Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
参加 July 2025
197 フォロー中 1M ファン
Be SemiAnalysis:
- Post a scathing piece on CPO delays + optical company valuations, causing a crash.
Which $NVDA, analyst desks, and major optical companies refuted
- Launch an institutional photonics ETF after optical names dropped 40-60%.
もっと見る
