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Live evidence, stored memory, and possible market implications.

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Raw incoming social evidence. Tweet-only unless verified.

18

Tickers$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR

EntitiesNo entity mapped

Themesco-packaged opticsAI networkingadvanced packagingCPO winner mapAI memoryHBM demand intensity

NumbersNo extracted numbers

tier A88% reliabilitysignal_created3 memory1 ideas1 research1 alerts

Tickers$NVDA

EntitiesNo entity mapped

ThemesAI memoryHBM scarcityVera Rubin

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$SIVE $AEVA $AAPL

EntitiesNo entity mapped

Themesco-packaged opticsAI networking

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$JBL $NVDA $GFS $AMD $POET $LITE $SIVE

EntitiesJBLAyarNVDAGFSAMDPOET

Themeshyperscalersupply chainlaser technologydeploymentvaluationNASDAQ

NumbersNo extracted numbers

tier A88% reliabilitysignal_created3 memory1 ideas0 research1 alerts

Tickers$IQE $EOS.AX $MRLN

EntitiesNo entity mapped

Themesmarket volatility

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$IQE $TSEM $LITE $MTSI

EntitiesLumentum

Themesoptical componentsco-packaged opticsAI networkingadvanced packagingCPO winner map

NumbersNo extracted numbers

tier A88% reliabilitysignal_created2 memory1 ideas0 research1 alerts

Tickers$SIVE

EntitiesNo entity mapped

Themesmarket outlookUS economy

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$MRVL $NBIS $CRWV $NVIDIA $STRC

Entities$MRVL$NBIS$CRWV$NvidiaMicron$STRC

Themesco-packaged opticsAI memory

NumbersNo extracted numbers

tier A88% reliabilitysignal_created2 memory0 ideas0 research1 alerts

Tickers$EOS.AX

EntitiesNo entity mapped

Themesmarket volatility

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$BB

EntitiesNo entity mapped

Themesco-packaged opticsAI networking

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$LPTH

EntitiesNo entity mapped

Themesco-packaged opticsAI networking

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$INTC

EntitiesIntel

Themesco-packaged opticsadvanced packagingAI networking

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$LPTH $SPCX

EntitiesNo entity mapped

ThemesAI memoryHBM scarcityVera Rubin

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$SIVE

EntitiesNo entity mapped

ThemesNo theme mapped

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research0 alerts

Tickers$IQE

EntitiesNo entity mapped

Themesmarket outlookUS economy

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$IQE $SIVE $AXTI

EntitiesNo entity mapped

ThemesNo theme mapped

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research0 alerts

Tickers$SIVE $IQE

EntitiesNo entity mapped

Themesmarket volatilityUS equities

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research1 alerts

Tickers$IQE

EntitiesNo entity mapped

ThemesNo theme mapped

NumbersNo extracted numbers

tier A88% reliabilitysignal_created1 memory0 ideas0 research0 alerts

what changed

Market Brief

window 720

Live evidence today239

Meaningful evidence18

Memory connections12

Possible ideas3

Needs verification2

Telegram sent25

Non-Intel CPO platform may challenge Intel-only CPO thesis was generated as a possible idea, not a buy/sell signal.Earlier CPO challenge may weaken on pluggable clarification was generated as a possible idea, not a buy/sell signal.Optical component supplier discussion may be relevant to CPO watchlist was generated as a possible idea, not a buy/sell signal.CPO / Optical I/O (MTSI, LITE, SIVE, MRVL) memory woke up via weakens.CPO / Optical I/O (MTSI, LITE, SIVE) memory woke up via weakens.HBM / AI Memory (MRVL, SIVE) memory woke up via supports.

What changed

Non-Intel CPO platform may challenge Intel-only CPO thesis was generated as a possible idea, not a buy/sell signal.Earlier CPO challenge may weaken on pluggable clarification was generated as a possible idea, not a buy/sell signal.Optical component supplier discussion may be relevant to CPO watchlist was generated as a possible idea, not a buy/sell signal.

What memory woke up

CPO / Optical I/O (MTSI, LITE, SIVE, MRVL) memory woke up via weakens.CPO / Optical I/O (MTSI, LITE, SIVE) memory woke up via weakens.HBM / AI Memory (MRVL, SIVE) memory woke up via supports.

What themes are active

CPO / Optical I/O is active through true cpo claim; current evidence remains distinct from verified thesis-changing production proof unless primary support appears.AI Networking / Switch ASICs is active with 7 meaningful evidence items and 0 memory connections.CoWoS / Advanced Packaging is active through packaging or CPO-adjacent evidence; verify whether it is primary support or social-source only.

