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MostWantedOpp

    • MostWantedOppMostWantedOpp
      ·04-13
      Great article, would you like to share it?

      Memory Just Doubled. Is Optical (Up 143%YTD) Market's Next Target?

      @Tiger_comments：
      $Lumentum(LITE)$ surged 8% this week, is up +143% YTD. $COHERENT(COHR)$ added +19% this week and continues to build momentum. J.P. Morgan just raised LITE's target from $565 → $950. COHR from $245 → $300. Both: Overweight. Why optical is back in the spotlight this week? JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now. Memory prices just confirmed the AI hardware supercycle is real. Samsung reported Q1 earnings that demolish
      Memory Just Doubled. Is Optical (Up 143%YTD) Market's Next Target?
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    • MostWantedOppMostWantedOpp
      ·03-25
      Mehhhh
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    • MostWantedOppMostWantedOpp
      ·03-25
      "Robotics Roundtable" typically refers to a forum or discussion series where experts from industry, academia, or government gather to address the latest advancements, challenges, and policies in robotics. Depending on the context, it may refer to:  1. Industry and Policy Forums These high-level gatherings focus on economic and strategic issues: U.S. Department of Commerce Roundtable: A significant upcoming meeting scheduled for March 10, 2026, where the National Telecommunications and Information Administration (NTIA) will convene American robot manufacturers. The goal is to address supply chain issues and policy challenges to strengthen the domestic robotics industry against global competition, particularly from China. IFR Executive Roundtables: Organized by the International Federat
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    • MostWantedOppMostWantedOpp
      ·2025-11-26
      thanking you for your efforts
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    • MostWantedOppMostWantedOpp
      ·2025-03-09
      Yolo ty friend
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    • MostWantedOppMostWantedOpp
      ·2025-03-09
      Yolo thank you friend
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    • MostWantedOppMostWantedOpp
      ·2025-03-08
      ty 🙏
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