2021 and still haven't started my 100 bagger move (Spectra7 SEV, Lightwave Logic LWLG)
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Hmm, what about infiniband? Who will be the nr1 switch provider there then?
Great line up. Thanks for posting. I do love how you worded nr 5.
Raouf delivers a good presentation packed with understandable information. 2024 Q2/Q3 will burst this market open for S7. Analog chips aren’t simple to make. Competition will ve struggling to have that quality signal. 3x in growth potential compare to common datacenters.
Broadcom’s switch is holding every up, but it seems to be cleared, those issues with it. ACCs is well know and respected. Really like that comment from Raouf.
Almost 13% insiders holding stock. When money is needed, they will step in.
Hugely undervalued. A bit more patients is needed. Timeline is 4 to 6 months
Video is up
Not available yet.
All events are available to view on our YouTube Channel: www.youtube.com/@EGC
Forgot to listen. Damn
Gary, do you think investing is pure logic? Asking questions were you know it won't get a good answer is a waste of effort, imo. We know that ACC's are in production in limited quantities, datacenters are gearing up... slowly, AI will be the mean driver, and S7 has a good change (based on what we found out) to serve that market. I placed my bet and await to flip my cards when asked. A good starting hand gives you an edge. Were are awaiting the 'turn' and the 'river'
I was at a party on monday. Trying to explain shareprices isn't the only thing to look for. My conclusion is that most people don't get the proper training to start investing. They 'feel' a constant stress, I don't blame them but better learn asap. Those parties are a mess for stocktips. People get pumped and then the trouble starts, nobody told them to wait for 5 years.
I have learned it pretty much all by myself. Learned the hard way. Made it all back and more. I focus on the changes a company gives me to a certain price it sells. Yes, waiting is most of the effort.
One last think. A youtuber called me out because I didn't sell my 100 bagger at 3.5 dollar. I bought it at 0.035. I paid 500 dollars and think the pps can get to 20. So why should I cash 50K and miss all the fun.
Be early and be patient.
Credo's CC. good to see the rollout of 400G and especially 800G is coming off the ground.
https://capedge.com/transcript/1807794/2024Q2/CRDO
DriveNets Network Cloud-AI. 1/ idle GPU is losing money 2/ 32K 800G ports is huge.
From the NVDA CC, nice to hear the CEO says it's not only the chips that are important but among also...the cables. You gotta love that.
Jensen Huang
Absolutely believe that data center can grow through 2025. And there are, of course, several reasons for that.
We are expanding our supply quite significantly.
We have already [ wanted ] the broadest and largest and most capable supply chain in the world. Remember, people think that the GPU is a chip, but the HGX, H100, the Hopper HGX, has 35,000 parts. It weighs 70 pounds. Eight of the chips are Hopper.
The other 35,000 are not. It is -- it has -- even its passive components are incredible, high-voltage parts, high-frequency parts, high-current parts. It is a supercomputer and therefore, the only way to test the supercomputer's with another supercomputer. Even the manufacturing of it is complicated. The testing of it is complicated. The shipping of it is complicated and installation is complicated.
And so every aspect of our HGX supply chain is complicated. And the remarkable team that we have here has really scaled out the supply chain incredibly, not to mention all of our HGXs are connected with NVIDIA networking, and the networking, the transceivers, the NICs, the cables, the switches, the amount of complexity there is just incredible.
And so I'm just -- first of all, I'm just super proud of the team for scaling up this incredible supply chain.
We are absolutely world class. But meanwhile, we're adding new customers and new products.
Kinda fun to sit here only the lonely. Pure gold this network.
No for us but this is good to see. Credo can play their part too.
https://capedge.com/transcript/928876/2023Q3/TSEM
For our silicon germanium business, we are seeing significant first year design wins for linear pluggable optics LPO components, which promissory player costly DSPs and advanced optical modules.
For your reference, please see Slide 7. LPOs integrate some additional functionality traditional into traditional silicon germanium drivers and transimpedamplifiers to eliminate the need for costly and power hungry, deep digital, digital signal processors in many 400-tand 800G application. This new innovative technology offers improved cost, reduce power consumption and reduce latency for data center, including for AI applications.
