Serenity
@aleabitoreddit
That famous @Reddit WSB Trader now on X.
AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
Joined July 2025
122 Following 296.4K Followers
Just in case you were wondering $TSEM reported extra prepayment ($290M) to secure capacity.
Downstream foundry capacity squeeze directly translates to an immense demand for raw substrates upstream with $SOI (more revenue).
My optical picks are very interconnected.
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@aleabitoreddit Is $SOI already facing substrate supply tightness?
If CPO scale-up accelerates, will Tower sign a longer-term strategic supply agreement with them, or stick to the spot market for flexibility?
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