CPO Co-Packaged Optics Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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23:17
Sep 06
Sep 06
HIWIN reports surging silicon photonics equipment demand and extended order visibility.
HIWIN reports surging silicon photonics equipment demand and extended order visibility, but the tweet is a factual supply-chain update without an explicit author position.
05:45
Aug 31
Aug 31
Author shares an in-depth research thread on co-packaged optics for AI data transmission.
Author shares an in-depth research thread on co-packaged optics for AI data transmission, presenting technical analysis without stating a personal position or trade call.
LOW
07:22
Aug 24
Aug 24
Author highlights CPO as increasingly critical for AI data transmission bottlenecks.
Author highlights CPO as increasingly critical for AI data transmission bottlenecks, framing it as a technology trend rather than a personal trade position.
LOW
02:32
Aug 17
Aug 17
Author notes Nvidia's capital raise will benefit the CPO supply chain through neocloud.
Author notes Nvidia's capital raise will benefit the CPO supply chain through neocloud purchasing requirements, but frames it as a factual observation rather than a trade call.
LOW
08:49
Aug 11
Aug 11
Author questions the InP supply chain thesis tied to CPO scale-up.
Author questions the InP supply chain thesis tied to CPO scale-up, citing thermal inefficiency and VCSEL alternatives, but makes no explicit position or trade call.
LOW
19:44
Jul 15
Jul 15
The author mentions analyzing their outlook for CPO and the optical ecosystem in an article.
The author mentions analyzing their outlook for CPO and the optical ecosystem in an article, but does not state a current position or forward call.
LOW
12:00
Jun 30
Jun 30
Co-packaged optics coming by 2030.
Co-packaged optics is a secular adoption theme: everyone knows it will happen by the end of the decade, with debate only over whether timing is 2027, 2028, 2029, or 2030, and timing shifts can create large market movements.
HIGH
02:41
Jun 23
Jun 23
The author defends photonics TAM projections and CPO-related names as high-conviction.
The author defends photonics TAM projections and CPO-related names as high-conviction supply-chain beneficiaries, not a personal position, in reply to a request for long setups.
LOW
00:19
May 26
May 26
Author is extremely bullish on MSSCORP based on a leaked 2026 earnings presentation.
Author is extremely bullish on MSSCORP based on a leaked 2026 earnings presentation highlighting structural growth from angstrom-node analysis and silicon photonics equipment, expecting a major re-rating as the market recognizes its critical role in the CPO and advanced semiconductor supply chain.
LOW
15:30
May 21
May 21
The author criticizes CPO as a flawed alternative to HBM due to added latency, power, and cost.
The author criticizes CPO as a flawed alternative to HBM due to added latency, power, and cost, but expresses no explicit trade direction.
HIGH
01:17
May 13
May 13
The author expresses extreme bullish conviction on CPO as the largest upside theme over two.
The author expresses extreme bullish conviction on CPO as the largest upside theme over two years, with a shorter-term trade on LPK tied to glass substrate shifts, while also favoring long positions in memory, space, and humanoids.
HIGH
07:50
May 08
May 08
The author expresses a bullish view on CPO names.
The author expresses a bullish view on CPO names, expecting a major supercycle ramp-up starting in 2027 and suggesting frontrunning the trade despite near-term volatility.
HIGH
06:54
May 07
May 07
The author expresses a strong bullish conviction on CPO as a massive supercycle opportunity.
The author expresses a strong bullish conviction on CPO as a massive supercycle opportunity, willing to wait months to frontrun institutional positioning on a parabolic volume ramp.
HIGH
05:49
May 03
May 03
The tweet reports on cooling technology coexistence and CPO test equipment demand driven by AI.
The tweet reports on cooling technology coexistence and CPO test equipment demand driven by AI chip advancements, but lacks a forward-looking directional opinion from the author.
HIGH
18:47
Mar 20
Mar 20
The tweet expresses high confidence in SOI and recommends a long position in CPO.
23:21
Mar 05
Mar 05
CPO is positioned as a critical, long-term infrastructure play for photonics similar to nuclear.
CPO is positioned as a critical, long-term infrastructure play for photonics similar to nuclear energy's role in AI power.
About CPO Investor Commentary
Across the available history and selected sources, Buzzberg tracks CPO (Co-Packaged Optics) across 9 sources: 3 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 19% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 16 total trade ideas tracked. Latest voices: pequityresearch, svtrivo, bubbleboi.