Et pendant ce temps-là, les semiconducteurs se négocient à nouveau avec une décote de 13 % par rapport à l'indice S&P 500 ! (en forward P/E - source: Duality Research)
@Firisis_ Ce ralentissement est une mascarade. Je sors ma dernière version et maintenant je demande à tout le monde de ralentir. Mdr.
Encore une manipulation, personne ne va ralentir
@RealJGBanks Bears will always find an argument (valuations, debt, geopolitics, VIX…), it’s their job. The story of a low VIX as proof of an impending cataclysm is just one of the most classic—and one of the least reliable in terms of timing.
You can find this using a simple industry scan...
Head over to:
https://t.co/ZXZgFkCSiz
Click industries, and sort by the strongest performance over the month/week
I like to see a sector or industry on the top of the list (top 10) on both the monthly and weekly to validate a strong theme
@Frederi55284379 C'est une très très bonne nouvelle. Toutes les révolutions suivent le meme schéma. Faut se réveiller, pour ceux incultent en histoire économique, je vous recommandé l'IA.
@Firisis_ Oui mais on dirait que la photonique est vendue. Normalement c'est + 20% et là je vois AAOI, AXTI,AEHR, LITE, COHR, AMKR, tous vendus. Je ne comprends pas bien...
$SIVE COO and CRO with $GFS SVP of Photonics at GTS26!
*GTS26 : GlobalFoundries Technology Summit
“For Sivers, our relationship with GlobalFoundries is an important part of our strategy to help enable the next generation of AI infrastructure and high-speed optical connectivity.
As AI workloads continue to drive demand for greater bandwidth and efficiency, advanced photonics technologies will play an increasingly important role in connecting the systems powering tomorrow’s AI infrastructure.
We’re excited to be part of this journey and look forward to the conversations and opportunities ahead."
@aleabitoreddit If AAOI uses the entire $600 million ATM, the dilution is approximately 5.7%.
Calculation
Authorized Amount: $600 million
Reference Price at the Time of Announcement: $124.82
Potential New Shares: millions
Shares Outstanding: 84.91 million