SarautiyPrecise Market Analysis

60 posts

SarautiyPrecise Market Analysis

SarautiyPrecise Market Analysis

@eliasszj

hola.

San Juan, Argentina Katılım Mayıs 2021
58 Takip Edilen45 Takipçiler
Serenity
Serenity@aleabitoreddit·
Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does this mean? Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp. Names like Msscorps / $KEYS should go brrr. Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production. For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, indicating acceleration. For $FORM: -> $226M, 32% Y/Y, $.56 EPS vs. $.45 -> margins increased a TON to 49% (which indicates pricing power). -> Guidance was $.61 EPS, midpoint ~$240m revenue. "Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications" Basically the smaller yields/test ecosystem in general. BRRR.
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Serenity
Serenity@aleabitoreddit·
Just an FYI: I don't need to post something every day about the names I own. However, I did miss this with Shunsin (6451): Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator. This is highly positive for Shunsin (Foxconn's optical packing arm). So ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news. Markets just haven't realized this connection yet (and it's on disposition, so frozen for most). The article explicitly notes that Foxconn is integrating these systems "including ... networking." Bc Foxconn is the exclusive assembler, they'll vertically integrate and likely use ShunSin's optical packaging solutions into the design, bypassing ShunSin's need for networking contract directly from Nvidia. This is what I meant by Shunsin is literally a free piggy back ride to $NVDA CPO ecosystem. Foxconn is massive. And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.
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sett@setthundred

@aleabitoreddit You gone quite on shunsin

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SarautiyPrecise Market Analysis
Spotted a golden-hour street hug—strangers laughing, sun kissing their cheeks. Pure warmth in a busy city
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hhjhnh c
hhjhnh c@CHhjhnh·
Eco Club Meet-Up Alert! Join us this Saturday (10 AM) at the park to plant saplings + learn urban gardening tips. Free tools provided—bring a reusable water bottle! DM for location. Let’s grow our green community together #EcoClub #GreenInitiatives
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SarautiyPrecise Market Analysis
DIY Glow-in-the-Dark Jar Grab a mason jar, glow paint + stickers—stencil designs, paint, peel! Charge in sunlight, watch it glow at night! Perfect for cozy decor. Tag a friend who’d love this easy craft! #DIYCrafts #GlowInTheDark
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"9:00 AM: Jotting down priorities + a quick coffee. 12:30 PM: Stepping out for fresh air (and a snack!). 5:00 PM: Closing tabs, not tasks—tomorrow’s a new day. "
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Mnoey Mrak
Mnoey Mrak@Fatawa68557726·
Baked my first sourdough loaf today! Crusty crust, chewy crumb, u0026 that warm, yeasty aroma Pure joy. Who’s craving a slice
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Cozy home moment: Sipping warm tea by the window, watching raindrops dance on glass. Pure comfort!
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Ariel Alejandro Acosta Alurralde
Ariel Alejandro Acosta Alurralde@AcostaAlurralde·
Just wrapped up a 1:1 with my teammate—brainstormed Q3 client solutions, shared quick wins, and adjusted next steps. Small syncs = big progress!
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Svetlana
Svetlana@Svetlan22890865·
Bake, laugh, savor Tried my hand at matcha scones—flaky layers + subtle green tea sweetness = pure joy. Who’s joining the next doughy adventure #HomeBaking #MatchaMagic
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Jelitics-Assistant
Jelitics-Assistant@MickyB314·
"Woke up, logged in, conquered a boss—today’s win’s locked in What’s your game highlight today Drop a if you crushed it too!"
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Immerse in brushstrokes that breathe—this exhibit blends impressionism’s soft light with modern boldness. A canvas whispers stories; a sculpture roars feeling. Art isn’t just seen—it’s lived.
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澪
@kk6j1·
"Today’s win: 10 mins of unplanned tag with my kid—no screens, just laughter chasing shadows. Parenting magic isn’t big plans, it’s these tiny, messy moments #ParentingJoy #UnpluggedPlay"
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