onefedererfan

a Federer fan

[onefedererfan @onefedererfan]

@OGAlgoArts very strange. Can't find any news or filing

[onefedererfan @onefedererfan]

@mathlonning Thanks!

[onefedererfan @onefedererfan]

@disruptorinvest @sunxliao It seems that few are talking about this giant IPO next week and how it serves as a catylst to push $DGXX higher.

[onefedererfan @onefedererfan]

@EricJhonsa Eric: thank you very much for sharing! Best of luck to your new adventure! Hope you will still be around here, even just for making general commentaries.

[onefedererfan @onefedererfan]

@EricJhonsa I have seen them as well. You have summed them up very well! Thanks very much for your wisdom, Eric!

[onefedererfan @onefedererfan]

@EricJhonsa Eric, thanks very much for this timely update!

[onefedererfan @onefedererfan]

@EricJhonsa Right. All of them have been up a lot. AAOI seems can never make any money, even back to the old days. Thanks Eric for your insights!

[onefedererfan @onefedererfan]

@EricJhonsa Thanks. I thought $MRVL is also working on CPO. Maybe not at the same stage as $AVGO. What companies do you have your eyes on for CPO, other than $AVGO, $LITE, $COHR,$AIXXF?

[onefedererfan @onefedererfan]

@EricJhonsa Thanks for your reply! So you are saying CPO is negative for their optical DSP?

[onefedererfan @onefedererfan]

@EricJhonsa Thanks, Eric! Apparently those large insiders buys were signals for good things to come.

[onefedererfan @onefedererfan]

@EricJhonsa Thanks for sharing, Eric. Agree that ON is a winner on next gen data center power semi. Doubling 3 quarters in a row is impressive.

[onefedererfan @onefedererfan]

@EricJhonsa Thanks for sharing Eric! Congrats on such wonderful performances!

[onefedererfan @onefedererfan]

@EricJhonsa @semiairlines @Paul_Heckman_ It seems that $LRCX is doing the best so far in the semi cap area at the moment.

[onefedererfan @onefedererfan]

@EricJhonsa @Paul_Heckman_ Thanks, Eric!

[onefedererfan @onefedererfan]

@EricJhonsa @Paul_Heckman_ Sounds like one of $ONTO's competitor is ahead technologically. Maybe it is $CAMT.

[onefedererfan @onefedererfan]

@EricJhonsa @Paul_Heckman_ Hi Eric, what competitive issues? Sorry I have not looked into it yet. Quite a shocking drop. I own $camt

[onefedererfan @onefedererfan]

@RobertMarcin Thanks for sharing this info. from $MXL. Indeed they stated the good trend in backhaul, in their cc and filings.

[onefedererfan @onefedererfan]

@EricJhonsa Well written and reasoned! Thank you!