AU🧲 — sniff.trade

AU🧲

51 episodes · 122 trades · 1 speakers

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TRACKED TRADES

@au_xbt

4w

FOMO raised $75M, SOL has a large FTX unlock in July and PUMP has a major unlock on Ju…

IDEAS · 2

SOLSOLSHORTSOL at generational top with FTX unlock supply wave coming in July, chart shows staircase downtrend$72.90+0.39%›PUMPUMPSHORTPUMP token faces a massive supply unlock on July 14, overwhelming a thin $3.5M liquidity pool$0.00-43.60%›

@au_xbt

4w

These neocloud companies are effectively locked into NVIDIA. Their costs remain high an…

IDEAS · 2

NVDNVDALONGNVIDIA's coercive GPU lock-in over neoclouds is a moat, not a risk — pricing power is structurally entrenched.$198.84+5.03%›CRWCRWVSHORTNeoclouds are the weakest link in AI capex — locked to NVIDIA pricing, burning cash, and facing collapse as customers and capital flee.$71.84+24.56%›

@au_xbt

4w

下周大A看来还是功率半导体+长鑫概念股，美股目前功率半导体还是跟存储 https://t.co/bomqjeZFfa https://t.co/PzwO4c9vPL

IDEAS · 3

IFNIFNNYLONGInfineon dominates all three AI datacenter power delivery stages and is the clearest beneficiary of the AI infrastructure power semiconductor cycle.$72.56-20.37%›MPWMPWRLONGMonolithic Power Systems is gaining share in AI VRM and custom ASIC power delivery sockets, making it the highest-growth US-listed AI power semiconductor play.$1,423.73+10.56%›MUMULONGDRAM prices are surging 98% YoY while fabs run above 90% utilization, and the CXMT/Apple catalyst confirms demand is outpacing all supply; Micron is the pure-play US winner.$810.13-26.97%›

@au_xbt

4w

上次康宁 $GLW 172喊的赢了，这次150买入 $NRG 能赢吗，没啥成交一直涨还有那么大的看涨合理吗，分析见这篇 https://t.co/EemG7wdWGo ht…

IDEAS · 2

NRGNRGLONGNRG pulled back from 190 to 150 support while price keeps rising on thin volume, making the massive bearish call-selling look wrong.$134.19-10.10%›GLWGLWLONGNVIDIA locked Corning in as its AI fiber backbone with a $500M deal and warrants worth up to $3.2B total, targeting first optics company to $1 trillion market cap.$140.18-35.58%›

@au_xbt

4w

几句话拆解一下，ai电力需求很大→ 依赖公用电网的不行增长慢拖延→ 数据中心自己建电源可以快速投运控制权也在自己手里效率高→ 那么如何自己建主要用燃气发电机组和燃料电池部署快…

IDEAS · 7

BEBELONGBloom Energy is the top-ranked BTM winner as the SOFC leader supplying on-site data center power$206.01-18.91%›NRGNRGLONGNRG Energy is the prime BYOG/ERCOT beneficiary with Texas gas assets and management backing for direct data center power deals$134.19-9.98%›GEVGEVSHORTGE Vernova's large gas turbine orders peak around 2026 as BTM demand shifts to faster-deploying distributed solutions$972.97+7.73%›VRTVRTLONGVertiv wins from BTM buildout as high-power AI racks generated on-site require advanced thermal management$236.62-23.83%›

+3 more ideas →

@au_xbt

4w

Breaking Down SemiAnalysis Premium Report On AI Power Bottleneck And Every Stock Mentioned $BE $NRG

IDEAS · 7

BEBELONGBloom Energy is the report's top BTM pick; modular fuel cells fill AI datacenter power gaps the grid cannot solve before 2030.$206.01-16.75%›NRGNRGLONGNRG Energy is the only stock with a dedicated investment case in the SemiAnalysis BTM report, with Texas gas assets positioned to power AI campuses directly under ERCOT's BTM framework.$134.19-12.07%›GEVGEVSHORTGE Vernova faces peak turbine orders in 2026 as BTM customers shift to fast-deploy distributed generation, eroding the utility-scale CCGT backlog that underpins its premium valuation.$972.97+7.60%›CEGCEGSHORTConstellation Energy is priced for AI power demand that will bypass the grid; BTM makes grid-dependent utilities structurally less relevant than the market currently assumes.$263.67+2.42%›

