Semtech. Every tracked FinTwit mention of $SMTC, newest first. 121 mentions since the first on Jan 4, 2026. See the price chart.
July 2026 · 15 mentions
Jul 16
BULL OF BRITAIN — $SPY is holding between 750-760 yet your stocks are going down heavily.
No new money is coming into the market.
But companies like $AAOI, $SMTC, $CRDO , $MRVL are hitting ATH tu…↗
Jul 14
Gaetano — If you want to learn more about $SMTC
Read this!
I decided to take the paywall down so everyone can read it
https://t.co/R0AECjeWVn
Basically my goal with this one was just to…↗
BULL OF BRITAIN — @SharkSociety_ @0xBADB01E I think anyone who was writing off copper was destined to fail. I initially was on that band wagon but now I am heavily allocated in $CRDO / $SMTC specifc…↗
Jul 8
BULL OF BRITAIN — Two threads just got published by @0xBADB01E
that changed how I think about the AI trade. Ill try my best to translate as easy as possible.
> One showed inference is a LATENCY p…↗
Jul 8
KawzInvests 🦑 — Gaetano's right you gotta dig into $SMTC.
"Semtech is uniquely positioned at this intersection with a portfolio that spans scale up, scale out, and scale across, addressing the fu…↗
Jul 8
Gaetano — Why I like $SMTC...
Positioning
Product mix
Pre-inflection...
Yes I know the stock is going down. They all are.
But the story here is worth understanding
The amount of architec…↗
Jul 6
BULL OF BRITAIN — Non-CPO names printing hard rn. I mentioned a few names quite alot
$CRDO +14%
$SMTC +7%
$AAOI +6%
Even if the SemiAnalysis news is wrong. These will still be relevent, and if…↗
Gaetano — We know $CRDO is going to like this
But I'm telling you, you guys gotta dig into $SMTC
Just look at their product roadmap
Listen to their earnings call
Or even just plug their…↗
Jul 5
Gaetano — It's clear that people are getting interested...
So in this article I talk about some of my own recent buys. I took a handfull of positions on Thursday.
I also discuss a wide ran…↗
June 2026 · 31 mentions
Jun 29
BULL OF BRITAIN — The second I posted this, they all reversed.
I'm on to you fuckers.
$SMTC $AAOI $CRDO https://t.co/vZ4vdttRfP↗
BULL OF BRITAIN — @crux_capital_ We are going to make it bratan $SMTC is the way.↗
Jun 25
Gaetano — The bases that $smtc and $nok are forming are notable.
Hope this resolves upward of course.
Two of my higher conviction names here.↗
May 2026 · 31 mentions
May 27
Gaetano — What a volatile morning! $SMTC
That sell from $187 to $155 came in a flash
I do believe that if we didn't get that flush across the board, that Semtech would be pushing higher…↗
May 27
Gaetano — $SMTC
I am very impressed.
TLDR;
> Data-center revenue accelerated.
> Q2 guidance stepped up hard.
> CopperEdge shipments started with a U.S. hyperscaler.
> 1.6T FiberEdge is…↗
May 26
TheValueist — $SMTC KEY READ-THROUGHS FROM SEMTECH Q1 2027 EARNINGS CALL
Semtech’s Q1 FY2027 call was an important cross-sector signal for AI data-center connectivity, optical modules, active c…↗
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…
March 2026 · 14 mentions
Mar 25
Gaetano — Maybe its time for $SMTC to get some attention↗
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: +…↗
Mar 20
Gaetano — A few days ago I posted about $SMTC earnings
Along with a quick thesis
The stock continued to push lower after a bad earnings reaction
I found the price action attractive today…↗
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 17
Gaetano — 1-10 Billion $AAOI $AIXA $SMTC
AIXTRON - $AIXA $2.5B
$AIXA Sells the specialized machines used to manufacture advanced photonics and power chips. As AI optics and compound semico…↗
Feb 9
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
January 2026 · 4 mentions
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…↗
Jan 12
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
BULL OF BRITAIN — While everyone is freaking out, this is what's on my shopping list and why I chose these names, so here is list:
• $AAOI - $130 is an absolute joke for what they are guiding
• $…↗
Jun 23
BULL OF BRITAIN — @smdcapital Yeah, stuff like $AAOI seems really ridiculous at 140~, $CRDO, $SMTC etc etc↗
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↗
Jun 22
Gaetano — It is really nice to see the strength in optics today
$GLW $COHR $VIAV $SMTC $AAOI $NOK etc.
Especially nice to see $GLW and $COHR relative strength
I believe that these are two…↗
Jun 22
BULL OF BRITAIN — And this is exactly why I am so bullish on $SMTC - good write up by @CKCapitalxx
$SMTC are currently operating with ONLY 25% of their revenue in the AI/Data center space. It's ex…↗
Jun 22
CK Capital — The latest leak points to $GOOGL developing its next gen TPU v9, with MediaTek securing the chip design order. Everyone is focused on who designs the chip.
