$1,000 follows their calls into $874
Anders Storm@StormDiracMarvell $MRVL, shared some outstanding Capital Markets day numbers $70-90B by FY31. That is a CAGR of 55-50%. This underpins the whole long-term case as well as that the AI supercycle has a long runway.
Anders Storm@StormDirac$LITE is the poster child of this whole optical boom. It feels like every photonics newsletter, every sell-side note, every X thread on AI infrastructure has already written the Lumentum piece. The sold-out lasers, the Nvidia stake, the stock chart that looks like a hockey
Anders Storm@StormDirac$SEYE 30% Down in one Day — The Brutal Market of 2026 - but IFRS in Q3 might transform H1 2026 to positive EBIT I bought more today for four specific reasons: First, the operational data confirmed the thesis. +128% organic Automotive growth. +200% royalty acceleration. 175
Anders Storm@StormDiracPhysical AI is now starting to appear more and more. I think we are just in the absolute beginning of this AI super cycle.
Smart Eye@SmartEyeABToday, Smart Eye unveils a world-first multimodal in-cabin AI agent. It goes beyond voice and vehicle data to understand the driver, their gaze and state, others inside, and what’s happening outside. See it at #InCabinEurope, booth #305. Read more:
1:25Anders Storm@StormDiracAgree with Tom!