What needs verification

Verify memory connection / trade idea candidate before treating it as actionable.Verify memory activation before treating it as a trading signal.

What Telegram sent

Telegram recorded 25 production alerts in this window; public/social evidence remains UNVERIFIED SOCIAL and TWEET-ONLY.

themes

Active Themes

9

Co-packaged optics, optical I/O, silicon photonics, packaging, and AI rack interconnect.

Statusactive

CPO / Optical I/O is active through true cpo claim; current evidence remains distinct from verified thesis-changing production proof unless primary support appears.

Key memory: Intel CPO sole-winner claim and related packaging-bottleneck conditions.CPO evidence type: true cpo claim

Latest trigger: possible true CPO claim. Verify architecture, customer, production, and packaging proof.

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $AEVA

Open full theme page

AI switch ASICs, Ethernet fabrics, custom silicon, optical networking, and rack-scale network bottlenecks.

Statusactive

AI Networking / Switch ASICs is active with 7 meaningful evidence items and 0 memory connections.

Key memory: 1 condition / 1 thesis cell.

Latest trigger: CPO / Optical I/O involving MTSI, LITE, SIVE, MRVL. matched stored memory

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $AEVA

Open full theme page

CoWoS, EMIB, substrates, interposers, chiplets, advanced packaging capacity, yield, and thermals.

Statusactive

CoWoS / Advanced Packaging is active through packaging or CPO-adjacent evidence; verify whether it is primary support or social-source only.

Key memory: 1 condition / 1 thesis cell.

Latest trigger: CPO / Optical I/O involving MTSI, LITE, SIVE, MRVL. matched stored memory

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $NVDA

Open full theme page

HBM, LPDDR, DRAM, accelerator-memory intensity, and AI memory supply chains.

Statusactive

HBM / AI Memory is active with 4 meaningful evidence items and 2 memory connections.

Key memory: 2 active HBM/memory conditions and 1 thesis cell.

Latest trigger: CPO / Optical I/O involving MTSI, LITE, SIVE, MRVL. matched stored memory

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $NVDA

Open full theme page

AI compute infrastructure, accelerators, hyperscaler capex, custom silicon, and supply-chain constraints.

Statusquiet

AI Infrastructure is active with 1 meaningful evidence item and 0 memory connections.

Key memory: 1 condition / 1 thesis cell.

Latest trigger: AI Infrastructure involving JBL, NVDA, GFS, AMD. matched stored memory

$JBL $NVDA $GFS $AMD $POET $LITE $SIVE $GOOGL

Open full theme page

Power, cooling, grid, gas, nuclear, data-center capacity, and AI infrastructure buildout.

Statusquiet

AI Power / Data Centers is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

$BB $NVDA $GOOGL

Open full theme page

Power, cooling, grid, gas, nuclear, data-center capacity, and AI infrastructure buildout.

Statusquiet

Power Semiconductors / SiC is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

Open full theme page

Energy infrastructure, nuclear, gas, grid availability, and power scarcity for compute.

Statusquiet

Energy / Nuclear / Gas is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

Open full theme page

Agent platforms, orchestration, inference software, developer tooling, and automation infrastructure.

Statusquiet

Agentic Software / Infrastructure is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

Open full theme page

evidence

Important Evidence

18

Important evidenceUnverified Social

@aleabitoreddit

Ayar started off multi-sourcing with $MTSI and $LITE. Then removed them from their website and likely made $SIVE primary source (likely for first gen). It's every hyperscaler supplier intention to multi-source, there's nothing material being added there. Ayar is one of the bigger CPO players, but if CPO mapping is correct more revenue should come from $MRVL Celestial, maybe Lightmatter/Lightelligence. Ayar is also just one customer of many... This is not even including $JBL + other pluggable players that use $SIVE...

Shown because it matched stored memory

Tickers$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR

Themesco-packaged optics AI networking advanced packaging CPO winner map AI memory

Open evidence Add research

Important evidenceUnverified Social

@crypto_condom

RT @DeItaone: $NVDA - *NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE

Shown because it matched stored memory

Tickers$NVDA

ThemesAI memory HBM scarcity Vera Rubin

Open evidence Add research

Important evidenceUnverified Social

@aleabitoreddit

$SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement. Haven’t seen anything credible to disprove that. There’s some people without technical depth conflating TASC sensors with future Apple Watches using lasers, and don’t understand NRE volumes can carry forward years too. AI DCs for photonics are $SIVE main focus though, anything else like Apple is a cherry on top.

