SANMUSMarket: US

ZZipTraderSASANMBUYM-term · Medium-term · Leaning2026-09-22

If Helios ramps the way Lisa Su says it will, somebody has to bolt those racks together, so I would expect San Mina to continue to have a nice whirlwind behind its back.

SSerenitySASANMBUYM-term · Medium-term · LeaningCOCOHRBUYL-term · Long-term · LeaningMTMTSIBUYL-term · Long-term · LeaningTTTTMIBUYM-term · Medium-term · LeaningShow more2026-03-26

$SANM and $TTMI were winners for the optical transceiver PCB bottleneck, but I could be wrong, but I felt laser chokepoints ( $LITE, $SIVE, $MTSI, $COHR, Sumitomo) in optical supply chains to be much more compelling for structural re-rating.

美美股投资网SASANMBUYM-term · Medium-term · Explicit2025-12-31

隨著 ZT 業務的並表, 2026 年第一季度的營收預增將高達 52%。管理層甚至提出年營收衝擊 160 億美元的目標, 正式切入 AI 基礎設施的爆發通道。