Pinned Serenity @aleabitoreddit · May 30 Very grateful for the objective coverage in De Tijd! It’s cool to see my wor...
Author thanks Belgian newspaper De Tijd for objective coverage of a supply‑chain thesis linking co‑packaged optics (CPO) and photonics. The post names AAOI, XFAB, and MRVL as related exposures, suggesting a thematic basket could attract attention, but it supplies no new financial data or timing.
Linked assets
AAOI, XFAB, and MRVL are explicitly mentioned as names tied to a CPO + photonics / datacenter connectivity narrative. The post increases media visibility but does not present new company fundamentals, guidance, or concrete catalysts.
Mentioned explicitly; fits photonics/optical beneficiary framing. Actionability limited without a defined catalyst.
Mentioned explicitly; commonly tied to datacenter interconnect/CPO adjacency, but this post adds no new fundamental confirmation.
X-FAB SILICON FOUNDRIES SE is a publicly traded equity.
Mentioned explicitly; potential supply-chain levered name, but linkage is more speculative from this text alone.
Source proof
Source proof: Strong source proof | 3 extracted claims | 3 directional assets | 1 supporting author | headline-like title review
Primary source: a pinned social post thanking De Tijd for coverage of the author's CPO + photonics thesis. Additional captured posts touch on platform moderation, transformer demand for HPS.A, past performance of SOI, and neutral coverage of XFAB by Reuters/Bloomberg. None introduce direct, actionable new data or timing.
Post reacts to FT report that $GOOGL Waymo may explore a split with $UBER. Author argues Uber partnering with Waymo was a bad choice because Uber becomes a distribution funnel that benefits Google as Waymo scales; expects Uber would not partner with Waymo in all cities and suggests Uber would prefer partnering with another FSD-4 player like $NBIS “Avride” that Uber partially owns and that doesn’t have a standalone competitor app.
Post highlights Nvidia CEO Jensen Huang joining X to share a letter arguing “open models matter,” with claims that AI will transform every industry and that open models improve safety/cybersecurity, accelerate innovation/diffusion, and enable national “sovereignty.” This is primarily narrative/positioning; no concrete earnings/product/supply-chain catalyst is stated.
Post discusses co-packaged optics (CPO) vs pluggable optics timeline. Says $AAOI is working on CPO but is "further behind in commercialization". Cites a podcast featuring the $SIVE CEO; key takeaway quoted: "Pluggables will be around for the next 10" (interpretable as ~10 years), implying slower CPO displacement and reduced near-term disruption for pluggable-focused vendors.
Post cites informal channel checks that AMD’s Helios scale-up networking roadmap may adopt co-packaged optics (CPO) in future generations, and that broader hyperscaler/industry adoption of CPO is expected. This is a forward-looking packaging/interconnect thesis that could be bullish for AMD’s AI networking competitiveness and for public optics/photonics suppliers, but lacks specifics (names, timing, sourcing), reducing near-term tradability.
Social post thanking a Belgian newspaper (De Tijd) for covering the author’s supply chain thesis in CPO (co-packaged optics) + photonics, and mentioning tickers AAOI, XFAB, and MRVL. No new fundamental datapoints or catalyst details provided beyond media coverage/awareness.
User complains about spam/bots on X and hopes the platform improves moderation. No concrete market-moving info or catalysts provided.
Post argues HPS.A (Hammond Power Solutions) is nearing a 2-month technical timeframe level and remains a compelling “compounder” due to strong transformer-demand visibility, solid backlog, and high market share in dry-type transformers. Mentions “Transformers in the Sky” up 83.3% (unclear reference/benchmark).
Analysis reset: X provider unavailable during stale source-analysis outage; event preserved without source analysis.
Supporting authors
Single author (social account) thanked De Tijd and referenced multiple semiconductor/photonic names across related posts. No institutional research or audited financial disclosures cited.
Unlock full thesis monitoring
Consider monitoring media coverage and industry events for tangible catalysts (product launches, customer wins, capacity confirmations, or guidance) before adjusting exposure to AAOI, XFAB, or MRVL. This post primarily increases awareness rather than providing actionable fundamentals.