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.
加入 July 2025
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$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables.
My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW.
Sivers + GFS SiPH reference laser news, alongside the +54% increase today.
Is just one step of the way.
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