@SeanHasOptions Thanks for posting this. I know the overall major indices are choppy since early June and momentum got smacked hard, but other parts of the market are fine. I thought I was Ok in some options since it was outside of Semis/tech but my results were lackluster.
BREAKING: Trump Media to sell "faster access" to President Trump's Truth Social posts, which will let traders and investors pay for real-time feed of Truth Social posts.
@HiCagr Plus if the move is away from EML, then InP area shrinks which will affect fab utilization and overall lower $. Look what happened to Silicon Carbide. Look what happened to Gallium Arsenide, or Analog in general for years.
@HiCagr The problem is that they are ramping into a supply glut. You have Lite ramping a Qorvo fab in NC, Cohr building in Sherman, TX. You have Semtech entering the market and who knows how many in China that eat low margin, lower quality sockets.