Shown because it matched stored memory

Tickers$SIVE $AEVA $AAPL

Themesco-packaged optics AI networking

Open evidence Add research

Important evidenceUnverified Social

@aleabitoreddit

$SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler suppliers for 2027 ...

Shown because it matched stored memory

Tickers$JBL $NVDA $GFS $AMD $POET $LITE $SIVE

Themeshyperscaler supply chain laser technology deployment valuation

Open evidence Add research

Important evidenceUnverified Social

@mkfilko

To my fellow monkeys and subs Thank you for reading all my $IQE posts when I have pounded the table over and over again on the company, and gave you areas to add (in subs, I added myself too). This is a key part of my approach, finding companies and building that conviction, through intense research and valuation comparisons. After which I blend that with TA to build a solid overall case. I don’t claim to be the best at giving entries and honestly sometimes I’m too early. But trust me when I say that I have done m...

Shown because it matched stored memory

Tickers$IQE $EOS.AX $MRLN

Themesmarket volatility

Open evidence Add research

Important evidenceUnverified Social

@ParadisLabs

$IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement lets IQE keep opti...

Shown because it matched stored memory

Tickers$IQE $TSEM $LITE $MTSI

Themesoptical components co-packaged optics AI networking advanced packaging CPO winner map

Open evidence Add research

Important evidenceUnverified Social

@mkfilko

@LIWEI_TWCapital Me vs the $SIVE investors

Shown because it matched stored memory

Tickers$SIVE

Themesmarket outlook US economy

Open evidence Add research

Important evidenceUnverified Social

@crypto_condom

RT @hansolar21: Key events I’m watching into the end of June Mon–Wed: Sam Altman and Dario Amodei expected to join G7 AI discussions Tue–Wed: FOMC Tue–Thu: Jensen Huang speaking at GTC Paris Thu: Quad witching Fri: US Market holiday Next Mon: $MRVL joins S&P 500, $NBIS + $CRWV join Nasdaq-100 Next Wed: $Nvidia shareholder meeting Next week: Micron earnings Also watching the MSTR complex: $STRC’s last monthly dividend cycle hits this month, with semi-monthly dividends starting after June 30. Gonna be a choppy June ...

Shown because it matched stored memory

Tickers$MRVL $NBIS $CRWV $NVIDIA $STRC

Themesco-packaged optics AI memory

Open evidence Add research

Important evidenceUnverified Social

@mkfilko

@idunno2203 Patience 🧘 The same thing will happen for $EOS.AX eveuntually

Shown because it matched stored memory

Tickers$EOS.AX

Themesmarket volatility

Open evidence Add research

Important evidenceUnverified Social

@crypto_condom

RT @sephsephsephs: $BB Blackberry’s shareholder structure has changed a bit. Fairfax is no longer the largest shareholder. Welcome @landg_uk group! @fifthdelta going strong as well now third in shareholdings, practically 2nd because blackrock is mainly ETF holdings.

Shown because it matched stored memory

Tickers$BB

Themesco-packaged optics AI networking

Open evidence Add research

Important evidenceUnverified Social

@crypto_condom

RT @OptimusDelta: @BussinBiotech flagged something important last month; the US Space Force commander publicly listed what's running out for the US space programme. Germanium and infrared sensors made the list. Going deeper on that thread because I think the $LPTH angle is bigger than it looks. The germanium problem Germanium is what goes inside infrared lenses; the things that let satellites, drones and targeting systems see heat. China controls roughly two-thirds of global supply and has been weaponising export ...

Shown because it matched stored memory

Tickers$LPTH

Themesco-packaged optics AI networking

Open evidence Add research

Important evidenceUnverified Social

@crypto_condom

RT @solidintel_x: INTEL: IRAN TO ALLOW FREE HORMUZ TRANSIT FOR 60 DAYS UNDER PACT: ACCORDING TO FARS

Shown because it matched stored memory

Tickers$INTC

Themesco-packaged optics advanced packaging AI networking

Open evidence Add research

Important evidenceUnverified Social

@crypto_condom

RT @OptimusDelta: Some fun facts (plus a bit of dot joining and speculation) SpaceX Starlink has 10,000+ satellites in orbit. The vast majority (all satellites launched since 2021) have laser terminals to communicate directly with other satellites. That's well over 9,000 laser links already flying, adding thousands every year. Those terminals need precision lenses to focus the laser beam. $LPTH CEO @skrubin confirmed on earnings call Feb 2026 1. "We already have a strong business in free space optical communicatio...

