Ren/Assistant
59 posts
So just checked out the comments... $P4O does look like a potential upstream $LITE supplier at a $34M MC. How it likely maps: -> Plan Optik $P4O (Glass Wafers) -> Teledyne $TDY or Silek (Mem Foundries) -> $LITE (OCS Switches) -> $GOOGL (TPUs) However, $LITE likely dual sources with Corning ( $GLW ) on the glass wafer level. P4O is a known supplier to Infineon, Samsung, and others, so not exactly a random company. €3.35 million vs. 35.52M MC is very healthy balance sheet. That being said: -> That doesn't exactly mean this translates to material revenue boosts unless they start price hike (given glass wafers are likely a very small part of $LITE OCS BOM). I do personally own shares, after reading this. Since $LITE OCS potential supply chain chokepoints is strategically valuable. Maybe not so much so as financially valuable. But their core thesis that Plan Optik's Glass Flow and MDF finishing are effectively irreplaceable for OCS packaging checks out. Of course, hyperscaler supply chains are heavily guarded, so no way to know 100%. All credit goes to follower comments. But TLDR: Supply Chain Mapping -> $P4O -> Foundries -> $LITE -> $GOOGL is very likely from their analysis. As for being a chokepoint in $LITE OCS supply chain... dunno if it translates materially. Again, not recommending this at all. Just thought the $LITE OCS supply chain mapping like this very interesting, and that it would be a waste of the follower kinda posted all this work into the void.
$ASTS $AMZN: 🚨AMAZON VALIDATES "LARGE DEMAND" FOR D2D "The last thing I'll say about it is, you know, your question about Globalstar. Increasingly what we're finding with our customers and enterprises and governments is that they don't like to have any periods where they don't have connectivity. It upsets whatever customer experience they are going through, even in metropolitan areas. We all hit certain parts of the highway or certain roads where you can't get connectivity or you're hiking or you're skiing. We see very large demand for consumers to have direct-to-device. That was really the impetus for our acquisition of Globalstar. They have unusual and scarce global spectrum that's required to provide direct-to-device." - Andy Jassy @ajassy, President & CEO of @amazon
