MSSCORPS ( is dominating the critical optical loss detection niche for silicon photonics (SiPh) and CPO — patents in TW/JP/US, near-monopoly position (>90% share claimed in core light-loss testing for AI/high-speed optics). SiPh overall TAM is exploding toward ~$8-10B by 2030 (CAGR ~25-29%). The specific test/measurement & optical I/O segment (their sweet spot) is already ~$1.2-1.4B today and projected to hit $2-4B+ in the coming decade with AI data-center/CPO ramp. With equipment sales (MSS HG units up to ~NT$60M each) + services + licensing, this could drive major forward EPS upside as they scale (rough back-of-envelope: meaningful share capture at scale could push rev hundreds of millions USD with high margins → significant multi-fold EPS growth from current base). Stock has pulled back ~25-30% from recent highs (~1,000 → ~720). I’m starting to accumulate gradually — grateful the market gave this entry. (Deeper analysis from sharper accounts like Serenity is far better than mine — no need for me to show off.)