Investment Insights

Broadcom's ($AVGO) massive CEO incentive package requires AI revenue to hit $90B-$120B by FY2030, showing extreme management conviction.

AMD's ($AMD) CEO receives performance stock units requiring a minimum 15% annual equity return, highlighting strong alignment and growth targets.

NVIDIA's GTC event reinforced a strong demand backdrop for data centers, with projections suggesting $1T+ in revenue by 2025-2027. The company intends to pursue a hybrid approach using both copper and optical interconnect technologies.

NVIDIA's GTC event reinforced a bullish demand outlook, with projected data center revenues nearing $1T by 2025-2027. Management maintains a balanced strategy on interconnect technology, utilizing both copper and optical scaling solutions.

NVIDIA's GTC event showed continued bullishness on demand, with management targeting $1T+ in Data Center revenue for '25-27, maintaining a balanced approach between copper and optical interconnect technologies for future scaling.

NVIDIA's GTC event confirmed sustained bullish demand for data center infrastructure, with projections suggesting capital expenditure in the $1T+ range through 2025-2027, maintaining a steady, albeit expected, growth trajectory.

NVIDIA's GTC event showed continued bullishness on demand, with a focus on $1T+ in projected data center revenue. The company is adopting a balanced strategy between copper and optical interconnects for scaling.

NVDA's GTC event showed robust long-term demand with data center revenue projections north of $1T. The company remains committed to a balanced approach between copper and optical interconnect technologies.

NVIDIA's GTC event reinforced bullish long-term demand for data center infrastructure, projecting $1T+ in revenue by 2025-2027. The company remains committed to a balanced strategy of both copper and optical interconnect technologies.

NVIDIA's GTC event reinforced a robust demand backdrop with projected data center revenue exceeding $1T+ for 2025-27, maintaining a balanced approach between copper and optical interconnect technologies for future scaling.

NVIDIA's GTC event showed stable demand for data center revenue, with the company confirming a hybrid approach of utilizing both copper and optical interconnects for future scaling.

NVIDIA's GTC event showed stable demand projections of $1T+ for 2025-27. Management maintains a balanced approach regarding the 'optical vs. copper' debate for data center scaling, signaling both technologies will remain vital.

NVIDIA's GTC event confirmed a robust long-term demand outlook for data center infrastructure, with industry projections exceeding $1 trillion in revenue through 2027.

The author argues against the CPO-driven bull case for Himax, noting that their strategic partner, FOCI, has been outmaneuvered by Suzhou TFC in the CPO supply chain.

Micron is poised to beat Street expectations due to severe AI-driven supply-demand imbalances, with pricing tailwinds projected to be longer and stronger than current consensus estimates for 2026.

Bearish stance on the Himax CPO narrative; argues that their strategic partner FOCI is losing out to Suzhou TFC in commercial execution for CPO fiber array units.

Bullish view; suggests the market is underestimating both the duration of AI-driven supply tightness and the magnitude of DRAM pricing tailwinds through 2026.

Caution regarding the Himax bull case; competitor Suzhou TFC is outmaneuvering their strategic partner FOCI in the commercial CPO ramp, potentially undermining the 'FAU narrative' thesis.

Cautionary view on the Himax CPO bull case; suggests strategic partner FOCI is losing ground to competitor Suzhou TFC in commercial execution for Co-Packaged Optics.

Bullish view on Micron, projecting that street consensus underestimates the duration of AI-driven supply tightness and the magnitude of DRAM pricing tailwinds in CY2Q26 and CY2H26.

Developing photonic devices and polymers for optical markets. Recently secured commercial validation via a landmark development agreement with Tower Semiconductor.