Shown because it matched stored memory

Tickers$LPTH $SPCX

ThemesAI memory HBM scarcity Vera Rubin

Open evidence Add research

Important evidenceUnverified Social

@aleabitoreddit

@NicoRicci01 Nothing? Just waiting for $SIVE general meeting to happen.

Shown because it matched stored memory

Tickers$SIVE

Themes

Open evidence Add research

Important evidenceUnverified Social

@aleabitoreddit

Ur welcome with $IQE

Shown because it matched stored memory

Tickers$IQE

Themesmarket outlook US economy

Open evidence Add research

Important evidenceUnverified Social

@mkfilko

Archive of all previous posts: $IQE vs $SIVE: ?s=46 $IQE vs $AXTI: ?s=46 Calling the bottom: ?s=46 First $IQE post: ?s=46

Shown because it matched stored memory

Tickers$IQE $SIVE $AXTI

Themes

Open evidence Add research

Important evidenceUnverified Social

@mkfilko

@OptimusDelta Thanks so much bro! I got a lot of flak for switching out my $SIVE for $IQE. But I stuck to my conviction and didn’t waver, glad to see it play out finally

Shown because it matched stored memory

Tickers$SIVE $IQE

Themesmarket volatility US equities

Open evidence Add research

Important evidenceUnverified Social

@mkfilko

@SushantJos39350 I thought so too. 🙈 $IQE is going to become the next cool kid on the block!

Shown because it matched stored memory

Tickers$IQE

Themes

Open evidence Add research

memory

Memory Connections

12

Memory connectionWeakens

co-packaged optics

New evidence: Ayar started off multi-sourcing with $MTSI and $LITE. Then removed them from their website and likely made $SIVE primary source (likely for first gen). It's every hyperscaler supplier intention to multi-source, there's nothing material being added there. Ayar is one of the bigger CPO players, but if CPO mapping is correct more revenue should come from $MRVL Celestial, maybe Lightmatter/Lightelligence. Ayar is also just one customer of many... This is not even including $JBL + other pluggable pla
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; CPO bottleneck is packaging, thermals, yield, and reliability at rack scale, not just waveguides.
Why it matters: Review possible trade idea

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $INTC $TSM $COHR $AVGO $ANET $CIEN $NOK $POET $LWLG

Open connection

Memory connectionWeakens

co-packaged optics

New evidence: Ayar started off multi-sourcing with $MTSI and $LITE. Then removed them from their website and likely made $SIVE primary source (likely for first gen). It's every hyperscaler supplier intention to multi-source, there's nothing material being added there. Ayar is one of the bigger CPO players, but if CPO mapping is correct more revenue should come from $MRVL Celestial, maybe Lightmatter/Lightelligence. Ayar is also just one customer of many... This is not even including $JBL + other pluggable pla
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Ayar started off multi-sourcing with $MTSI and $LITE.
Why it matters: Review possible trade idea

$MTSI $LITE $SIVE

Open connection

Memory connectionSupports

AI memory

New evidence: Ayar started off multi-sourcing with $MTSI and $LITE. Then removed them from their website and likely made $SIVE primary source (likely for first gen). It's every hyperscaler supplier intention to multi-source, there's nothing material being added there. Ayar is one of the bigger CPO players, but if CPO mapping is correct more revenue should come from $MRVL Celestial, maybe Lightmatter/Lightelligence. Ayar is also just one customer of many... This is not even including $JBL + other pluggable pla
Prior memory: If TPUs or competing accelerators substitute more SRAM for HBM, expected HBM intensity per unit may fall.; It's every hyperscaler supplier intention to multi-source, there's nothing material being added there.
Why it matters: Review possible trade idea

Open connection

Memory connectionActivates

AI memory

New evidence: RT @DeItaone: $NVDA - *NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE
Prior memory: If non-Korea/non-US memory suppliers such as Nanya enter the Vera Rubin supply chain, the incumbent HBM scarcity premium may weaken.; NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE
Why it matters: Monitor and verify

