Serenity
@aleabitoreddit · x
127,000 followers
Last updated: 2026-05-25 14:48
● Live
Tracks public analysis and inferred viewpoints, not verified holdings or trades.
Active bullish views (10)
← click a row for full thesis history
| Ticker | Conviction (1-10) | Thesis | Action | Last seen | # views | |
|---|---|---|---|---|---|---|
| SIVE | 8/10 | SIVE is critically important to multiple frontier industries including Space, Robotics, AI, and consumer segments due to its wide supply chain integration. | — | 2026-05-25 | 57 | › |
| SOI | 8/10 | Controls silicon photonics for AI buildout, key to benefiting from significant AI capex. | — | 2026-05-25 | 10 | › |
| IQE | 8/10 | Controls Western epiwafer supply chains for photonics, set to benefit from AI capex growth. | — | 2026-05-25 | 3 | › |
| NBIS | 8/10 | AI capex is expected to flow to Neoclouds like NBIS as part of the AI infrastructure buildout. | — | 2026-05-25 | 8 | › |
| SNDK | 8/10 | Anticipated to benefit from substantial AI capex flowing into memory solutions. | — | 2026-05-25 | 1 | › |
| MU | 8/10 | Anticipated to benefit from substantial AI capex flowing into memory solutions. | — | 2026-05-25 | 3 | › |
| AXTI | 7/10 | AXTI controls critical upstream materials and ~40% of the InP supply chain, giving it significant pricing power. | — | 2026-05-25 | 18 | › |
| AAOI | 6/10 | AAOI's 800G/1.6T optical transceiver scale, US production, and tax credits are strong, though $600M dilution hurts near-term. | — | 2026-05-25 | 13 | › |
| LPK | — | LPK has performed favorably. | — | 2026-05-25 | 3 | › |
| ALRIB | — | ALRIB has performed well, gaining approximately 188% since the KOL initiated a long position. | — | 2026-05-25 | 3 | › |
Active bearish views (6)
← click a row for full thesis history
| Ticker | Conviction (1-10) | Thesis | Action | Last seen | # views | |
|---|---|---|---|---|---|---|
| FUTU | 7/10 | The Chinese government is targeting historical revenues, with no fair legal recourse for appeal, making its situation precarious. | — | 2026-05-25 | 5 | › |
| TIGR | 7/10 | The Chinese government is targeting historical revenues, with no fair legal recourse for appeal, making its situation precarious. | — | 2026-05-25 | 5 | › |
| HIMX | 6/10 | Faces long-term "design-out" risk due to potential vertical integration by giants like TSMC's Visera, despite short-term CPO opportunities.Original | — | 2026-05-25 | 5 | › |
| BABA | 5/10 | KOL advises avoiding Chinese exposure due to regulatory and governmental risks, as exemplified by recent actions against brokerages. | — | 2026-05-25 | 5 | › |
| PDD | 5/10 | KOL advises avoiding Chinese exposure due to regulatory and governmental risks, as exemplified by recent actions against brokerages. | — | 2026-05-25 | 5 | › |
| XLU | — | XLU faces headwinds as rate cut expectations, a key tailwind for utilities, have vanished due to geopolitical shifts. | Reiterated | 2026-05-25 | 5 | › |
Reduced / Neutral views (21)
← click a row for full thesis history
| Ticker | Conviction (1-10) | Thesis | Action | Last seen | # views | |
|---|---|---|---|---|---|---|
| RDDT | — | Named in a rhetorical comparison regarding investor intelligence. | — | 2026-05-25 | 1 | › |
| IREN | — | Named in a rhetorical comparison regarding investor intelligence. | — | 2026-05-25 | 1 | › |
| GOOGL | — | Mentioned as an example of a Western company that could absorb a very large fine, unlike Chinese brokerages. | — | 2026-05-25 | 5 | › |
| META | — | Mentioned as an example of a company that might appear cheap but carries underlying risks. | — | 2026-05-25 | 5 | › |
| RKLB | — | KOL expects the company to still exist by 2029, suggesting a long-term holding strategy for existing positions. | — | 2026-05-25 | 4 | › |
| INTC | — | Mentioned as an indirect exposure for robotics through edge CPUs. | — | 2026-05-25 | 8 | › |
