“Citi: Memory "...we believe the market is underestimating how constrained DRAM/HBM supply is likely to remain... HBM and advanced memory supply could remain tight through 2027 and 2028." ... $MU $DRAM $EWY”
“"...both Meta and SpaceX are already denting demand for neoclouds and AI-infrastructure providers... all contracts that could have gone to leading neoclouds like Nebius, CoreWeave, or IREN..." $IREN”
“"...both Meta and SpaceX are already denting demand for neoclouds and AI-infrastructure providers... all contracts that could have gone to leading neoclouds like Nebius, CoreWeave, or IREN..." $NBIS”
“"...both Meta and SpaceX are already denting demand for neoclouds and AI-infrastructure providers... all contracts that could have gone to leading neoclouds like Nebius, CoreWeave, or IREN..." $CRWV”
“The 1.6T segment... is forecast to grow at a CAGR of 98.9% from 2025 to 2030E, with mass adoption forecast to begin in 2026. $LITE $COHR $AAOI $MTSI $FN”
“The 1.6T segment... is forecast to grow at a CAGR of 98.9% from 2025 to 2030E, with mass adoption forecast to begin in 2026. $LITE $COHR $AAOI $MTSI $FN”
“$AXTI: "With backlog now above $500 million... demand remains ahead of supply even as we accelerate the pace of our capacity addition." [follow-up 20:58 UTC: $AXTI: "I do think our gross margin will go up some more. I don't think we peaked..."]”
“This is a considerably weak outlook for Intel... $INTC”
“Microsoft's FCF should see from pressure over the coming quarters but will still be comfortably FCF positive... To me, this is the safehaven among hyperscalers right now unless I am missing something.”
“Culper initiated a short on Cerebras with multiple customers telling them their systems failed sooner than expected... Interesting... $CBRS”
“Analysts estimate InP optical interconnect laser chip shipments could rise from 480 million in 2026 to 1,542 million in 2028. Expect shortages of 200mW+ CW lasers, 200G+ EML lasers and high-speed VCSEL optical interconnect chips through 2026–27. $AAOI $LITE $COHR $AVGO $MRVL”
“Analysts estimate InP optical interconnect laser chip shipments could rise from 480 million in 2026 to 1,542 million in 2028. Expect shortages of 200mW+ CW lasers, 200G+ EML lasers and high-speed VCSEL optical interconnect chips through 2026–27. $AAOI $LITE $COHR $AVGO $MRVL”
“Analysts estimate InP optical interconnect laser chip shipments could rise from 480 million in 2026 to 1,542 million in 2028. Expect shortages of 200mW+ CW lasers, 200G+ EML lasers and high-speed VCSEL optical interconnect chips through 2026–27. $AAOI $LITE $COHR $AVGO $MRVL”
“Analysts estimate InP optical interconnect laser chip shipments could rise from 480 million in 2026 to 1,542 million in 2028. Expect shortages of 200mW+ CW lasers, 200G+ EML lasers and high-speed VCSEL optical interconnect chips through 2026–27. $AAOI $LITE $COHR $AVGO $MRVL”
“Deutsche Bank sees revenue upside of $216.1 billion. for SpaceX exiting 2027E. This comes with an estimated $148.4 billion in future deals. $SPCX”
“Edgewater: We are modeling Amazon's AWS revenue in Q3 of +40.9% YoY, ahead of the street at 37.6% YoY. $AMZN”
“J.P. Morgan: DRAM contract pricing forecasted to increase by 13% in Q4'26, NAND pricing to increase by 18%. $DRAM $EWY $MU $SKHY $SNDK”
“J.P. Morgan: DRAM contract pricing forecasted to increase by 13% in Q4'26, NAND pricing to increase by 18%. $DRAM $EWY $MU $SKHY $SNDK”
“$CLS sees 90% revenue growth for 2027. Revenue of $40B, up from $21B in 2026. Very strong growth.”
“Strong demand for the iPhone Duo > Supply chain sources indicate that Apple has asked its suppliers to accelerate production and even increase orders by 30% to meet market demand...”