$NVDA $2408.TW $000660.KS $MU $005930.KS $GOOGL

Open connection

Memory connectionWeakens

co-packaged optics

New evidence: $SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement. Haven’t seen anything credible to disprove that. There’s some people without technical depth conflating TASC sensors with future Apple Watches using lasers, and don’t understand NRE volumes can carry forward years too. AI DCs for photonics are $SIVE main focus though, anything else like Apple is a cherry on top.
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Tweet says: $SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement. Haven’t seen anything credible to disprove that. There’s some people without technical depth conflating TASC sensors with future Apple Watches using lasers, and don’t understand NRE volumes can carry forward years too. AI DCs
Why it matters: Monitor and verify

$SIVE $AEVA $AAPL $INTC

Open connection

Memory connectionActivates

co-packaged optics

New evidence: $SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; CPO bottleneck is packaging, thermals, yield, and reliability at rack scale, not just waveguides.
Why it matters: Review possible trade idea

$JBL $NVDA $GFS $AMD $POET $LITE $INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $LWLG

Open connection

Memory connectionSupports

co-packaged optics

New evidence: $SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler
Prior memory: $SIVE is the next SIVE.; Intel-only CPO winner map depends on packaging bottleneck exclusivity
Why it matters: Review possible trade idea

Open connection

Memory connectionWeakens

CPO market dynamics

New evidence: $SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.
Why it matters: Review possible trade idea

Open connection

Memory connectionSupports

market volatility

New evidence: To my fellow monkeys and subs Thank you for reading all my $IQE posts when I have pounded the table over and over again on the company, and gave you areas to add (in subs, I added myself too). This is a key part of my approach, finding companies and building that conviction, through intense research and valuation comparisons. After which I blend that with TA to build a solid overall case. I don’t claim to be the best at giving entries and honestly sometimes I’m too early. But trust me when I say
Prior memory: Market volatility increases during periods of significant macroeconomic change.; Tweet says: To my fellow monkeys and subs Thank you for reading all my $IQE posts when I have pounded the table over and over again on the company, and gave you areas to add (in subs, I added myself too). This is a key part of my approach, finding companies and building that conviction, through intense research and valuation comparisons. After which I blend that wi
Why it matters: Monitor and verify

$IQE $EOS.AX $MRLN

Open connection

Memory connectionRelated Not Actionable

co-packaged optics

New evidence: $IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; CPO bottleneck is packaging, thermals, yield, and reliability at rack scale, not just waveguides.
Why it matters: Review possible trade idea

$IQE $TSEM $LITE $MTSI $TSEM.$INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Open connection

Memory connectionSupports

co-packaged optics

New evidence: $IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Tweet says: $IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multi
Why it matters: Review possible trade idea

$IQE $TSEM $LITE $MTSI

Open connection

Memory connectionSupports

market outlook

New evidence: @LIWEI_TWCapital Me vs the $SIVE investors
Prior memory: Market volatility increases during periods of significant macroeconomic change.; Continued labor market strength supports economic growth.
Why it matters: Monitor and verify

Open connection

ideas

Possible Trade Ideas

3

Possible trade ideaNot buy/sell

Non-Intel CPO platform may challenge Intel-only CPO thesis

Prior memory framed Intel as the only credible rack-scale CPO winner. If this new evidence is true co-packaged optics around AI switches or adjacent compute integration, it may widen the winner map beyond Intel and create a memory collision worth reviewing. Clarification on 2026-06-15 says the claim may be pluggable optics rather than true co-packaged optics, which weakens the earlier idea until stronger proof appears.

New trigger: $SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: True CPO or just NPO/pluggable optics?; Integrated near switch ASIC/XPU?; Named customer or hyperscaler?

$JBL $NVDA $GFS $AMD $POET $LITE $INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $LWLG

Read idea Research

Possible trade ideaNot buy/sell

Earlier CPO challenge may weaken on pluggable clarification

The new evidence clarifies that the claimed product may be pluggable or linear-pluggable optics rather than true co-packaged optics. That weakens the earlier new-entrant idea and keeps the Intel-only CPO thesis alive unless stronger contrary evidence appears.

New trigger: Ayar started off multi-sourcing with $MTSI and $LITE. Then removed them from their website and likely made $SIVE primary source (likely for first gen). It's every hyperscaler supplier intention to multi-source, there's nothing material being added there. Ayar is one of the bigger CPO players, but if CPO mapping is correct more revenue should come from $MRVL Celestial, maybe Lightmatter/Lightelligence. Ayar is also just one customer of many... This is not even including $JBL + other pluggable pla
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: Is the product physically co-packaged with the switch ASIC or only pluggable optics?; Was earlier CPO language marketing shorthand rather than package-level architecture?; Is there any named customer, production, or thermal/yield proof left after the clarification?

