@retailpunter · Long SMTC

The fact that Sellside continues to omit semtech in their reports is very bullish btw

It feels like the networking/optical theme has room to run after $MRVL's recent analyst day. According to BNP Paribas: We remain bullish on the optical supply chain given the strong demand for 800G and 1.6T transceivers: Coherent, Credo, Fabrinet, Lumentum, MACOM, Marvell, and

Read asLong SMTC

Since the call—

unrankedThe analyst's rank today

High · 0.94Confidence

Thu, Oct 8Tweeted

Fri, Oct 9 closeCounted from

28% of the basket · day 11fades out by Nov 19

Rank per close

#28

Oct 11

#55

Oct 12

#37

Oct 13

#117

Oct 14

#174

Oct 15

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Oct 18

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Oct 19