$1,000 follows their calls into $885
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4 positions · Oct 15- AAOI7%
$1,000 follows their calls into $885
MQ@Mar364503The repeated price hikes were not likely due to surging laptop demand. They were more caused by shortage of wafers. One day, wafer shortage will reach to a point that even if all the wafers are allocated to AI chips, there will not be enough. When products are in such extreme
Jukan@jukan05Taiwanese media: Intel, Qualcomm, and AMD have all raised CPU prices or are planning to do so. Intel raised CPU prices across product lines starting September 1. High-end Panther Lake products saw increases of 15–20%, while Meteor Lake and Arrow Lake prices rose by around
MQ@Mar364503Apparently many retail investors haven’t been following $WOLF before its CH11 reorganization (i.e., bankruptcy) last year. Part of the reason why the company went into financial trouble was because the management decided to take lots of debts to build new fabs. This was a
TrumpGrift Capital🇺🇦@Crussian17Something must’ve changed for the govt to be willing to give $wolf 1.5B. They wouldn’t do this all a sudden without some kind of new orders so I assume they’re about to announcer some new hyperscalers contract which they said on the last earnings call the only question those guys
MQ@Mar364503To meet the potential FCC’s 65% BOM requirement for imported transceivers from China, Chinese suppliers will have to buy DSP ($AVGO $MRVL) and lasers from US firms. Given that $LITE and $COHR have sold out their lasers for the next few years ($LITE lasers booked till 2029), it’s
MQ@Mar364503Not too far away for $COHR and $AAOI as well
P Equity Research 📰@pequityresearchLumentum is currently negotiating LTAs for laser supply for CY28 and CY29 and still sees potential jumps in pricing. $LITE

MQ@Mar364503After holding $INTC for three years, I can tell you for sure that there will be a number of rumours/talks/headlines about Intel’s potential deals. This happened a lot in the past and will surely continue to occur in the future. Those are noise you just have to ignore sometimes.
Bloomberg@businessIntel will continue to work with Elon Musk on Terafab, an audacious attempt by the trillionaire to break into the production of cutting-edge chips, according to Chief Executive Officer Lip-Bu Tan.