MXLMaxLinear Inc

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1. 06/24/2026, 06:52MentionView on X →
   OpenLight (private) seems to get bigger and bigger every time I look at it. If you’re curious about their public ecosystem outside of Advantest: $JBL ( $SIVE partner ) for scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposure into private growth through public equities if you’re not an accredited investor. Since optical players look very interconnected.
2. 06/19/2026, 13:01MentionView on X →
   Sometimes, I just like sharing ideas to see how it does in markets or if others find it interesting! $MXL, for example, I called out right literally right before that tripled for example, but didn't take positions. I'm basically fully allocated for this year, so if I do add a new name, I have to change weights around. I do change positions a lot, just due to different bottlenecks / architecture changes or macro, especially earlier in the year during wartime. But I think a lot of my names are just waiting to play out, especially with CPO.