Anni
@anni_sen
Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni
가입 January 2015
321 팔로잉 중 14.7K 팬
Agree $AAOI “can” go nuts if this buyout news is legit. You don’t have to be the best InP laser manufacturer. You just have to be the last 2 left along w $COHR.
US has to find a domestic InP source and wean off China.
$LITE acquisition is the start of that journey.
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$GOOG capex for full year reiterated. $MSFT likely does the same even though both q3 #s# were soft. Prob just waiting for Rubin and turning down more blackwell shipments in q3.
$MRVL buying $LITE rumor-wow. Been nibbling LITE below 900.
If MRVL really pays up over 100b for LITE, $AAOI CAN go to 200 within a quarter or two IMO. Shows just how valuable having laser capacity is.
$CBRS hit piece-gift if msft capex reitertated(likely)-VICR would've fell hard if this hit piece was real-it held up like the champ it is. Own both, but more VICR, way more VICR, like 30x more.
Fun day.
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