2026-05-15 · new_thesis · high
FOCI is undervalued compared to POET and is a critical bottleneck for CPO volume ramp, being a main supplier to TSMC and Nvidia. High conviction it will outperform upon institutional discovery.
source postTicker thesis
3363
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Opened 2026-05-14 · conviction medium. Max runup —; max drawdown —.
Multiple Taiwan CPO exposure longs with specific catalysts: Win Semi as potential laser scaling bottleneck, Shunsin gaining momentum, Foci and MSSCorp expected to attract attention post-Computex/Nvidia, Nextronics poised for 3x after disposition.
symbol: 3363price pendingsymbol review
Price record
Entry, today, now.
Entry date2026-05-14
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Source: ticker thesis extracted from public posts; prices from Cornerstones first, Yahoo fallback/backtest where needed. Primary=cornerstones; fallback=yahoo. Unresolved foreign/listing code; price metrics disabled until exchange suffix is verified.
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Posts linked to 3363.
2026-05-14 · new_thesis · high
FOCI (3363) is expected to blow away projections as a leading CPO supplier to NVIDIA and TSMC, undervalued at $3B market cap.
source post2026-05-13 · thesis_update · high
CPO (co-packaged optics) is a massive thematic opportunity, with TAM growing from $0 to $91B, favoring non-US players like SIVE, SOI, and Asian component/foundry companies, as US legacy players face cannibalization.
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