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博主因发现某内存股极具研究价值，放弃关注SMTC及其他今日财报。
在发现一家内存公司有趣到不得不去研究后，我对 $SMTC 以及今天所有的财报都失去了兴趣。
英文原文
Lost interest in $SMTC and every other earnings report today after finding a memory name way too interesting not to research...
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GFS是27-28年光学重估标的，当前估值低，不建议押注短期。
@jusmentrades 呃，我相当确定 $GFS 是一个 2027-2028 年类型的光学重估故事…… 顺便提一下，他们到 2028 年的远期市盈率约为 11.5 倍，长期为 7.5 倍，所以我不太明白为什么要押注 2026 年 1 个半月的时间框架。 https://t.co/V9i8BNhlyR
英文原文
@jusmentrades uhh, pretty sure $GFS is a 2027-2028 type optical rerating story... fyi they're like 11.5 fwd p/e ending 2028 and 7.5x longer term, so idk about betting on a 1 1/2 month timeframe in 2026. https://t.co/V9i8BNhlyR
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SIVE抛压耗尽，预计财报催化后股价恢复正常。
@HealytheGOATT 股价大幅下跌主要是因为 Bootstrap Europe 从 7 月 3 日到 8 月 18 日左右完成期间，将其持有的 7% 流通股在瑞典市场抛售。与此同时，AI 板块整体下跌、共封装光学(CPO) 延迟的误报以及做空者的时机选择也加剧了跌势。两周前剩余的 165.9 万份认股权证(warrants) 似乎也在市场强势时被抛售。这种抛压(overhang) 已基本耗尽，因此我认为 $SIVE 在出现催化剂（如财报）后将恢复正常。
英文原文
@HealytheGOATT Price took a hit largely due to Boostrap Europe converting 7% of shares outstanding and selling that into the Swedish market from ~July 3rd to maybe ~August 18th completion. That happened alongside the overall AI sector drop + incorrect reports of CPO delays + short sellers with timing. There was the final 1.659M in warrants from 2 weeks ago, and looks like it got sold into market strength. That overhang is largely exhausted, so I think $SIVE will go back to normal after a catalyst (like earnings).
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展望SIVE财报，重点关注光子学合作进展、JBL量产及纳斯达克上市计划。
很多人都在关注两天后 $SIVE 的财报。 我关注的重点： 1. 我希望看到更多关于光子学联合开发/认证/合同的可见性。 -> $AAOI 表示多家客户向他们咨询共封装光学(CPO)激光器（但不得不拒绝） -> $MTSI 表示许多客户咨询连续波(CW)产能（但要到2027年下半年才能上线） 所以请仔细阅读关于一家作为 $GFS 参考激光器供应商、为 $JBL 提供可插拔模块（如Intel Siph）、为Ayar提供CPO的公司。 并且处于独立供应商地位： -> 拥有独立的CW DFB供应（与Win semi合作） -> CPO级激光器。 如果有更多客户接近Sivers，这将是非常积极的信号。 2. 持续进展转化为量产 -> 我最兴奋的是 $JBL，这可能是2027年上半年主要的收入增长来源。 -> $AEVA 相比之下可能小得多，但应在2026年下半年有所贡献。 -> Ayar和光I/O玩家已表示2028年才大规模量产(HVM)，所以那里不太期待。 -> 其他可插拔玩家（来自上一份财报）的联合开发转化为认证->量产。 除此之外： 3. 纳斯达克上市 -> 我们已经得到了“未来几个季度”的时间表，所以不再需要进一步细化。得到更新总是好的。 4. 财务数据 -> 再次强调，对于处于认证周期的玩家，当前财务数据不是重点。提醒一下，本季度有一些一次性会计处理，这在表面上会影响数据。 主要看点是未来季度的量产爬坡。 -> 收入管道增加 -> 签署的任何早期量产合同 鉴于最近7000万美元的融资+自举稀释压力消除，资产负债表担忧应该已经消除。 额外惊喜： -> 关于已确保的配额的信息“例如，我们确保了大量的CW产能->鉴于当前的短缺，这将是极高的信号。 -> 重申AOI、Macom、Lumentum、Coherent提到的需求。“例如，我们获得的任何产能都将被需求填满” $AAOI 在表示2027年预计产能约4.71亿美元并重申收入指引后，股价从30美元暴涨至220美元（但随后进行了大量定向增发ATM）。 如果Sivers能给出一个雄心勃勃的多头案例+未来时间表（如2028年上半年）的满产能收入声明，那将很好，但不强求。 进一步的重新评级将有助于通过类似Cloud Light的并购来加速未来财报的收入。 显然Sivers有其他量产爬坡，但我认为光子学是市场主要定价的部分。 无论如何，对即将到来的事情感到兴奋。
英文原文
Lot of people were wondering about $SIVE earnings in 2 days. What I'm watching out for: 1. I'm hoping for more visibility on photonics co-development/qualifications/contracts. -> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away) -> $MTSI stated many customers approaching them for CW capacity (but doesn't come online until H2 2027) So read through for a company serving as $GFS reference laser, $JBL for pluggables (ex. intel siph), to Ayar for CPO. And in a merchant position: -> with independent CW DFB supply (with Win semi) -> CPO-grade lasers. Is incredibly positive for more customers approaching Sivers. 