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If Alpha is strong enough, these stocks should continue to rise regardless of the macro environment... So for me, this is also a learning process, requiring constant fine-tuning of my own thinking and understanding of how the market prices differe","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["SOI","AAOI","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/884af175-bb0b-4a28-a127-52294a9a075c"},{"candidateId":"adf90dd5-b36a-4656-bf5c-9ed56c018cdb","activationId":"1fb4cff5-d11a-46d7-af08-6b5713b9c7a2","relationshipType":"related_but_weak","confidence":0.5,"sourceTier":"A","triggerSnippet":"@Hoodsdonavich @lioncubtrader both i think its best play at current levels if you wanna play cpo -- the last earnings call transcript has all the detail you need on that","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","weak_relationship","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/adf90dd5-b36a-4656-bf5c-9ed56c018cdb"},{"candidateId":"454b675d-b106-4b2b-b9ad-a7077649394a","activationId":"20b9e5ed-964e-42ac-82b4-fb4755fa7f63","relationshipType":"related_but_weak","confidence":0.5,"sourceTier":"A","triggerSnippet":"@ratna555 I see the Lightmatter/Ayar type companies, probably going higher than $5B if they IPO. Since they're both part of $NVDA NVLink CPO ecosystem, heavy backers like NVidia/Intel/AMD/Google, and popular theme.","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["NVDA","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","weak_relationship","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/454b675d-b106-4b2b-b9ad-a7077649394a"},{"candidateId":"c9e27031-9c1c-4def-b130-3c2944ae03e8","activationId":"6d65b758-35bd-4a6f-8a8a-3b06f3ee9b2c","relationshipType":"related_but_weak","confidence":0.5,"sourceTier":"A","triggerSnippet":"@TesttestI23 Flood of negative news recently about CPO timelines as well as overall macro drop.","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","weak_relationship","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/c9e27031-9c1c-4def-b130-3c2944ae03e8"},{"candidateId":"345cf50e-9545-4304-97b2-7886a666ba35","activationId":"491f5b53-60db-47ab-97a9-5258aaa6e75f","relationshipType":"moves_timeline_backward","confidence":0.52,"sourceTier":"A","triggerSnippet":"Based on the evidence I see in the past week, the optical story has gotten better, not worse. Scale-out CPO seem to be on track and pushing Lumentum’s revenue this quarter to the high end of their guidance. Scale up CPO was never delayed, as it was always shipping with Feynman, not Rubin Ultra, in the first place. And NPO does not cannibalize CPO. Instead, it cannibalizes the Kyber racks, making it purely incremental content for optics.","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/345cf50e-9545-4304-97b2-7886a666ba35"},{"candidateId":"a7de771f-1312-478e-a8d1-8339f514d593","activationId":"1f859f5a-d709-48c0-8141-3a768363d5cf","relationshipType":"moves_timeline_backward","confidence":0.52,"sourceTier":"A","triggerSnippet":"@RJCcapital CPO delay = $AAOI good. Keep it simple nephew 🫂","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["AAOI","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/a7de771f-1312-478e-a8d1-8339f514d593"},{"candidateId":"a180635b-ec50-458d-81a2-2c008002b6bd","activationId":"fa0c5e19-978e-4848-81a1-4c970292f413","relationshipType":"moves_timeline_backward","confidence":0.52,"sourceTier":"A","triggerSnippet":"RT @mkfilko: Last post I compared $IQE to the layer below it in the chain ($AXTI, the substrate). Today, the layer above. And the name some of you keep asking about: $SIVE. Substrate → epi → device → module. $IQE grows the epi. $SIVE builds laser devices. Sequential layers of the same AI optical chain. The numbers: $SIVE: ~$2.3B market cap on ~$30M trailing revenue. ~85x sales. EBITDA negative. $IQE: ~$650M market cap on ~$123M trailing revenue. ~5x sales. EBITDA positive. $IQE generates 4x the ","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["IQE","AXTI","SIVE","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/a180635b-ec50-458d-81a2-2c008002b6bd"},{"candidateId":"ae7c0670-59d9-48ae-a919-631c6acd27cc","activationId":"8c9da558-b09d-424d-a440-935da1475ce9","relationshipType":"moves_timeline_backward","confidence":0.52,"sourceTier":"A","triggerSnippet":"Last post I compared $IQE to the layer below it in the chain ($AXTI, the substrate). Today, the layer above. And the name some of you keep asking about: $SIVE. Substrate → epi → device → module. $IQE grows the epi. $SIVE builds laser devices. Sequential layers of the same AI optical chain. The numbers: $SIVE: ~$2.3B market cap on ~$30M trailing revenue. ~85x sales. EBITDA negative. $IQE: ~$650M market cap on ~$123M trailing revenue. ~5x sales. EBITDA positive. $IQE generates 4x the revenue at a ","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["IQE","AXTI","SIVE","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["low_confidence","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/ae7c0670-59d9-48ae-a919-631c6acd27cc"},{"candidateId":"2f354aba-3a1a-4c17-9604-ea924500de39","activationId":"f9359c1e-1a32-4407-9ef3-fb99ec4bef1a","relationshipType":"clarification_weakens_idea","confidence":0.62,"sourceTier":"A","triggerSnippet":"@art_emporial No idea, probably from that CPO delay report, which is ofc the wrong read-through on AAOI. Probably an easy buy on these dips.","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/2f354aba-3a1a-4c17-9604-ea924500de39"},{"candidateId":"72d7ff28-2f79-4cba-9521-6df5778c9387","activationId":"5e71163d-7415-4e6e-ab18-f846f06ee417","relationshipType":"introduces_new_entrant","confidence":0.62,"sourceTier":"A","triggerSnippet":"I’m