Kairos(@KairosPraxis):$SMTC flirting with ATHs once again - up 50% in a month lol. Not sure why, but @FundaAI just reported that 1.6T transceiver shipments are growing faster than expected. For context, more than 50% of 1.6T modules use Semtech's TIAs. Laser shortage should also benefit them if they can ramp up Hiefo fast enough. @FundaAI also reports that DSP shortage is a huge constraint. Good news $CRDO, I'm sure.

Kairos

@KairosPraxis

The first rule of investing is to not take yourself too seriously, and actually have fun.

Joined February 2025

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Kairos@KairosPraxis

2026.09.17 17:50

$SMTC flirting with ATHs once again - up 50% in a month lol. Not sure why, but @FundaAI just reported that 1.6T transceiver shipments are growing faster than expected. For context, more than 50% of 1.6T modules use Semtech's TIAs. Laser shortage should also benefit them if they can ramp up Hiefo fast enough. @FundaAI also reports that DSP shortage is a huge constraint. Good news $CRDO, I'm sure.