+3 more ideas →

@au_xbt

4w

Right, today's index rebalancing is done, but pension fund rebalancing is not over yet.…

IDEAS · 2

SP5SP500LONGFear & Greed at extreme lows signals a near-term US equity bottom — buy the leveraged dip after Monday/Tuesday flush$729.64+2.02%›EWYEWYSHORTSouth Korean equities face a multi-factor selloff from stronger KRW, high leverage, negative gamma, and foreign outflows — short EWY as hedge$157.74+19.16%›

@au_xbt

1mo

$AAOI 上海庄名不虚传，不过semianalysis 都提醒大家逃顶了，多看semianalysis Citrini FundaAI的付费报告，少订阅只有带单的kol h…

IDEAS · 1

AAOAAOISHORTAAOI topped at $212 after a pump; SemiAnalysis called the exit and price is now cascading lower in a clear breakdown.$92.26+30.86%›

@au_xbt

1mo

Tech is down Eli Lilly and Company is up defensive stocks are this strong https://t.co/…

IDEAS · 2

LLYLLYLONGLLY surges ~$70 intraday on a risk-off day, proving defensive pharma absorbs capital fleeing tech.$1,132.11-4.45%›XYZXYZ100SHORTTech sells off as defensive rotation drains capital from growth; Nasdaq index heads lower.$27,967.54+2.82%›

@au_xbt

1mo

solana looks good https://t.co/gKXuIgW6Ts

IDEAS · 1

SOLSOLSHORTSOL at generational top: FTX July unlock floods supply as Solana Foundation pays KOLs to mask the dump$72.90-3.47%›

@au_xbt

1mo

$NBIS is expected to continue its sharp downside move at today’s US market open, printi…

IDEAS · 3

NBINBISSHORTNBIS is in a confirmed descending staircase breakdown; the market is waking up to neocloud overvaluation.$187.38+20.82%›CRWCRWVSHORTCoreWeave is the purest neocloud name poised to collapse as the AI capex circular funding loop unravels.$71.84+23.95%›NVDNVDASHORTNvidia is at the center of a circular AI capex loop with Broadcom that a Seaport analyst rates a Sell, warning its financial outlook is increasingly uncertain.$198.84-5.31%›

@au_xbt

1mo

是的，neocloud最先崩 https://t.co/cDV6ty9SRo

IDEAS · 2

CRWCRWVSHORTNeocloud names collapse first as circular AI capex becomes unsustainable; CRWV is the purest short$71.84+26.36%›NVDNVDASHORTCircular AI investment loop makes Nvidia's demand outlook increasingly uncertain; Seaport has a Sell$198.84-1.36%›

@au_xbt

1mo

Closed my $KORU short. KORU is down 10%, and everything is playing out according to the…

IDEAS · 1

KORKORULONGKORU dropped 10% into a key low; author closed short and flips to full-size long targeting a big rally next week$15.24-97.93%›

@au_xbt

1mo

韩股还能继续崩吗， $skhynix $koru 崩到前低就不崩了，理想位置应该是前高阻力变支撑，然后把尾盘没有按原计划抄底的补上，周五开盘和尾盘再抄一些满仓迎接下周和7月份…

IDEAS · 2

EWYEWYLONGKorean equities have sold off ~8% to prior lows/support; buy the dip for a rally into next week and July$157.74-20.40%›SKHSKHXLONGSK Hynix pulled back to ~1800 support (prior high flipped to support); buy dip for rally into next week and July—IDEA›

@au_xbt

1mo

The Korean market is selling off. If anyone followed my $KORU short, you can start taki…

IDEAS · 2

EWYEWYSHORTKorean equities selling off on high leverage and macro headwinds; KORU short already 15% in profit with further downside expected.$157.74+19.90%›SKHSKHXSHORTSK Hynix is the Korean market's key technical canary — prior highs flipped to resistance signal further downside in the broader selloff.—IDEA›

@au_xbt

1mo

Buying the $BTC bottom equals missing the AI stock bull market Urging others to buy th…

IDEAS · 1

DRADRAMLONGAI memory ETF DRAM is the author's all-in conviction play on the 2025-2030 AI stock supercycle.$51.11-27.60%›

@au_xbt

1mo

Playbook update. Based on my previous analysis, I am not very bullish on South Korean e…

