$MTSI

How his view evolved

Every substantive take he's posted on $MTSI, newest first — each labelled with the stance he expressed at the time.

1. May 12, 2026Bullish

   Random CPO related names I like: - $SIVE - Foci (3363) - $TSEM - Browave (3163) - PCL (4977) - $AXTI - Msscorps (6830) - $IQE - Shunsin (6451) - Furukawa Electric (5801) - $MTSI - Nextronics (8417) - $LITE - $COHR - FitTech (6706) - $GFS - $ASX - LandMark (3081) - $SOI

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2. Apr 27, 2026Bullish

   @JeremyMaine4 $MTSI plans to buy $IQE out of debt and be a strategic investor? How could this be bearish.

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3. Apr 7, 2026Bullish

   For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. $SIVE: $302m 2. $AAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. $LITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: https://t.co/DWF9kRI9na

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4. Apr 2, 2026Bullishconviction 3/4

   Lightcounting: "This is not a typo" Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025). If you're looking for my favorite names: Compounders: $MRVL, $SMTC CW Lasers: $SIVE, $MTSI, $AAOI Foundries $TSEM, Win Semi Substrates/Epitaxy: $AXTI, https://t.co/fnTL2CMYoX

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5. Mar 25, 2026Neutral

   @yathatone2 They're all kinda high conviction... aside from $MTSI and Win Semi. You can probably just put all those in an equal weighted ETF and strongly outperform the market. There's more laser suppliers/foundries like $GFS, but I chose my personal winners in the list above.

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6. Mar 25, 2026Bullishconviction 3/4

   Every industry leader... Especially $AVGO (Physical Layer Products division) in this statement today. Cites Lasers as a bottleneck for semiconductors. If you aren't long... -> CW Lasers: $SIVE | $MTSI -> EML Lasers: $COHR | $LITE -> or their foundries in $TSEM/Win Semi https://t.co/U2jL4zwbtW

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