Ren
@ren_stocks
Investing into the AI buildout ⚡️ 460% YTD
Head of AI | Product Manager
#79# Bestseller on Substack Finance.
Subscribe on X or on Substack to get Discord access
加入 November 2020
101 正在关注 52.4K 粉丝
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
显示更多
