The Analysts

Call · @mar364503 · #327 on the leaderboard

@mar364503

@mar364503 · Mon, Aug 17

MQ@Mar364503
For transceivers, you can bet on $LITE $COHR and $AAOI, but the safest bet is probably $MRVL due to the shortage of DSP. DSP lead time is now 12 months
18d agoview on X ↗

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Read as

Long LITE, Long COHR, Long AAAOI, Long MRVL · High confidence

Confidence

High0.97

Counted from

Tue, Aug 18 · market close

Rank since this call

#341 → #327 · 7 scored days

#341

Aug 28

#338

Aug 29

#337

Aug 30

#201

Aug 31

#185

Sep 1

#183

Sep 2

#327

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 17 · fades out by Sep 28