| Date | Tweet |
|---|
| 2026-09-23T01:23:48 | Memory LTAs span until 2031. $AVGO expects 100% supply constrained growth Y/Y for next 2 years.
$NVDA expects 70% supply constrained growth next year (implying year after that demand keeps up).
$SIVE CEO said there's a massive demand supply imbalance for lasers for at least the next 3-5 years.
I … → · 186 likes · 25,872 views |
| 2026-09-19T20:06:50 | Just floating out an idea to $AVGO:
If you lock up $SIVE laser supply for next few years since you need “more laser capacity”.
You could unintentionally cause bottlenecks across your main ASIC competitors:
Like $MRVL (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen deployments.
Where m… → · 1235 likes · 370,927 views |
| 2026-09-15T23:47:15 | $SIVE has its own piece in Digitimes btw, which is appreciated industry recognition outside of Sweden.
I think Sivers 100M+ CW DFB laser capacity buildout forced the industry to revisit its models and generated considerably more coverage.
BC it puts Sivers into T1 laser capacity convo w/ $COHR, … → · 867 likes · 367,708 views |
| 2026-09-13T20:11:16 | I assign essentially 0% probability that Anthropic or OpenAI will slow down frontier development in any meaningful way.
And that majority of the "regulation" they try making is regulatory capture to slow down competition.
1. Anthropic/OpenAI will not willingly hand over their lead to Gemini, xAI… → · 3868 likes · 759,544 views |
| 2026-09-04T14:31:24 | Let me get this straight chat… you have:
$NVDA 70% supply constrained revenue growth projections (would be 100%+)
$AVGO AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230B
OpenAI Astra blowing away AGI benchmarks and starting to train itself.
$MSFT / $GOOGL / $AMZN stating comp… → · 2155 likes · 460,407 views |
| 2026-09-03T16:15:07 | This is the correct response when looking at $SIVE >100m CW DFB extraordinary capacity disclosure.
To give some context, Trendforce July data cites global CW/EML capacity is roughly 608.4M/year (~50.7M monthly units annualized).
With $AVGO, $LITE, and Sumitomo making up ~335m/year combined.
By … → · 1108 likes · 359,112 views |
| 2026-09-03T10:06:04 | $SIVE announced today that it is expanding InP manufacturing in Glasgow.
The new capacity target is:
~100 million CW DFB laser annual production.
Using Sivers’ historical $50-$100 per 8-laser array pricing, the implied revenue capacity might be ~$625M-$1.25B/year (not guidance, just illustrativ… → · 1374 likes · 288,818 views |
| 2026-09-02T22:47:30 | @wannabepanacea If you're not capacity constrained and growing 70-100% a year like $NVDA or $AVGO, apparently you'll get sold off on earnings.
Will take a look at $CRDO earnings in a bit, there's quite a lot of companies to track. https://t.co/b7KBFFSqvB → · 115 likes · 29,020 views |
| 2026-09-02T22:37:31 | $AVGO CEO: "Demand for lasers, whether it is EML lasers, CW lasers.
Is far surpassing supply out there in the industry"
Pretty material coming from one of the largest laser suppliers in the world... Even while they 3x laser capacity.
Exciting validation for laser companies. https://t.co/l4alSsex… → · 1038 likes · 367,117 views |
| 2026-09-02T21:25:19 | There we go, $AVGO earnings call to clarify miss. Broadcom expects:
FY27E: ~$115B (+100% growth)
FY28E: ~$230B (+100%), think analysts were modeling ~$180B.
Demand actually exceeds this outlook, and Broadcom will work to improve supply. This is way above street estimates, similar to $NVDA earning… → · 1215 likes · 623,117 views |
| 2026-09-02T10:53:20 | $MRVL SVP and CTO of Optical Engineering Radha Nagarajan, at Semicon Taiwan:
1. Names Europe/Japan for laser supply sourcing as examples for SiPH modules.
Very interesting that Marvell's SVP had Europe in mind when giving examples of laser supply sourcing for SiPH modules.
I can't really name … → · 602 likes · 232,918 views |
| 2026-09-01T08:30:14 | Just some TLDR news I found interesting:
1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise.
Google/Nvidia are goats with investments you look at $SPCX to Anthropic.
2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives e… → · 808 likes · 309,997 views |
| 2026-08-31T13:26:03 | Yep, with $NVDA investing $3.5B into Mediatek.
It does feel like Nvidia is playing kingmaker with the next generation of ASIC winners like $MRVL / Mediatek, with a second order effect of eroding $AVGO position.
Playbook feels similar to what they did with Neoclouds like $NBIS and $CRWV (vs. hypers… → · 647 likes · 325,637 views |
| 2026-08-31T12:43:13 | Today, $NVDA has announced a $3.5B investment into Mediatek.
It appears Nvidia is "networking" itself into the broader ASIC ecosystem, from $MRVL to MediaTek.
And have future ecosystems aligned with Nvidia standards. (maybe to fend off $AVGO as well) https://t.co/okdGKS51U3 → · 652 likes · 234,748 views |
| 2026-08-29T10:51:36 | If I had to be critical of $SIVE earnings:
1. Management underweighted the two disclosures that matter most.
-> 6 pluggable engagements
-> Foundry capacity (during an industry bottleneck)
That's the most important part of the call and should have been the focus to provide economic scale of them.… → · 1051 likes · 386,276 views |
| 2026-08-12T07:54:08 | So this is just what I'm seeing with $SIVE and the CW DFB laser chokepoint right now.
From optical earnings:
1. $LITE: unexpected demand and imbalance for UHP CW lasers.
- Had ability to price up ASP for lasers.
