「Stock God」 Serenity Forecasts AI Hardware Investment Opportunity: Foxconn CPO Switch Ships in Q3, Xinxi is Responsible for its Advanced Optical Business

BlockBeats News, May 30th - The "Stock God" Serenity posted an article interpreting the latest news from Foxconn's shareholders meeting and strongly recommended its subsidiary ChipTech Holdings. According to the shareholders meeting, the CPO (Co-Packaged Optics) switch product has been confirmed to start shipping in Q3, with a target of 10,000 units shipped in 2026, striving to be the global leader, and expecting explosive growth next year. Serenity specifically mentioned: Foxconn's subsidiary responsible for advanced optical business is ChipTech Holdings Limited, and the shipping of these orders in index-level volumes has not yet been fully reflected in the financial report, but is likely to be evident in the second half of the year. This is positioning ahead of the next super cycle, representing the next big opportunity in AI hardware.

BlockBeats Note: Serenity is a highly influential senior trader on the Reddit forum WallStreetBets (WSB), with a cumulative investment return rate of over 3800% this year. The core research results are consistently publicly available for free, with a research framework focusing on key supporting elements in the NVIDIA AI chip industry chain. By deeply analyzing the indispensable "screw" type components in the chip manufacturing and packaging process, accurately identifying the key bottlenecks in the supply chain (Chokepoint), and based on this, exploring upstream targets with scarcity and bargaining power. SIVE (Sivers Semiconductors) is the stock mentioned most by Serenity, with 190 calls before. Since the first public call on March 16, 2026, it has skyrocketed by 1860%.