| FOCI | — | FOCI's focused model for TSM/NVDA supplies optical components and FAU, driving re-rating but likely limiting its path to a $50B+ valuation. | — | 2026-05-25 | 3 | › |
| YSS | — | Named as a downstream customer of Sivers in Golden Dome supply chains. | — | 2026-05-25 | 4 | › |
| ERIC | — | Noted as a beneficiary of the US and Sweden technology Memorandum of Understanding (MOU). | — | 2026-05-25 | 4 | › |
| COHR | — | Cited as an example of a company that Sivers could emulate for future vertical integration. | — | 2026-05-25 | 4 | › |
| TSM | — | Named as a downstream customer that uses optical components and FAUs from FOCI. | — | 2026-05-25 | 5 | › |
| LITE | — | LITE's single high-power laser has a distinct architecture from a multi-channel array, making direct comparisons based on LLMs misguided. | — | 2026-05-25 | 15 | › |
| GFS | — | GFS is cited as a key foundry partner for scaling IP development without significant capital expenditure or increased headcount. | — | 2026-05-25 | 1 | › |
| POET | — | Mentioned as a company with a more concentrated customer base, in contrast to SIVE's broad market presence. | — | 2026-05-25 | 7 | › |
| JBL | — | Named as a downstream customer of SIVE for CPO/1.6T applications. | — | 2026-05-25 | 12 | › |
| AAPL | — | Named as a downstream customer of SIVE in various frontier industries. | — | 2026-05-25 | 5 | › |
| NOK | — | Named as a downstream customer of SIVE, supplying critical components. | — | 2026-05-25 | 5 | › |
| RTX | — | Named as a US defense contractor and a downstream customer of SIVE. | — | 2026-05-25 | 5 | › |
| AEVA | — | Named as a downstream customer of SIVE, providing components for self-driving architectural standards. | — | 2026-05-25 | 2 | › |
| NVDA | — | Named as a customer influenced by components supplied through AEVA from SIVE for self-driving architectures. | — | 2026-05-25 | 7 | › |
| MRVL | — | Named as a downstream supplier to hyperscalers, potentially receiving components from the SIVE supply chain. | — | 2026-05-25 | 7 | › |
Recent posts
When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others.
Then you have $SIVE -> $AEVA -> Boston Dyn…
YSS · mention
SIVE · bull 8/10
AAPL · mention
NOK · mention
RTX · mention
AEVA · mention
NVDA · mention
POET · mention
JBL · mention
MRVL · mention
@Jimmy4466597097 ~1/4th of their entire company are PHDs. Sivers is primarily doing novel IP development.
Then using $GFS / Win to scale without capex + or needing headcount.
You would need a lot of more headcount for stuff like assembly (without doctorates).
SIVBF · bull
GFS · mention
Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics.
I actually personally liked Aeva for 4D AI first.
Just s…
VPG · mention
SIVE · bull 6/10
AEVA · mention
NVDA · mention
MU · mention
INTC · mention
$SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff.
Since they all basically go from 0 to 100 full steam ahead in the next 2 years.
SIVE · bull 8/10
@Fletche33881557 Nope, $NVDA said $3-4T annual spend. Not value. https://t.co/sKg5gA2RZO
NVDA · mention
You're comparing Sumitomo finished InP substrates vs AXT.
$AXTI owns many many material chokepoints upstream required to make the finished substrates. And they're roughly ~40% of the entire InP supply chain like indium/gallium/precursors to pBN crucibles + processing.
It's a materials problem, t…
AXTI · bull 7/10
Sun May 24 18:39
Open original →
AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exposed + own the keys of the AI Kingdom:
-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI…
NVDA · mention
AXTI · bull 8/10
SOI · bull 8/10
SIVE · bull 8/10
IQE · bull 8/10
NBIS · bull 8/10
MU · bull 8/10
SNDK · bull 8/10
Sun May 24 15:56
Open original →
All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.
What's your pick? https://t.co/Y10KR6HLVC
NVDA · mention