2. Ongoing developments turning into volume -> I'm most excited about $JBL, which would probably be the main revenue ramp in H1 2027. -> $AEVA is likely much smaller in comparison, but should be a contributor H2 2026. -> Ayar and optical I/O players already stated 2028 for HVM, so not really expecting much there. -> Co-developments from their other pluggable players (from last ER) turning into qualifications -> volume). Aside from that: 3. NASDAQ listing -> We already got timelines for that "next few quarters", so it's not really a focus to narrow that down further. Always nice to get an update. 4. Financials -> Again, current financials aren't a focus for qualification-cycle players. Just a heads up, there's some one-time accounting this quarter, which affects things optically. Main thing is volume ramps for future quarters. -> revenue pipeline increase -> any early volume contracts signed Balance sheet concerns should be cleared now given their recent $70m fundraising + bootstrap dilution overhang gone. Bonus cookies: -> Any information about allocations secured "eg. we have substantial CW capacity secured -> would be extremely high signal given current shortages. -> Reiterate demand that AOI, Macom, Lumentum, Coherent stated. "eg. any capacity we get would be filled from demand" $AAOI had their massive $30 -> $220 rally after they stated like $471M expected capacity in 2027, and reiterated that into revenue guidance. (but then had a lot of ATMs) An ambitious bull case + full capacity revenue statement for future timelines like H1 2028 for Sivers would be nice, but not expected. A further re-rating would help for M&A with a Cloud Light type acquisition for revenue acceleration in future earnings. Obviously Sivers has other volume ramps, but I think photonics is what the market is primarily underwriting. Regardless, excited for what's up and coming.
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Ayar等巨头选用Sivers激光器，验证其供应链核心地位。
@Meatusmax @adiradir734145 好问题，主要是关于 $SIVE 的第三方评论+行动。Ayar 可能对我而言信息量最大，他们从官网供应链板块移除了 $LITE / $MTSI，仅单独展示 Sivers 作为激光器供应商。Ayar 副总裁也称 Sivers 是“赋能我们光学 I/O 解决方案的关键”，这是相当强烈的看多信号。还有 $JBL 在选定 Sivers 后构建了 1.6T LRO（长距光学），这非常罕见，并在一次壁炉对话中炫耀其技术护城河。$GFS 也选择 Sivers 作为参考激光器并在演示文稿中展示。感觉所有领先玩家都在因某种原因推进 Sivers？我假设这些领先公司做了尽职调查(DD)。
英文原文
@Meatusmax @adiradir734145 Good question, it's mainly third party commentary + actions around $SIVE. Ayar probably speaks volumes to me most removing $LITE / $MTSI from their supply chain section of their site. Then just featuring Sivers by itself for the laser suppliers. VP at Ayar also said Sivers was ... "essential to powering our optical I/O solution", which is pretty high signal commentary. Then you have $JBL that built a 1.6T LRO after selecting Sivers, which is very rare. And bragged about their technological moat at one of the fireside chats. Then $GFS choosing Sivers as the reference laser too and featuring them in their presentations... Feels like all your leading players are moving forward with Sivers for some reason? And I'd assume these leading companies did their DD
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看好SIVE获新资质或联合开发机会，因行业正积极寻求合作。
@adiradir734145 我认为市场只需让主厨 $SIVE 继续烹饪。从其他财报来看，大家似乎都在积极接触 $MTSI 或 $AAOI 等厂商以达成协议。因此，Sivers 获得新资质或联合开发的机会似乎相当高。
英文原文
@adiradir734145 I think markets just need to let the masterchef $SIVE cook. From other earnings, everyone seems to be going out and approaching players like $MTSI or $AAOI for agreements. So, seems like there's a decently high chance Sivers gets some new qualifications or co-developments.
