Frenchie — Voici 5 boites qui me paraissent prometteuse à horizon 2030 :
$STMPA / $STM — MCAP ~$66.6B / ~€58.3B
Le semi européen le plus stratégique selon moi après $ASML
La boite est sur…↗
June 2026 · 32 mentions
Jun 30
Frenchie — Le glitch argent infini ?
Bon parlons de Maxlinear $MXL car je crois qu’on assiste tout bonnement à un des repricing les plus importants du cycle
Pendant des années, le marché…↗
Jun 30
TheValueist — $MXL MaxLinear: Navigating the High-Stakes Pivot to AI Infrastructure. Investment Thesis. New: 6/30/26.
MaxLinear is attempting a meaningful identity transition from a cyclical br…↗
Jun 30
TheValueist — $MXL breaking out to all-time high today. I'm long MXL 1/21/28 c150. Still much more to go.
Club Valueist - get involved. It will be the best $1/month you will ever spend. https:/…↗
Michael Sikand 🦑 — Long $HLIT at $16
Known about this stock for months from a 9 figure manager in Florida I respect a lot.
He gave me $SIVE and $MXL before either were mentioned on X.
Ironically…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
InvestmentGuru — $PENG
$MRAM
$MXL
$CEVA
$NOK
Some of the best AI infrastructure plays in this market right now.
AI infrastructure is not just GPUs anymore. Memory, edge AI, connectivi…↗
Tradable Astronaut — $MXL is sitting at #1 on the Aion Index with a 10 day streak and +172.5% since added.
Biggest winner yet.
But that's just one name out of 1,183 tickers scored across 31 sector pro…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
InvestmentGuru — $MXL another strong play in market https://t.co/dxJgaatPVZ↗
Apr 29
Tradable Astronaut — I'm not bearish. The longer term structure is still intact.
But I'm being selective until mid-May.
Smaller size. Higher conviction only. No chasing.
The setups I've been trading…
March 2026 · 2 mentions
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
TheValueist — $MXL EXECUTIVE CALL SUMMARY: MaxLinear Inc (01/29/26)
Q4 2025 results reflected a continued recovery phase and a visible mix shift toward higher-value infrastructure, with revenue…↗
December 2025 · 1 mention
Dec 28
Gaetano — This post is FULL of valuable insight
It's clear that there is so much interest in Photonics
If you share that interest I highly recommend saving this post I tagged and coming ba…↗
— Would love everyone's opinion on 3 different types of stocks:
1. Your top 3 favorite long's in the entire market
2. Top 3 underrated stocks right now
3. Top 3 most overrated stock…
CK Capital — $MXL is up 10%.
Doesn’t care about the noise. https://t.co/2IyG1E7RNk↗
Jun 24
Serenity — 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 scalin…↗
Jun 23
Gaetano — I had Chat make a quick comp table
$SMTC $MTSi $ALAB $MXL $CRDO
It's a day old now so things changed
But check it out https://t.co/qJcTZkKbuw↗
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Gaetano — In my latest article I unpack the following:
$SMTC $MTSI $ALAB $MXL $CRDO
It is not a deep dive.
It starts with a quick pulse check on each company:
> What they sell
> What thei…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Serenity — @zhouyuan888 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…↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 16
CK Capital — Me and the sub are now currently up 24% on this position in just a few days. $MXL https://t.co/4ss6uumwyr↗
Jun 16
CK Capital — New All In stock tomorrow.
$MXL returned us 20% and the portfolio sits up almost 40% since the start which was about 2 weeks ago.
As always, sub will get in first before i make m…↗
Jun 15
CK Capital — Update on the All In portfolio.
Up almost 40% since we started this and our current position in $MXL is up almost 20% in a few days. https://t.co/lwoTfWZNfT↗
Kevin Maro — I agree with @CKCapitalxx on $MXL being an amazing long. Definitely worth the read. I am currently long $MXL↗
Jun 12
CK Capital — $MXL is my all in challenge pick as you guys know, and outside of the swing trade challenge, the stock looks amazing.
Here is what the company does and why I like them.
MaxLinear…↗
Jun 11
Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist :
$VPG : +15.9% sur la séance
Grosse continuation sur le thème capteurs de précisio…↗
Jun 11
CK Capital — All in trade absolutely flew today.
I think there is more room up for $MXL.
Semiconductor stocks will slowly recover from the broad selloff and $MXL would be in a very good spot…↗
Jun 11
CK Capital — Double BANG? $MXL https://t.co/8Nn931SWgW↗
Jun 11
CK Capital — My next all in trade for the full port challenge is $MXL.
