Gaetano(@Gaetano2026):$MXL Showing solid relative strength lately My guess is today's move is supported by the $GFS $MRVL news yesterday $MRVL is locking down additional SiGe capacity because it sees growing demand for TIAs and drivers across pluggables, NPO and CPO. $MXL is ramping its own 200G/lane SiGe TIA into the same transition, alongside its 1.6T DSP.

Gaetano@Gaetano2026

2026.09.18 19:34

$MXL Showing solid relative strength lately My guess is today's move is supported by the $GFS $MRVL news yesterday $MRVL is locking down additional SiGe capacity because it sees growing demand for TIAs and drivers across pluggables, NPO and CPO. $MXL is ramping its own 200G/lane SiGe TIA into the same transition, alongside its 1.6T DSP.

Gaetano@Gaetano2026

2026.07.28 06:08

$MXL now at ~$5.8b ... I'd imagine that in a different tape this would have approached new highs. But what I imagine doesn't matter. Price does! I understand the bear case with DSPs but that's so far away. They're going to print a lot of money for years. Still no position, it's taking all my willpower to not catch the knife 🤣 200EMA sitting right at top of the last earnings gap. 200D sitting at the bottom of that gap NFA