IDEAS · 1

EWYEWYSHORTSouth Korean equities face near-term selloff on KRW strength, high leverage, negative gamma, and capital flight — short the Korea ETF.$157.74+19.72%›

@au_xbt

1mo

Corning $GLW is the strongest stock right now. Everyone is shilling it. It is up 30% si…

IDEAS · 1

GLWGLWLONGNVIDIA's $500M structural deal locks Corning into AI fiber supply chain, with 10x capacity mandate and $3.2B upside warrants$140.18-36.02%›

@au_xbt

1mo

$sol generational top, still not forgetting to hedge with short crypto https://t.co/AXg…

IDEAS · 1

SOLSOLSHORTSOL has printed a generational top; the 1h chart shows a clear lower-high structure from $75 to $65, pointing lower.$72.90-1.42%›

@au_xbt

1mo

Core PCE came in line with expectations, the US dollar is weakening, bull flattening in…

IDEAS · 3

SP5SP500LONGCore PCE in-line + dollar weakness = US equities grind higher into the close and Friday$729.64-1.58%›EUREURLONGIn-line inflation print + risk-on = US dollar weakens, EUR/USD climbs$107.35+4.24%›GLWGLWLONGFiber optic names move higher alongside Corning on AI data center demand; author has buy orders 5-10% above current levels$140.18-39.04%›

@au_xbt

1mo

$mrvl 的dsp是光里最赚钱最垄断的，最上游，下跌是因为CPO可能延期以及美元走强强杀估值，等年底或者明年CPO叙事起飞，大规模出货，数据中心加速替代铜就行就算弱也还…

IDEAS · 1

MRVMRVLLONGMRVL's DSP monopoly in co-packaged optics wins big when CPO ramp replaces copper in data centers by year-end or 2027$184.18-35.09%›

@au_xbt

1mo

康宁 $GLW 现在是继nok之后的币圈新宠吗？ https://t.co/imHffi3vPf https://t.co/KaVcIotgHi

IDEAS · 1

GLWGLWLONGNVIDIA's $500M strategic bet on Corning as the spine of AI optical infrastructure points GLW toward $1T market cap.$140.18-37.71%›

@au_xbt

1mo

$MU 利好长鑫利好长鑫概念股 $GLW 利好光纤利好京东方和长飞今天直接涨停？半导体设备和光继续冲! https://t.co/Qoafpouuth

IDEAS · 2

MUMULONGMicron's strongest-ever quarter + record Q4 guidance ignites post-earnings surge in the AI memory cycle$810.13-32.48%›GLWGLWLONGCorning lands multibillion-dollar fiber deals with Amazon and Meta, cementing its role as the physical backbone of the AI data center buildout$140.18-39.71%›

@au_xbt

1mo

Playbook update: Trimmed some $MU . Also sold the names that have not really moved, in…

IDEAS · 3

MUMULONGMicron sold off ahead of earnings then blew past every estimate, setting up a sharp rebound$810.13-32.49%›GLWGLWLONGCorning is the named catalyst pulling fiber optic names higher as AI data center optical demand surges$140.18-38.98%›ACMACMRLONGChina's domestic semiconductor equipment buildout, focused on BOE and chip equipment names, lifts ACMR as the key US-listed China semicon equipment play$76.87-26.88%›

@au_xbt

1mo

Although I am not very bullish on the Korean market. The U.S. has Trump, while the Kore…

IDEAS · 1

EWYEWYSHORTKorean equities face foreign capital outflow and leverage risk; short EWY after SK Hynix U.S. listing removes the near-term stabilizer$157.74+23.80%›

@au_xbt

1mo

Also picked up some $HYPE. If stocks keep moving higher, HYPE should move higher as wel…

IDEAS · 2

HYPHYPELONGHYPE tracks equity risk appetite; a continued stock rally pulls HYPE higher$52.60-17.96%›MUMULONGMicron just crushed earnings with record guidance; author regrets not buying more on the dip$810.13-32.19%›

@au_xbt

1mo

If today's Core PCE comes in favorable, will $MU see a gamma squeeze?👀 https://t.co/zS…

IDEAS · 1

MUMULONGMassive MU earnings beat + gamma squeeze mechanics = explosive upside amplified by dealer hedging$810.13-31.49%›

@au_xbt

1mo

Besides the stronger dollar and rising 10 year Treasury yields compressing valuations f…

