Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $COHR, and $LITE in laser supply
- Broadcom and Nvidia in switch platforms
- Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics,
- $TSM, $GFS, and $TSEM in silicon photonics foundry capacity
I’ve covered all of these before, like Tower Semi.
But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO.
A small $1.5B laser company next to your two leading $60B+ companies…
If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers.
This kinda magnifies importance of the three Western leaders of that laser chokepoint.
Dear brothers and sisters in the UK,
Do not verify your identify with digital ID, facial recognition, passports, or credit cards.
Do not use Starm Trooper's system to access the Internet.
Two Tier Keir will turn your compliance against you.
Signed,
A Concern American
Just a fun observation: the only people you see complaining about free research.
Typically have massive paywalls.
And get upset others are disrupting their business models.
I get tons of institutional/hedge fund offers.
But instead of doing things for institutions only or through heavily paywalled subscriptions.
I just publish my ideas to retail investors for free.
I think it’s about time retail has a level playing field?
Am I that popular?
I did get a lot of dm requests to manage their capital recently.
But only here to help out regular retail investors succeed on their own with ideas like $SIVE or $SOI.
I feel like anything else would be a bit of a distraction.