$MCHP 0.61 Developing

Notable posts

• @StockSavvyShay neutral 824 eng

  5 LAYERS OF THE 1.6T OPTICAL SUPPLY CHAIN The move to 1.6T optics is turning every transceiver into a denser semiconductor system with more content flowing into DSPs, lasers, timing, power management and broader network around each module: 1. $MRVL, $AVGO, $CRDO & $ALAB form signal-processing layer behind 1.6T optics supplying DSPs, SerDes, retimers & equalization that push 224G electrical lanes into next-generation transceivers 2. $COHR, $LITE & $AAOI sit at optical front end across lasers, drivers, photodiodes & TIAs with Coherent consuming all of its InP laser output internally, Lumentum demand still running above supply & AAOI already landing a $200M+ volume 1.6T hyperscaler order 3. $SITM is less obvious timing beneficiary supplying precision oscillators inside transceivers on both ends of an optical link so content scales directly with module count as 1.6T deployments ramp 4. $MPWR, $ADI, $TXN, $MCHP & $ON provide power-management layer as higher-speed optics require more voltage regulation, power conversion & thermal control inside every module 5. $APH, $TEL, $GLW, $CIEN, $NOK & $ANET extend the opportunity beyond the transceiver into connectors, fiber & networking infrastructure required to move 1.6T bandwidth across broader AI fabric

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @wallstengine neutral 93 eng

  Today's Key Events (All EST) — 08/06/2026 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 10:00: US Wholesale Inventories MoM Revised 17:30: Fed's Musalem Speaks Before Open 👇 06:00: Celsius $CELH 06:00: Oscar Health $OSCR 06:20: Himax $HIMX 06:30: Planet Fitness $PLNT 06:30: Kenvue $KVUE 06:45: Warby Parker $WRBY 07:00: Datadog $DDOG 07:00: ConocoPhillips $COP 07:00: D-Wave Quantum $QBTS 07:00: Energy Fuels $UUUU 07:00: Unity $U 07:00: Fiserv $FISV 07:00: Keurig Dr Pepper $KDP 07:00: Insmed $INSM 07:00: Zoetis $ZTS 07:00: BlackSky $BKSY 07:00: Peloton $PTON 07:00: Howmet Aerospace 07:00: Shift4 $FOUR 07:00: Warner Bros. Discovery $WBD 07:00: PENN Entertainment 07:00: Palladyne AI $PDYN 07:05: Constellation Energy $CEG 07:30: Cheniere Energy $LNG 08:00: Ralph Lauren $RL After Hours 👇 16:00: Airbnb $ABNB 16:00: Trade Desk $TTD 16:00: Serve Robotics $SERV 16:00: Akamai $AKAM 16:00: Doximity $DOCS 16:05: Rigetti Computing $RGTI 16:05: Innodata $INOD 16:05: MP Materials 16:05: Roku 16:05: Red Cat $RCAT 16:05: Atlassian $TEAM 16:05: Rocket $RKT 16:05: Ouster $OUST 16:05: LYFT 16:05: Twilio $TWLO 16:05: Marathon Digital $MARA 16:05: Dropbox $DBX 16:05: JFrog 16:05: Natera $NTRA 16:10: Applied Optoelectronics $AAOI 16:10: Monster Beverage $MNST 16:15: DraftKings $DKNG 16:15: Cloudflare $NET 16:15: CleanSpark $CLSK 16:15: Microchip $MCHP Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day

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