@darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world)
pretty sure hyperscaler ASICs would eventually siphon off $NVDA demand like $GOOGL TPU, $AMZN trainium programs. wouldn't be too
Fun times with market corrections.
Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.
Funny to see media always trying to explain like:
"Micron suffers record wipeout as Broadcom casts a shadow over chip stocks "
Broadcom projected https://t.co/D1cE7sjKBs
Xintec (3374) also looks like an interesting idea (TSMC packaging/test subsidary).
MC is at ~ $2.18B.
$TSM COUPE mass production starts this half, H2 2026. and... they have plans for "Aggressively pursuing CPO opportunities with subsidiaries Xintec".
This is just very https://t.co/e3NXsmQd6v https://t.co/epQLpXoDsF
@Ailisatlx @zGwmby "Eric Andersson chose to end his employment during the month of May."
The founding co-manager of that hedge fund quitting is probably a big sign their firms is going under from $SIVE going up.
@awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics.
Second favorite pure play CPO exposure would be FOCI for me.
@ChizaramNelo H1 2027 all the 1.6T pluggable players like $JBL.
Maybe Innolight/Eoptolink and other pluggable players are added too. We'll find out soon since $SIVE said there were undisclosed pluggable players they're working with.
H2 2027 for all the main CPO scale up applications from
$SIVE is my favorite CPO / photonics stock after AAOI.
Partly because it's Swedish and you have entertainment from comedians over there.
Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air.
To said $SIVE CPO applications are imaginary. https://t.co/5RvMnaiDI6
@dong7da7 I used to draw silly things on charts like Pokemon on charts to joke about how people do TAs.
Because most of the time, technical analysis doesn’t actually mean anything, since fundamentals are the most important!
That Charizard photo was my $GOOGL callout back at $156.