It is down 30% from its highs in a broader semiconductor selloff and I think it snaps back.
$MXL makes the high speed an…↗
Jun 9
Kevin Maro — @BryzonX Great writeup. I can't, for the life of me, understand why most of retail doesn't know about $MXL.↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 7
Kevin Maro — My top 5 best AI stocks to invest in long-term:
These are my biggest positions, and I believe each of these will 10x or more over the next 5 years:
$NBIS: The man who built Russi…↗
Jun 3
Michael Sikand 🦑 — Northland's optical analyst Tim Savageux just raised $NOK PT to $20.
He is one of my favorites on the street and front ran photonics heavily before retail.
For example, he had bu…↗
Jun 3
Kevin Maro — I’ve sold most of this trade at a loss to allocate funds to $MXL and $MRVL (as it dips under $300) - letting some ride for the IPO↗
— @RyanGoldenberg2 Bro I'm mad i didn't long $MXL.
I literally called it out in subscribers chat before the entire rally. https://t.co/7dC01zDLJH
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 9
InvestmentGuru — 10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell…↗
Gaetano — We're seeing a trend with earnings
Companies that are already viewed from the market as having significant optics exposure are dropping 10-15%
Like $LITE $COHR $AAOI $FN $GLW…↗
May 8
Frenchie — Quelqu’un a suivi ?
$MXL était vu comme un play semi cyclique broadband
Mais les chiffres montrent une transition rapide vers l’infrastructure IA, avec l’optical data center con…↗
May 7
Tradable Astronaut — The Aion Index just got an upgrade.
Top 40 & Top 60 views are now live.
That means you can start tracking names as they climb the ranks before they ever crack the top 20.
Earlie…↗
May 5
Frenchie — Est-ce que je vous ai déjà parlé de $MXL ? https://t.co/DntqGNL76i↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 2
InvestmentGuru — $MXL makes the chips that sit inside the optical interconnects powering AI data centers — high-speed, low-power connectivity solutions that every hyperscaler building next-gen infr…↗
May 2
Frenchie — @aleabitoreddit The biggest bagger for me was $MXL which did stupidly good. 👍↗
May 1
Frenchie — Les actions que je regarde actuellement :
> $MXL : semi-conducteurs, MaxLinear conçoit des puces pour la connectivité, le broadband, les réseaux, les data centers et certaines inf…↗
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
Serenity — @Sopcaja lol still can’t believe $MXL shot up 70% a day later, my timing is pretty uncanny↗
Serenity — Photonics go brrr.
$MXL +76.2% (lol)
$AAOI +15.03%
$SIVE +12.69%
$AEHR +7.07%
$SOI +6.19%
$LITE +4.96%
Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co…↗
Apr 24
Frenchie — Faut qu’on parle d’une des plus grosses perfs boursières de l’année : MaxLinear $MXL
>+80% sur la séance, pour atteindre environ 5 Md de capitalisation.
L’action explose parce q…↗
Frenchie — MaxLinear $MXL qui est entrain de partir tout droit
>+35% en after hours
>La boîte est directement impliqué dans le narratif datacenters — 5G — Wifi 7
> Ses derniers earnings…↗
Apr 24
InvestmentGuru — $MXL just went nuclear in AH — and the numbers back it up
MaxLinear ripped +33% in after-hours tonight after delivering a clean Q1 earnings beat — adjusted EPS of $0.22 vs. $0.18…↗
Apr 23
TheValueist — $MXL KEY READ-THROUGHS FROM MAXLINEAR Q1 2026 EARNINGS CALL
MaxLinear’s Q1 2026 call provides a high-quality cross-market signal that AI data center networking demand is accelerat…↗
Apr 23
Serenity — @AtlasShrug1 Yeah should have went long when I said $MXL was compelling for scale across lol.
Feeling the fomo for sure↗
TheValueist — $MXL (Bloomberg) -- MaxLinear forecast revenue for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
•Sees revenue $160 million to $170 mi…↗
Apr 21
Tradable Astronaut — There is always a bull market somewhere.
1,182 tickers scored across 31 sectors.
$AEHR 100, +113.8% since added. 13 day streak.
$MXL 100, +25.7%
$SOXL 100, +36.3%
$CRDO 100, +…↗
Apr 21
TheValueist — $MXL ripping +15% to open. All-time high. https://t.co/SD6mtN2jdE↗