MTSI

$MTSI chatter on StockTwits

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  stealingtime@stealingtimeBullish3d

  $SIVEF A lot of momentum building behind this stock. It surged +60.84% in just the past week and I think this is just the start of a strong momentum meltup rally. The CEOs of $AAOI and $MTSI said on their recent earnings calls that the next emerging bottleneck is in the Photonic lasers that run on Indium Phosphide (InP) that transmit long strings of data in AI Data Centers. I’ve accumulated a sizable position now in $SIVEF and I’m ready for this stock to rip to new all time highs and beyond in H2 2026-2029. While $LITE is the Safer Bet, $SIVEF remains the High Risk, High Reward Lottery Ticket Play. I like my chances here!

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  kim johnson@TrendAlpha3d

  If you're watching $AAOI, $LITE and $COHR, don't overlook $MTSI. Think of it as the upstream component play behind the optical stack. $AAOI / $LITE / $COHR monetize the optical module + laser layer, while $MTSI provides the high-performance analog “plumbing” — drivers, TIAs and related components. The real opportunity is content growth: 800G → 1.6T → 3.2T means more lanes, more complexity, and potentially more dollars captured per link. Are you exposed across multiple layers of the optical AI stack? Visit my profile for the latest trading ideas, strategies, and market insights.

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  Jodie Christy@JodieChristy3d

  If you own $AAOI, $LITE, or $COHR, $MTSI is an upstream component bet worth understanding. $AAOI/$LITE/$COHR monetize the optical module and laser layer, while $MTSI supplies the high-performance analog components inside those links, including drivers and TIAs. The key is content growth: 800G → 1.6T → 3.2T. As lane counts and analog complexity rise, MACOM can capture more dollars per optical link. How many layers of this stack do you have exposure to? Check my profile for more analysis. Every update builds a bigger picture.

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  Bull Theory@BullTheory6d

  More TLDR takeaways from $AAOI earnings: One major takeaway: DSP and TIA bottlenecks are becoming a bigger industry issue. This could be a positive read-through for: $MXL $SMTC $MTSI The bigger story is the revenue ramp. $AAOI expects: Q2 revenue: $191.9M Q3 guidance: ~$255M-$290M Q4 expected revenue: $500M+ By mid-2027, the company is targeting roughly a $1.41B quarterly revenue run rate. That is an aggressive growth trajectory. AI data centers are pushing demand across the entire optical ecosystem: Optical modules Signal processing Connectivity components High-speed networking The AI infrastructure opportunity is expanding beyond GPUs. The next bottleneck may be moving data faster and more efficiently. Follow my profile for more AI infrastructure, optical networking, and semiconductor insights. NFA. DYOR.

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  Austin hilton@AustinhiltonBullishAug 7

  $MTSI earnings transcript: "Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers" Emphasis on "Urgency", CW "DFB lasers", "coming to us". CW DFB names, such as like $SIVEF and $LITE should be happy to hear about this laser bottleneck getting validated.

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  aoab@aoabAug 7

  $IQEPF $MTSI are buddies

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  aoab@aoabAug 7

  @iRon_Osoa $MTSI supports iqe right?

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  Randy@WigglyickAug 6

  @JFDI identical chart with $MTSI

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  Nicholas@JFDIBullishAug 6

  $MTSI igniter bar. Sender!

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  Ariados@AriadosBullishAug 6

  $SITM $MTSI $ALAB 3 of my boys topping the charts today... brings forth tears on the eyes

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  Patrick Seitz@patrickseitzAug 6

  Macom, SiTime Jump As Chip Stocks Stage Comeback https://www.investors.com/news/technology/chip-stocks-rally-macom-sitime-diodes-rise/ $MTSI $SITM $DIOD

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  James Trull@USStockRadarAug 6

  $MTSI put up a textbook beat with expanding margins, but raising the bar for next quarter leaves zero margin for error. When a semi stock sets guidance this high, you're no longer trading the current quarter's success. You're betting on flawless execution into year-end.

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  Bull Theory@BullTheoryAug 6

  THE OPTICS TRADE COULD BE THE NEXT AI INFRASTRUCTURE WINNER Missed the memory trade in 2026 with MU and SNDK? The next major opportunity may come from the next layer of the AI buildout. As AI clusters scale and networking moves from 800G to 1.6T+, demand for optical infrastructure could accelerate into 2027. AAOI earnings may help set the tone. My optics watchlist: $APH $MTSI $VIAV $ALAB Memory was one of the biggest AI themes of 2026. Now I’m watching whether optics becomes one of the biggest AI infrastructure themes of 2027. AI needs more than compute. It needs bandwidth.

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  Mr. Denny@EquityResearch6Aug 6

  Citi: Optical Market Could Be the Next AI Infrastructure Supercycle The optical interconnect market is accelerating. Key projections: Global optical interconnects market: → $92B opportunity by 2028 → 65% 3-year CAGR → ASP growth of 18% CAGR Optical chip demand: → 1.714B units by 2028 → ~62–63% CAGR from 2025 CW Laser chips: → 987M units by 2028 → ~114% CAGR EML chips: → 718M units by 2028 → ~34% CAGR As AI clusters scale and networking demand explodes, optical infrastructure could become the next major bottleneck. The AI buildout is moving beyond GPUs. Bandwidth is the next battlefield. Watchlist: $AAOI $MTSI $COHR $LITE $MRVL AVGO Memory was one of the biggest AI themes. Optics could be one of the biggest AI infrastructure themes of 2027. Follow my profile for more AI infrastructure, semiconductor, and next-generation technology analysis.

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  MarketBeat Earnings@EarningsInsiderAug 6

  https://www.marketbeat.com/earnings/reports/2026-8-6-macom-technology-solutions-holdings-inc-stock/ $MTSI MACOM Technology Solutions Earni

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