CVP of Financial Strategy and Investor Relations at AMD, Matt Ramsay, says copper will continue to be used for quite some time:
"I do not think you will see it be a point-in-time thing where everybody just decides as an industry, okay, no more copper, now we are going to go optics." "You should think about copper and optics living side by side for a number of generations." $Semtech(SMTC.US) $Credo Tech(CRDO.US) $Amphenol(APH.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US) $NVIDIA(NVDA.US) $AMD(AMD.US)
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- M
Another strong day today: $Red Cat(RCAT.US) $IonQ(IONQ.US) $Sterling Infrastructure(STRL.US) $Amphenol(APH.US) $Semtech(SMTC.US) $Guardant Health(GH.US) $EWY $Bio-Rad Lab(BIO.US) $IGV and $Ondas(ONDS.US) +14% in the IBKR account
- A
These areas like chips, interconnects, manufacturing, and semiconductors have been really exciting lately. $Amphenol(APH.US), $Seagate Tech(STX.US), and $Celestica(CLS.US) are all dropping like this today, each one making my heart race more than the last. I'm getting burned and can only watch. On the other hand, $Corning(GLW.US) can hold up and even rise against the market trend. Is glass really a necessity after all? Seeing Corning pull up in the final trading session makes me want to go all in to relieve the boredom, but I'm afraid it would just be another self-inflicted humiliation. This market situation right now is: those who are up watch the show, those who are down reflect on themselves... Ah, only the data cable is eternal. Stay still like a mountain, hold positions with a Zen-like attitude.