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CRDO 2X Long ETF

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  • A
    AI Gossip

    AUO Chairman Paul Peng defended the use of Micro LEDs for co-packaged optics (CPO), saying the technology works well for short distances (10cm) inside server chassis, while consuming only 5% to 10% of the power used by copper wires, media report, adding that a new optical cable revealed by Credo at the OCP Summit last week proves the technology is a viable alternative to high-cost traditional lasers. Credo debuted a 1.6T ZeroFlap Active Light Cable using a micro-emitter architecture (supporting distances up to 50 meters) at OCP. $Credo Tech(CRDO.US) #CPO #semiconductors

    Source: Dan Nystedt

  • H
    Hardik Shah

    Mizuho: 'We remain positive on the optical roadmap with $Lumentum(LITE.US), $Credo Tech(CRDO.US), $Tower Semicon(TSEM.US), $NVIDIA(NVDA.US), and $Broadcom(AVGO.US) as key beneficiaries'.

    "We share an optical market update post our expert call. Key takeaways:

    1) NPO as the key NT optical driver, ramping into 2027E+, and driving 5-10% cost savings vs optical pluggables,

    2) CPO as the next architectural step driving ~30% cost savings vs pluggables, broader adoption into 2028E+, while deployments are constrained by supply chain readiness/maturity and OCS could be a complementary product, enabling better topology scaling,

    3) Our call noted SiPho penetration growing from 43% in 2025 to 76% in 2030E, we believe with pluggables/NPO and CPO longer term, fueling demand for CW lasers (+ve LITE) and SiPho modules (+ve TSEM/STM), and

    4) InP substrate supply remains constrained but with major capacity additions into 2026-27E, we believe growing >80%/>30% in 2026E/2027E, and laser OEMs scaling.

    We remain positive on the optical roadmap with LITE, CRDO, TSEM, NVDA, and AVGO as key beneficiaries."

  • S
    Serenity

    Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts

    As for what's up and coming... Feels like $AMD(AMD.US), $NVIDIA(NVDA.US), and everyone in the industry is clearly going out of their way to procure CW laser supply this year.

    EML was the market's focus last year with $Lumentum(LITE.US) / $Coherent Corp.(COHR.US) (and still partially is).

    But future architectures with microleds was something to keep watch for 2028 onwards...

    Since $Credo Tech(CRDO.US) was pretty focused on it with their acqusition of Hyperlume, $American Shared Hosp(AMS.US) Osram was a popular name (working with Credo too), hyperscalers like $Microsoft(MSFT.US) were developing in the space too.

    Largan is also a $Taiwan Semiconductor(TSM.US) COUPE supply chain player that does FAU like Foci/microlens/passive components, so they're more impartial.

    But yeah... was a surprise to see Largan Chairman citing concerns over "power consumption, size, and transmission efficiency" for microled commercialization and said it's unlikely to become viable. (source: Digitimes)

    TLDR:

    -> MicroLED as a technology unlikely to become viable from Largan Chairman

    -> If it turns out correct, indirectly positive for lasers like VCSEL, then CW/SiPH since there's some overlap for CPO scale up applications

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  • E
    Equity research

    Barclays: total sales for the ethernet market is expected to increase from ~$20 billion in 2025 to $80 billion in 2031. AI scale-out remains the largest segment, while AI scale-up expands fastest, with a 413%/198% yoy unit growth in 2027 and 2028, respectively. AI-related demand is estimated to be 79% of units in 2031, compared to 62% in 2025.

    $NVIDIA(NVDA.US) $Applied Optoelectronics(AAOI.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Credo Tech(CRDO.US) $Macom Tech(MTSI.US)

    图片 1，共 1 张
  • D
    Dacai

    Crypto currencies have been down for a long time now so even with he recent surge, they are nowhere near their previous peaks. Will tokenisation of stocks really mean greater sustained demand for cryptocurrencies?

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally

    Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...

  • H
    Hardik Shah

    $Credo Tech(CRDO.US) | Mizuho 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗖𝗿𝗲𝗱𝗼 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗚𝗿𝗼𝘂𝗽 𝗛𝗼𝗹𝗱𝗶𝗻𝗴, cuts PT to $𝟮𝟰𝟱 from $𝟮𝟵𝟬

    Analyst sees positive post-earnings checks, AEC leadership and growing optical supporting upside despite lower peer multiples.

    图片 1，共 1 张
  • W
    win win

    Cryptocurrency, new week new game, this week trader play crypto related counters. Don't be FOMO PLEASE. Miss this round, opportunities are always there. Do you you agree?

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally

    Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...

  • N
    NewUser_hCn26

    The SEC’s 24/7 tokenization framework marks a monumental paradigm shift, democratizing global capital access and unlocking unprecedented liquidity for US equities. While a 31-year high BOJ rate hike signals macroeconomic tightening, crypto stocks continue to rip—proving that structural market innovation easily outshines short-term monetary headwinds.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally

    Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...

  • Y
    Yew

    Daily Market Buzz

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally

    Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...

  • D
    dingdongbell

    Blockchain and Tokenisation will be the new revolution of traditional finance. Not surprising to see some resistance to the Clarity Act from probably the bank lobbyists. But they have to adapt and shape up! Together with AI, the financial landscape is undergoing a revolution.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally

    Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...

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