XINTEC · Serenity viewpoints

Serenity @aleabitoreddit

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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

XINTEC is net bullish (1 bull · 0 bear)

Xintec is up ~50%, recovering after a past period of averaging down during a significant July sector crash.

Last spoke: 08/31/2026, 05:42 · no conviction

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08/31/2026, 05:42UTCBullREITView on X →
@SidkMena Yeah, I was forced to averaged down during that massive July sector crash. Now up ~55% on FOCI and ~50% on Xintec at least but some of my other names are still recovering

Ongoing takes on other optical names too

Beyond XINTEC, his viewpoint library also covers:

$SIVE · 242 takes $NVDA · 135 takes $AAOI · 132 takes

All tracked tickers →Institutional, insider & congressional activity →