SHUNSIN · ShunSin Technology Holdings LimitedShunSin Technology Holdings Limited
📋 CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up
CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
Evidence & details
- +Post states SIVE is a personal favorite for CPO related stuff
- +Claims they go from 0 to 100 full steam ahead in next 2 years
- ⚡CPO (co-packaged optics) adoption
- ⚡AI capex spend growth
Chart
Post Timeline · 2 posts
@vas_203 $SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff. Since they all basically go from 0 to 100 full steam ahead in the next 2 years.
Thesis: Bullish on SIVE for CPO related stuff as it goes from 0 to 100 in next 2 years.
@Rumbourbon23 Yes, Shunsin is now out of disposition. I added some more positions today.
Thesis: Shunsin is out of disposition; adding to positions.
Expect Shunsin to outperform over the next year as Foxconn's CPO optical/testing arm.
source ↗NVDA June 1 Computex/GTC Taipei keynote is a major catalyst that should be heavily bullish for the Taiwan optical ecosystem, including Shunsin, Foci, Nextronics, and MSScorps.
source ↗CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
source ↗