media.tenor.com
oprah winfrey is wearing a red dress and holding a microphone in her hand .
ALT: oprah winfrey is wearing a red dress and holding a microphone in her hand .
#$LITE is an active hashtag on Bluesky. In the last 30 days, 5 people shared 12 posts with it — around 0 a day. Activity is up 400% versus the previous week, peaking on Aug 4 with 2 posts.
media.tenor.com
oprah winfrey is wearing a red dress and holding a microphone in her hand .
ALT: oprah winfrey is wearing a red dress and holding a microphone in her hand .
open.substack.com
Lumentum CEO Warns of Severe InP Shortage
Lumentum CEO warns indium phosphide supply is tighter than DRAM and NAND as Nvidia invests billions to secure lasers for AI data centers amid soaring demand.
aistockwire.com
LITE, COHR earnings week: 30+ AI stocks report Aug 10-14
Lumentum (LITE) and Coherent (COHR) are 12-for-12 on beats. See every AI stock earnings date this week, photonics to bitcoin miners, Aug 10-14.
notreload.xyz
Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
open.substack.com
InP: Why the Shortage?
Lumentum CEO warns InP shortage may surpass memory chips. AI data center demand surges, capacity lags until 2028. Learn why InP supply is critical.
www.thetechnologyletter.com
The Technology Letter
A regularly updated view into technology trends and investments.
aistockwire.com
LITE, COHR earnings week: 30+ AI stocks report Aug 10-14
Lumentum (LITE) and Coherent (COHR) are 12-for-12 on beats. See every AI stock earnings date this week, photonics to bitcoin miners, Aug 10-14.
notreload.xyz
Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
open.substack.com
InP: Why the Shortage?
Lumentum CEO warns InP shortage may surpass memory chips. AI data center demand surges, capacity lags until 2028. Learn why InP supply is critical.
open.substack.com
Lumentum CEO Warns of Severe InP Shortage
Lumentum CEO warns indium phosphide supply is tighter than DRAM and NAND as Nvidia invests billions to secure lasers for AI data centers amid soaring demand.
open.substack.com
LITE Management Dialogue Sends Key Signals!
Lumentum management signals optical growth ahead. Key shifts from EML to CPO and high power lasers through 2027.
open.substack.com
AAOI: Chasing the AI Optical Module Boom
Applied Optoelectronics (AAOI) powers AI data centers with 800G optical modules. Strong revenue growth, but valuation and risks remain high.
aistockwire.com
Nvidia (NVDA): Kyber rack delay to 2028, who benefits
SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028 and Rubin Ultra was cut in half. Here's what it means for NVDA, AMD, and photonics stocks.
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