SMTC

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

Accounts	Bull	Neu	Bear	None
@ripster47Views ›	0	0	0	1
@KawzInvestsViews ›	0	0	0	1

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

Partly aligned. No clearly opposing views so far.

By week Last 4 weeks

• 10/10–10/16 · 1 posts · Bull 0 / Bear 0
  @KawzInvests: $CRDO’s ALC demo at OCP next week could be a meaningful milestone for its microLED business. MicroLEDs emit a broader mix of wavelengths than lasers. That creates a challenge with chromatic dispersion (different wavelengths travel through fiber at different speeds, spreading out the signal and making it harder to read). That’s the concern behind skepticism about reach beyond 10m. For Credo, demonstrating stable performance at 30m would help validate its approach and give investors more confidence in the product’s potential. Management has described ALCs as a multibillion-dollar opportunity, with an eventual market potentially more than twice the size of AECs (active electrical cables). $LITE $SMTC $AMSSY $APH (No stance)
• 10/3–10/9 · 1 posts · Bull 0 / Bear 0
  @ripster47: （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。 (No stance)
• 9/26–10/2 · 0 posts · Bull 0 / Bear 0
  No discussion
• 9/19–9/25 · 0 posts · Bull 0 / Bear 0
  No discussion

Key views and how they evolved Newest first

No-stance mentions (2)

KawzInvests@KawzInvests

SMTC Small cap No stance2026-10-10 22:27 HKTOriginal post ↗

$CRDO’s ALC demo at OCP next week could be a meaningful milestone for its microLED business. MicroLEDs emit a broader mix of wavelengths than lasers. That creates a challenge with chromatic dispersion (different wavelengths travel through fiber at different speeds, spreading out the signal and making it harder to read). That’s the concern behind skepticism about reach beyond 10m. For Credo, demonstrating stable performance at 30m would help validate its approach and give investors more confidence in the product’s potential. Management has described ALCs as a multibillion-dollar opportunity, with an eventual market potentially more than twice the size of AECs (active electrical cables). $LITE $SMTC $AMSSY $APH

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Reasoning: Catalyst · Short term Specific

Ripster@ripster47

SMTC Small cap No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

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