The photonics related stock sell off looks ridiculous.
NPO does require:
- Laser source
- FAU
- PIC/EIC all just like CPO!!!!
The main thing that changes from CPO is where PIC/EIC assembly is located - whether on ASIC substrate (CPO) or off-ASIC substrate (NPO).
And did you know NPO needs more DSP logic (which could be absorbed in ASIC) than CPO, as it needs more correction of disturbance caused by long connection? @austinsemis
So in going from CPO to NPO, you basically you are trading packaging complexity of CPO for packaging simplicity of NPO at higher energy expenditure. Laser, FAU, PIC/EIC all still needed.
What am I missing?
@iamfabian@jaygoldberg@vikramskr@zephyr_z9
Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co.
So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills…
To ban any form of innovation or competition against banks, with things like yields.
And nuking liquidity as they go (but strengthens the USD)
Valuations do seem compelling again if you’re swing trading.