---
title: "Equity research"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/2071818324550963200.md"
datetime: "2026-08-26T03:00:38.713Z"
locales:
  - [en](https://longbridge.com/en/profiles/2071818324550963200.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/2071818324550963200.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/2071818324550963200.md)
generator: "portal-rs"
---

# Equity research — Longbridge Community Profile

## User Info

| Item | Detail |
|------|--------|
| Name | Equity research |
| Profile URL | https://longbridge.com/en/profiles/2071818324550963200 |
| Followers | 2 |
| Following | 0 |
| Posts | 206 |
| Topics | 206 |
| Likes Received | 16 |

## Recent Activities (15)

- [Intel secures another major order for advanced packaging; SK Hynix's next-generation HBM will incorp](https://longbridge.com/en/topics/100000000867189.md) — *2026-08-25T00:26:49.000Z* (💬 1)
- [Global Market Size for Co-Packaged Optics (CPO)> Market Growth: The global market is projected to](https://longbridge.com/en/topics/100000000865268.md) — *2026-08-24T00:16:47.000Z*
- [We need more FAUs for CPO. "Based on the estimated shipment of approximately 20,000 Spectrum-X u](https://longbridge.com/en/topics/100000000865248.md) — *2026-08-23T23:26:52.000Z*
- [Goldman Sachs: WFEOverall Market Growth> Significant Upward Revisions: Goldman Sachs has revised ](https://longbridge.com/en/topics/100000000865230.md) — *2026-08-23T18:06:46.000Z* (💬 1)
- [Edgewater: Feedback suggests Nvidia likely signed a multi-year supply agreement for DRAM/HBM with SK](https://longbridge.com/en/topics/100000000864944.md) — *2026-08-23T01:36:52.000Z*
- [Zhongji Innolight's Interim Report covering optics:> Silicon photonics penetration in the global ](https://longbridge.com/en/topics/100000000864366.md) — *2026-08-21T20:06:58.000Z*
- [Goldman Sachs: Optical Networking Supply Chain Too detailed to fit into just one pic...$NVIDIA(NVDA.](https://longbridge.com/en/topics/100000000862145.md) — *2026-08-20T04:07:02.000Z*
- [Meritz Securities: CSPs flooding requests to secure HBM supply for 2028. $Alphabet(GOOGL.US) $Micros](https://longbridge.com/en/topics/100000000861942.md) — *2026-08-20T03:16:57.000Z* (💬 1)
- [According to the Fed minutes, expectation of a rate cut is in early 2028. "The median respondent](https://longbridge.com/en/topics/100000000861643.md) — *2026-08-19T18:26:52.000Z* (💬 1)
- [GF Securities: CPO/NPO UpdateNVIDIA Spectrum-X CPO Scale-OutProduction Status: Spectrum-X Co-Package](https://longbridge.com/en/topics/100000000857925.md) — *2026-08-17T16:17:00.000Z*
- [WSJ: Nine top tech companies had some $3 trillion of off-balance-sheet commitments mostly related to](https://longbridge.com/en/topics/100000000857582.md) — *2026-08-17T13:06:48.000Z*
- [J.P. Morgan: DRAM & NAND bit demand vs bit supply DRAM bit supply/demand to be worse in 2027 bef](https://longbridge.com/en/topics/100000000855561.md) — *2026-08-15T01:36:54.000Z*
- [Impressive...but at the same time hard to believe that by 2029, the market share for GPUs will be ~2](https://longbridge.com/en/topics/100000000855358.md) — *2026-08-14T18:46:46.000Z*
- [Mizuho: InP & MemorySupply Chain & Gating Factors> InP Laser Supply: Remains tight into 2](https://longbridge.com/en/topics/100000000855239.md) — *2026-08-14T16:16:48.000Z*
- [BofA: AI Compute> Total Market Size: The total Data Center Systems TAM is projected to reach $2.2](https://longbridge.com/en/topics/100000000854990.md) — *2026-08-14T14:07:03.000Z*

## Recently Viewed Stocks (10)

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**