$6451
Shunsin Technology9/10Does he own it?
Repeated explicit first-person position statements: he says he is personally long, that he recently went long Taiwan OSATs including this name, references it among the names he owns, and lists it among CPO longs he holds. Clear ownership, not just coverage. No percent weight ever disclosed.
His thesis
He frames the company as Foxconn's optical packaging/test/assembly arm and a hidden, derisked backdoor into Nvidia's co-packaged optics (CPO) and 1.6T photonics supply chain. He argues it trades at a tiny market cap relative to global peers despite captive Foxconn volume, with margins expanding from OSAT levels as CPO/SiPh ramps. He sees big forward earnings growth as Foxconn passes Nvidia, Broadcom and hyperscaler orders through it, expecting the stock to double or more.
How his view evolved
Started mid-April as an explicit long with a piggyback-on-Foxconn thesis, then reinforced conviction through May with news on Foxconn CPO rack shipments, Vietnam capacity, and rumored Broadcom orders, treating early price moves as validation of his frontrunning call.
Key points
- Owned as a core CPO/photonics supercycle long, stated long multiple times
- Thesis: cheap, derisked backdoor to Nvidia CPO via Foxconn's captive optical volume
- High conviction; cites Foxconn CPO rack shipments and rumored hyperscaler orders as catalysts
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $6451 on X ↗