Connor McManus

[Connor McManus @Conmc87938]

@Nate_Millegti I’m not an expert! And don’t know. What I do know is that shipping demand and costs have rocketed.

[Connor McManus @Conmc87938]

@CKCapitalxx If defence stocks can do well this year, can they ever do well! Something doesn’t add up for me

[Connor McManus @Conmc87938]

@Schulz_Research This makes me think I should buy more $poet

[Connor McManus @Conmc87938]

@TheBigBerbowski $FN?

[Connor McManus @Conmc87938]

@pequityresearch Clearly this business will go somewhere else Actually massive for lite smaller competitors, where the growth hasn’t yet been priced in.

[Connor McManus @Conmc87938]

@zzzzzzzzzzten The last announcement (sept) was pretty much what we already knew, looks like that’s as much as we are getting, what you think?

[Connor McManus @Conmc87938]

@aleabitoreddit I thought it was maybe the two Pandas!

[Connor McManus @Conmc87938]

@Gubloinvestor Looks to me like retail followed the hipe, went to early, some got caught and then got angry and then blamed management.
Then instantaneoions moved in just as the ramp was starting! lol

[Connor McManus @Conmc87938]

@HunterAllen4 @InvestifyDaily Any idea what price range they get paid for an OE?

[Connor McManus @Conmc87938]

@PhotonCap Can sive obtain the inP for their planned ramp. I’d like to invest more but I see this as a big problem.
Have they any agreements signed or product booked, do they even have the funds to do this, how can they possibly compete for inP. Looks like Foxconn want a partner.

[Connor McManus @Conmc87938]

@PhotonCap Has the future growth already been priced in?
I mean most of these have and annual return in the hundreds and some in the thousands with pe of 70-80? I’m love photonic stocks great future Im invested in the very few that haven’t already run.

[Connor McManus @Conmc87938]

@OldDirtySoldier @revoAIution Poet are 2-3 months into their H2 2026 production ramp, Sivers have just managed to announce their plans for a ramp!

[Connor McManus @Conmc87938]

@aleabitoreddit Will they be able to source enough inP for the sort of ramp?? Sive and iqe are pretty small fish atm.

[Connor McManus @Conmc87938]

@ParadisLabs Interesting to read this. I’m in Photonics but I’m concerned this inP shortage is going to really negatively impact growth especially for smaller companies. Companies are competing for this product, is it possible for a company like sive obtain enough for a production ramp?

[Connor McManus @Conmc87938]

@TheBigBerbowski They could build a pipeline around the Strait of Hormuz! It might help the share price

[Connor McManus @Conmc87938]

@PepInvestStocks @athuinvests How can poet benefit?

[Connor McManus @Conmc87938]

@justKAWSthatt In the past. But they said at last earnings they have reached production capacity limits, so I’m guessing revenue growth will slow.

[Connor McManus @Conmc87938]

@justKAWSthatt For high beta growth stocks poet is by far the best option atm. Poet Now 3 months into ramp, at this stage a lot of the risk around the ramp has disappeared. I believe the two facilities in Penang are fantastic.
AAOI are great and have a great future and I have invested

[Connor McManus @Conmc87938]

@aleabitoreddit $poet is getting better looking every day