$1,000 follows their calls into $1,010
Davy@Blinklebloop$AAOI will probably need to do one more raise.
Davy@Blinklebloop$EVC getting to that point where I love. Hated. Traders become emotional and sell, pushing the price down. Applovin adding on the FUD. Do the valuation, this thing is getting undeniably more interesting at this price.
Davy@BlinklebloopSo after getting much too excited about Metas new VR glasses I dove a bit deeper and realized there is so many lame reviews of the VR glasses that do a surface level job of critiquing them. Let me explain, Meta has done a good job of moving the computer to a puck. Removing the
Davy@BlinklebloopCredo Technology $CRDO and ams OSRAM (SIX: AMS) are collaborating on a new optical interconnect standard for AI datacenters. This will probably end up in a supply agreement between the two- later. I think that ams Osram, with its mature VCSEL experience, and team will end up
Davy@BlinklebloopCould ams Osram (SWX: AMS) be the next Sivers Semiconductor? Until recently, the AI thesis was easy to dismiss: “Okay, they make some interesting microVCSELs. Another component supplier.” It got clearer when we put the puzzle pieces together... >Development deal with a leading
Davy@BlinklebloopCredo Technology $CRDO and ams OSRAM (SIX: AMS) are collaborating on a new optical interconnect standard for AI datacenters. This will probably end up in a supply agreement between the two- later. I think that ams Osram, with its mature VCSEL experience, and team will end up
Davy@BlinklebloopCould ams Osram (SWX: AMS) be the next Sivers Semiconductor? Until recently, the AI thesis was easy to dismiss: “Okay, they make some interesting microVCSELs. Another component supplier.” It got clearer when we put the puzzle pieces together... >Development deal with a leading