The part that strength…↗
Gaetano — There’s STILL time to learn about $SMTC↗
Jun 22
BULL OF BRITAIN — I gave you $KEEL and $CRDO - both up +75% in one month.
$SMTC is next. https://t.co/ToJWF7Ai9t↗
Jun 22
Gaetano — One day $SMTC will catch the bid it deserves...↗
Jun 22
PhotonBull — The v9 upgrade is a signal integrity problem in disguise. More memory and bigger packages mean data has to travel further and faster inside the rack, and that pushes the electrical…↗
Jun 22
BULL OF BRITAIN — My port today
$Mirae - 12%
$Mini-max - 23%
$Hynix - 6%
$SMTC - 10%
$PENG - 9%
$KEEL - 5%
Good week so far (not even opened yet)↗
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
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
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 18
Gaetano — I'll be honest
I would have expected $smtc to smash through ATH
The market reaction is somewhat confusing to me
Especially with the bid that copper names have received
But my…↗
Jun 15
Gaetano — I still think $SMTC has plenty of upside in store
Seeing how much of a bid $CRDO has been catching
I like them both in my basket.
I still believe it is very under-appreciated…↗
Gaetano — This is a really important post if you care about optics
$lite $cohr $poet $crdo $smtc $aaoi
Please give it a bookmark + read↗
Jun 9
KawzInvests 🦑 — Expect some short term selling in photonics names on the CPO/800V delay headline. The market will paint the whole sector with one brush.
Photonics is not just CPO. CPO is one sl…↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 7
Gaetano — What happens next?
A few of my favorite companies hit my trendline on Fri
Names like $glw $smtc $nok $viav all hit
So now what?
Do they respect it or knife through?
I think th…↗
TheValueist — $SMTC (Bloomberg) -- Semtech forecast net sales for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
•Sees net sales $323 million to $333…↗
May 26
Gaetano — $SMTC Great headline
Now let's hear the alpha on the call↗
May 26
Gaetano — $SMTC call after the close today
Refresher for anyone interested!
There are lots of really intelligent folks that I follow that are very interested in this name↗
May 26
Gaetano — $SIVE I want to see the total revenue opportunity increase meaningfully
$SMTC I want to see the revenue acceleration
$P I want to hear about NAND implications
$MRVL I want to h…↗
May 25
Gaetano — Big Week For Earnings!
We've got:
$SMTC on Tues
$MRVL on Weds
$P on Weds
$AMBA on Thurs
$SIVE on Fri
Lots of excitement in store↗
BULL OF BRITAIN — New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each.
> $HYLN - their product KARNO generator is an alternate option…↗
May 22
Gaetano — With $SMTC and $CRDO getting so much love
It's time to look at Europe
And look at $VLX↗
May 22
TheValueist — This $SMTC has turned out to be a banger. All-time high up 12% today. https://t.co/suhf8zydbT↗
May 22
Gaetano — It's a thing of beauty $SMTC
Finding under appreciated companies in a sector that is going parabolic is where a lot of money can be made↗
May 21
Gaetano — $SMTC why are all these firms now coming out and upgrading their price targets?
What changed?↗
May 20
Gaetano — Today is a great reason why I want exposure to copper
Names like:
$CRDO
$SMTC
$MTSI
$VLX / $VLX.L↗
May 18
Gaetano — $SMTC wanted to run today
Dang you, Leopold↗
May 18
Gaetano — It's not too late to learn about $SMTC
> Sells the analog signal-integrity layer that helps high-speed data survive inside AI infrastructure
> Plays across copper cables, PCB tr…↗
May 17
Gaetano — I just posted my deepest report ever
On $SMTC
I think there is plenty of gas left in the tank
I'll post a preview on X later that gives the jist!
But I highly recommend readin…↗
May 16
Gaetano — I love that $SMTC is starting to get more respect
@insane_analyst earlier work on Semtech really built my conviction
And the deeper I dug, the more I liked what I saw
His recen…↗
May 13
Gaetano — $SMTC Please read!
I wrote a quick thesis back in March on SS and I wanted to share with you here
Enjoy!
"I have built up my position in SMTC in the 70’s.
The stock has not mov…↗
May 13
Gaetano — Some of the best re-rate candidates in optics
Came from companies with legacy businesses
Or heavy copper exposure
And are transitioning to heavier optical product mix
Companies…↗
May 12
Gaetano — I scheduled a full $SMTC post for late last night. Did it not get posted? Does anyone see a SMTC deep dive from 11:00pm PST?↗
May 12
Gaetano — If you like $CRDO and $SMTC
You'll probably like this company I found as well
https://t.co/pGjKMTVcpU↗
May 11
Gaetano — We need to remind Photonics companies they are overvalued
They shouldn't keep going up
$LITE ATH
$COHR ATH
$SMTC ATH
$AAOI ATH
$CIEN ATH
$GLW ATH
$ALMU ATH
$HUBN ATH
$AEHR ATH…↗
May 11
TheValueist — $SMTC up 11% today to an all-time high. Continues to crush it. https://t.co/ASKnVyExor↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 8
Gaetano — $MTSI Earnings reaction was very encouraging for $SMTC
If $SMTC doesn't price in their earnings before their time, could be a nice reaction
ER beginning of June↗
May 7
TheValueist — $SMTC has been on a tear. Up 7% pre to all time high. https://t.co/RhoQ4PFjov↗
May 7
Gaetano — $SMTC New all time highs
Looking forward to earnings↗
Gaetano — Update!
