6451.TW Shunsin Technology Loading... : Bullish and Bearish Analyst Opinions
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01:18
Jun 03
Jun 03
Long Taiwan CPO (co-packaged optics) names Shunsin, Foci, and Xintec as author-owned positions now breaking out, with momentum confirming the thesis (+10% each on the day).
MED
11:31
May 30
May 30
Watch Shunsin (6451), Foxconn's advanced optical subsidiary, as CPO switch products begin ramping Q3 2026 with 10K units, targeting explosive growth in 2027. Volume shipments not yet on balance sheet but expected to materialize H2 — positioning ahead of the CPO supercycle inflection.
MED
01:11
May 26
May 26
Long Shunsin as a Taiwan CPO exposure play gaining momentum in the author's portfolio.
MED
05:45
May 25
May 25
Long Shunsin (6451.TW) — one of speaker's two biggest plays in the Taiwanese AI ecosystem alongside FOCI.
HIGH
03:10
May 25
May 25
Long Shunsin — main position, limit up today on Taiwanese AI supply chain rally; critical for Vera CPU/Rubin GPU CPO buildout.
HIGH
19:04
May 24
May 24
Long Shunsin as a packaging/testing provider for CPO, aligned with the expected rapid scaling of the technology over the next two years.
MED
02:05
May 15
May 15
Long Shunsin as a CPO/SiPh supply chain play benefiting from Foxconn's ODM relationship with NVDA and low forward multiples, with catalysts from CPO 51.2T/102.4T and NVDA networking gear.
HIGH
01:47
May 14
May 14
Long Shunsin (6451) as a hidden beneficiary of the NVDA CPO ramp, gaining exposure through Foxconn's vertical integration in optical packaging and test.
HIGH
05:13
May 13
May 13
Long Shunsin Technology (6451.TW) — speaker plans 'heavy add today on the drop' alongside Foci and Nextronics, indicating aggressive accumulation on weakness in AI optical supply chain names.
HIGH
05:13
May 13
May 13
Buy these three stocks aggressively on today's drop, as the analyst recommends adding heavily on weakness.
HIGH
04:06
May 13
May 13
Long Shunsin (6451) as a Taiwanese optical component/foundry beneficiary of the CPO supercycle, with growth accelerating in H2 2026–2027.
HIGH
01:02
May 13
May 13
Long Shunsin (6451.TW) — Bullish news per Taiwan Economic Daily: Foxconn's all-optical CPO switch cabinets already shipped to NVIDIA in advance with 2026 volume revised upward.
MED
22:27
May 12
May 12
Long Shunsin as Foxconn's CPO packaging arm; shipments to NVDA and Vietnam expansion signal start of a massive growth curve.
HIGH
05:47
May 12
May 12
Long 6451 (Shunsin) as a CPO-related name in the semiconductor/optics supply chain.
MED
16:22
May 09
May 09
Long Shunsin (6451.TW) — explicit first-person long; Foxconn-backed optical transceiver and SiPh advanced packaging company across Taiwan/China/US/Malaysia/Ireland.
HIGH
16:16
May 06
May 06
Shunsin (Taiwan-listed CPO name) unjustifiably sold off after LITE earnings; speaker argues the transcript was 'extremely bullish for CPO names like $SIVEF or Shunsin' and algos missed the nuance — buy-on-dip thesis in the early CPO supercycle.
HIGH
03:15
May 06
May 06
Long Shunsin (6451.TW) for high-beta CPO supercycle exposure; speaker explicitly discloses active position alongside SIVE/TSEM/SOI, backed by LITE CEO confirmation of CPO supply-demand imbalance and GS TAM expansion to ~$91B by 2028.
HIGH
01:23
May 05
May 05
Long Shunsin (6451) as a backdoor beneficiary of NVDA's CPO ramp, given Foxconn's exclusive rack-scale supplier role and vertical integration, with the market yet to price in this connection. Medium-term catalyst.
HIGH
02:19
May 03
May 03
Long Shunsin (6451.TW, Taiwan-listed) as CPO packaging component; speaker explicitly names Shunsin as one of their key CPO plays within a 'why I'm so bullish on CPO' post projecting 142% CAGR from 2026-2030.
HIGH
22:01
Apr 29
Apr 29
The author argues that ShunSin's optical packaging will benefit from Foxconn's exclusive supply deal with Nvidia for Groq accelerators, creating a hidden value opportunity the market has not yet priced in.
08:17
Apr 24
Apr 24
Long Shunsin, Fittech, and Win Semi as the recent correction is normal volatility with no fundamental change, maintaining bullish view on these Taiwanese stocks.
MED
04:19
Apr 23
Apr 23
Long 6451 (Shunsin) because it serves as Foxconn's photonics packaging and testing division, positioning it to benefit from the CPO (co-packaged optics) trend and outperform.
MED
23:11
Apr 19
Apr 19
Long Shunsin 6451 — Foxconn's optical foundry derisked at $1.5B MC, named in speaker's long basket.
HIGH
18:26
Apr 18
Apr 18
Long Shunsin as a specialized play on optical assembly and packaging infrastructure in Taiwan.
MED
17:01
Apr 16
Apr 16
Buy ShunSin Technology as it is significantly undervalued compared to LWLG, given its strategic position as Foxconn's optical packaging arm.
MED
About 6451.TW Analyst Coverage
Buzzberg tracks 6451.TW (Shunsin Technology) across 2 sources. 23 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (92%). 25 total trade ideas tracked.