Opened 2026-04-16 · 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.
Source: ticker thesis extracted from public posts; prices from Cornerstones first, Yahoo fallback/backtest where needed. Primary=cornerstones; fallback=yahoo.
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.
source postShunsin (6451) is positioned for massive growth as Foxconn's CPO packaging/test arm, driven by CPO product ramp and NVDA demand.
source postShunsin (6451) may have landed AVGO CPO/SiPH orders, potentially driving >1240% EPS growth.
source post