TE
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
TE is net bullish (1 bull · 0 bear)
Expected to outperform due to compute and capacity shortages, especially within neoclouds and energy/grid infrastructure.
Last spoke: 07/31/2026, 19:35 · conviction 4/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It's just a little unfortunate the fund couldn't fully survive the drawdown. We did overlap in memory concentration but energy/grid from $BE, $TE, or neoclouds like $SHAZ / $IREN but I'd expect them to outperform given compute/capacity shortages.
Ongoing takes on other optical names too
Beyond TE, his viewpoint library also covers: