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What the street is doing, not what I think

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MXL

MaxLinear, Inc.Small cap (market cap < $50B)Earnings 10/22Partly aligned
Close 71.32 (2026-10-16)28 days -12.1%1Y +320.3%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
0
Accounts BullNeuBearNone
@KawzInvestsViews ›0100
@OptionsMikeViews ›0001

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
No stance
Catalyst · @OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.
2026-10-18 21:13 HKT Original post ↗
Neutral First call
Fundamentals · $LITE showing ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside others. Publicly traded contributors: Credo $CRDO, Intel $INTC, MaxLinear $MXL, Applied Optoelectronics $AAOI, Astera Labs $ALAB, Amphenol $APH, Keysight $KEYS, TE Connectivity $TEL, VIAVI $VIAV, Lumentum $LITE.
2026-10-14 08:05 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/13–10/19 · 2 posts · Bull 0 / Bear 0
    @KawzInvests: $LITE showing ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside others. Publicly traded contributors: Credo $CRDO, Intel $INTC, MaxLinear $MXL, Applied Optoelectronics $AAOI, Astera Labs $ALAB, Amphenol $APH, Keysight $KEYS, TE Connectivity $TEL, VIAVI $VIAV, Lumentum $LITE. (Neutral)
  • 10/6–10/12 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/29–10/5 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/22–9/28 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

MXL Small capEarnings 10/22 Neutral2026-10-14 08:05 HKTOriginal post ↗

$LITE showing ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside others. Publicly traded contributors: Credo $CRDO, Intel $INTC, MaxLinear $MXL, Applied Optoelectronics $AAOI, Astera Labs $ALAB, Amphenol $APH, Keysight $KEYS, TE Connectivity $TEL, VIAVI $VIAV, Lumentum $LITE.

See original

$LITE showing the ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside Molex, Samtec and TeraHop. Publicly traded contributors shown here include Credo $CRDO Intel $INTC MaxLinear $MXL Applied Optoelectronics $AAOI Astera Labs $ALAB Amphenol $APH Keysight $KEYS TE Connectivity $TEL VIAVI $VIAV Lumentum $LITE NPO reuses the existing pluggable supply chain, making it much easier to scale.

Image 1 ↗

Reasoning: Fundamentals

No-stance mentions (1)
MXL Small capEarnings 10/22 No stance2026-10-18 21:13 HKTOriginal post ↗

@OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.

See original

Huge Earnings Week on Deck!!! $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RNG $RTX $MXL $TXN $TCBI $NOK $FITB $CACI $AXP $NEE $NOC $STLD $WDC $MSCI $WDFC $CMCSA $ARGX $MMM $MEDP $PEGA $SMBK $SRCE $SLB $TSCO $T $VICR $UAL $NLY $HAL $HAS $HBAN $KARO $AGNC $ALLY $ALV $CME $CCI

Image 1 ↗

Reasoning: Catalyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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