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6830 · Msscorps Co., Ltd.Msscorps Co., Ltd.

openmedium6830.TW

📋 Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold

medium convictionFirst mentioned Apr 30, 2026 at $850.00

Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold.

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Current Price
$678.00
via cornerstones
Return from entry
-20.24%
entry Apr 30, 2026 @ $850.00
Sources
Signal post on X ↗@aleabitoreddit on X ↗
Thesis Lifecycle
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watchedApr 14, 2026

Silicon photonics scaling faces wafer testing bottleneck, benefiting testing companies.

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openedApr 30, 2026+2 conv

MSSCorps holds a functional monopoly in CPO inspection, serving major semiconductor clients, with pricing power and aggressive litigation to protect market position, leading to significant re-rating potential.

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updatedApr 30, 2026

MSSCorps holds a functional monopoly in CPO inspection, with CEO targeting 90% market share, making a $5-10B market cap achievable from current $1.4B.

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updatedApr 30, 2026

MSSCorps has upside due to adoption by NVDA and TSM for CPO inspection.

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updatedMay 1, 2026

Bullish on three 3x potential plays: SIVE (CPO laser supplier), MSSCORP (CPO inspection monopoly), and Auros (HBM hybrid bonding metrology), each with specific customers and catalysts driving significant upside.

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updatedMay 26, 2026

Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold.

source ↗