JUST IN: Serenity critiques its European long positions in photonics and semis (Sivers, LPKF, Soitec, Raspberry Pi Holdings, IQE, Riber, X-FAB), highlighting exposure to 1.6T optics and Co-Packaged Optics in next-gen supply chains. $SIv? $SOI? (use tickers clearly relevant)

post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned