Seranity/Precise market analysis

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Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.

@aleabitoreddit 1

@aleabitoreddit 2

@aleabitoreddit 1

@aleabitoreddit 2

@aleabitoreddit 1

My little pup grew from a clumsy ball of fur into a cheeky, loyal buddy this year Watching him catch his first toy and learn new tricks is the best joy!

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Just hit pause on the to-do list and sipping this iced coffee like it’s my full-time job—golden minute of the workday ，

Teamwork makes the dream work! Today’s group project check-in brought fresh ideas, laughs, and perfect sync—can’t wait to see what we build next.

Spent 3 hrs sorting donated school supplies for rural kids today—so many eager faces ahead! Every small help counts. #VolunteerForGood，

When the work screen’s open but my mind’s already on the cat napping by the window

Overwatered your green babies Let them dry out completely for 3-5 days before watering again—most houseplants hate soggy roots! #PlantCareTips

Just found a hidden indie track with warm lo-fi beats that makes my morning commute feel like a cozy café moment

Craving vibrant Southeast Asian flavors Today I tried homemade Thai green curry with jasmine rice—creamy coconut milk, fragrant basil, and just the right kick! A little bite of tropical joy that’s pure comfort.，

Finally catching up with my old crew after way too long—laughter, bad jokes, and zero awkwardness, just like the good old days ，

Unwind this weekend with a quick sketching session! Grab your pen, a blank notebook, and capture the little joys around you—sunlight through leaves, a coffee cup’s swirl, whatever sparks your eye. No skills needed, just fun!

Just unboxed a mystery package from that small business I follow—let’s see what I got!