+13.3%return · 30D
$1,000 follows their calls into $1,133
VT $1,004
Sep 16Oct 15
- Win rate
- 55%
- Streak
- 10closes
- Best call
- Long SMTC146 places since the call
Track record building
- Peak #28
- 10 ranked closes
- Longest streak 10
retail punter@retailpunterThe fact that Sellside continues to omit semtech in their reports is very bullish btw
Paradis@ParadisLabsIt feels like the networking/optical theme has room to run after $MRVL's recent analyst day. According to BNP Paribas: We remain bullish on the optical supply chain given the strong demand for 800G and 1.6T transceivers: Coherent, Credo, Fabrinet, Lumentum, MACOM, Marvell, and
