Reddit Posts
Lumentum $LITEs it up: 200G Lasers, Key Supplier of NVIDIA Optics, and the Exploding Demand for Optical Networking
$LWLG Update - Nearly 20 M Shorts - 24.5 DTC
Why BBAI is the play tomorrow following SST (121 percent SI, 350%CTB, cyber security short + gamma squeeze play)
$MRVL (Marvell Technology, Inc) work in progress DD: the datacentre semi-conductor company that will light a fire in your anooos.
Opportunities in Options Around Earnings This Week
NOK has had major news releases today and a ton in the last few months. let’s discuss it has got to get major traction????
Mentions
I’m a Nokia bull and have leaps, the baseline case is that Nokia works as a DCI provider for data centers, plus now they have an InP fab which is huge. I do believe that we’re going through a decoupling with China so I imagine Nokia (as well as ciena) end up being the providers of choice for the us, Europe, and its allies. No price target but I could easily see a move into the 20s by 2028. Ignore the 6G stuff that’s vaporware and won’t matter for like 8 years
I can see the appeal in some of those debt-heavy fiber names too, but NOK is still the one I’m most comfortable holding because Nokia doesn’t need one specific catalyst to work and (I haven't had any exposure to the other names, tbh.) With Nokia I feel like the situation is broader now, optical/DCI demand, AI/cloud orders, network automation, all of it kind of feeds the same setup. NOK is poised to benefit from the 'AI needs more network infrastructure' angle.
Yes, the Nvidia $1B deal in October got my attention to NOK, but eventually I started buying in Feb this year. The market spent a long time treating all that fiber capex like a mistake, but if AI/DCI traffic keeps exploding then a lot of that infrastructure suddenly looks a lot more strategic than people gave it credit for.
Yeah I got in during the October pullback last year, I’ve gotten more telecom exposure since then. My thesis is pretty simple, these telecom companies got sold off hard when they spent lot of capex and accrued debt to build fiber infrastructure, now that infrastructure is extremely important for DCI applications.
Uh oh, DCI John Luther is coming, none of us are safe.
I am the data analyst person in my institution and a few years ago they hired an outside consultant to come in and "dig into the data" on an issue that I was already working on. But rather than exclude me or want to have an outsider double-check, they asked me to support this consultant. I ended up designing the data collection instruments. I ended up doing the analysis. I ended up writing the report. Not even that they took credit, but after a few meetings it was abundantly clear that they actually had zero background in DCI design, no statistical or analytic skills, and zero relevant background/experience on the particular topic. Luckily I was not the only one in on these meetings and it became immediately clear to others in the room this person was all smiles and charm and zero substance. They were quietly dropped and I continued with the work with a bit more recognition and awareness among leadership. But, I'll never forgot that they were still willing to pay this person 20% of my salary for something I completed in a week (and do week after week as it is my job) and did not receive a bonus or raise. If anything I just received more work.
FULL PORT CIENA. * Big segment player in networking * DCI expansion projects and growth * ATT and Verizon (biggest telcom clients) both increasing capex * Meta (biggest client) increasing capex * Hyperscaler growth * AI datacenter play * Credo did well earlier this week in earnings, Arista announced good growth in shareholder meeting. * Good R&D and AI segment (Blue planet, wavelength 6) * Sound leadership * Previous guidance and estimates will be easy to beat and raise. Positions: 60x 6/20 97.5 C+ 8x 6/20 95 C You have 10 minutes left to catch this train.
- Big segment player in networking - DCI expansion projects and growth - ATT and Verizon (biggest telcom clients) both increasing capex - Meta (biggest client) increasing capex - Hyperscaler growth - AI datacenter play - Credo did well earlier this week in earnings, Arista announced good growth in shareholder meeting. - Good R&D and AI segment (Blue planet, wavelength 6) - Sound leadership - Previous guidance and estimates will be easy to beat and raise. Positions: 60x 6/20 97.5 C+ 8x 6/20 95 C You have 15 minutes left to catch this train.
It's interesting how much BDI and DCI have diverged from shipping stock indices like Hang Seng Shipping Index or BOAT etf.