We have also seen design wins in first orders for retimers used in active copper cables built with our silicon germanium technology, serving top data center hyperscalers and hyperscaler providers. It is an alternative to more costly pluggable optics, particularly for short-reach applications, further expanding our silicon germanium total available market.Finally, and also of significant importance, we see increased activity towards the newer market of satellite Internet service using silicon germanium phase dire, offering the best performance and cost trade-off and terrestrial receivers employed by these systems.
Me too
Would we love a buyout price of 500M?
I believe CRDO could also be interested expanding their active copper initiatives
First we need to sell some cables or have proof we are a signed partner
MACOM latest CC
Our data center end market revenues grew sequentially in Q4.
In addition, for the full fiscal year 2023, data center revenues grew by 6% year-over-year, growth that was primarily driven by high data rate short-reach applications. The data center market continues to provide growth opportunities for MACOM, and we expect new product introductions will be the primary growth driver for us in this market.
We are focused on designing and producing industry-leading XPoint switches, high-speed TIAs and laser drivers for a wide range of applications.
Our strategy is to be the first to market when data rates jump to higher speeds.
As an example, we recently announced and demonstrated an industry-leading [ 200G per lane transom penetsamplifier], or TIA, for short-reach applications and a 200G per lane linear equalizer for use in active copper cables. Both products will support 1.6G deployments. Data center architectures continue to evolve. We believe many of today's deployments require significantly more short-reach optical and/or copper cable to make connections.
Our high-performance connectivity team offers an industry-leading portfolio of products at 50G, 100G and 200G per channel to support these requirements. In some applications, our solutions enable lower cost lower latency and lower power consumption versus traditional solutions.
Additionally, our linear equalizer products enable copper interconnects to be extended in reach and into higher-speed applications. Previously, a market segment addressed with more expensive active optical cables or AOCs and pluggable transceivers.
@admin, $RNDR is moving away from Ethereum onto Solana as $RENDER.
Can you adjust the ticker please?
https://www.geckoterminal.com/solana/pools/HAWNPF6UZ8YgWisd2gsECNSchdn3hQTEujsZtGxKM1MW
A bit more power consumption then previous presentations.
https://www.spectra7.com/Spectra7CorporateOverview-2023-11-06.pdf
You should read the latest press release.
Yes correct. Just saw it on slide 13. 800G pam 4 with 4 chips on one side.
112G chips can give speeds to 800G pam 4 per cable. How many chips will that be, 4 or 8? I'm not sure
Yes you are wright. Makes sense with the comment from Raouf, 8 chips per cable = 40 bucks
Thx SEV.
Tbf I don’t like that low price of 10$.
Oke great.
Spectra7 has the perfect cables for Nvidia. High speed, low latency, low power and just the right lenghts (around 4M) Mellanox $NVDA work with $SEV.V in the past. https://t.co/BfvKHIh9HD
— Steve Schiets ⭕️ (@SchietsSteve) November 2, 2023
Its on the presentation. Interconnect business expected to be 3,5B$ (TAM) and the active copper part (SAM) is 1B by 2027.
Active copper is for ACCs AND AECs.
Raouf said there can be 8 chips per cable.
We don’t know the pricing, likely higher then previous chips, we don’t know the sweetspot what will be used in numbers by length
You have to pay attention to what the market is doing. The 800G market just took their babysteps. Bonnie addressed this.
Those reports used in presentations are just that. High paid idiots throwing numbers around in order to be used in companies presentations. It’s misleading i agree. It give you an idea. That’s all.
Follow the news on infiniband. We are getting there
I didn’t knew it was that mich but good i know now. Mellanox has been the most important thing for Nvidia.
By accident im watching a Solana presentation with Kyle Samani, he said that Mellanox was bought by Nvidia for 7B$
Choosing InfiniBand or Ethernet? Ethernet-based AI Networking to grow at over 100% CAGR
https://650group.com/blog/choosing-infiniband-or-ethernet-ethernet-based-ai-networking-to-grow-at-over-100-cagr/?utm_content=269888171&utm_medium=social&utm_source=linkedin&hss_channel=lcp-11282464
Try to not bother. When the money comes in, we will know.
That could change quickly with a nice clip of orders.
For those geeking out over datacenter set-ups.