07709
TQQQ Return RateI saved this post from bro the other day but didn't buy. Bro is too awesome.
$Maxlinear(MXL.US)mrvl and avgo monopolize 85% of the high-speed DSP chip market share, but both companies rely on TSMC for foundry services, and TSMC's capacity is tight. MXL uses Samsung's 3nm process. The 25Q4 earnings conference call already indicated that 400G/800G DSP chips are starting to ramp up. The 26Q1 earnings conference call after the market close on April 23rd is worth looking forward to.
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