๐Ÿ“ FOCI and MSS are small Taiwanese companies expected to benefit from TSMC's CPO and silicon photonics developments, though institutional interest may be overhyped

low convictionFirst mentioned May 8, 2026

FOCI and MSS are small Taiwanese companies expected to benefit from TSMC's CPO and silicon photonics developments, though institutional interest may be overhyped.

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Current Price
$1.02
via cornerstones
Return from entry
โ€”
entry May 8, 2026
Thesis Lifecycle
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watchedMay 8, 2026

Frontrunning CPO cycle with volatility due to lack of revenue; short interest increasing.

source โ†—
๐Ÿ“
updatedMay 25, 2026

FOCI and MSS are small Taiwanese companies expected to benefit from TSMC's CPO and silicon photonics developments, though institutional interest may be overhyped.

source โ†—