They announced a data center slowdown in the earnings, that's what tanked the stonk. However, they did guide higher, so if you are banking off capex guide up, might not be here. >The company states: "By major product area, we anticipate datacom revenue to be down slightly sequentially in anticipation of the ramp in the coming quarters from next generation products. We expect telecom revenue to see strong sequential growth again in Q3 as increasing DCI momentum and new system wins needs make larger contributions. We also expect automotive revenue to continue to grow sequentially. We expect FX pressure on gross margin to persist in the third quarter, but believe we can again offset much of that impact with continued operating leverage." Comments taken from Q2 earnings conference call.
DCI puts, insider info. Thank me later
Nice work, congratulations. Hahaha I think I commented on one of your comments asking a question abt DCI too, but never made the leap. Lesson for the next time.
Well I played Magic heavily in HS years late 90’s and I was collecting Pokemon alpha & beta set , like a dumb ass I traded all Pokemon including my mint fully evolved charizards, blastoises and venasaurs. Along with others, for books of Magic Cards. I never thought they’d be worth that much. Idgaf about the kids silly down votes. I have a DCI rank from year 97 up. I was in the card world from Fallen Empires onward. Anything outside Magic is a bite as far as I was always concerned.
Hi are you still buying DCI? Ive been interested in it recently and wanted to learn from an owner how they look at it?
Intriguing move. Filtration is a pretty competitive field. Off hand I can think of DCI, PNR and a few others. I wonder what advantage DuPont will have. Still, a spin off is always worth a look, imo.
DCI into etf's stop looking at individual stocks in a 401k. Theres no point you're taking on too much risk in a retirement account
DCI'ed in for $105/share. Hanging onto this!!
DCI earnings: Fourth quarter sales declined 1.2% compared with fiscal 2022; full-year sales increased 3.8% Fourth quarter and full-year 2023 GAAP EPS of $0.75 and $2.90, respectively Fourth quarter adjusted EPS of $0.78; full-year adjusted EPS of $3.04 Fiscal 2024 sales guidance of 3% to 7% growth and EPS outlook of $3.14 to $3.30
I was in a similar boat with different timing. However, Titan, I moved out long ago. I tried their flagship and opportunity, which always incurred losses for me. I did some digging back then, and I recollect how they showcased their performance had nuance. My take was to transfer my Titan portfolio to Schwab. They use Apex, and it is easy to transfer out. Then sell out any losses for 3k that help with Taxes or whatever you do not like. That will do two things: you will gain full control, and fees will no longer be a big factor. In your case, Fidelity will make more sense. Now, with 185K Treasury, I assume you are a high state tax resident. Do custom Treasury leader, and as it matures, you can move it to some good ETF 2 or 3 fund, whatever makes sense. That automatically gives you DCA. Also, you can open Sofi Invest on top of it and start weekly saving while we manage your existing cash. I have yet to find a good broker for auto investment than Sofi. Once Schwab APIs are out for individual use, I will transfer the Sofi portfolio to my main brokerage provider. Also, consider some changes in crypto DCA (I am not a crypto person, but I make changes weekly) using M1. Also, consider Arrived/Percent/FundRaise/Prosper DCI to diversify in different asset classes. It does complicate my tax, but I can handle that. I am happy to talk more since your situation resembles the past. I struggled to get some good advice during that time.
Industrials down again premarket. GWW, ITW, DCI, and ROK would all be enticing on a pullback. Anyone else have good industrial names they watch?
DCI getting slaughtered after earnings. This might be an interesting pick up, though low $50s is my target.
DCI earnings Q3 EPS 76c, consensus 74c Reports Q3 revenue $875.7M, consensus $868.42M Donaldson narrows FY23 adjusted EPS view to $3.00-$3.06 from $2.99-$3.07 FY23 consensus $3.04. Narrows FY23 revenue growth view to 3%-5% from 2%-6%, consensus $3.45B Interesting note, the CEO still anticipating double digit EPS growth going forward. This company has been a compounding monster for years.
DCI is a definite buy, CRM is a maybe and I’m shorting DG so if you inverse this you could be millionaires soon
DOV is close to getting interesting. Some other interesting industrial names I'm watching are JBT and DCI. Both need another 10% or so to be interesting, imo.