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博主以调侃语气回应粉丝，提及AXTI股票。
@Partfortynineg1 我帮你搞定了 $AXTI 的安慰，Boobworld Morty。https://t.co/dxToRnjPee
英文原文
@Partfortynineg1 I got you covered with the $AXTI cope boobworld morty. https://t.co/dxToRnjPee
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调侃对方未提及却对SIVE念念不忘。
@areandatard 为什么 $SIVE 在你脑海里“免费居住”（挥之不去），而你甚至都没有提到它？
英文原文
@areandatard Why is $SIVE living rent free in your head when it's not even mentioned
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FAU产能不足或成CPO瓶颈，印证此前对NVDA/TSM供应链的预判。
我知道大家都在关注那些模仿南希·佩洛西的跟单者让 $BE 暴涨 11.83%。或者特朗普…… 但你们知道还有什么很酷的吗？ 共封装光学(CPO) 的 FAU 瓶颈。 我记得今年早些时候说过，FAU/Foci 可能会成为 $TSM / $NVDA CPO 路线图未来的瓶颈…… 这是支持这一观点的媒体评论： “据悉， Largan Precision (3008)、FOCI (3363) 和中国的 TFC 已进入 $NVDA FAU 供应链” “基于今年预计出货的 20,000 台 Spectrum-X 系统，这些系统中安装的光引擎将需要大约 60 万至 70 万个 FAU” “2027 年，需求预计将达到数百万台，而现有供应链产能目前无法满足需求。”（联合报，中文翻译为英文有点偏差） 咳咳，“现有供应链产能目前无法满足需求” 现在有点早，因为大规模生产预计要到 2027 年下半年，但读到这些更新还是很酷。
英文原文
I know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump... But you know what else is cool? FAU bottlenecks for CPO. I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps... This was some media commentary supporting that: "It is understood that Largan Precision (3008), FOCI (3363), and China’s TFC have entered $NVDA FAU supply chain" "Based on an estimated 20,000 Spectrum-X systems shipped this year, the optical engines installed in those systems would require approximately 600k-700k FAUs" In 2027, demand is expected to reach several million units, and existing supply chain capacity is currently unable to meet demand." (UDN, mandarin -> english translation is kinda off) Cough cough, "existing supply chain capacity is currently unable to meet demand" Tad early right now since mass production is expected H2 2027, but cool to read updates around this.
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AAOI避签LTA以保灵活性，虽显意外但有望借短缺获定价权。
@siflower 不完全是，我认为 $AAOI 表示他们避免签署长期协议(LTA)，以免产能过多绑定单一客户而不得不拒绝其他客户。如果签署了带预付款的长期协议，那么在那种情况下可能就不需要如此大规模的自动取款机(ATM)增发。考虑到 $NVDA 的长期协议对 $LITE / $COHR 效果很好，这个决定有点令人惊讶。不过我假设随着时间推移，由于当前激光器/光模块短缺，AOI 会获得更大的定价权。
英文原文
@siflower Not exactly, I think $AAOI stated they avoided LTAs so they wouldn't have too much capacity committed to one customer and have to turn away others. If they signed LTAs with prepayments, then that in scenario there probably wouldn't need to be such sizeable ATMs. Decision was a bit surprising though considering how well $NVDA LTAs turned out well for $LITE / $COHR. I would assume though AOI gets more pricing leverage as time goes on due to current laser/transceiver shortages.
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预计D-Day金融攻势公告及美加贸易战升级将加剧市场不确定性。
@Jin_lifeng 我推测是今天稍后公布的D-Day“针对对手发起的史上最大规模金融攻势”公告。随后，特朗普升级与盟友加拿大的贸易战，情况并未好转。市场不喜欢不确定性。
英文原文
@Jin_lifeng I'd assume it's the D-Day "greatest financial offensive ever marshalled against an adversary" announcement later today. Then Trump escalating a trade war with our friend Canada doesn't make things much better. Markets don't appreciate uncertainty.
