Benjamin Brooks

[Serenity @aleabitoreddit]

Just a random thought: $JBL seems highkey compelling long idea at $38B.

Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet.

Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough demand.

They already have the massive supply chains setup… and took over $INTC pluggable lines.

Seems more scalable than $AAOI capex ATMs for laser fabs, if you have $SIVE + tons of different fabs like Win Semi + others mass producing lasers and $JBL doing the rest.

So you’re getting that Innolight style setup for free (with US premiums), with an already validated hyperscaler supply chain.

Don’t currently have positions, just throwing out a thought for others to do research on.

Prob H1 2027 is when everyone starts realizing. Maybe 40% rereating seems plausible?

(dont have any open positions, just a thought)

[Serenity @aleabitoreddit]

I don’t quite think photonics from $AAOI to $LITE or $SIVE are disappearing anytime soon…

Just extremely volatile.

Anyway, curious what other people are buying today?

[5 @noheartinhim]

i really do be thuggin shit out doe

[Benjamin Brooks @playermade0207]

@BNBPooh Aye on my soul 🤣

[Benjamin Brooks @playermade0207]

@Gorgeous_Pride Fr you get a insight in these. Hoes real life busted and disgusted😵‍💫

[Benjamin Brooks @playermade0207]

@JTeilly38 Yeah its ducked off like a mf

[Benjamin Brooks @playermade0207]

@JTeilly38 They open at 1 They right across from hero’s

[Benjamin Brooks @playermade0207]

@JTeilly38 I got somebody for you bro