Paradis Labs Precise Market Analysis

95 posts

Paradis Labs Precise Market Analysis

Paradis Labs Precise Market Analysis

@VKataryna

Charlotte et Marie les bests

Katılım Ekim 2020
67 Takip Edilen54 Takipçiler
Paradis Labs
Paradis Labs@ParadisLabs·
Ok guys, I'm VERY bullish on Episil-Precision now: (The epi foundry that no-one's talked about on X, ever). Episil just reported Q1 earnings: - Biggest item was that their SiPh epitaxy foundry biz has passed customer qualification w/ a US fabless company. And has now started mass production. No one knows who the customer is (NDAs), but imo it's one of $MRVL or $MXL based on historic dealings. Either would be absolutely huge validation for Episil + my thesis. Chairman said - "this will be a very important new growth driver for Episil's future operations." - Order visibility has also extended from 1-2 months to 2-3 quarters, w/ long-term capacity agreements being negotiated for 2027-2028. - Leading to Episil 3x'ing capex this yr to scale SiPh & silicon epitaxy to meet demand from the AI supply chain. Very responsible capital allocation imo - not adding new capacity blindly. They need to expand now to bridge the capacity-demand gap. "H2 will outperform H1, driven by sustained strong AI demand for silicon epitaxy, stable compound semiconductor orders, and the gradual ramp-up of the new silicon photonics business" And what's super impressive imo is that their Q1 margin improvement came from higher capacity utilization and product mix. Absolutely 0 pricing impact as they've kept prices flat QoQ. But it does seem like they'll raise prices in Q2/H2, given that upstream raw material costs are going up = even greater margin expansion in the future. Financials are also improving too: - revenue $34M = 18% increase YoY - EPS $0.35 = best in 3 yrs - SiPho now in mass production = future margin expansion TLDR: 1. SiPh/CPO is the only realistic way to solve the power wall in hyperscale AI clusters (1.6T optical modules, CPO). 2. Hyperscalers 2026 AI capex is approaching $700B. And optical interconnects are a critical bottleneck. 3. Episil is now a direct upstream enabler in that chain. All of this basically confirms that the bottom is in. AI tailwinds should lead to impressive earnings for the rest of this year.
Paradis Labs@ParadisLabs

Will I get my flowers? 1. Episil-Precision is up 60% since I posted my thesis 3 weeks ago. 2. I'm the only person in the 20-yr history of @X that has ever mentioned "Episil-Precision". Pretty crazy, right? Do you realise how hard it is to find a company that has absolutely 0 commentary? Let alone find one that's a clear winner in the AI supercycle? Gonna give myself a pat on the back for this one.

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L'orignal
L'orignal@Lorignal2·
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yoyotokyo9
yoyotokyo9@yoyotokyo6·
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Satisfy your late-night cravings with crispy fried squid skewers! Salty, spicy, and grilled to perfection—this street food gem hits different. Grab yours now!
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Caqiroe🩷
Caqiroe🩷@LJtay87·
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Paradis Labs Precise Market Analysis
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adar
adar@adar43486792025·
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陳彥百
陳彥百@aircon1984·
Cozy Sunday in! Warm tea, fuzzy socks, and a book that’s too good to put down. Perfect way to recharge before the week.
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