MXL MaxLinear, Inc.

MXL MaxLinear, Inc.

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry wire-flagged inflection but already a 4.5x over the year and −16% this week on no news we can find — needs the flag to hold; interest returns above the 20-day (~$91) — not entered
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $15.18 · VWAP $64.78 · +10.1% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders selling 0 buy / 1 sell · Form 4, 90d $50.4M sold last open-market sell SEENDRIPU KISHORE

Coverage

4 related campaigns

Watchlists @ai-bottlenecks@optical-supply-chain@semis

MXL Price Structure

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Peers

Every watchlist MXL belongs to, members best 30-day change first — MXL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@semis
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ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d AMD+3.2% -6.0%1d -13.1%7d MXL+2.6% -8.8%1d -25.8%7d ASML+2.5% -1.0%1d -7.8%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d SOXX-1.7% -4.1%1d -11.8%7d LSCC-2.5% -3.2%1d -17.8%7d AVGO-3.2% -4.5%1d -9.1%7d ARM-6.6% -6.9%1d -14.4%7d SWKS-6.9% +0.8%1d +4.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d
@optical-supply-chain
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ALAB+6.2% -5.3%1d -16.5%7d MTSI+4.2% -3.4%1d -20.6%7d MXL+2.6% -8.8%1d -25.8%7d OPTX+2.4% -5.9%1d -19.4%7d FORM+0.2% -7.3%1d -24.8%7d PLAB-1.2% -3.5%1d -7.1%7d CIEN-2.3% -6.7%1d -26.0%7d VIAV-3.2% -9.3%1d -26.6%7d TSEM-3.3% -6.8%1d -14.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d LITE-10.4% -5.2%1d -25.3%7d HIMX-10.7% -3.8%1d -12.4%7d LAZR-14.3% -4.2%1d -19.1%7d SNDK-14.5% -6.8%1d -17.9%7d LWLG-17.8% -5.5%1d -20.1%7d SMTC-18.4% -5.2%1d -27.0%7d LPTH-18.4% -6.6%1d -21.2%7d COHR-19.7% -7.1%1d -25.5%7d AXTI-19.9% -11.1%1d -24.8%7d AAOI-21.9% -9.8%1d -31.1%7d KOPN-24.2% -13.7%1d -26.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d ALMU-40.8% -10.2%1d -30.3%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d LPK.DE-0.4% -0.8%1d -15.5%7d GEV-0.4% -0.6%1d -8.3%7d 5347.KL-0.5% +0.1%1d +0.9%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d 6471.T-1.0% +2.4%1d -2.3%7d KLIC-1.2% -5.3%1d -14.5%7d PLAB-1.2% -3.5%1d -7.1%7d TSM-1.2% -2.3%1d -9.0%7d ECG-1.5% -1.8%1d -10.4%7d AMAT-1.5% -4.8%1d -19.3%7d ENR.DE-1.6% +2.0%1d -7.1%7d ETN-1.6% -2.8%1d -8.9%7d AMBA-1.7% -2.6%1d -8.5%7d 6141.T-1.8% +2.9%1d -0.3%7d WOLF-1.9% -10.4%1d -24.1%7d LRCX-2.0% -4.9%1d -17.2%7d CLFD-2.1% -1.7%1d -13.3%7d CIEN-2.3% -6.7%1d -26.0%7d 322310.KS-2.4% +5.8%1d -26.4%7d XMTR-2.4% -8.7%1d -18.1%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d NOVT-3.0% -4.5%1d -8.8%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d 300124.SZ-3.4% +0.6%1d -1.8%7d IQE.L-3.5% +0.9%1d -20.3%7d AIXA.DE-3.7% +6.2%1d -9.7%7d TKR-3.7% -0.6%1d -3.2%7d NVT-3.8% -2.5%1d -15.2%7d ABBNY-3.8% -1.8%1d -5.2%7d SMTOY-3.9% -7.3%1d -14.7%7d 2308.TW-4.4% +0.3%1d -16.8%7d TER-4.7% -5.3%1d -19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d -10.2%7d FCEL-16.1% -7.7%1d -27.9%7d FLEX-16.2% -8.2%1d -24.5%7d OUST-16.4% -9.3%1d -28.8%7d SIVE.ST-16.4% +0.2%1d -20.4%7d 9880.HK-16.6% +3.0%1d -10.0%7d 1888.HK-16.9% +3.1%1d -19.4%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d 688017.SS-17.8% +1.2%1d -10.2%7d MOD-17.8% -3.3%1d -18.0%7d MP-18.0% -3.5%1d -12.9%7d BE-18.0% -6.3%1d -21.1%7d 688825.SS-18.3% +3.3%1d -11.7%7d SMTC-18.4% -5.2%1d -27.0%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d LYSDY-19.9% -0.5%1d -12.6%7d AXTI-19.9% -11.1%1d -24.8%7d WDC-20.4% -6.9%1d -16.4%7d NVTS-20.4% -9.6%1d -22.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d AAOI-21.9% -9.8%1d -31.1%7d SKHY-21.9% -6.6%1d -19.3%7d 3363.TWO-22.4% +2.1%1d -20.4%7d IPWR-23.4% -7.2%1d -17.4%7d KULR-24.1% -7.0%1d -29.7%7d KOPN-24.2% -13.7%1d -26.2%7d FTCI-24.4% -3.0%1d -16.6%7d AIRJ-24.5% -3.8%1d -14.7%7d HUT-24.6% -11.0%1d -19.6%7d 006260.KS-24.9% +2.7%1d -14.8%7d HSAI-25.5% -7.0%1d -22.4%7d CRWV-26.4% -11.9%1d -25.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d

