Ren(@ren_stocks):Citi's TMT note has Lightmatter calling lasers and optical fiber "the next HBM." NPO 2027. CPO 2028-29. Pluggable, NPO, CPO all burn light, and all three need the same lasers and the same InP underneath. Bullish for: $AEHR - testing, the actual gate on CPO $AXTI - InP substrate $LITE - lasers $COHR - lasers $FN - engine assembly $MRVL - the signal still has to travel $AAOI

Ren

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参加 November 2020

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Ren@ren_stocks

2026.09.09 22:52

Citi's TMT note has Lightmatter calling lasers and optical fiber "the next HBM." NPO 2027. CPO 2028-29. Pluggable, NPO, CPO all burn light, and all three need the same lasers and the same InP underneath. Bullish for: $AEHR - testing, the actual gate on CPO $AXTI - InP substrate $LITE - lasers $COHR - lasers $FN - engine assembly $MRVL - the signal still has to travel $AAOI - pluggable runway