$3363

Does he own it?

Multiple explicit first-person holding statements: he says he owns most names on his CPO list (Foci included), calls it a high-conviction medium-term position he holds, and lists it among his favorite Taiwan CPO longs. No specific percent weight disclosed, but ownership is clearly stated, not just coverage.

His thesis

Foci is viewed as a deeply undervalued pure-play CPO/silicon-photonics name (~$3B market cap) making fiber array units, a key bottleneck for mass production. He argues it is positioned to be a dominant FAU supplier to TSMC and Nvidia with up to ~50% share, with massive BOM relative to market cap and a CPO TAM scaling from near zero to ~$91B by 2028. He sees re-rating potential as institutions discover it in 2027-2028, framing it as frontrunning the CPO supercycle.

How his view evolved

Began as one name within broad CPO supply-chain cheat sheets, then escalated to an explicit, high-conviction personal long by mid-May with repeated undervaluation arguments, ending with a defense against negative sellside as an accumulation signal.

Key points

• Key FAU bottleneck supplier to TSMC/Nvidia for CPO, cited at up to ~50% share
• Seen as deeply undervalued vs peers like POET and LightWave Logic at similar market caps
• Frames negative sellside coverage as institutions trying to accumulate cheaply

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $3363 on X ↗