$POET $CRDO $AEHR $AAOI $SMTC $COHR
My personal watchlists are fairly conservative
But when they hit a few weeks ago, they produced some nice gains!
$AEHR
Level 1 - $30…↗
Apr 20
Gaetano — My portfolio has exposure to every level here
$ALMU $AIXA $TSEM $AEHR $LITE $SMTC
Just to name a few
I introduced every company in this stack in a full article
Read it here!
h…↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
InvestmentGuru — $SMTC is a photonics/optical connectivity play at the intersection of AI data center buildout — FiberEdge ICs for 800G/1.6T ethernet are the core growth engine, with IoT as the ste…↗
Apr 17
Gaetano — As someone heavily exposed to optics like
$LITE $COHR $CIEN $AAOI etc.
I want exposure to copper too
Companies like $CRDO and $SMTC are decent sized positions for me
Learn more…↗
Apr 16
Gaetano — Will post a full breakdown on X later! $SMTC
New ATH↗
Apr 16
TheValueist — $SMTC hits an all-time high. Trading well and a great-looking breakout chart. Street revenue and margin growth still feel light.
https://t.co/GIvhvxsjjy
SMTC: Semtech price targe…↗
Apr 15
Gaetano — Watchlist update is live‼️
$lite $mrvl $poet $smtc $sive etc.
This is no longer a static piece that gets fully redone every few weeks. It is going to function more like a living d…↗
Apr 14
Gaetano — As $CRDO is starting to get some love again
I think $SMTC will start to attract more eyes
Got lots of comments & questions about SMTC recently so I'm workin on a writeup rig…↗
Apr 10
Gaetano — Update:
$AAOI $85 to $153: 80% gain
$AEHR $30 to $71: 135% gain
$COHR $220 to $307: 40% gain
$CRDO $95 to $120: 27% gain
$SMTC $71 to $86: 22% gain
$POET $5 to $7: 40% gain
Wow.…↗
Apr 9
Gaetano — Update:
$AAOI up 70%
$AEHR up 125%
$COHR up 30%
$SMTC up 28%
$POET up 30%
$CRDO up 17%↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Apr 8
Gaetano — If you haven't read this yet, please do
$LITE $AEHR $POET $AAOI $COHR
The market presented us with such great opportunities over the last couple weeks
If you have conviction in t…↗
Apr 2
Gaetano — Updates on my watchlist...
$COHR $AEHR $POET $SMTC
10 days ago I launched my Substack
On day 1 I sent out a watchlist of all the companies
Since then, only 6 companies hit my fi…↗
Apr 2
Serenity — @FranGGlez 100% lasers. I personally wouldn't go downstream into assembly and others.
But with the laser chokepoint it's really hard to pick a winner between stuff like Luxnet, F…↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 1
Gaetano — There are many different ways to make money..
$AAOI $COHR $SMTC $LITE
My mom goes all in on 1 or 2 positions at a time
Her most commonly traded has been $AAOI and $COHR and a li…↗
TheValueist — $SMTC Semtech Corp (SMTC) Q4 FY2026 Post-Earnings Debrief
https://t.co/B3d5IbDW8M
Core conclusion: Semtech delivered another solid quarter, but the real delta versus prior framin…↗
Mar 17
Gaetano — @SkiIIls Yeah still my largest but I have bought a bunch of other positions over the last month. $CIEN is getting up there in size as well especially as its hitting all time highs.…↗
Gaetano — How to best use my content...
$SMTC $MTSI $COHR $LITE $AAOI
When I post a thesis, report, update etc. it should not be a signal to buy.
I am not timing my posts with ideal entry…↗
Gaetano — I have never really talked about this stock...
$SMTC $MTSI $LITE $COHR $AAOI
But I am invested in it.
If you invest in photonics, you'll want to check it out
$SMTC just reporte…↗
Mar 17
Gaetano — Ok I've got another one for you guys...
$MTSI $CRDO $LWLG $SIVE $SMTC
It's a company I never talk about, but am invested in.
Again, it's not necessarily in the tickers above.
It…↗
Mar 15
Gaetano — One company has been on my radar...
$CRDO $MTSI $SMTC $LWLG $SIVE
But I haven't bought just yet
The story and trajectory are very compelling
The valuation is what is holding me…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
— 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…