$KEYS
keysight technologies3/10Does he own it?
KEYS only ever appears as one entry in CPO/silicon-photonics value-chain and test-and-measurement maps. No first-person buying, holding, adding, or position-sizing language. His self-disclosed holdings (e.g., AXTI, LITE) are explicitly named elsewhere; KEYS never is. It is a ~$57B mega-cap mentioned as ecosystem coverage.
His thesis
KEYS is cited as a beneficiary of the silicon-photonics/co-packaged-optics supercycle on the electro-optical test and measurement side. He sees CPO testing as a bottleneck that scales with AI data-center deployment, grouping KEYS with FORM, VIAV, ATEYY and AEHR as exposure to test/validation/yields demand. Generally constructive but treats it as part of the landscape, not a conviction pick.
How his view evolved
Consistent throughout: KEYS recurs as a fixed item in his evolving CPO value-chain and test-bottleneck maps, with mildly rising bullishness as testing-related earnings (VIAV, FORM) beat. No shift toward a personal position.
Key points
- Listed in test & measurement layer of CPO/SiPh value chain
- Framed as beneficiary of AI-driven optical testing bottleneck
- No ownership or position-size language at any point
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $KEYS on X ↗