$NVDA Jensen Huang on photonics: adding scale-up to optical domain, “is going to be, well, 15x” to aggregate volume. Relating to $LITE, $COHR, and laser companies.. “I'm fairly certain the amount of optics that we need in the future will be several orders of magnitude” Huang added. We’re already

Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where Sivers was engaged wi

$LITE CEO interview on demand, counterparty + financing risk: - "CFO of $GOOGL came on and reported capex going up Y/Y, we expect hyperscalers for report an increase in capex in earnings. Based on what we see, we see their spend going up." - "The purchase agreements we have, to a large degree,

Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts As for what's up and coming... Feels like $AMD, $NVDA, and everyone in the industry is clearly going out of their way to procure CW laser supply this year. EML was the market's focus last year w

Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price floors)... and their ope

Woooow... $LITE CEO went out on Bloomberg today and stated: Lumentum is "effectively sold out through nearly 2029". From our perspective, "Completely Sold Out, there's no end in sight". With demand visibility from hyperscalers that carries them out into 2030, 2031. The implications of these stat

$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP coming up.

$LITE CEO: "Next year with the advent of CPO and NPO in 2027, our estimates are that we'll be undershipping demand... By 70%. Literally 70%. So we can only supply 30%. And this has caught us by supply. By 2029-2030, we get to some level of balance." Source: Global Photonics Economic Forum Day 1

"Potential FCC rules on optical transceivers more likely to come at 3.2T" - $LITE, $AAOI, $COHR, $SIVE. Morgan Stanley met with Washington officials: - Restrictions would likely start at 3.2T modules made in China (800g/1.6T would be left alone) - Potential restrictions would likely keep laser ma

So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated: - $NVDA Spectrum-6 CPO UHP demands increased materially. - NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length DFB arrays, read throu

I guess I need to start calling $SNDK or $LITE Super Intelligence stocks. Thanks Trump. https://t.co/x7tJcKjfsc

We got $LITE, $MTSI, $AAOI all pointing to extreme demand imbalances with lasers/TIA/DSP/etc from earnings... And now Elazr GM at their investor conference stated: Optical supply is still far behind the market demand, the expected AI optical supply chain are likely to continue for years. - "the

My $AAOI TLDR notes at Rosenblatt summit: - Expected to get paid premiums for US production of 800g/1.6T (very positive for ASP/margins). - Several LTAs on the table, but doesn't want to sign to get capacity blocked by other customers (cough cough $NVDA). - Sold out at least through second half

推荐购买： 1.存储三美（mu、sndk、skhy） 2.芯片（intc、nvda、cbrs） 3.新云（nbis、crwv） 4.光（lite、cohr、mrvl） 5.先进封装（amkr、glw） 6.电力（gev、be） 建议上面选择两只重仓，搭配下面任意一只，比例7：3或者6：4分配 7.大科技（goog、amzn、msft、meta） Buy the dip，长期持有，永远缺存储，Discord在个人资料。

I feel like AI investing is simpler than what people expect. Because $NVDA + Jensen literally tells everyone what's coming. But somehow. Almost every. single. time. Markets dismiss it until it actually happens? Be Nvidia in 2025: Buys up EML and laser capacity. Markets dismissing it: "Photo

Feels like my $IQE thesis Feb this year got validated alongside $AXTI and others. (I still long on both) So I stopped covering them as much. But TLDR on updates: Early this year, IQE was a distressed but critical chokepoint in the optical supply chain with links to $LITE and others when I publi

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

今天 lite，crwv，smci 硬件股财报都起飞了，欧巴也向上熔断了，硬件的春天回来了吗？不过也要看今天的 cpi，再助推一把，川普出手吧，点燃硬件股吧 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

$LITE earnings transcript TLDRs: - "Our visibility into the timing of CPO scale-up deployments has also sharpened. We remain confident in a demand ramp for our ultra-high-power laser chips in the second half of calendar 2027" H2 2027 start of CPO scale up ramp confirmed from Lumentum for their le

Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in re

$LITE earnings are out, very strong earnings: Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth vs. ~$984.6M Adj. EPS: $3.23 vs. ~$2.95 Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6% Q1 FY2027 guidance is probably more important: Revenue: $1.225–1.275B vs. ~$1.16B Adj. EPS: $4.0

Now that markets are hosting a laser party again from $SIVE, OE Solutions, $LITE, Coherent, to $AAOI. There’s a pretty interesting study: Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either… - Anecdotally forgot about their account (Fidelity) - Did

Just some near term events: - OCP APAC tomorrow (Ayar, Lightmatter, $AMD, $NVDA) and your CPO players are giving announcements/updates. This should be a catalyst for certain optical players. - Earnings week: with $ASTS, $RKLB reporting today (space), $LITE on Tuesday (photonics), $NBIS in the mid

Yes, I'm still bullish on memory like $MU / Samsung. As I said earlier, markets tend to rotate from bottleneck to bottleneck. This week it looks $AXTI to $LITE in the photonics sector is the focus again. The thing is... the primary thing that changed are the stock prices, followed by some narrat

I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about. $AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows. eg. last month: "Multiple short sellers tol

$MTSI earnings transcript: "Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers" Emphasis on "Urgency", CW "DFB lasers", "coming to us". CW DFB names, such as like $SIVE and $LITE should be happy to hear about this laser bottleneck getting va

A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent: The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices. Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconne

$LITE CEO Michael Hurlston at the RAISE Summit warned that the supply gap for InP lasers for AI DCs: Is facing a more severe supply chain crisis than memory. And with Lumentum's 5 InP fabs, shipments would be more than 30%+ below customer demand. This is especially visible with EMLs today but is

$AXTI enters long term agreement with $LITE for InP substrates. Lumentum has agreed to pay a deposit of $43.5M as a reservation for capacity. https://t.co/5Dl3L9EYRa

US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT. This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics. (For reference, Sivers and Lumentum were the only two public laser suppliers named