In short: The most violent of the three: −14% on the week despite being +77% year to date, after a 71% bounce off the July low — the clearest case that the "positioning, not fundamentals" bounce is exhausted. The counterpoint from the same week is Goldman's note that optical is outperforming memory by 20 points to start August after both fell 30% in July, "because the market sees it as a bigger supply issue."
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In short: The other named winner from the pending FCC ban on Chinese data-center optics — displaced Zhongji Innolight volume flows to the US optical rivals, Coherent and Lumentum.
The other US maker of data-centre optical components named as a winner from the pending ban on Chinese parts. Same mechanism as Lumentum: a rule that removes the largest Chinese supplier from the market hands its share to the two domestic alternatives.
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In short: Cited as one of NVIDIA's large publicly disclosed equity holdings behind the ~$16B of Q1 equity-investment gains.
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