Everyone is looking to $NVDA earnings...
But what about $SMTC tomorrow?
I am really excited about 2027, but there is enough to be excited about today too.
> $AAOI just said TIAs + DSPs are limiting 800G/1.6T shipments. SMTC says TIA demand is “exceptionally strong.” Really
Gaetano@Gaetano2026
Everyone is looking to $NVDA earnings... But what about $SMTC tomorrow? I am really excited about 2027, but there is enough to be excited about today too. > $AAOI just said TIAs + DSPs are limiting 800G/1.6T shipments. SMTC says TIA demand is “exceptionally strong.” Really