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MTS

MTSI

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by Convequity 1mo ago
MTSMTSILONG1w ago
“MACOM is being increased as a high-conviction name at the intersection of terrestrial data center optics and emerging space-based optical communications... The position is being increased as part of t”
Convequity

MACOM builds the critical analog parts needed to push data center speeds to 3.2T and just raised their 2026 revenue growth forecast to over 60%.

MTSMTSILONG@ $280.66
$248.28-11.54%
since call Jul 21
Trade on Robinhood →
MTSMTSILONG1mo ago
“MACOM (MTSI) — Top pick. The only company benefiting from all three dynamics: near-term heritage (TIAs and drivers in Mynaric CONDOR and classified programs)…”
Convequity · Simon He

MACOM is the top photonics pick, content per terminal scales superlinearly with space DC bandwidth

MTSMTSILONG@ $372.11
$248.28-33.28%
since call Jun 26
Trade on Robinhood →