← Themes
Theme · 121 callers · 13d avg lead
Photonics / CPO
HOT73% runningOptical interconnects, silicon photonics, co-packaged optics — the AI-infrastructure plumbing trade.
Names in this theme
11 totalCallers covering this theme
@7thDayTrading@ARoclore@AlgoScout@AskEdgar_App@Bezel4455@BornInvestor@BruceMarti1540@BryceChandlerE8@CHItrader@DIVINEEEE__@DavidScottAdams@DevBranana@EarningsToday@Eduardxutler@Filmdaddy77@Financelegacyy@Frenchie_@GassionGreta@Gesartoretti@GookieNft@Gregmass86@HieuTrinhVn@IAMYellowCake@InvestorHangout@Jon_Henninger@JonahLupton@KarenWongAU@KawzInvests@LAURENT_P77@LTbioinvestor@Lycanbull@M3Invest@MIRAITech4@MarcJacksonLA@MarketDraft@MarketProphit@MarketsBlock@Martinperiu6@Mr_Foyst@NickLagarrigue@NikolaRolotrade@POETtech@ParabolicScan@ParadisLabs@PaulTInvesting@PolarizingLit@ProTradeIdeas@RatWasteCapital@RodmanM1@SRxTrades@SenseiSwings@ShuklaBadshah@SmallCapKing2@Speculator_io@StratoOTC@SuperDuperInvst@TCMLLC@TheTape_TNM@TheValueist@VG3024@Vcondry84@VertiCallAlgo@WallStreetYolu@_BurakBesenk@adamwnsx@afra_alharbi@ahinpet111@aktienboersen@aleabitoreddit@blue_chip1@brokeragereel@cidman00@controlcubed@crux_capital_@dingo__hunter@dsavedmarvel@easyclickuk@eelchap0@eldridgedakota2@enrichtrades@equitydd@geko1515@harryboxer@herekampsapro@idekw@intratio@investconsensus@j_fry24@leannatoscanog3@m_means28@maupow_box@michaelsikand@miya_0135@mmmbullbear@nathanielpel@nickvrnn@nohotin1@proactive_au@ripster47@ryu_tay@sarahlou_1234@sartocrates@srxtrades@stewdomer@strongindivi@sunxliao@supdup_@teambullish95@tenet_research@theAZtrader@theendgame666@tiffinyfawcett@tkathlinastocks@vnkumarvnk@vnmsvypa@walfofwallstree@wliang@wulanpuog@www_larval_com@yawaradoteth@znewcar1
Recent calls in this theme
Mar 12, 2026
“$SVCO Silvaco Reports Fourth Quarter and Full-Year 2025 Financial Results - Secured second artificial intelligence-driven machine learning (AI/ML) FTCO™ customer, driving revenue above high end of guided range -- - Executing cost reduction strategies ahead of expectations, resulting in operating e”View original tweet ↗
“$SVCO +10% after reporting Q4 revenue $18.3M driven by AI/ML FTCO and SIP momentum and giving Q1 revenue/bookings guidance of $15M–$19M. stocktitan.net/news/SVCO/sil…”View original tweet ↗
Mar 12, 2026
“📊 Silvaco Group $SVCO Q4 Earnings ✅ Earnings Beat Adj. EPS: -$0.03 YoY: ↑ 121.43% (from $0.14) ✅ Revenue Beat Sales: $18.252M YoY: ↑ 2.20% (from $17.859M)”View original tweet ↗
Mar 12, 2026
“$SVCO Silvaco GroupのQ1売上予想は1500万ドルから1900万ドルで、市場予想の1528万6000ドルを下回る可能性を示唆。”View original tweet ↗
Mar 12, 2026
“$SVCO | Silvaco Group Q4 Earnings Highlights Q4 Results (Beat on EPS and Revenue): 🔹 EPS: Loss of $0.03, beat by $0.09 vs. ($0.12) consensus 🔹 Revenue: $18.25M (+2.2% YoY) vs. $16.37M consensus Q1 Guidance (In-line): 🔹 Revenue: $15M to $19M vs. $15.38M consensus Operational Update: 🔹 Cost redu”View original tweet ↗
Mar 12, 2026
“$SVCO +17% AH 🚀 🔹 Strong after-hours move after Silvaco posted Q4 results ahead of expectations and showed real traction in its AI/ML semiconductor business 🔹 The company landed its second AI/ML FTCO customer, helping drive TCAD bookings up 70% sequentially to $9.2M 👀 🔹 SIP revenue nearly tripled se”View original tweet ↗
Mar 12, 2026
“Ticker: $SVCO Form Type: ARS Summary: In its 2025 Annual Report, Silvaco Group, Inc. highlighted significant growth driven by three key acquisitions, a strengthened leadership team, and a focused turnaround strategy. The company reported a 6% increase in total revenue to $63.1 million, with notable ”View original tweet ↗
Feb 21, 2026
“$SVCO Insider Purchases Last 6 Months Shares Transactions Purchases 707,086 12 Sales 8,300 1 finance.yahoo.com/quote/SVCO…”View original tweet ↗
Oct 6, 2025
“Yes sir. Sir what about $TRT and $CSIX you once talked about these projects”View original tweet ↗
Oct 2, 2025
“fkn nuts - i was like congrats on the tarot ( $trt ) bond dude, lemme send u a couple packs to celebrate. mfer pulls a leggy”View original tweet ↗
“G$TRT MORNING I see some Ricardo and Miguel added some spice to Tarot, but $trt got so much higher destination than this.”View original tweet ↗
Sep 27, 2025
“Turtle Protocol ( @turtledotxyz ) 是一个多链流动性分配协议（支持 EVM、Solana、TON），帮助用户通过交易、金库、排行榜和国库等功能获得高收益。该项目强调自主托管、零费用、无交易对手风险，目前已进入主网第一季，为流动性提供者 (LP) 提供 11% 的 $TRT 供应。 1️⃣ 新手入门 – 快速注册（免费，不到 1 分钟） 访问 app.turtle.xyz 。 连接钱包（MetaMask、Phantom、TON 等）。 签名消息进行身份验证（无需 Gas，无风险）。 加入 Turtle Club + 个性化控制面板（来自 Usual、Re”View original tweet ↗