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正在抓取实时行情...
@aleabitoreddit
Global rank #5 · Curated from public X commentary
AI supply-chain bottleneck thesis · optical networking leader
Followers
470K+
Public holdings
11
Portfolio avg 24h
-18.94%
Stated return
YTD +122% (peak +501%, self-reported, unverified)
Strategy
Bottleneck theory: own upstream choke points Nvidia depends on (InP substrates, CW lasers, optical module testing, etc.).
Former AI research scientist and RISC-V Foundation member. Rose from Reddit WSB to X with a focus on AI/semiconductor supply-chain bottlenecks — fast-rising discussion in English and Asian investor circles.
Sector Breakdown
Optical / Silicon Photonics
6 holdings
Storage / HBM
1 holdings
AI / Cloud Compute
2 holdings
Crypto
2 holdings
Live Portfolio
Updated 10/19/2026, 4:21:44 PM
| Symbol | Sector | Price | 24h | Thesis | Share |
|---|---|---|---|---|---|
| AXTIAXT Inc | Optical / Silicon Photonics | $51.47 | -24.82% | InP/GaAs substrate bottleneck | |
| AAOIApplied Optoelectronics | Optical / Silicon Photonics | $75.57 | -31.07% | 800G/1.6T optical modules | |
| MRVLMarvell Technology | Optical / Silicon Photonics | $227.83 | -17.24% | AI networking silicon | |
| COHRCoherent | Optical / Silicon Photonics | $232.9 | -25.50% | Full optical components chain | |
| LITELumentum | Optical / Silicon Photonics | $824.13 | -25.31% | Optical module leader | |
| GLWCorning | Optical / Silicon Photonics | $132 | -15.75% | Fiber and data-center glass | |
| MUMicron | Storage / HBM | $878.84 | -14.59% | HBM/DRAM memory | |
| NBISNebius | AI / Cloud Compute | $165.47 | -25.15% | AI cloud infrastructure | |
| CRWVCoreWeave | AI / Cloud Compute | $61.39 | -25.21% | GPU cloud | |
| ETHEthereum | Crypto | $2,435 | -0.22% | Public crypto interest | |
| COINCoinbase | Crypto | $173.16 | -3.47% | Regulated exchange exposure |
Key Highlights
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Positions from public X views, not 13F filings; sizes not independently verified.