Serenity

The analyst initiated a bullish stance on SIVEF, citing management's share purchase as a confidence signal and expressing optimism about the optical sector's growth potential in 2027, noting institutional interest at better entry points.

The analyst maintains a bullish stance on COHR, emphasizing its growth potential and sector opportunities. Their conviction remains steady, highlighting expected revenue ramp-up and institutional interest without changing their position.

The analyst maintained a consistently bullish long position on $SIVE throughout the period, expressing high conviction and expecting significant volume ramps, NASDAQ listing benefits, and M&A activity. Despite a brief mention of potential position reduction, they largely held and reiterated their positive outlook.

The analyst consistently maintained a long stance on CCXI, expressing bullish views on its US-based supply chain, robotics potential, and commercialization prospects. Despite a brief mention of reducing positions due to market conditions, they reaffirmed their long-term conviction in subsequent posts.

The analyst has maintained a consistent long-term bullish stance on AXTI throughout the posts, acknowledging recent volatility and drawdowns but emphasizing long-term growth potential and continued ownership without reducing their position.

The analyst initiated and maintained long positions related to EWY, expressing bullish views on associated stocks and sectors. Over time, they reiterated their long stance despite volatility and macro corrections, continuing to hold and note appreciation in their positions.

The analyst initially took a long position in NBIS, exited a position in IREN to move into NBIS, and continued to express bullish views, highlighting strong growth themes and viewing recent price drops as buying opportunities, indicating growing conviction over time.

The analyst initiated a long-term bullish stance on ASTS, acknowledging recent underperformance but viewing it as a long-term opportunity.

The analyst maintained a bullish stance on AEVA throughout the posts, consistently expressing confidence in the stock alongside related companies amid industry developments and capital rotation into physical AI.

The analyst maintained a bullish stance on LITE throughout the posts, initially discussing it among photonics stocks and later adding to their position after a price drop, showing growing conviction in the stock amid broader sector optimism and market dynamics.

The analyst initiated a bullish stance on OUST, citing potential regulatory pressure on a competitor that could benefit OUST and related companies.

The analyst initiated a long position on $GFS, expressing high confidence due to a recent capital raise and upcoming NASDAQ listing. They maintained a positive view, highlighting undervaluation and growth prospects from M&A activities.

The analyst discussed a long position on SIVE, mentioning related volume ramps in JBL but did not explicitly state a position or view on JBL itself, leaving their stance on JBL unclear.

The analyst maintained a long position on SIVE, consistently expressing confidence due to its recent capital raise, upcoming NASDAQ listing, and growth prospects relative to POET. Their conviction remained steady across the posts.

The analyst initiated coverage on SPCX with a strong buy rating and a $800 price target, indicating the start of a positive stance on the stock.

The analyst consistently maintains a long stance on NVDA, emphasizing its role in photonics and AI-related growth themes. Their conviction remains steady, highlighting supply constraints, architectural shifts, and institutional interest over the recent posts.

The analyst maintained a long stance on META, initially discussing broad long-term themes, then highlighting expected acceleration in datacenter and compute investments, and finally anticipating institutional buying after retail capitulation, showing growing conviction in their view.

The analyst maintained a strong long stance on AAOI throughout the period, frequently expressing high conviction and adding to their position. Despite a brief mention of exiting due to market crashes, they reaffirmed confidence and continued holding a bullish view by the end.

The analyst initiated coverage on $SILEX with a long position, citing improving fundamentals and structural growth driven by AI-related technologies, and viewing the stock as undervalued relative to peers.

The analyst consistently maintains a long position on XFAB, emphasizing its strategic role in European photonics and potential for growth. Their conviction remains steady, highlighting both short-term and long-term upside without changing their stance.

The analyst initially expressed a bullish view on HIMX within a semiconductor cycle context and later added to their positions after a price drop, indicating increased conviction in their long stance.

The analyst consistently maintained a long position on LPK, expressing bullish views on its market potential, volume ramp, and industry positioning. Their conviction remained steady, highlighting growth opportunities and valuation prospects throughout the posts.

The analyst maintained a bullish stance on RKLB, discussing institutional accumulation and reflecting on past high-conviction positions. They later referenced RKLB as a prior investment while sharing a new investment decision, indicating consistent conviction in RKLB.