LightLogix

MLOps Engineer
Semi Supply Chain Researcher

[LightLogix @LightLogix]

@ParadisLabs Yep, thanks, that makes sense. that’s exactly what I’m doing at the moment. Once overhang is fully out I can see the price continue to rise near the end of summer

[LightLogix @LightLogix]

@BobbaPaddop Yep exactly, looking at price action week by week at the moment is mostly wasted effort, by the end of summer hopefully we should get a nice picture of where the price is headed . But yep inevitable that it’ll be over £1 come this time next year

[LightLogix @LightLogix]

1/ My highest conviction holding is $IQE.

The market still seems way too focused on the recent dilution.

I think IQE is about to take off again

[LightLogix @LightLogix]

6/ The market is still pricing IQE for past earnings and dilution rather than where the industry is heading over the next 3-5 years.

High conviction. Long $IQE

[LightLogix @LightLogix]

5/ Also the MACOM investment materially changed the risk profile in my opinion.

It strengthened the balance sheet, reduced financing risk and provided strategic validation. Like if that doesn’t solidify the conviction then I’m not sure what else will

[Serenity @aleabitoreddit]

@LightLogix I mean...

> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE + Lightmatter / $MRVL Celestial with $NVDA NVLink
> Likely $SIVE -> $AMD CPO ecosystem too.

very compelling long idea.

[LightLogix @LightLogix]

@aleabitoreddit 100% agree, glad to know jpmorgan’s DD is valid lol

[LightLogix @LightLogix]

@jasonschips Which lasers do AyarLabs use ?

[LightLogix @LightLogix]

@Lee_Trades Cheers for your knowledgeable insight, was following your updates and kept buying

[LightLogix @LightLogix]

@LIWEI_TWCapital In the earnings call the CEO said that they were talking to other partners instead of WIN (and their Glasgow setup) and that the partnerships will be announced to the market at some point. This is quite telling

[LightLogix @LightLogix]

@aleabitoreddit Might be the most legendary thesis on x

[LightLogix @LightLogix]

@aleabitoreddit Have you seen this. just more conviction that lasers go brrr ?

[Sean @sean_________]

Rosenblatt InP lasers checks:
According to our checks, NVIDIA, which is the driving force behind scale up CPO, asked the supply chain to increase InP laser capacity by ~20x from 2025-2030. The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase ( $AAOI / $LITE etc)

[LightLogix @LightLogix]

@ParadisLabs Is there still potential for it to run up more ?

[LightLogix @LightLogix]

@jasonschips Show us your short position

[LightLogix @LightLogix]

@vlmkapital Good analysis and call from you, nice work. Strange market reaction though