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $INTC $TSM $COHR $AVGO $ANET $CIEN $NOK $POET $LWLG

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Possible trade ideaNot buy/sell

Optical component supplier discussion may be relevant to CPO watchlist

The new evidence is CPO-adjacent ecosystem or component chatter. It can matter for the CPO watchlist, but it does not yet prove a non-Intel true co-packaged optics platform that challenges the stored Intel-only thesis.

New trigger: $IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: Is this true co-packaged optics or only optical components, pluggables, lab work, or ecosystem chatter?; Is there package-level integration near a switch ASIC or XPU?; Is there named customer, sampling, production, reliability, or thermal/yield proof?

$IQE $TSEM $LITE $MTSI $TSEM.$INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

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research

Needs Verification

2

Needs verificationnormal

Verify memory connection / trade idea candidate before treating it as actionable.

The new evidence clarifies that the claimed product may be pluggable or linear-pluggable optics rather than true co-packaged optics. That weakens the earlier new-entrant idea and keeps the Intel-only CPO thesis alive unless stronger contrary evidence appears.

co-packaged optics AI networking advanced packaging CPO winner map $MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $INTC $TSM $COHR $AVGO $ANET $CIEN $NOK $POET $LWLG

Open question Add research

Needs verificationnormal

Verify memory activation before treating it as a trading signal.

The trigger suggests potential implications for LightPath due to credible evidence that could challenge Intel's exclusivity in the co-packaged optics market, hence weakening support for Intel as the only winner in this space.

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25

Trade Idea Candidatesent

co-packaged optics

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$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $INTC $TSM $COHR $AVGO $ANET $CIEN $NOK $POET $LWLG

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Execution Signalsent

AI memory

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Execution Signalsent

co-packaged optics

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$MTSI $LITE $SIVE

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Execution Signalsent

AI memory

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$NVDA $2408.TW $000660.KS $MU $005930.KS $GOOGL

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Execution Signalsent

co-packaged optics

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$SIVE $AEVA $AAPL $INTC

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Trade Idea Candidatesent

co-packaged optics

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$JBL $NVDA $GFS $AMD $POET $LITE $INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $LWLG

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Risk Alertsent

CPO market dynamics

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Execution Signalsent

co-packaged optics

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Execution Signalsent

market volatility

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$IQE $EOS.AX $MRLN

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Trade Idea Candidatesent

co-packaged optics

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$IQE $TSEM $LITE $MTSI $TSEM.$INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

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Execution Signalsent

co-packaged optics

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$IQE $TSEM $LITE $MTSI

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Execution Signalsent

market outlook

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Long Watchsent

AI memory

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Execution Signalsent

co-packaged optics

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$MRVL $NBIS $CRWV

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Execution Signalsent

market volatility

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Execution Signalsent

co-packaged optics

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Execution Signalsent

co-packaged optics

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Execution Signalsent

co-packaged optics

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Execution Signalsent

AI memory

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$LPTH $SPCX $2408.TW $000660.KS $MU $005930.KS

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Execution Signalsent

market outlook

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Execution Signalsent

market volatility

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Execution Signalsent

co-packaged optics

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$IQE $TSEM $MTSI

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Execution Signalsent

co-packaged optics

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Execution Signalsent

co-packaged optics

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Execution Signalsent

market outlook

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setups

Watchlist / Execution Setups

4

Execution setupRisk

INTC

$SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler

Execution setupLong

NVIDIA

RT @hansolar21: Key events I’m watching into the end of June Mon–Wed: Sam Altman and Dario Amodei expected to join G7 AI discussions Tue–Wed: FOMC Tue–Thu: Jensen Huang speaking at GTC Paris Thu: Quad witching Fri: US Market holiday Next Mon: $MRVL joins S&P 500, $NBIS + $CRWV join Nasdaq-100 Next Wed: $Nvidia shareholder meeting Next week: Micron earnings Also watching the MSTR complex: $STRC’s last monthly dividend cycle hits this month, with semi-monthly dividends starting after June 30. Gonn

Execution setupLong

WOLF

@Joseph363555684 No positions in $WOLF right now, but I’m cheering it on anyway since it’s a core part of American supply chains. Still think financials are a bit toxic, but maybe with more market support + subsidies it will go brrr

Execution setupLong

SPCX

Yep, very stupid to be a bear in this market. When Trump is doing everything he can to boost market prices before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. A

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