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Stocks/$ASX.

$ASX.

first mention in our archive Apr 19, 2026 · latest 3w ago

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2 mentions since Apr 2026

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Who's mentioning $ASX.

@aleabitoreddit2

Recent mentions

2 mentions

@aleabitoredditMay 5, 2026 · 1:23 AM

Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly. Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp. Foxconn is a major supply chain partner among $TSM and $ASX. But… Shunsin is Foxconn's optical arm, and captures their captive optical and advanced packaging volume. So they're not explicitly listed anywhere or have direct contracts with Nvidia (but Foxconn does) But likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.

@aleabitoredditApr 19, 2026 · 2:57 AM

@tengyanAI CPO expectations have been bumped up months with

accelerating everything in the ecosystem as seen with

So I expect Celestial to be delivering volume much earlier than

projections than 2028. Main thesis was

was

1.6T bridging the gap with Sivers into accelerating volume orders past 2027. Markets usually are forward looking