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$OPTX — Company memory

Tracked ticker in the market-memory universe. Add research to hydrate company context.

CPO / Optical I/O AI Networking / Switch ASICs CoWoS / Advanced Packaging CPO / Optical I/O

Memory0Evidence0Base cardmissingAdd research Generate base card Open related theme Mute ticker

Company memory: 33% completecompany name, products / technologies, customers, suppliers

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Live Tape

alpaca

Price$13.22

Day move-6.34%

Pre/aftern/a

5Dn/a

1Mn/a

Rel volume0.40x

Volumen/a

VWAPabove

No meaningful volume

Last quote: 2026-06-12 19:59

Why We Care

3

Tracked through CPO / Optical I/O, AI Networking / Switch ASICs, CoWoS / Advanced Packaging exposure.

1 possible trade idea has been generated from evidence-memory collisions.

Company base card is missing; add research or generate a budget-gated base card before relying on company-level context.

Company Base Card

1

Business summary

Company base card is not populated yet. Existing memory, evidence, and research will hydrate this page as they are attached.

Products

missing

Customers

missing

Suppliers

missing

Competitors

missing

What market cares about

primary evidence

company-specific catalysts

capital structure

market reaction

True CPO or just NPO/pluggable optics?

Integrated near switch ASIC/XPU?

Named customer or hyperscaler?

Production, sampling, or only lab demo?

Known catalysts

missing

Risks

missing

Freshness

n/a

Market Memory

0

No active memory linked to this ticker yet. Add research to create conditions and theses.

Activation clusterRepeated 1x

activates / no_signal

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.

Latest 2026-06-12 08:17

Live Evidence / Tweets

0

No important live evidence mapped to this ticker in the current window.

Trade Ideas & Alerts

1

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.

Research / Memos

0

No completed memo attached. Add research or generate a budget-gated memo.

Report / Memo Quality

0

No completed report attached.

Import legacy report

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Scenarios 1M / 3M / 6M / 1Y

4

1M

Scenario not generated yet.

3M

Scenario not generated yet.

6M

Scenario not generated yet.

1Y

Scenario not generated yet.

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Capital Structure / Dilution Guardrails

0

Capital structure data missing. Add filing/research.

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Catalysts

0

No catalysts stored yet. Add research.

Peer / Theme Map

10

CPO / Optical I/O AI Networking / Switch ASICs CoWoS / Advanced Packaging CPO / Optical I/O

$INTC

potential winner

$TSM

foundry/packaging alternative

$COHR

optical supplier

$LITE

optical supplier

$MRVL

switch/custom silicon

$AVGO

switch/custom silicon

$ANET

AI networking channel

$CIEN

optical networking

$POET

optical interposer exposure

$LWLG

photonics materials/modulators

Timeline

2

possible trade idea2026-06-12 08:17

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

introduces_new_entrant

memory connection2026-06-12 08:17

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

activates / no_signal