SarauityPrecise Market Analysis

53 posts

SarauityPrecise Market Analysis

SarauityPrecise Market Analysis

@sjberny

Katılım Kasım 2010
34 Takip Edilen37 Takipçiler
Serenity
Serenity@aleabitoreddit·
“1.6T optical modules are near mass adoption this year” So nothing new but this just confirms timelines for volume production/mass adoption H2 2026. $AVGO and $MRVL are cited as main beneficiaries in the report but names like $AAOI are probably the most profound beneficiaries (largest 1.6T capacity US projected) for the pure play exposure. $JBL also set to go brrrr but my guess is H1 2027 with wave2 architectures since their LRO architectures remove the DSP (with $INTC SiPH acquisition IP). Jabil would be a good contrarian long in the broader 1.6T supercycle coming up if this gets broader adoption from $META validation but benefits anyway. And especially $SIVE that powers Jabil 1.6T LRO, that when they scale, it scales laser demand too. I think everyone focuses on the upstream supply chains nowadays but going long on Broadcom and Marvell doesn’t hurt too.
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Serenity
Serenity@aleabitoreddit·
So just putting it out there: Towa (6315), at $1.35B... Is a rare, living definition of monopoly over HBM4 (compression molding). It's been kinda flat YTD, but every memory company like $MU, Sk Hynix, Samsung are their customers. And each of the memory company earnings signaled massive capex increases. Even as seen with $TSM earnings, every major semi is going through a massive capex cycle to meet AI demand. And all three memory makers have printed from hbm3e and nand... so the next capex cycle is probably not like the last (meaning a lot more spend). Like $ASML, this is hyper-cyclical but I wanted exposure to the upcoming HBM4 capex ramp over these next few months. Thought I'd put this name on people's radar alongside $LPK (glass core substrates) as a functional monopoly. But I do feel like this timing is about right while every machine supplier is having a massive re-rating yet this was relatively flat. Not exactly a new find, since a few other analysts + random followers had this name but hope I get the timing right. (Disclaimer: I do hold positions, this just TLDR of my own thoughts, please don’t copy trade)
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SarauityPrecise Market Analysis
SarauityPrecise Market Analysis@sjberny·
A quick "how’s your day" can turn a stranger’s quiet moment into a warm connection. Small words, big magic
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Brenda Rosales
Brenda Rosales@brendaa_48·
Just shared a bag of our favorite crispy chocolate chip cookies with friends—crunchy, sweet, and perfect for midday vibes! Who’s grabbing their snack stash next #SnackTime #ShareTheJoy
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Matias Licinio
Matias Licinio@3l_Maty·
Cozy evening in! Warm tea, soft blankets, and my favorite show—nothing beats this quiet joy at home.
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SarauityPrecise Market Analysis
SarauityPrecise Market Analysis@sjberny·
"Tired of messy sleep Try this tiny tweak: No screens 30 mins before bed + 10-min stretch. Woke up actually refreshed Tag a friend who needs this! "
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