アキラ
10 posts


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English

📊 BIYA 行情播报 | 今日市场速览
美股市场
1. US - IXIC - 纳斯达克指数 -1.55%
2. US - SPCX - SpaceX -4.24%
3. US - AAPL - Apple +0.63%
4. US - TSLA - Tesla Motors -3.19%
5. US - MSFT - Microsoft +1.53%
加密市场
1. $BTC + 0.12%
2. $ETH + 0.48%
3. $BNB + 0.15%
期货市场
1. FUT - GCmain 黄金主连 +1.90%
2. FUT - CLmain 原油主连 +0.80%
3. FUT - NGmain 天然气主连 -0.96%
BiyaPay多资产交易平台,一个账户投资全球
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中文

Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $COHR, and $LITE in laser supply
- Broadcom and Nvidia in switch platforms
- Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics,
- $TSM, $GFS, and $TSEM in silicon photonics foundry capacity
I’ve covered all of these before, like Tower Semi.
But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO.
A small $1.5B laser company next to your two leading $60B+ companies…
If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers.
This kinda magnifies importance of the three Western leaders of that laser chokepoint.


English
アキラ retweetledi

所有跟单Serenity的,再次隆重介绍一个专门针对他的监控网站给你们:
analysissite.vercel.app
详细得不得了
中文

Random CPO related names I like:
- $SIVE
- Foci (3363)
- $TSEM
- Browave (3163)
- PCL (4977)
- $AXTI
- Msscorps (6830)
- $IQE
- Shunsin (6451)
- Furukawa Electric (5801)
- $MTSI
- Nextronics (8417)
- $LITE
- $COHR
- FitTech (6706)
- $GFS
- $ASX
- LandMark (3081)
- $SOI
Disclosure: I own most, not all though.
English
