$6830

Does he own it?

Repeated explicit first-person ownership: declares he went long and is "now long" the stock, lists it among companies he owns, and includes it in his stated Taiwan longs. Clear position, not just coverage. No single percentage weight disclosed.

His thesis

He frames MSSCorps as a functional monopoly in co-packaged-optics (CPO) inspection, specifically non-destructive infrared light-loss/leakage detection, a critical yield chokepoint as CPO ramps. Cites likely blue-chip customers (TSMC, NVIDIA, Apple, AMAT, Lam, ASML, Intel) and aggressive patent litigation as a defensive moat creating pricing power. Argues a small ~$1.2-1.4B cap could re-rate severalfold ($5B-9B) as hyperscalers stick with the incumbent.

How his view evolved

Starts as a name-dropped Taiwan testing play, then he initiates a long with a full monopoly thesis, repeatedly flags multi-bagger upside, and later expects mainstream institutional attention post-Computex/NVIDIA event.

Key points

• Monopoly over CPO inspection / IR light-loss detection
• Patent-litigation moat plus marquee semiconductor customers
• Small cap with large re-rating potential as CPO scales

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $6830 on X ↗