---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41055521.md"
description: "$Nokia Oyj(NOK.US)$Lumentum(LITE.US)$POET Tech(POET.US)$Maxlinear(MXL.US)$Coherent Corp.(COHR.US)$NVIDIA(NVDA.US)Just opened a position in MXL 1. The strongest signal from $NVIDIA(NVDA.US)'s earnings reportNetworking grew by +199%, with a growth rate 2.6 times that of Compute.The bottleneck has shifted from single-card computing power to network bandwidth.2. $Maxlinear(MXL.US) makes the core components for this layer.1.6T PAM4 optical interconnect DSP.Q1 infrastructure grew by +136%, supply can't keep up with demand.Same logic as $Nebius(NBIS.US) price hikes and neocloud sold out: supply can't catch up with demand."
datetime: "2026-05-22T15:59:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41055521.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41055521.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41055521.md)
author: "[吸金大法](https://longbridge.com/en/profiles/22891020.md)"
---

# $Nokia Oyj(NOK.US)$Lumentum(LITE.US)$POET Tech(POE…


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## Comments (9)

- **Totsu_sen · 2026-05-23T01:59:16.000Z**: Goodbye Longbridge😭
  - **吸金大法** (2026-05-23T04:00:31.000Z): Bro, are you from the mainland?
  - **Totsu_sen** (2026-05-23T11:03:28.000Z): That's right, wait for the next step to be implemented before deciding.
- **twotwo · 2026-05-22T19:13:03.000Z**: …I've seen a lot of descriptions of Mxl exactly like yours on X, word for word.
  - **吸金大法** (2026-05-22T23:08:57.000Z): Yeah bro, I just copied it because it made sense, don't mind me🫡
- **吸金大法 · 2026-05-22T16:16:16.000Z**: It's the same as when you bought POET back then 🤣
  - **半夜失眠人** (2026-05-22T16:24:46.000Z): I was initially attracted to poet by mrvl. After checking out the official website, I felt the technology was quite impressive and there were many cooperative clients. I'm not afraid of mrvl canceling
- **半夜失眠人 · 2026-05-22T16:13:58.000Z**: I've compared both MXL and MRVL, and in the end, I chose MRVL. MRVL should have better certainty, while MXL has greater potential for volatility. 🌹🌹
  - **吸金大法** (2026-05-22T16:15:14.000Z): It's all because there's always the backing of NVDA, but personally, I like to try out potential growth stocks🤣