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.
加入 July 2025
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Special thank you to awodias for the crowdsourced channel check all the way from CIOE 2026 Shenzhen!
- Confirmed that $SIVE is actively engaged with Chinese pluggable makers
- $SIVE has raised lasers prices given tight supply
- 70mW lasers seem the most tight given association with 800g pluggables
It’s pretty cool that our little community reaches all the way around the world.
(Also thank you if other people did channel checks and I missed it, this was the first one I saw)
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