- Scale up CPO on track for H2 2027 shipments, called out any CPO scale up delay … → · 1399 likes · 352,817 views |
| 2026-08-07T05:46:59 | Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough.
1. AAOI not meaningfully participating in CPO first-gen deployments.
"We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not … → · 1642 likes · 726,772 views |
| 2026-08-06T22:54:46 | Just some TLDR notes on $AAOI earnings:
- Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks
(helpful revenue ramp #2, timelines)
- Continues to believe that AOI will have the largest AI DC transceiver production capacity in the US
(reiterati… → · 1493 likes · 299,875 views |
| 2026-07-26T20:12:11 | Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framew… → · 1290 likes · 506,638 views |
| 2026-07-21T09:14:20 | It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23).
From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500.
If they confirm CPO route, would positive thematically since it's not just $NV… → · 989 likes · 560,369 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… → · 2031 likes · 676,996 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-23 | @B_Funk_ Win Semi hands volume ramp for companies like $SIVE.
Win is massive and is the foundry for SpaceX supply chains and $AVGO. → · 108 likes · 11,147 views |
| 2026-04-23 | All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRVL ->
1. $AMZN (purchase agreement/warrants with photonic fabric from celestial)
2. $MSFT (maia)
3. $GOOGL (recent dev… → · 2152 likes · 465,760 views |
| 2026-04-20 | @JerryOBrie16396 Win Semi handles volume ramp for $SIVE.
And Win is a massive established foundry for $AVGO and SpaceX supply chains already. So that scaling is de-risked. → · 84 likes · 8,423 views |
| 2026-03-26 | So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhen Ding Tech (TPE: 4958)
- Gold Circuit Electronics (TPE: 2368)
Were winners for the optical transceiver PCB bottleneck.… → · 282 likes · 88,535 views |
| 2026-03-26 | $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock went up 70% to a $21B+ MC.
Retail flows do not send NASDAQ stocks up $10B+.
Information discovery and synthesis does. E… → · 467 likes · 67,576 views |
| 2026-03-25 | Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
-> CW Lasers: $SIVE | $MTSI
-> EML Lasers: $COHR | $LITE
-> or their foundries in $TSEM/Win Semi
Maybe it's time to wak… → · 729 likes · 279,979 views |
| 2026-01-24 | I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet.
I put $COPX up there as Copper.
$UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for … → · 22 likes · 8,458 views |
| 2025-12-26 | Warning: The entire AI industry will likely be bottlenecked by two companies:
1. $AXTI ($700M)
2. $SMTOY ($31.7B)
Which both control 60–70%+ of the world's InP substrates.
Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers.
$AVGO, $… → · 4032 likes · 6,552,541 views |
| 2025-12-22 | $LITE is in the goldilocks moment where every single GOOGL TPU + hyperscaler ASIC + NVDA blackwell depends on it.
Right now they're supply constrained from demand (similar to Micron).
From what I understand, photonics right now is a duopoly ( $COHR and Lite).
However, for OCS, which is what Goo… → · 20 likes · 4,955 views |
| 2025-12-22 | The $LITE thesis: The hidden monopoly in the AI.
Lumentum is up 316% YTD, but might be 1000%+ by 2027.
Micron ($300B) or TSM ($1.5T) sit in the center of every TPU/GPU deployed.
But same with $LITE, but it's a $26B MC.
In Every, Single, TPU from Google, $LITE makes unbelievable amounts of pr… → · 571 likes · 780,036 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift for AI stocks:
1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ )
With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 views |
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-12-12 | So my takeaway from $AVGO earnings is that it's mainly misunderstood backlog numbers.
Overall thesis on AI trade from $NVDA GPU ecosystem and Mag7 ASIC ecosystem is in-tact but the market is treating it like a bubble popping + terrible miss.
We're just going from AI is the next big thing -> Ai is… → · 6 likes · 1,155 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-12-12 | @DigestingX I'm researching $AVGO earnings right now and ASIC demand spillover to photonics like $LITE!
I wanted to add to my $LITE position since that was my lowest right now, so might be a buying opportunity as you mentioned. → · 6 likes · 1,116 views |
| 2025-12-05 | @MMerrino569447 100% $NBIS is probably the highest upside portfolio lol.
That being said it's nice to have some steadier compounders like $AVGO or $TSM to track the broader sector growth so you don't get too scared on the volatility (30-40% drops and increases) like of recent. → · 10 likes · 1,207 views |
| 2025-12-05 | As of current prices, December 5th:
The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this:
· 25% $NBIS
· 15% $TSM
· 12.5% $LITE
· 10% $ALAB
· 10% $SMCI
· 10% $AMKR
· 5% Samsung Electronics
· 5% SK Hynix
· 5% $CRDO
· 5% $CLS
· 5% $COHR
· 5% $NVDA Calls
· 2.5% $AVGO Calls
· 2.5% $… → · 272 likes · 63,839 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish.
Capex is ramping up. Exponentially.
And flowing directly down to:
Neoclouds: $CIFR, $NBIS, $WULF, $IREN,
Connectivity: $ALAB, $CRDO, $CLS.
Energy: $VST, $FLNC, $TE, $EOSe
Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM
Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| 2025-10-23 | Since someone pinged me, I disagree on your fundamental assumption that you're basing TAM off of, but valid points.
AI compute growth is actually a structural market that's growing exponentially right now fro new frontier model LLM usage, and will continue to grow from applied AI applications (rob… → · 28 likes · 3,578 views |
| 2025-10-15 | @DanielTan64198 Another company competing vs $ALAB (think it’s oversold bc they already have big competitors like $AVGO but big tech uses them anyway), $CRDO just sold off with Astera.
Also soybeans, both great adds → · 1 likes · 1,551 views |