| Date | Tweet |
|---|
| 2026-07-17T15:27:41+00:00 | @johnoao CPO hasn’t scaled up yet. Lot of their earnings come from 2028 TAM for FAU.
There’s just a lot of uncertainty recently due to CPO delay reports and $GLW glass bridge. https://t.co/8kyWZ2x0Mw → · 102 likes · 31,041 views |
| 2026-07-13T00:45:13 | Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are pr… → · 2042 likes · 666,769 views |
| 2026-07-02T19:12:55 | Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI down -17.13%
$SIVEF down -15.4%
$SNDK down -14.8%
$TER down -13.8%
$GLW down -11.4%
$MRVL down -11.2%
$LITE down -10.2%
$N… → · 2150 likes · 441,474 views |
| 2026-04-21 | People nonstop ask me about $LPKK / $LPK for my opinion
Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when.
Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production).
Then as for market share: "m… → · 723 likes · 692,473 views |
| 2026-04-20 | Global Foundries photonics/CPO ecosystem list:
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly trad… → · 1135 likes · 207,635 views |
| 2026-03-25 | @AtlasShrug1 The supply chain map is just very interesting.
When a follower found likely $LITE OCS upstream suppliers on the glass wafer level alongside hundred billion dollar companies like $GLW.
Not recommending it and never said it was a good investment. → · 14 likes · 7,338 views |
| 2026-03-25 | So just checked out the comments...
$P4O does look like a potential upstream $LITE supplier at a $34M MC.
How it likely maps:
-> Plan Optik $P4O (Glass Wafers)
-> Teledyne $TDY or Silek (Mem Foundries)
-> $LITE (OCS Switches)
-> $GOOGL (TPUs)
However, $LITE likely dual sources with Corning ( … → · 314 likes · 213,905 views |
| 2026-02-24 | @DaSteeringWheel I did make a bottleneck ETF earlier of names from $ONTO to $GLW!
https://t.co/9RsyIarQgM → · 93 likes · 37,313 views |