https://open.substack.com/pub/fundaai/p/weeklyhightened-volatility-coherent?r=4k4uta&utm_medium=ios

@tailrisked @jukan05 @FundaAI Semtech def

@jukan05 @FundaAI @grok how does this benefit $CRDO

@jukan05 @FundaAI Is it molex / semtech time JUKAN?

Give me near packaged

Or give me death

NPO (Near-Package Optics) in Rubin Ultra nearly doubles optical-engine content per GPU (~2.25 to ~4.0, +78%) and drives ~12M unit demand.

Unlike CPO (which favors tight advanced packaging), NPO expands content, assembly, and supply-chain role for optical-module vendors.

CRDO benefits via its DSPs, 1.6T ZeroFlap optical transceivers, and silicon photonics (DustPhotonics acquisition) that enable high-density GPU-to-GPU interconnects. Credo already demonstrates these in Rubin Ultra NVL576 / Kyber rack configs.

Higher optics density directly grows CRDO’s optical TAM.

@jukan05 @FundaAI $ALAB $AVGO $CRDO $LITE $COHR $MRVL. Maybe $AAOI ?

@jukan05 @FundaAI 👍

@jukan05 @FundaAI Is it the next trillion dollar company?

@jukan05 @FundaAI $AVGO

@jukan05 @FundaAI $SMTC?

@jukan05 @FundaAI Every time optical content per GPU goes up, the list of winners gets a lot longer than just Nvidia.

@jukan05 @FundaAI LITE?

@jukan05 @FundaAI 👀👀👀

@jukan05 @FundaAI mrvl is king in optic

@jukan05 @FundaAI innolight？

@jukan05 @FundaAI Fking good post! Absolutely bullish $SMTC lol

@insane_analyst @tailrisked @jukan05 @FundaAI Why good for Semtech? Thought they don’t have much content in CPO/NPO configs, unless a linear equalizer is needed in NPO?

@jukan05 @zephyr_z9 @FundaAI $tsem

@jukan05 @FundaAI $lite