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英伟达投资Nebius后，NBIS获Groq3 LPX优先量产权。
$NVDA，继其$200亿交易后……宣布Groq3 LPX现已全面投产。 $NBIS 通过 Nebius token factory 成为首个采用者。 - 在运行 Gemma 4 31B 的 Artificial Analysis 基准测试中，达到 3,400 tok/s，支持 10 万 token 上下文 - 响应速度比最近的替代品快 4 倍 引起我注意的是……英伟达对 Nebius 投资$20 亿后的一份旧新闻稿。 其中提到将支持其“早期采用英伟达最新一代”架构。 看来我们在这里看到了这种特殊待遇。
英文原文
$NVDA, following their $20B deal... Announces Groq3 LPX now in full production. With $NBIS the first to adopt through Nebius token factory. - 3,400 tok/s in Artificial Analysis benchmarking running Gemma 4 31B, with 100k token context - 4x faster responsiveness than the nearest alternative Thing that caught my attention.. was a former press release after Nvidia's $2B investment into Nebius. That it would support their "early adoption of Nvidia's latest generation" architectures. Guess we're seeing that special treatment here.
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调侃特朗普可能在中期选举时再次炒作市场。
@awodias 我想，每当特朗普想要再次开始吹嘘市场时。也许是中期选举？ https://t.co/rtKc3KBAmC
英文原文
@awodias Whenever Trump wants to start bull posting markets again I guess. Maybe midterms? https://t.co/rtKc3KBAmC
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博主质疑对加拿大打贸易战，认为应聚焦伊朗，并提及特朗普关税政策。
兄弟，我们为什么要跟那只名叫加拿大的友好金毛犬打贸易战呢？ 我们今天不应该把注意力集中在伊朗身上吗？ 特朗普：宣布从2027年起对汽车、汽车零部件和钢铁征收50%的关税。 https://t.co/40SbPDPMFC
英文原文
Bro why are we fighting a Trade War with our friendly Golden Retriever named Canada. Shouldn't we be focusing on Iran today? Trump: Announces 50% Tariffs On Cars, Automotive Parts, and Steel From 2027. https://t.co/40SbPDPMFC
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小鹏拆分机器人部门融资，人形机器人及物理AI领域融资热潮兴起。
$XPEV 拆分其机器人部门，并以超过 63 亿美元的估值融资逾 9 亿美元。 此前，Unitree 已完成首次公开募股(IPO)，目前市值约为 350-360 亿美元。 此外，还有由 $NVDA / $AMZN 支持的 Agility，其投前估值为 25 亿美元。我认为，Agility 在商业化方面实际上比小鹏汽车走得更远。 无论如何，人形机器人 + 物理人工智能(Physical AI)领域的融资正在真正起飞。
英文原文
$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng. Regardless, humanoids + physical AI sector funding is really taking off.
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澄清对AAOI的看多立场，虽不满其ATM融资时机但认可其产能瓶颈逻辑。
关于$6亿自动取款机(ATM)融资，到处都有误读。我依然看多$AAOI，且持仓较重（所以我更在意）。 我一直坚持的观点是：不喜欢过度使用ATM/稀释股权进行融资。此前在$IREN和$POET上我也这么说过。 我会对自己的持仓如AOI保持一致性。 然而，我超配AOI而非其他（看着你Poet）的原因是： AOI确实面临产能瓶颈，且需求可见度高。 关于时机： - AOI本应等到1.6T光模块认证完成（预计未来几周） - 本可使用高于市价的可转债等其他结构 但他们在股价从$220跌至$130时操作，且未来每次使用ATM都可能带来短期结构性抛压。 我不必支持每一个商业决策，才能继续做多。
英文原文
Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more). What I've been consistent with is not being a fan of overusing ATMs/dilution for financing. I've said this before with $IREN + $POET. And I'll be consistent with my own positions like AOI. However, the reason I'm still overweight on AOI vs. the rest (looking at you Poet): Is that AOI is actually capacity constrained with high demand visibility. In terms of timing: - AOI should have waited until completion of 1.6T qualifications (expected in the next few weeks) - Could have used other structures like convertible notes above market prices. But they did it on the drop from $220 -> $130, and it's likely there will be short term structural overhang whenever they want to tap into it. I don't have to support every single business decision to remain long.