Darden (DCI) bought Ruth's Chris (RUTH). Interesting move into a more upscale chain. I imagine high end dining is more resilient than middle class dining. https://finance.yahoo.com/news/darden-restaurants-acquire-ruths-hospitality-120000455.html
/u/_hiddenscout Have you looked at DCI? Another great industrial name that just chugs along.
Yes patience was needed until now: the company, whilst still being pre-revenue today, has announced results from the work they are doing with foundries on PDKs (which are like recipes to produce their modulators in mass production lines) starting this quarter (up to 2 foundries by year-end) and extending into 1H2023 (up to 3 additional foundries in the next 2 Qs). This would put them in a position to confirm sales guidance starting 2H2023 or 2024. From mass production in up to 7 seven foundries they are currently working with. At the \~30 min mark in the video, I want to highlight the quote from CEO M Lebby: "The thing that I want everybody to realize is that earlier this year, the whole field of modulators that work with really high speed and low power really opened up. There's a bunch of technologies out there. **We are actually leading the pack**. Part of the field that the customers \[Note: here, he refers to the foundries\] realize that if they want to add value to their customers, which is the service providers \[ISPs and Data Centers giants = Meta, Google, Amazon, Verizon, ATT, Comcast...\] then they are going to have to have faster modulators working at lower power. **So this is like a guaranteed opportunity. It's huge. This is where the internet needs to go.** We are engaged in this quite deeply. And it is just a really exciting vehicle right now." Remember: **3x the speed, 1/10th the power use, fits 120 mods where todays tech fits 8!!!** In recent presentations, the addressable markets targeted by the company were: Market segment / Optical transceiver market size today / Optical transceiver market est.2030: Fiber Comm. / $7Billions / \~$40-60B HPC - Compute - AI / $1B / \~$10-15B DCI - Datacenters / $9B / $20-30B 5G - Backhaul - RF / $1B / $4-8B So... \~$18B market segment today expected to grow to \~$74B by 2030!!! For EVERY $1B in future sales (decide your own market share and time horizon), here are the expected financials: Net Margin > \~25% (this is a technology transfer / Licensing heavy business model): >$250M EPS (with \~ 110M shares outstanding): $2.27 Conservative 50X PE for a very fast growing, profitable model: \~$113 !?! Do your DD, use the link above... GLTAL AR.
If you can read code you are welcome to explore the codebase and check out security proposals in the white paper they published. Its backbone is essentially Bitcoin core and the system functions like so currently. Big names in the industry like Corey Fields and Neha Nerula of the MIT DCI are working with them. But yeah, you keep wearing that tinfoil hat. It's easier to wear that hat than pick up a book rofl
Thanks u/photonics_Guy ! For those who trade, in addition to those who invest, this will be a heck of a trade indeed! It's a long time coming, but the **first commercial agreements** are now within sight, as the first guidance ever was provided by Dr. M. Lebby, the CEO at Lightwave Logic (LWLG) , at the Annual Shareholder Meeting on May 26: Out of the seven (7) foundries the company has been working with since 2020 - per CEO-, two (2) are expected to go commercial between now and the end of this year (2022); three (3) more are expected by 1H2023. The May 26 presentation listed on u/KCCO7913 mega DD post -found [here](https://www.reddit.com/r/LWLG/comments/vljcbp/lightwave_logic_mega_due_diligence_thread/) \- includes **pictures of sub-components**, parts of complete transceiver architectures or other Photonic ICs (PICs), that were **manufactured by the said foundries**, not in $LWLG lab! They are close. Per description of Tom Caufield, CEO at Global Foundries, of the way he builds capacity in his fabs, it is not difficult to understand that there is a close certainty that the foundry samples shown, come from partnerships between the foundries and their customers (Tier 1 DC operators the likes of the FANGs - Facebook, Amazon, Netflix, Google- or Communication giants DCs from Verizon, ATT...) after having evaluated the **benefits** of scaling up their network speeds from 25G to 50G per lane, as is the case in most DCs today, to the **100G to 150G** **per lane** offered by Lightwave Logic - ie **3x the speed** \- while using **1/3 the power** of legacy components!!! So in addition to the components being ready, the customers have already had a chance to try and qualify the newcoming generation of components to use them as soon as they come out of the manufacturing lines in the coming months: **the ramp-up will be lightning fast** as LWLG will not have the burden to build fabs to crank their offering out by the millions! And check out the size advantage of designing those new PICs with LWLG Electro-Optic modulators - again in the May 26 presentation- : **120 LWLG modulators** fit in the space currently required by 8 of the most advanced Thin Film Lithium Niobate competing modulators from Arista: a **15X size advantage**, that Dr. Lebby, CEO at LWLG says **will soon double again**!?! Go back to that Mega DD post and check out **the IP moat that the company built** from **the polymer material, the devices designs - modulators, transceivers, grating couplers...