Next earnings MXL reports in 5 days Oct 22

Last report Jul 23

Reported the quarter ending 2026-06-30: revenue $169M, diluted EPS $0.02, net income $2M (SEC filing). Across the print the stock moved -17.5% (close before → first close after).

full note →

Against street estimates

How MXL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 23 · projection Oct 16

Result
Jul 23 0.330.35 GAAP ≠ +6.2%Beat
Apr 23 0.180.22 GAAP ≠ +25.6%Beat
Jan 29 0.180.19+6.3%Beat
Oct 23 '25 0.120.14 GAAP ≠ +17.6%Beat
Jul 23 '25 0.020.02 GAAP ≠ +8.5%Beat
Apr 23 '25 -0.05-0.05 GAAP ≠ -1.7%In line
Jan 29 '25 -0.13-0.09+29.1%Beat
Oct 23 '24 -0.32-0.36 GAAP ≠ -13.5%Miss

Recent news

Headlines about MXL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

MXL research tape

108 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Optical Supply Chain Scan — October 16, 2026 scan NVDA Ecosystem Scan — October 16, 2026 scan Monster Scan — 2026-10-16 scan Monster Scan — 2026-10-15 scan Monster Scan — 2026-10-14
Types
Oct 16 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 16 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Market Brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut
AFRMAGMAI.PAALLYEAMBAFRMICIFRS +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 13 Scan Monster Discover
ABCLALABAMCEAMDANFAPAAPPNARX +4 more
Oct 12 Market Brief AI's Suppliers Sold Twice While Its Buyers Rose
APHARQQAVAX-USDCASYCECOCHATFIGSCBRS +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 12 Scan Monster Discover
AAMIABCLALABALVOAMCEAMDAMRXANET +4 more
Oct 9 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 9 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Market Brief OpenAI's Smaller Number Hits Every Layer of AI Hardware; SpaceX Hits the Carriers After the Bell
ABBNYABCLABSIAPLEATH.TOGCTPBFHAE +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Market Brief The Index Barely Moved; Crypto, Neoclouds and Quantum Sold as One
ACGLAI.PAAIQALOYPAYCBULLPENGFCEL +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Discover
AAMIABCLADPTALABALVOAMCEAMDAMRX +4 more
Oct 5 Market Brief Megacaps Carry the Nasdaq to a Record While the Compute Landlords Sell
ADMAMCEAPAARGXAVAX-USDPCVXDNARXRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Article Optics Is Pricing the Laser Shortage, Not the Module Cycle
LITECOHRCIENFNAAOIMXLAXTISMTC#optical-supercycle +4 more
Oct 2 Market Brief Soft Jobs, Higher Yields, Chips Keep Running
ABSIADIARWBKRBRZEBWETMXLWOLF +4 more
Oct 2 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 2 Scan NVDA Ecosystem Scan
NEEFSLREOSECEGENPHAVGOAMZNXOP +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 tweet Serenity — Morgan Stanley hears 3.2T Chinese transceiver curbs are coming, with a 65% US-content escape hatch
LITECOHRAAOIAXTISMTCMXL#optical-supercycle
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Market Brief Neoclouds Sell as One, Then Micron Says Memory Stays Short Through 2028
AKAMAPAAYABDRYBGBTDRMNDYLQDA +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 30 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCEAMD +4 more
Sep 29 Market Brief Chip Tools Rally Together as Oil Slides and the Long Bond Hits a 2002 High
ACLSAGMALSNATRCAWKBAHIOVADNA +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Market Brief AI’s Suppliers Split From Its Buyers
AGROAMBAAPLEASHRBOXCDNAKODMDB +4 more
Sep 28 Scan Monster Scan
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Sep 28 Scan Monster Discover
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Sep 25 Scan Optical Supply Chain Scan
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Sep 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 25 Market Brief The Agent Week: Chips Win, Software Splits, Bonds Hit 2007
AAOIAVAHAVAX-USDBDNBGBMRNALMZS +4 more
Sep 25 Scan Monster Scan
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Sep 25 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMCE +4 more
Sep 24 Market Brief Yields Hit a 2007 High; Genomics and Quantum Rally Anyway
ABVXAEISAMGNAMPAPHARKQTWSTGRAL +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMCE +4 more
Sep 23 Market Brief The Five-Year Broke 5% and Only Energy Closed Green
AKAMALNTAMCEATZ.TOBAHBITOFSLYEOSE +4 more
Sep 23 Scan Optical Supply Chain Scan
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Sep 23 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 23 Scan Monster Scan
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Sep 22 Scan Monster Scan
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Sep 21 Scan Monster Scan
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Sep 18 Scan Optical Supply Chain Scan
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Sep 18 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 18 Scan Monster Scan
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Sep 17 Scan Monster Scan
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Sep 17 Scan Monster Discover
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Sep 16 Scan Monster Scan
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Sep 15 Scan Monster Scan
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Sep 14 Market Brief One AI Warning, Two Opposite Trades
AEPAMRAXGNBHPBKRBTDRBBYELMT +4 more
Sep 11 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 11 Scan Optical Supply Chain Scan
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Sep 11 Scan Monster Scan
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Sep 11 Scan Monster Discover
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Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 4 Scan NVDA Ecosystem Scan
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Sep 4 Scan Optical Supply Chain Scan
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Aug 28 Scan NVDA Ecosystem Scan
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Aug 28 Scan Optical Supply Chain Scan
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Aug 25 Scan Monster Scan
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Aug 22 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 22 Scan Optical Supply Chain Scan
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Aug 18 Scan Monster Scan
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Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan Optical Supply Chain Scan
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Aug 14 Scan Monster Scan
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Aug 13 Scan Monster Scan
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Aug 12 Scan Monster Scan
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Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan Optical Supply Chain Scan
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Jul 31 Scan NVDA Ecosystem Scan
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Jul 31 Scan Optical Supply Chain Scan
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Jul 28 Scan NVDA Ecosystem Scan
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Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 23 Catalyst MXL earnings
MXL
Jul 22 Catalyst MXL earnings
MXL
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan Optical Supply Chain Scan
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Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 8 Article The Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up
TERCGNXLASRCRDOMXLKGSEQTAXTI#physical-ai-robotics#optical-supercycle#ai-power-bottleneck
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 3 Snapshot aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot
ALABNVTSMXLLASRASPIMP#optical-supercycle#ai-power-bottleneck#ai-power-delivery
May 22 Source Long $HLIT at $16 Known about this stock for months from a 9 figure manager in F
HLITSIVEFMXL
May 19 Source RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM
ALABMXLCRDOHIMXMRVLARMINTCTXN +2 more