IDEAS · 3

NBINBISSHORTNBIS, the most valuation-sensitive neocloud name, gets hit hardest as the circular AI capex loop unwinds under rising yields$187.38+26.96%›CRWCRWVSHORTCRWV, a GPU cloud name dependent on external capital, faces dual compression from rising yields and the unsustainable AI capex circular loop$71.84+30.30%›NVDNVDASHORTSeaport's Sell on NVDA: the circular AI capex loop between Nvidia and its cloud customers is unsustainable, threatening Nvidia's revenue outlook$198.84+0.19%›

@au_xbt

1mo

Nancy Pelosi disclosed two new stock trades. One was 200 $INTC call contracts with a $…

IDEAS · 1

INTINTCLONGPelosi's $1–5M INTC call bet + Intel CEO hire from SK Hynix and 18A foundry ramp signal stock heads to $140+ and beyond$88.12-33.64%›

@au_xbt

1mo

Some stocks are starting to rebound. The biggest gainers in my portfolio are $GLW, $ALA…

IDEAS · 3

GLWGLWLONGCorning is green while the market sells off on dollar strength, showing rare relative strength worth holding into a July rally.$140.18-34.85%›ALAALABLONGALAB rebounds as a top portfolio gainer after a dollar/yield-driven selloff; author is buying the dip into a July rally.$309.00-23.59%›MUMULONGMicron has already priced in a major selloff ahead of earnings, shrinking downside; author added more shares right after the open.$810.13-21.03%›

@au_xbt

1mo

My entry and call on $GLW was at 172. A doubling in Corning this year is entirely possi…

IDEAS · 1

GLWGLWLONGNVIDIA's $500M deal and Meta's $6B fiber contract transform Corning into core AI infrastructure; stock doubles$140.18-34.06%›

@au_xbt

1mo

Corning $glw breakout？The only stock in my portfolio that is up https://t.co/1NWCLRO87X…

IDEAS · 3

GLWGLWLONGGLW breaking out above key resistance as Intel confirms glass substrate investment, making Corning the primary US beneficiary of the glass substrate adoption cycle.$140.18-33.73%›INTINTCLONGIntel's 18A node is ramping and glass substrates are now a core AI platform, with Lip-Bu Tan targeting 10x shareholder returns as the foundry turnaround accelerates.$88.12-33.62%›AMAAMATLONGApplied Materials is the world's largest semiconductor equipment maker and a direct beneficiary as Intel's EMIB and glass substrate ramp drives a surge in advanced packaging capex.$502.39-13.41%›

@au_xbt

1mo

The impact of dollar strength finally showed up after the U.S. market opened During pr…

IDEAS · 3

MUMULONGMicron has already sold off into key support ahead of earnings, reducing downside risk and setting up a rebound.$810.13-20.75%›GLWGLWLONGCorning is outperforming on a down-tape day, backed by a fresh $6B Meta fiber deal and Intel's glass substrate push.$140.18-31.99%›GOLGOLDSHORTDollar strength is weighing on gold, which sold off in premarket before equities even reacted to the DXY spike.$4,054.75-2.91%›

@au_xbt

1mo

This is why Chinese semiconductor stocks were higher today even while US semiconductor …

IDEAS · 1

DRADRAMLONGCXMT's wafer ramp cannot close the DRAM supply gap, keeping the undersupply cycle intact through 2028 and lifting memory prices$51.11-25.45%›

@au_xbt

1mo

JPMorgan's AI Supercycle Thesis: Why semicap Wins $AMAT $KLAC $LRCX $ASML

IDEAS · 3

ASMASMLLONGGlobal WFE spend nearly doubles by 2028 per JPMorgan; ASML as the sole EUV supplier captures every advanced node dollar spent worldwide$1,645.37-6.58%›AMAAMATLONGAdvanced packaging is becoming AI's biggest bottleneck; AMAT is singled out as especially well positioned in this fastest-growing equipment segment$502.39-16.58%›KLAKLACLONGKLA holds majority market share in chip inspection equipment and just reported its strongest-ever visibility into 2027 demand, a unique forward signal during the AI fab buildout$179.38-29.38%›

@au_xbt

1mo

A one man bull market in Chinese equities. Completely ignoring whether US equities ar…

IDEAS · 1

ZHIZHIPULONGZhipu AI is surging on its own momentum, fully decoupled from US equity weakness, with +16% open on the day—IDEA›