-, without forgetting how to simplify the fabrication processes at the foundries, including poling and packaging**, which had historically been achieved by using actual Gold boxes: no wonder Dr. Lebby, feels comfortable declaring that the field advantage newly exposed by the use of polymers will allow him **to seize the lead and keep it for decades** coming!!! Maybe such a plan will sound familiar to those of you old enough to remember how the first computers were built: in 1971, Intel launched the first integrated micro-processor, replacing the traditional discrete transistors. Today, with their polymers, LWLG is allowing the scaling up in foundries of a new type of ICs, merging the power of CMOS electronics with the benefits of photonics. **LWLG is about to become the Intel of the 21st century**! How does it begin: Targeted Verticals and TAMs: Existing markets for immediate targeting: 5G systems/back haul/RF \~$4-10B Existing per presentation Fiber comms \~$40-60B Existing per presentation HPC/computational/AI \~$10-20B Existing per presentation DCI/datacenter \~$20-30B Existing per presentation Additional future markets are: Display/project \~$5-20B Yes Automotive (LIDAR) \~$20-50B Yes Optical sensing/3D \~$2-5B Yes Bio-photonic sensing \~$2-5B Yes Using the existing markets only, totaling to a **TAM opportunity of between $74B and $120B**, it is not difficult to estimate that a quick uptake of a technology that was vetted enough for several fabs to dedicate time and $$$ to produce samples, could within a matter of years achieve 5% to 10% **market share \~ $3.5B to $12B**. It doesn't seem unrealistic that they could reach $1B within the next couple years... Assuming **30% net margin**, remember this starts mostly as a fabless endeavor, \~$300M EPS \~ $2.7 with the **current share count at 110M shares** PE , **50x PE** doesn't sound extravagant for such a groundbreaking tech, ie \~ **$130/Sh within a couple years**!!! A heck of a squeeze trade indeed...
While the Bitcoin code is open source and public, what goes in that code is under the control of specific private interests. As of this writing there are only a handful of people who have access to the source code, and only 6 who have the ability to commit code changes. Those with access to the source are associated with organizations like Chaincode Labs, OkCoin, BitMEX, Blockstream, MIT DCI, etc. The MIT Digital Currency Initiative lends an air of legitimacy to the guardians of the source, until further investigation reveals that it is an organization funded by Chaincode, BitMEX, Jack Dorsey, Coinshares (Europe’s largest digital asset management company), and others. The interests of these companies and their owners are aligned in that they are focused more on increasing the price and less about improving the tech or making it more de-centralized.. There are lots of holes in the bitcoin-is-a-store-of-value argument. Someone just paid $120k for a banana taped to a wall. That doesn't mean it's the best designed banana ever, or that it will be worth anything a year from now, despite how many people are talking about it. Beyond this there's plenty of evidence the market is manipulated. Helps Bank the Un-banked - Nope. A pre-paid gift/debit card is better/accepted at more places and easier to use. Additionally, there's a system already helping "bank the un-banked" called "Mobile Money" which is used worldwide and has less technical requirements than crypto, is much faster, and more consumer protections. Also there is over billion dumb phone users globally, mostly in developing nations in Africa and Asia. they can't use shitcoins but they can use mobile money networks https://www.cnbc.com/2017/03/22/4g-feature-phones-emerging-markets-apple-iphone-samsung.html (h/t Cthulhooo) There is also M-Pesa - these systems are more ubiquitous and have less resource requirements than crypto. **Can't Be Manipulated -** Adherents claim crypto's "de-centralized" nature makes it immune from manipulation. In actuality the entire market is very actively being manipulated as we speak. One of the big manipulators is