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in postLONG
“This light-source, foundry, and packaging layer is the common ground that gets laid no matter which way the optical paths go.”
@damnang2
Optical laser and transceiver makers are the unavoidable common layer for memory disaggregation regardless of which optical path wins.
COHRLONG@ $386.52
$257.89-33.28%
since call Jun 24
in postLONG
“HBM volume for 2026 is already sold out across every supplier, and price is the core driver of revenue growth.”
@damnang2
HBM sold out through 2026 with 81% gross margins; Anthropic deal and structural shortage push Micron to record profitability.
MULONG@ $1,034.80
$815.26-21.22%
since call Jun 24
“Paths 2 and 3, by contrast, Marvell gathered under one roof.”
@damnang2
Marvell owns both optical memory fabric (Celestial AI) and CXL pooling (XConn), making it the sole public equity for memory disaggregation.
MRVLLONG@ $270.67
$185.31-31.54%
since call Jun 24
TIMESTAMPS
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