“The White-Haired Stock Guru” Serenity: Gain Exposure to the Growth of a Private Optics Company Through Publicly Traded Stocks
Svmuu News: Serenity posted on X, noting that OpenLight, a privately held company, appears to be continuing to expand. If one looks at its public ecosystem beyond Advantest, relevant companies include JBL and its partner SIVE, which specialize in scaling photonic integrated circuits; MRVL and MXL, which focus on digital signal processors; TSEM, which provides wafer foundry services; and TFC Optical (300394.SZ), which offers packaging, testing, and sub-component services. Unless you are an accredited investor, you can typically gain exposure to private-sector growth through publicly traded stocks, as the optical sector features close ties among its participants.
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