Positive (0)
No positive opinions in this period.
MACOM Technology Solutions Holdings, Inc. · TradingView
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
我的美股五大核心投资主题:AI x 生物技术、大宗商品、光子技术、未来支付轨道、能源
My opinion is that the optical sector underperformance recently from $AAOI to $SIVE (and $LITE, $MTSI) has been absurd, since demand visibility is stupidly high and shortages are expected for the next 3-5 years.
看好 $MTSI,2027 年以后 CPO 爆发式增长。