Serenity@aleabitoredditPost2026-06-23

The author suggests that OE Solutions is a compelling acquisition target for a large downs

The author suggests that OE Solutions is a compelling acquisition target for a large downstream player due to its scarce EML/CW laser IP and low market cap, implying a bullish view on the stock.

“I actually think OE Solutions ($138080.KQ ) makes the most sense as an acquisition target by a large downstream player. Since it’s now trading at a stupid ~$215M MC for scarce EML/CW laser IP. A Source Photonics / Suzhou Dongshan Precision type acquisition might add a lot more value to another company that wants to vertically integrate. Given there’s a lot of expensive R&D and capex required to scale their fabs and buildout ahead + it’s a small optical player. (Disclosure: I do own positions) Just floating the idea out there to other companies.”