FOCI
4Bull0Bear2Mention
Price data unavailable
View History (6, newest first)
- @Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up.
- Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash. Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components relative to MC in $NVDA supply chains. We'll see how this plays out.
- @MosheFeins48329 That doesn’t fit in the category of $10-100B. I’m talking about the more “validated names”. CPO hasn’t volume ramped at all either, just waiting on that for MSSCorp, Shunsin, Foci, and the others.
- @awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics. Second favorite pure play CPO exposure would be FOCI for me.
- @MattLay Honestly extremely surprised by those two, not going up another 50% yet. I think it’s because nothing CPO has scaled up yet so it’s not reflected in their balance sheets. But I have pretty high conviction in Foci, MSScorp is a lottery ticket for inspection monopoly.
- @_juicebox99_ I don't see FOCI becoming a $50B+ company. They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives structural re-rating related to MC. Not quite the same as the US model of TAM expanding into $100B+ companies.