Bitfinex/Tether. **Bypasses government/taxation -** Nope. You can't use crypto for anything useful without converting it into fiat and passing through regulatory boundaries. Inflation proof - Nope. There is no guarantee crypto will perpetually increase in value. And its exchange rate will still be dependent upon the current inflation rate.. **It's more secure than other payment methods -** Nope. There's not much "security" when a simple mistake can mean you lose your money forever with no recourse. **It's censorship resistant** \- Nope. Crypto still relies on an internet/communications infrastructure which is tightly controlled and regulated by special interests with competing agendas. There's no evidence that various municipalities cannot severely restrict its use if desired. While it's impossible to 100% stop crypto, municipalities can absolutely make it no longer worthwhile to use **Blockchain is immutable -** Nope. It can and has been changed. (See forks, 51% attacks, etc). As of this writing, there are 436 forks of BTC. Bitcoin can't be hacked - Incorrect. See above about 51% attacks, which everybody in the industry acknowledges is possible. Beyond this, in the history of Bitcoin, there have been numerous vulnerabilities discovered that have caused hacks to the blockchain, including one that created 185 Billion BTC out of thin air. **Major industry players are adopting crypto** \- Not really, and those that are, aren't doing well. Stripe abandoned bitcoin support, Microsoft also shut down their blockchain service. Financial firms who claim to be "exploring" crypto or "handling crypto" aren't really doing that - they're still basically dealing in fiat, like Paypal who is outsourcing the crypto part to Paxos Trust Company, LLC. Most are instead partnering with exchanges who convert that crypto into fiat within their existing systems. **You can't print Bitcoin like the fed prints cash -** Wrong. Yes you can. First, bitcoin has forked several times; second you don't necessarily need to print more bitcoin. You can create artificial inflation through wash trading with tokens like Tether. Stablecoins are printed out of thin air and traded for bitcoin and vice-versa. Same difference. Also there's rampant evidence that stablecoins are not asset backed and creating their own market inflation. **Bitcoin is the best performing asset class of the decade** \- Nope. In reality, due to inflation created in the crypto market as a result of unrestricted stablecoin printing, there's no way to actually qualify how much liquidity is actually in the market. The "increase in the price of bitcoin" is more likely the result of market manipulation which has been going on from the beginning to present time. **Nobody can control crypto** \- Nope. There are already mining consortiums that have the ability to manipulate the blockchain if they so desire. **Crypto is "trustless money"** \- Nope. Whether you decide to trust government, or various computer programmers, unless you audit all the code yourself, you're still "trusting" in some other party. **People want "trustless transactions"** \- Nope. People prefer to do business with entities they trust. Trust is a key component in fair trade as well as a moral/ethical society. A system that panders to the untrustworthy is unlikely to attract anybody other than parties that aren't worthy of trust, which explains crypto's significant use as an exchange of value involving criminal activities (much higher per-capita than all other major monetary systems). **Helps bypass corrupt/hyper-inflated countries' monetary systems -** Nope. In countries with dysfunctional economies, basic trade and bartering of goods and services works better and is more used than crypto. In a crippled economy, using a volatile, unsecured token like crypto is simply replacing one unstable monetary system with another. **Bitcoin is a store of value, better than gold, etc.** \- Nope. See the above "Crypto is a good investment" myth. Comparing crypto to another system and saying it's better is also foolish. Gold is also a relatively lousy "store of value" when compared with stocks and other securities. A "store of value" is just that: a store of value. Bitcoin neither represents anything "stored", nor anything of "value." Bitcoin has value because of marketing hype, not anything tangible. It's popularity is a "fad." And yes, some fads can last decades. That doesn't mean they'll be forever appealing. **If money can't be created from thin air, governments will spend more frugally.** \- Nope. History shows that when monetary systems were asset-backed, it didn't have much of an impact on government spending; what it did have an impact on was government engaging in more draconian legislation to have more control over assets like silver and gold. Plus, as outlined before, crypto can be created out of thin air; it can be forked; it can be further sub-divided, and it can be augmented with so-called "stable-coins" which are fractionally reserved. You want more responsible government spending? You don't need a new monetary system. Just pass a balanced budget amendment. **Crypto is great because \_\_\_\_ \[fiat, government, The Fed, taxes, etc.\] sucks** \- Nope. This is a fallacy of distraction. If you have to talk shit about a very useful and necessary part of society and the economy, in order to make your fantasy digital dollars seem reasonable, your argument is weak. "I have a car with square wheels. It's the best because soon, everybody will learn the secret of how corrupt round wheels are!" **Blockchain can prove ownership and legitimacy -** Not really. First there's the Oracle Problem of whether the ownership info on blockchain is legit in the first place - at its best blockchain can only verify the info initially entered hasn't been changed. It can't guarantee the info is true. Second, all the blockchain "verification" apps are basically another, more convoluted and less-efficient version of two-factor-authentication, which is common and been around for longer than blockchain. Third, unlike 2FA, the design of blockchain actually makes it possible to fake ownership. Something much more difficult to do in non-blockchain scenarios. Here's an example. Using blockchain and smart contracts, it's possible to acquire an asset, use the asset for verification, then return the asset in a single transaction. So using blockchain for ownership/legitimacy is actually significantly less secure than most other methods.
Here is an example section for my re-written Marvell DD (with more research and better writing, and more Adderall). Can anyone give me feedback on how it/my writing reads?: **Innovium Acquisition:** Innovium develops and deploys it’s technologies to address the most challenging issues facing cloud and edge data centres. It specialises in advanced scalable Ethernet switch silicon, with the goal of providing clients with a single consistent scalable switch architecture that offers both high performance and a good feature set. It’s leading product is Teralynx, an Ethernet switch silicon family which delivers analytics, standards-based programmability, and power efficiency. This enables data centres and companies to deploy fewer network switches and tiers; thereby reducing cost, power and latency. Marvell adds engineering resources to innovate in cloud-optimised silicon through the Teralynx platform, to be named the Prestera 9K product series (Marvell also plans to advance its 2K and 8K product series which are aimed at the enterprise and carrier switch market). The deal had a $1.1 billion price tag, including Innovium cash and exercise proceeds worth approximately $145 million. This resulted in a net cost to Marvell of $955 million. Innovium had an impressive market share of 29% in Q4 2020, and is the only company so far to challenge Broadcom which had a 70% market share. This acquisition allows Marvell to obtain a more substantial portfolio to face what lies ahead in networking (chiplets, onboard optics, and silicon photonics). It also allows it to grow ASIC market share, with more OEM/ODM ASIC choices, and increased innovation and R&D in this market. Ethernet switches will be critical to deploying AI and Machine Learning, and other future workload technologies. Marvell can now complete more broadly against competitors such as Broadcom, Intel, Texas Instruments, and Microchip. Following the acquisitions of Inphi and Innovium, Broadcom and Intel will need to step up their game and directly respond, or risk falling behind the strong momentum Marvell has with hyperscalers and other cloud service providers. Now Marvell can target a wider range of chip-level cloud DC needs, including: * Cloud-optimized Ethernet switches per the Innovium deal * High-speed Electro-Optical PAM4 and Coherent DSP chipsets (Inphi) * OCTEON-based DPUs for security, offload, and acceleration * Custom Arm-based service CPUs * Full custom ASICs * Bravera Flash and HDD-based storage * Pluggable COLORZ DCI modules Innovium’s CTO and Founder Puneet Agarwall, with 20 years of experience in developing groundbreaking products, has joined Marvell following this acquisition. He will serve as an advisor to Marvell, and the talented Innovium team will continue to grow the cloud-optimised switch solutions that they provide. This acquisition has essentially further stepped up Marvell’s cloud data centre game, further developing their strength in the Ethernet switch semiconductor market, and allowing them to participate in the fastest growing segment of this market. Marvell has also secured Innovium’s channels throughout the merchant cloud semiconductor switching market. *Marvell CEO statement:* “Our acquisition of Innovium and its complementary offerings further extends Marvell’s leadership in the cloud, and I am excited that Innovium has secured significant share at a marquee cloud customer,” said Matt Murphy, President and CEO of Marvell. “Innovium has established itself as a strong cloud data center merchant switch silicon provider with a proven platform, and we look forward to working with their talented team who have a strong track record in the industry for delivering multiple generations of highly successful products.” *Innovium CEO statement:* “The Innovium vision is centered on delivering breakthrough switch silicon and choice for next-generation cloud and edge data centers. Bringing technology leadership and customer-focused innovation to the market is what drives our team every day,” said Rajiv Khemani, CEO and Founder of Innovium. “I want to recognize and thank our valued employees for their passion, commitment, and outstanding execution. We are excited to join Marvell and accelerate the growth of our business, partnerships, and solution value, while contributing to the company’s fast-growing cloud opportunity.” ‘“For hyperscale operators, the pandemic proved to be more of a stimulus to growth rather than a barrier,” said John Dinsdale, a chief analyst at Synergy Research Group, in an email to CRN. “Over the last four quarters, we continued to see extremely strong growth in revenue, capex and data center spending.” Dinsdale said given the ongoing growth in service revenue for hyperscalers and the “ever-increasing need for a larger global data center footprint,” Synergy is forecasting double-digit growth in hyperscale capex over the next several years.’ (CRN, Aug 09 2021) **Section TL;DR:** * Innovium specialises in advanced scalable Ethernet switch silicon. * It’s leading product is Teralynx, enabling data centres/companies to deploy fewer network switches and tiers; thereby reducing cost, power and latency. * Marvell will innovate upon Teralunx to introduce the Prestera 9K product series. * Deal had a $1.1 billion price tag. * Innovium had a 29% market share in Q4 2020, it is the only company to challenge Broadcom (70% market share). * Deal allows Marvell to obtain a more substantial portfolio to face the future in networking, as well as growing ASIC market share. Ethernet switches critical to deploying AI/ML/other future workload technologies. * Marvell now can compete more broadly against competitors (Broadcom, Intel, Texas Instruments, and Microchip). Marvell now has stronger momentum with hyperscalers and cloud service providers. * Innoviums CTO/Found Puneeet Agarwall, with 20 years of experience, has joined Marvell. He will serve as an advisor, and the Innovium team will continue to grow cloud-optimised switch solutions. * This deal strengthens Marvell’s cloud data centre game and position in the Ethernet switch semi market. It also secures Innoviums channels in the merchant cloud semi switching market.
A few factors to consider: * Higher inflation tends to favour certain type of stocks. Better for growth stocks, worse for dividend paying stocks. So make sure you're picking the right stock. * If your investment is large, there are ways to hedge your FX risk. Speak to your banker about FX forwards or ask them about DCI. Both would give you protection for your FX risk.
I have a theory which supports a bull run tomorrow into next week. If you look at SPY, the RSI value is at 342. The clean denominator is 657. Therefore, the indexing trend line (CD/RSI) is roughly 250. We know that the indexing trend line being lower than 80% value of the stock generally means that the decompression control indicator (DCI) takes a nose dive. When the DCI and indexing trend line cross negatively at an angle greater than 20 degrees, it's a massive bull indicator and generally when this happens, the entire market gaps 4%+ in a single day. This is not financal advice.
Try trading 1% per week for about two months. DCI still works, imo.
Can someone tell me where to find clean denominators, RSI, DCI, and indexing trend lines?
I have a theory which supports a bull run tomorrow into next week. If you look at SPY, the RSI value is at 342. The clean denominator is 657. Therefore, the indexing trend line (CD/RSI) is roughly 250. We know that the indexing trend line being lower than 80% value of the stock generally means that the decompression control indicator (DCI) takes a nose dive. When the DCI and indexing trend line cross negatively at an angle greater than 20 degrees, it's a massive bull indicator and generally when this happens, the entire market gaps 4%+ in a single day. This is not financal advice.