---
title: "Paradi Lab"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/27651407.md"
datetime: "2026-09-01T13:53:06.982Z"
locales:
  - [en](https://longbridge.com/en/profiles/27651407.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/27651407.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/27651407.md)
generator: "portal-rs"
---

# Paradi Lab — Longbridge Community Profile

## User Info

| Item | Detail |
|------|--------|
| Name | Paradi Lab |
| Profile URL | https://longbridge.com/en/profiles/27651407 |
| Followers | 10 |
| Following | 0 |
| Posts | 116 |
| Topics | 116 |
| Likes Received | 44 |

## Recent Activities (15)

- [Just a quick macro note.Feels like the broader market will move sideways for the next 2-4 weeks, but](https://longbridge.com/en/topics/100000000878688.md) — *2026-08-31T11:56:44.000Z*
- [Silicon Photonics' optical transceiver market share is estimated to exceed 50% by 2027.$Taiwan Semic](https://longbridge.com/en/topics/100000000878462.md) — *2026-08-31T09:26:52.000Z*
- [With $SIVE, you're paying EXTREMELY premium 2027 multiples for a "what if" scenario.That is:](https://longbridge.com/en/topics/100000000874358.md) — *2026-08-28T10:56:42.000Z*
- [$NVIDIA(NVDA.US) generating $96.2B of highly profitable revenue, while also growing 106% annually is](https://longbridge.com/en/topics/100000000871682.md) — *2026-08-26T23:26:54.000Z*
- [Thoughts on $NVIDIA(NVDA.US) later today:Prediction: - I don't see a revenue beat being a catalyst f](https://longbridge.com/en/topics/100000000871049.md) — *2026-08-26T12:40:14.000Z*
- [Just some of my notes from $Semtech(SMTC.US) Q2 earnings:TLDR: Like $Applied Optoelectronics(AAOI.US](https://longbridge.com/en/topics/100000000869561.md) — *2026-08-25T22:26:42.000Z*
- [Today seems to be a red day for semis and memory. I will be pleasantly surprised if we end up green ](https://longbridge.com/en/topics/100000000859453.md) — *2026-08-18T13:26:54.000Z*
- [GPU fleet unit economics.TLDR: Tough to be bearish on $Nebius(NBIS.US) or $Coreweave(CRWV.US) right ](https://longbridge.com/en/topics/100000000858234.md) — *2026-08-17T23:56:42.000Z*
- [Photonics notes after $Lumentum(LITE.US), $Coherent Corp.(COHR.US), and $Applied Optoelectronics(AAO](https://longbridge.com/en/topics/100000000854882.md) — *2026-08-14T11:36:50.000Z*
- [$Micron Tech(MU.US) comments from KeyBanc conference:1. Micron are supplying less than half of data ](https://longbridge.com/en/topics/100000000846934.md) — *2026-08-10T15:06:05.000Z*
- [Notes on $Lumentum(LITE.US) ahead of earnings tomorrow.On the Q3 call (May), the CEO put the demand/](https://longbridge.com/en/topics/100000000846507.md) — *2026-08-10T12:27:05.000Z*
- [Recommended reading for the weekend:    1. Aswath Damodaran (@AswathDamodaran) — Information Timing ](https://longbridge.com/en/topics/100000000844238.md) — *2026-08-07T21:36:43.000Z*
- [Just some key points from $Applied Optoelectronics(AAOI.US) earnings call today.TLDR: Q4 is very imp](https://longbridge.com/en/topics/100000000841922.md) — *2026-08-06T22:36:53.000Z*
- [For $SIVE, Q2 earnings from $GlobalFoundries(GFS.US) yesterday is strong third-party confirmation of](https://longbridge.com/en/topics/100000000840960.md) — *2026-08-06T13:32:03.000Z*
- [Roundhill are launching Neocloud ETF today. Top 5 holdings:1. $Nebius(NBIS.US) | 30.83%2. $Coreweave](https://longbridge.com/en/topics/100000000840578.md) — *2026-08-06T11:36:56.000Z*

## Recently Viewed Stocks (10)

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)


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