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
IMO anything MicroLED is a waste of capital for CPO/photonics exposure over the next year.
Names like ams-OSRAM/AUO/Ennostar/Tyntek/PlayNitride, etc.
Any volume shipments would probably be H2 2028 or H1 2029 if it even takes off from development stage.
You're better looking at them for their other business segments.
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@aleabitoreddit any thoughts on ams OSRAM? They have some interesting application areas in photonics. Is it just hype or they might actually deliver?
