Retail on panic, selling their AI names instead of studying a bit what's happening in the REALITY, not in the stories made by the MMs 🤦‍♂️🤦‍♀️ In the real world le neocloud $IREN is getting a 90% prepayment...🔥 for a long-term contract...🔥 for $22 MM /MW !! 😱🔥🔥 AI compute 🚀🚀

$ARM CEO on the potential slowdown in US data center expansion: "I do believe strongly that if the US hesitates in any way, shape or form in terms of data center build out, the rest of the world is is ready and willing. There is just huge demand for this capacity" [CNBC]

We’re going to be deep diving heavily back into the AI infra buildout here soon. Core model updates coming to $NBIS $CRWV $IREN to start. Looking to build year by year through 2030 with an emphasis of separating fact from FUD regarding where these names stand today. We remain very constructive on the sector as a whole with special credit to those with a healthy balance sheet, plenty of financing flexibility for the buildout ahead, and those creating full AI native integrated stacks. Overall, we believe the current market dynamics are extremely sentiment driven and could flip “overnight” at any time. We aren’t predictors of short term technicals, but we believe the flip will come now or over the next several months. In the meantime, we see a multitude of opportunities across the sector and continue to average into the most high quality names. We view this is a generational buying opportunity for the next leaders in Cloud. The fundamental picture has not worsened and if anything valuations are more attractive across tech as a whole than they have been over many years. We are buyers and will continue to be at these prices, unless the thesis is fundamentally proven broken.

InnoLight starts 200mm NPO production and tapes out 300mm designs - On Nov. 3, InnoLight said its first near-package optics device had entered early production on Tower’s ($TSEM) 200mm PH18M process in California. - InnoLight also taped out several follow-on NPO products on Tower’s 300mm silicon photonics platform. > InnoLight, an established pluggable module supplier, is designing optical engines that sit closer to the package. Watch shipment volumes for its first 200mm product and yields on the 300mm follow-ons. Lumentum secures more than $5B in purchase commitments on its second major NPO/CPO win - On Nov. 2, Lumentum ($LITE) said its second major NPO/CPO win carried more than $5B in customer purchase commitments. - The same day, Marvell ($MRVL) agreed to acquire Lumentum in an all-stock deal. The companies expect it to close in the first half of 2028. > If the deal closes, Marvell could co-design its DSPs with Lumentum’s lasers. Watch how quickly the $5B-plus commitment converts into quarterly shipments and revenue. Siltronic sees AI demand squeezing chip supply for PCs and smartphones - On Nov. 4, Siltronic’s CEO said chipmakers were prioritizing data centers, limiting growth in parts of the PC and smartphone markets. > When PC or smartphone shipments soften, separate end demand from chip availability. The same shipment decline can point to different inventory levels and follow-on orders.

Phison CEO, Macronix CEO, Team Goup CEO. Dell, Apple, OpenAI, Elon.... All in panic mode about tight Memory Market. And Retail clown keeps crying and scared about a glut? Do you a favor and insta block those accounts pls. I don't want to read stupidity even as reposts $MU $SKHY

Some details from the $COHR call that stood out: 1) Almost every recently signed TLA includes some form of upfront customer funding, such as prepayments or development payments. As Jim Anderson put it, customers have “skin in the game” on the capacity being built for them. 2) Internal InP output doubled, but the internal versus external sourcing mix “hasn't changed much in a year.” Transceiver demand grew fast enough to absorb the additional supply. 3) Scale-across revenue exceeded $200M and nearly quadrupled YoY, “ahead of MultiRail.” That product’s revenue ramp is expected to begin in the March quarter. Coherent is spending heavily to expand, but customers are helping fund capacity.

According to an expert, YMTC's eSSD products have been getting trialed by domestic customers due to tight capacity at leading overseas OEMs; however, data center customers still prioritize eSDDs from Samsung, SK Hynix, and Micron. $MU $DRAM $EWY

You have been warned guys. In the AI Revolution (we're beginning, remember), we will see a lot of these doomer takes on a regular basis. You can be afraid, or you can load your fav names after dropping the % you consider attractive. You choose. I've the direction very clear.

"Path for Micron to buyback 30% of the company over the next two years and potentially ABOUT HALF through C2029" 👀🔥🔥 If you divide the gain between half the persons.... what happens frens?? 😉 $MU 🚀🪐

Day 1 of Ethernet Alliance Technology Exploration Forum. A few key takeaways: 1. 400G/lane is becoming an architecture problem, not just a SerDes problem. PAM4 vs PAM6, FEC, copper reach, retimers and the optical handoff are all getting coupled together. 2. Moving optics closer to the ASIC may simplify the system. The harder we push long-reach copper, the more complexity we add. NPO/CPO shortens the electrical channel and avoids some of that pain. 3. VCSEL/MMF is still very much alive. 200G/lane multimode remains relevant for short-reach AI links, and “wide and slow” is still part of the discussion. 4. Fiber itself is becoming a bottleneck. Connector density, fiber count, cable routing, contamination and conduit capacity are becoming real infrastructure constraints. 5. Oracle had some of the most interesting production data. LPO at 800G appears to work better than many expected, and a huge portion of optical failures may simply come from dirty connectors. That creates a surprisingly strong reliability argument for NPO/CPO. Lots of deep discussions on Multi-Core Fiber too. Initial use cases would only fit scale-across. It has its challenges. I'll write a full report at a later time.

Samsung delivered incredible preliminary Q3 results last night... Q3 revenues expected to be $145 billion USD Q3 operating profits expected to be $80 billion USD We'll need to see the final numbers in a few weeks but Samsung will likely report the most profitable GAAP quarter in the history of the universe :) Samsung is expected to grow revenues at 8% QoQ for the next 5+ quarters while growing net income at 12% QoQ for the next 5+ quarters which means net income in 2027 Q3 could top $105-110 billion with a decent shot at $115-120 billion There's a chance that Samsung will generate their entire market cap in GAAP net income from 2026 through 2030... cue up the massive buybacks... which means if net income grows at a 20-25% CAGR through CY2030 but they buyback 50% of the float over that same timeframe... then EPS will be growing at a 40-50% CAGR... which means not only is Samsung trading at 3.5x CY2027 EPS but Samsung might be trading at less than 1.0x CY2030 EPS