Traded Value
Tesla Diamond Holder$Nokia Oyj(NOK.US)$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 report
Networking 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.
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