@au_xbt

1mo

Just bought one third of my position in Micron $mu at 1060 on the dip. Should see a reb…

IDEAS · 1

MUMULONGMicron sold off into earnings; the pre-earnings flush sets up a rebound once results land$810.13-24.87%›

@au_xbt

1mo

The world is one giant Ponzi scheme https://t.co/X1x83pRpcl https://t.co/2CIXKpCwyg

IDEAS · 3

MUMULONGMicron's Anthropic deal plus blowout Q3 earnings cement it as the AI memory bellwether, driving shares higher$810.13-34.30%›SKHSKHXSHORTSK Hynix loses the MU/Anthropic deal and loses 10% in a single day as capital exits the Korean memory loser—IDEA›DRADRAMLONGThe AI capital cycle is a structural feedback loop locking capital into memory semiconductors regardless of rates or macro$51.11-36.48%›

@au_xbt

1mo

The common problem with low float meme stocks. I warned about it before the open #zhipu…

IDEAS · 2

ZHIZHIPUSHORTZhipu AI is a low-float meme stock at RMB 1 trillion valuation with sellers yet to appear; lock-up expiry will trigger a flush.—IDEA›GOOGOOGLSHORTGoogle is actively dragging down the broader US equity market, adding momentum to its -24% YTD slide.$361.18-2.41%›

@au_xbt

1mo

I hope the pullback gets even more intense. Ideally a circuit breaker flush so I can bu…

IDEAS · 3

MUMULONGMicron earnings sell-the-news dip is the entry point for a Q3 memory and semiconductor rally$810.13-30.51%›EWYEWYLONGKorean market circuit breaker flush is an aggressive dip-buy opportunity driven by negative macro news$157.74-23.14%›SP5SP500LONGUS market dips into late June on CTA selling and pension rebalancing, then rallies in July on ETF inflows and capital repositioning$7,350.35+0.12%›

@au_xbt

1mo

Back to fair value. After the FOMO, $SPCX has still returned to a reasonable valuation …

IDEAS · 1

SPCSPCXSHORTSPCX FOMO spike from $149 to $225 has fully reverted; valuation is stretched on price-to-sales, capping further upside$110.12+28.46%›

@au_xbt

1mo

Just a reminder that some of the major KOLs shilling $SOL are actually tied to the FTX …

IDEAS · 1

SOLSOLSHORTFTX July unlock + coordinated KOL shilling sets SOL up for a distribution-driven selloff$72.90-0.32%›

@au_xbt

1mo

optics stocks down, copper interconnect stocks up🔥 The technological bottlenecks in o…

IDEAS · 2

CRDCRDOLONGCopper interconnect sidesteps optical bottlenecks; CRDO keeps getting bid as AI infra spend flows to viable alternatives$208.98-32.03%›LITLITESHORTUS optical stocks stuck on unresolved upstream tech challenges; LITE stalls while copper interconnect steals the bid$722.94+15.13%›

@au_xbt

1mo

英特尔CEO陈立武做客播客 No Priors内容，粗筛了下结论大A🐮🍺 基本全面利好大A还有一些港股，美股只有些核心标，其它的涨幅还不如大A 目前光纤玻璃基板涨飞…

IDEAS · 8

INTINTCLONGIntel's 18A/14A process roadmap + foundry push positions INTC as the most direct beneficiary of Lip-Bu Tan's turnaround$88.12-37.96%›GLWGLWLONGIntel CEO explicitly endorses glass substrates as next-gen packaging standard, making Corning a core long-term winner$140.18-30.50%›MUMULONGHBM and DRAM are Intel-identified AI scaling bottlenecks driving a prolonged memory capacity expansion cycle for Micron$810.13-32.48%›AMDAMDLONGAgentic AI shifts compute demand back toward CPUs, triggering a re-rating for AMD as the market rotates from pure GPU focus$482.78-9.13%›

+4 more ideas →

@au_xbt

1mo

If the market ultimately validates the roadmap outlined by Lip-Bu Tan on the No Priors …

