Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Joined July 2025
221 Following 1M Followers
$AXTI enters long term agreement with $LITE for InP substrates.
Lumentum has agreed to pay a deposit of $43.5M as a reservation for capacity.
