FN
watching
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Reasoning trail
Every post mentioning FN, newest first — the thesis as it was built and revised
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08 Apr 26
FN (Fabrinet) up 10% back to prior all-time high; cites expanded silicon photonics manufacturing partnership with iPronics for AI data center demand as a positive for its position in the AI optical supply chain.
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04 Apr 26
Lists companies he plans to research over the weekend: AEHR, FN, CIEN, JBL, VLN, MTSI, IRDM, SPIR, referencing his research method via a linked post.
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03 Apr 26
Discusses vertical integration in optics, noting LITE/COHR rely on companies like FN while AAOI keeps everything in-house, and asks whether that's a competitive advantage.
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02 Apr 26
Asks a follower whether they are invested in FN.
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02 Apr 26
Explains he found FN while researching the photonics supply chain and plans to write another article on underexposed names in that space.
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02 Apr 26
Says he knows and likes AEHR too, but wanted to specifically highlight FN since it's barely covered on X.
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02 Apr 26
Deep dive on FN as the overlooked manufacturing backbone of the optical industry, building high-margin components for LITE, COHR, and directly for NVDA's optical cables; sees it as a lower-ceiling but safer route into the photonics bottleneck. States he is not yet an investor and wants to research further before deciding.