The Analysts

Call · @iamfabian · unranked

@iamfabian

@iamfabian · Tue, Aug 25

Fabian فابيان@iamfabian
"Strong copper, NPO SiPho/InP, UPSIDE to CRDO and LITE, whileCPO is ~2-3 years away. A less-constrained memory environment points to upside GPU/ASIC shipments and: a) Upside 2027E CRDO AEC copper for agentic AI CPU racks and key customer xAI/ SPC (covered by Brett Linzey)
10d agoview on X ↗

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as

Long CRDO, Long LITE · Medium confidence

Confidence

Medium0.83

Counted from

Wed, Aug 26 · market close

Rank since this call

#33

Aug 28

#31

Aug 29

#29

Aug 30

#36

Aug 31

#25

Sep 1

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Sep 2

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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 9 · counts fully until Sep 8 · fades out by Oct 6