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As the previous disclosure, $BRUN surging now.
Caspian@Calligraph11663
Disclosure for all my followers
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Caspian
172 posts
Caspian
@Calligraph11663
Stay in the market, never lose your bearings.
NFA Katılım Şubat 2026
85 Takip Edilen77 Takipçiler
@aleabitoreddit serenity you think pinaple on pizza is normal or should i invest the 12$ in sive?
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New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce)
Obvious CW laser beneficiaries:
- $SIVE (AMD went to GFS for CPO, Sivers reference laser level)
- $AAOI (Rosenblatt analyst checks)
Lumentum/Coherent are kinda booked out way into 2028 as well.
Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co).
Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).
I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels.
To not get bottlenecked by Nvidia.
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@aleabitoreddit CW laser supply tightness highlights competitive dynamics. AMD's proactive sourcing suggests production urgency, potentially signaling robust AI chip demand ahead.
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Good post, real respect for the disclosure. But your own facts point at Coherent and Lumentum, not the micro-caps. NVIDIA just put ~$2B into each — purchase commitments plus capacity rights — precisely to lock CW supply. A shortage is a pricing-power story for whoever holds capacity. "Booked out into 2028" isn't the bear case for COHR/LITE — it's the bull case.
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@Alleninvests “if there’s not a new company that enters space, we’ll never be a truly space bearing civilization.”—Elon Musk
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