sorry but this was obvious to anyone with a brain. Photonics reliability is garbage and CPO isn’t happening for at least 5 more years. Also if it does happen it will be Broadcom who wins it not Nvidia.","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/72d7ff28-2f79-4cba-9521-6df5778c9387"},{"candidateId":"eb06c07c-7b46-4331-bea1-92d0ae5cd915","activationId":"3c22f70e-fe49-4c27-91d7-92d8b42f1582","relationshipType":"introduces_new_entrant","confidence":0.62,"sourceTier":"A","triggerSnippet":"I like $ASYS and $OPTX, but not $SHMD, sorry @__Con_ <\\3. $SHMD’s balance sheet is more complicated than understanding a CPO. That said, $ASYS looks like a very interesting play, idk if it’ll do a $SIVE like run here, but defo undervalued if their operating leverage improves and results in higher EBITDA margins. I haven’t dug that deep yet but I think it’s worth looking into. Con has been in it since 2 weeks back. Stock is up pre market from inclusion in Russell 3000. Apparently according to him","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["ASYS","OPTX","SHMD","SIVE","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":false,"reviewUrl":"/memory/trade-ideas/eb06c07c-7b46-4331-bea1-92d0ae5cd915"},{"candidateId":"1c7309bc-de84-4afa-9604-b2302acc5fdd","activationId":"ae3a3618-7425-40c7-8c71-f199188c37d0","relationshipType":"introduces_new_entrant","confidence":0.62,"sourceTier":"A","triggerSnippet":"@Expelliamus9 $AXTI took many months to play out, before companies and governments started confirming the InP substrate bottleneck. I don’t think CPO related ideas should be judged in a 1 month timeframe!","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["AXTI","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/1c7309bc-de84-4afa-9604-b2302acc5fdd"},{"candidateId":"9856657a-ec32-4277-8b3b-7800ebaf7019","activationId":"e3bd90b2-552d-4ed9-9937-2aeab894994d","relationshipType":"introduces_new_entrant","confidence":0.62,"sourceTier":"A","triggerSnippet":"If you haven’t noticed too with my other investment themes with 800V DC and CPO recently. It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains. Many things feel technologically difficult with yields to substrate supply. People can always bear post laser capacity or export control bottlenecks and tell people to short Nvidia’s supply chains due to difficulties. But by investing in the critical companies to give them more capex spend for FAU capacity / yields","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["NVDA","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/9856657a-ec32-4277-8b3b-7800ebaf7019"},{"candidateId":"c9412553-77ab-4e38-9eab-a064ed82c6e3","activationId":"82ca71de-3d65-4d4f-b5d6-041596a7f61f","relationshipType":"introduces_new_entrant","confidence":0.62,"sourceTier":"A","triggerSnippet":"I don't like or dislike $SIVE: The information discovery edge & forward bull narrative has been priced in: Where Sivers makes a genuinely necessary component, InP external lasers that silicon can't replace, w/ four legit AI design-ins: 1. Ayar light source 2. $GFS reference design 3. $POET Optical Interposer ELS 4. $JBL 1.6T LRO pluggable module That is the true, defensible bull case + it's not a mirage. Further highlighted by: - JP Morgan disclosed a ~5% stake - index inclusions have happened -","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["SIVE","GFS","POET","JBL","NVDA","PLTR","GOOGL","MRVL","AMD","MSFT","AMZN","COHR","MTSI","LITE","INTC","TSM","AVGO","ANET","CIEN","NOK","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["generic_optical_or_pluggable_terms","tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/c9412553-77ab-4e38-9eab-a064ed82c6e3"},{"candidateId":"8e335e70-a3fa-4845-b8f4-6976b58d7b6e","activationId":"8b4fd568-ecfd-48fd-a767-ec909b8963f2","relationshipType":"clarification_weakens_idea","confidence":0.62,"sourceTier":"A","triggerSnippet":"RT @168X_Fortune: ⚡️@labubu_trader × @QihongF44102 Conversation 168X: Is the next Alpha of the AI ​​bull market hidden in CPO, MLCC, memory, or TSMC vs Intel? 3X Long Labubu is a highly recognizable market rhythm trader on Chinese AI industry excavators are one of the few research-based KOLs that start from the bottom of the industry chain and continue to explore bottlenecks in the AI supply chain. They have long been concerned about the structural revaluation brought about by CPO, InP laser, ML","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/8e335e70-a3fa-4845-b8f4-6976b58d7b6e"},{"candidateId":"6b187be9-13b3-4c1b-9bc9-a4a37af5fde1","activationId":"0f003793-0923-4b4d-b4e7-cf4cd4661b3a","relationshipType":"challenges_exclusivity","confidence":0.82,"sourceTier":"A","triggerSnippet":"Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations. It takes time... Like October 2026, should finish up development. Then 2027 production scaled into 2028 (mass production), since they've been working on it since 2023. Everyone thinks it’s a depressed automaker supplier right now. And thankfully with European names they tend to look at TTM revenue over forward growth. So somehow it’s","priorMemoryIds":["69dd8407-edaf-40a3-a0cd-b9fb276aac90"],"affectedTickers":["XFAB","TSEM","GFS","NVDA","INTC","TSM","COHR","LITE","MRVL","AVGO","ANET","CIEN","NOK","POET","LWLG"],"affectedThemes":["co-packaged optics","AI networking","advanced packaging","CPO winner map"],"reasons":["tweet_only_unverified"],"alertSent":true,"reviewUrl":"/memory/trade-ideas/6b187be9-13b3-4c1b-9bc9-a4a37af5fde1"}]}