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美拟对涉伊国家发动最大金融攻势，市场反应待定
据贝森特在《金融时报》称，‘黎明时分将开启一场经济版的诺曼底登陆(D-Day)，这是针对对手集结的史上最大规模金融攻势’。美国将针对与伊朗经济及金融体系进行互动的国家。新闻发布会将于今日美东时间下午1点举行。不太确定市场是否会欣赏这一举动，但让我们拭目以待。
英文原文
"At dawn begins an economic D-Day, The single greatest financial offensive ever marshalled against an adversary", per Bessent in FT. The US would target nations that engage with Iran's economy and financial system. Press conference is today 1 PM ET. Not quite sure markets would appreciate this, but we'll see.
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博主对某内容表示极度困惑。
@vincent_wong_ 我刚才读了什么
英文原文
@vincent_wong_ what did i just read
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博主感叹中国人形机器人进展迅猛，质疑谷歌出售波士顿动力。
看完中国“人形机器人奥运会”的视频片段后…… 我觉得我们要完蛋了，伙计们。 仍然无法相信 $GOOGL 卖掉了波士顿动力(Boston Dynamics)，我不认为我们还有另一款能做空翻的人形机器人。
英文原文
After watching clips of China's humanoid Olympics... I think we're cooked chat. Still can't believe $GOOGL sold Boston Dynamics, don't think we have another humanoid that can backflip. https://t.co/uERCqW85F5
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博主回应中国粉丝为其AI瓶颈投资法命名的趣事。
@Benedict542440 我是说，我的中国粉丝群显然给我的 AI 瓶颈投资风格起了个专属名字。 “紫苏叶理论”，也就是“Perilla Leaf Theory”/“Shiso Leaf Theory”，所以我会说差不多对吧？ https://t.co/cy44L7WPrW
英文原文
@Benedict542440 I mean my Chinese fanbase gave my AI chokepoint investing style its own name apparently. 紫苏叶理论”, the “Perilla Leaf Theory” / “Shiso Leaf Theory”, so I’ll say close enough? https://t.co/cy44L7WPrW
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博主幽默回应，表示将霍尔木兹海峡改名仍在其愿望清单中。
@ethics3606 把霍尔木兹海峡改名为“宁静海峡”依然在我的愿望清单上，别担心。
英文原文
@ethics3606 Renaming Hormuz to the Strait of Serenity is still on my bucket list don’t worry
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博主回顾粉丝破百万及观点验证，调侃身份危机并询问下一步方向。
正经历中期 X 平台身份危机： ✓ 看到 $AXTI 到 $NBIS 的 2025 年观点被所有人验证 ✓ 我们得到了 $AMD 头巾 ✓ 意外成为 X 上订阅人数第 1 的人 ✓ 中国“白发”昵称 ✓ 100 万粉丝 仍在此追踪观点，但下一个支线任务是什么？
英文原文
Having a mid-X identity crisis rn: ✓ saw 2025 ideas from $AXTI to $NBIS play out with everyone ✓ we got $AMD bandanas ✓ #1 most subscribed person on X by accident ✓ Chinese “White Hair” nicknames ✓ 1M followers Still here to track ideas, but what’s the next side quest?
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调侃分析师可能混淆漫威票房与网络业务增长。
@wannabepanacea 我预计会有 Rosenblatt 分析师询问 Marvel 关于其蜘蛛侠票房收入与网络增长的情况。
英文原文
@wannabepanacea I’m expecting a Rosenblatt analyst to ask Marvel about their Spider-Man box office sales revenue vs. networking growth.
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Reddit 认为 Marvell 获谷歌 TPU 大单，迎来重大利好。
显然，$RDDT 认为 $MRVL 近期有两个主要催化剂： 价值 122 亿美元的 Google TPU 生态系统协议。 以及…… 蜘蛛侠：“崭新的一天” https://t.co/qmUvJqjcpo
英文原文
Apparently, $RDDT thinks $MRVL had two major catalysts recently: The $12.2B Google TPU ecosystem agreement. And… Spider-Man: “Brand New Day” https://t.co/qmUvJqjcpo
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博主持有AAOI但对其融资策略存疑。
@OscarCantInvest 我仍然持有 $AAOI 的头寸，但我可能不喜欢其融资方式/时机/金额。
英文原文
@OscarCantInvest I still have $AAOI positions but I can dislike financing methods/timing/amounts.
