, when it used to be like $5… 12 years ago. The best way to keep up with inflation of the things that matter, like Sandwiches, is equities like $SPY.
Ongoing takes on other optical names too
Beyond SPY, his viewpoint library also covers: