Outlier Capital(@outliercapx):Bullish — $SIVE $LITE $AAOI $CRDO $IQE Barclays, yesterday: “Optical is set to be one of the fastest-growing semiconductor end markets.” They’ve just initiated $TSEM at OW rating and $310 Price Target. That’s the Street putting a number on the PIC layer under 800G → 1.6T → NPO/CPO — not on another GPU print. The bottleneck is still light + the wafer that carries it. PS: I am long many stocks mentioned here. NFA.

Outlier Capital

@outliercapx

The Founder. Asymmetric stocks. Generational wealth. Portfolio target: 5x+ returns in 5 years. Join 4K+ readers → Full portfolio + Theses, link.

加入 April 2026

107 正在關注 5.7K 粉絲

Outlier Capital@outliercapx

2026.09.21 13:49

Bullish — $SIVE $LITE $AAOI $CRDO $IQE Barclays, yesterday: “Optical is set to be one of the fastest-growing semiconductor end markets.” They’ve just initiated $TSEM at OW rating and $310 Price Target. That’s the Street putting a number on the PIC layer under 800G → 1.6T → NPO/CPO — not on another GPU print. The bottleneck is still light + the wafer that carries it. PS: I am long many stocks mentioned here. NFA.