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美国政府简报显示政策聚焦太空发射、采矿及多晶硅供应链。
最近阅读美国政府的事实简报（每周几份）很有趣。本周早些时候是“太空运输的黄金时代”，$SPCX 像 Faker 一样强力支撑着发射领域。$RKLB 和其他火箭公司作为 2030 年 1000 次发射/再入目标的受益者。本月我们还有：无人机组件关税、美国采矿/关键矿产交易、多晶硅供应链关税等等……所以看到美国政策聚焦于哪些板块非常有帮助。
英文原文
It's been fun to read these US Gov fact sheets (few a week) recently. Earlier this week was "Golden Age of Space Transportation", with $SPCX hard carrying the launch sector like Faker. And $RKLB + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030. This month we also had: - Drone component tariffs - American Mining / Critical Mineral deals - Polysilicon supply chains tariffs and a lot more... So helpful to see what sectors US policy is focusing on.
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AAOI频繁ATM融资稀释股权，博主强烈看空
随着 $AAOI 频繁进行 5 亿或 6 亿美元的自动柜台交易(ATM)发行，越来越难支持它。虽然运营前景可能在某时点转好，但股权结构/融资方式正变得对股东越来越不友好。我非常非常讨厌 ATM 和不断的资本募集，即便它们是在扩充产能。
英文原文
It's getting much harder to support $AAOI when they keep dropping $500m or $600M ATMs left and right. At a certain point, the operating outlook could be positive. But the share structure/financing becomes increasingly shareholder unfriendly. Really, really, dislike ATMs and incessant capital raises, even if they're building up capacity.
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质疑Citadel借加息恐慌低吸AI持仓，待市场反弹后高位派发。
呃，Citadel（城堡证券）？ > 声称紧急加息。随后引发更多崩盘/清算 > 不加息 > 主动联系购买被清算的对冲基金投资组合 > 以数十亿美元买入 Situational Awareness（情境感知）的持仓 > 声称 AI 牛市逻辑完好 > 市场反弹 > 在买盘压力下抛售 AI 股票 我只是在陈述时间线……
英文原文
Uhh Citadel? > Say emergency rate hike. More crashes/liquidations follow > No rate hike > Reaches out to buy liquidated hedge fund portfolios > buys billions of Situational Awareness holdings. > Says AI bull case is intact >markets rally > Sells AI stocks into the buying pressure I’m just stating the timeline here…
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硅光子+CW主导CPO，激光元件供不应求，2027-28年或现短缺。
@OnurKocerr 不，EML、CW、microLEDs 都是并行路线，硅光子+CW 是 2027-2028 年的主要商业化重点，尤其是共封装光学(CPO)。如果有的话，内存/光互连增加了激光供应商（包括 CW DFB）的总可寻址市场(TAM)。这些已经供不应求。因此，当 2027-2028 年到来时，我们可能会看到另一场类似内存的短缺……鉴于你的前三名未来两年已售罄，且像 $AAOI 这样的独立激光产能上线后正被内部用于光模块而非出售。
英文原文
@OnurKocerr No, EML, CW, microLEDs are all parallel tracks, with silicon phonetics + CW being the main commercial focus for 2027-2028, especially for CPO. If anything, having memory/optical links adds another material TAM increase across laser suppliers including CW DFBs. Which are already in short supply. So we'll likely see another memory style shortage when 2027-2028 comes about... Given your top 3 are already sold out for next 2 years, and independent laser capacity coming online like $AAOI are now being used internally for transceivers rather than being sold.
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POET获Lumilens订单，但Marvell自有IP或致其被Celestial项目排除。
@tozzi21 $POET 正在向 Lumilens 供货，Lumilens 是另一家顶级前二超大规模云服务商（拥有数十亿美元客户协议）的供应商。 光宝科技 (Lite-On) 是另一家主要参与者。 我只是说，鉴于 Marvell 在 Poet 提供的同一层级拥有自己的封装/集成 IP，他们很可能被 $MRVL Celestial 设计排除在外。
英文原文
@tozzi21 $POET is supplying Lumilens, which is another top-2 hyperscaler supplier (with billions in customer agreements). Lite-On is another major player. I'm just saying they got likely designed out $MRVL Celestial since Marvell has their own packagig/intergration IP in the same layer that Poet is offering.