---
title: "Equity research"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/2071818324550963200.md"
datetime: "2026-07-22T05:00:01.415Z"
locales:
  - [en](https://longbridge.com/en/profiles/2071818324550963200.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/2071818324550963200.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/2071818324550963200.md)
---

# Equity research — Longbridge Community Profile

## User Info

| Item | Detail |
|------|--------|
| Name | Equity research |
| Profile URL | https://longbridge.com/en/profiles/2071818324550963200 |
| Followers | 20 |
| Following | 0 |
| Posts | 95 |
| Topics | 95 |
| Likes Received | 43 |

## Recent Activities (15)

- [Manager at a Global Distributor on optical component demand: "Overall optical components market ](https://longbridge.com/en/news/42841516.md) — *2026-07-22T02:01:58.000Z*
- [Former Senior Post Silicon Validation Engineer at NVIDIA on CPO:"Eventually, CPO is where the te](https://longbridge.com/en/news/42839789.md) — *2026-07-22T00:11:53.000Z* (👍 1)
- [Former manager at Google on data center interconnect market and spending:"Your neoclouds, their ](https://longbridge.com/en/news/42837991.md) — *2026-07-21T19:31:53.000Z*
- [Executive at POET on $Applied Optoelectronics(AAOI.US):"AOI having their own laser source is a h](https://longbridge.com/en/news/42836534.md) — *2026-07-21T16:55:49.000Z*
- [According to a senior engineer at Inphi: > Hyperscalers prefer to stay on 800G as long as possibl](https://longbridge.com/en/news/42831526.md) — *2026-07-21T14:01:53.000Z*
- [BofA: China Semiconductors> Shift to System-Level Supernodes: China's leading AI accelerator and ](https://longbridge.com/en/news/42828548.md) — *2026-07-21T12:32:03.000Z*
- [Yole Group: CPO Supply Chain PIC designNvidia $NVIDIA(NVDA.US) Broadcom $Broadcom(AVGO.US) Marvell $](https://longbridge.com/en/news/42820146.md) — *2026-07-21T04:41:58.000Z*
- [Supply shortfall is a big deal in optical components for CPO, says a Marvell engineer. "Demand i](https://longbridge.com/en/news/42818781.md) — *2026-07-21T03:21:53.000Z*
- [BofA: US Semis> Chinese Open LLMs Drive Memory Demand: Recent open-source and open-weight model r](https://longbridge.com/en/news/42817122.md) — *2026-07-21T01:56:08.000Z*
- [Meet Lee Seung-ho, a 24-year-old South Korean university student in Seoul, who lost all of his $202,](https://longbridge.com/en/news/42815976.md) — *2026-07-21T00:25:56.000Z*
- [Highlights of an expert call from a Senior Director at ARM who was a Former Director at Western Digi](https://longbridge.com/en/news/42815740.md) — *2026-07-20T23:51:53.000Z*
- [Cantor Fitzgerald: Intel & AMDIntel ($Intel(INTC.US))> Outlook: Cantor maintains a "Neutr](https://longbridge.com/en/news/42813810.md) — *2026-07-20T17:52:10.000Z*
- [J.P. Morgan: TSMC CoWoS CoWoS Capacity Expansion> Capacity Increase: J.P. Morgan is raising its C](https://longbridge.com/en/news/42811649.md) — *2026-07-20T15:32:10.000Z* (👍 1)
- [Speedrun | Upcoming Events This Week - [July 20 - July 24, 2026]Stay informed on events/news for the](https://longbridge.com/en/news/42791864.md) — *2026-07-19T22:05:59.000Z*
- [Morgan Stanley: Semiconductor Production EquipmentMarket Dynamics by Application> Segment Dominan](https://longbridge.com/en/news/42791653.md) — *2026-07-19T18:46:06.000Z*

## Recently Viewed Stocks (10)

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [7388.HK](https://longbridge.com/en/quote/7388.HK.md)
- [7788.HK](https://longbridge.com/en/quote/7788.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)


---

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