Serenity ✓

@aleabitoreddit · Not Financial Advice · joined 02 Jul 2025

Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.

1 028 807Followers

209Following

7 576Posts total

8.8MViews on collected posts

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Serenity ✓@aleabitoreddit20 ชม.

Glad $SIVE is attending CIOE Shenzen and hope my followers can go too! If you want my read on current landscape: -> Chinese pluggable makers like CIG (剑桥科技) are facing severe shortages in 70mW-200mW lasers. If you look at filings from CIG, they claim "substantially longer http

70.7K views · 272 likes · 18 reposts · 32 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

Interesting, thought to check how many years $SIVE has attended CIOE Shenzen (seeing as they will be there Sept 9-11) and from my research it seems like they haven't since attended since 2019, when they went as Sivers Photonics. I might be reading into it too much but it could h

51.9K views · 24 likes · 5 reposts · 0 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

I don’t think I want to be in this timeline anymore. We got AGI with Astra and Hunter Biden $LAPTOP in the same weekend. 226.5K views · 722 likes · 12 reposts · 36 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

Uhh chat, did we accidentally AI bottleneck-pill Warren Buffett's $BRK.B successor Greg Abel? https://t.co/FnHS87s6XN

225.9K views · 1.1K likes · 43 reposts · 71 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

@aleabitoreddit $IQE is definitely working with $SIVE, so anything concerning IQE is also bullish for SIVERS. https://t.co/npbYvswsgD

2.1K views · 22 likes · 1 reposts · 1 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

@aleabitoreddit Awesome thnx for sharing dear. Btw what’s ur long term targets for IQE and hold period if you could share. Luckily the Uk exchange is open today 😊 Btw I want to say a big thank you to you for giving ne XINTECH few months ago and today I sold it for 110% profit❤️❤️ 6.6K views · 7 likes · 0 reposts · 2 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

@aleabitoreddit As I have been following both $AXTI and $IQE and have published related research articles, I would like to know your prediction on when the supply-demand relationship of indium phosphide will be alleviated. This is the question I am currently pondering 2.5K views · 7 likes · 0 reposts · 1 replies Open on X →

Serenity ✓@aleabitoreddit7 Sep

New report from Bloomberg on $IQE: “indium phosphide substrates is emerging as a key risk for the semiconductor industry.” I wonder who could have guessed this last year with $AXTI? https://t.co/ETW7Y2Pz7z

263.2K views · 605 likes · 41 reposts · 36 replies Open on X →

Serenity ✓@aleabitoreddit11 Jun

@aleabitoreddit Also a huge positive for $IQE InP wafers. 10.3K views · 24 likes · 0 reposts · 3 replies Open on X →

Serenity ✓@aleabitoreddit11 Jun

@aleabitoreddit $AXTI There is no alternative supplier, no workaround, and no bypassing them. They are the definition of a structural chokepoint. To build the high-speed lasers required for optical data transfer, you absolutely must use Indium Phosphide. 3.9K views · 17 likes · 2 reposts · 3 replies Open on X →

Serenity ✓@aleabitoreddit11 Jun

@aleabitoreddit What if china blocked InP supply? 38K views · 15 likes · 0 reposts · 11 replies Open on X →

Serenity ✓@aleabitoreddit11 Jun

Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout. Who could have guessed $AXTI would have been a major point of failure? https://t.co/mu9sOWGHN6

1.3M views · 1.2K likes · 86 reposts · 242 replies Open on X →

Serenity ✓@aleabitoreddit26 Dec 2025

Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and

6.6M views · 4K likes · 408 reposts · 140 replies Open on X →

เทียบกับบัญชีขนาดเดียวกัน

12 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 1M–10M ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.

ยอดดูมัธยฐาน44 944บัญชีนี้17 395ค่ามัธยฐานของ 1M–10M

การเข้าถึง, %4.37%บัญชีนี้0.80%ค่ามัธยฐานของ 1M–10M

การมีส่วนร่วม, %0.30%บัญชีนี้1.04%ค่ามัธยฐานของ 1M–10M

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 1M–10M	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	44 944	17 395	2.58×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	4.37%	0.80%	5.46×
อัตราการมีส่วนร่วม	0.30%	1.04%	0.29×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

6.6M26 Dec

1.3M11 Jun

38K

3.9K

10.3K

263.2K7 Sep

2.5K

6.6K

2.1K

225.9K

226.5K

51.9K

70.7K8 Sep

Last 13 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.07%26 Dec

0.13%11 Jun

0.07%

0.57%

0.26%

0.26%7 Sep

0.36%

0.14%

1.16%

0.52%

0.34%

0.06%

0.46%8 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 1M–10M accounts is 1.04%.

What the audience does

Likes79.6%8 055 in total

Reposts6.1%616 in total

Replies5.7%578 in total

Quotes1.0%97 in total

Bookmarks7.6%771 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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