IDEAS · 8

INTINTCLONGIntel's 18A yield ramp and foundry rebuild make INTC the primary beneficiary of Lip-Bu Tan's manufacturing comeback.$88.12-36.87%›GLWGLWLONGGlass substrates moving from Intel research project to industry standard positions Corning as significantly undervalued with a structural monopoly on the transition.$140.18-31.48%›AMAAMATLONGAdvanced packaging becoming AI's primary performance driver puts AMAT at the center of one of semiconductors' fastest-growing segments.$502.39-20.80%›ONONLONGIntel's explicit pivot to GaN and SiC for power delivery and thermal management makes ON Semiconductor a structural beneficiary of next-gen AI chip infrastructure.$80.96-35.54%›

+4 more ideas →

@au_xbt

1mo

After Intel CEO Lip Bu Tan confirmed on the No Priors podcast that Intel will invest in…

IDEAS · 5

INTINTCLONGIntel's 18A ramp, foundry buildout, and glass substrate commitment set up a multi-year rerating toward a 10x shareholder return$88.12-36.78%›GLWGLWLONGCorning hasn't caught up to Chinese glass/fiber peers that already surged 30%+ on Intel's glass substrate commitment, plus CPO optical tailwind gives it ~21% of switch BoM$140.18-30.67%›AMAAMATLONGIntel's aggressive EMIB and advanced packaging scale-up directly expands the semiconductor equipment market, with AMAT as the largest public beneficiary$502.39-20.01%›MUMULONGHBM and DRAM are named AI industry bottlenecks by Intel's CEO, making Micron — the only US-listed HBM/DRAM pure-play — a structural beneficiary$810.13-31.28%›

+1 more ideas →

@au_xbt

1mo

My personal playbook for this week: I expect Monday and Tuesday to move higher, mainly…

IDEAS · 3

MUMUSHORTMicron earnings trigger a sell-the-news drop and IV crush, sending MU lower post-report$810.13+29.97%›SP5SP500LONGPost-Micron sell-the-news selloff plus CTA and pension rebalancing flush the broader market to end-of-June lows, setting up a July rally entry$7,350.35-2.79%›DRADRAMLONGMemory and semiconductors continue higher throughout Q3 on renewed ETF inflows and capital repositioning after the July 4th seasonal reset$51.11-36.99%›

@au_xbt

1mo

Everyone on the timeline is talking about Zhipu AI (02513) @Zai_org and GLM 5.2 Max rig…

IDEAS · 1

2512513.HKLONGZhipu AI's GLM 5.2 raises pricing 13% while holding costs flat; JPMorgan PT upgrade to HK$1,800 and a 4% float squeeze push 2513.HK to new all-time highs before July 8 unlock.$1,005.58-52.66%›

@au_xbt

1mo

After reading JPMorgan's report, $Kioxia still looks early JPMorgan raised its target …

IDEAS · 1

SNDSNDKLONGKioxia's NAND re-rating driven by AI inference demand and shareholder overhang removal spills directly into SNDK, its JV partner that manufactures all its NAND chips$1,237.71-45.21%›

@au_xbt

1mo

JPMorgan published WFE (semicap) report for clients on June 17. I only came across it t…

IDEAS · 4

KLAKLACLONGJPMorgan raises 2026-27 WFE forecasts; KLAC as process control leader is a direct beneficiary of accelerating AI fab spend.$179.38-29.83%›LRCLRCXLONGJPMorgan's raised WFE forecasts are bullish LRCX; it's the top chart performer at +63% and a direct etch/deposition beneficiary of AI fab expansion.$294.73-25.96%›AMAAMATLONGJPMorgan raises WFE forecasts bullish AMAT; as the broadest equipment supplier it captures spend across deposition, etch, CMP, and advanced packaging.$502.39-17.15%›GLWGLWLONGCorning is the most underappreciated AI infra beneficiary as glass substrates become the fastest-growing semicap segment and the market has not priced it in.$140.18-27.59%›

@au_xbt

1mo

Goldman Sachs' report provides an answer to a key question: if AI data centers broadly …

IDEAS · 3

GLWGLWLONGCorning owns ~21% of CPO switch optical BoM, making it the dominant optical winner as AI data centers scale up.$140.18-28.08%›NVDNVDALONGNVIDIA captures the largest single share of CPO switch BoM via ASICs and optical engine design as AI data centers scale CPO adoption.$198.84-3.74%›TSMTSMLONGTSMC fabricates and packages ASICs and optical engines for CPO switches, capturing a substantial share of the ~$44.4k combined component value per unit.$394.94-12.55%›