I’m so mad… why do I identify $MXL as a great opportunity in specific. Then not go long? Just straight up 300% after I call it out.
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
81
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
29.7%
改善
概览
作者立场：中性；价格动量：看多。最新证据：The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR -... 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 1 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2026-03-17 20:38
来源
llm
更新时间
2026-05-15 19:40
作者立场：中性；价格动量：看多。最新证据：The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR -...
当前观点证据
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR -...
Serenity 变化
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR -...
I’m so mad… why do I identify $MXL as a great opportunity in specific. Then not go long? Just straight up 300% after I call it out.
@RyanGoldenberg2 Bro I'm mad i didn't long $MXL. I literally called it out in subscribers chat before the entire rally.
@Sopcaja lol still can’t believe $MXL shot up 70% a day later, my timing is pretty uncanny
Photonics go brrr. $MXL +76.2% (lol) $AAOI +15.03% $SIVE +12.69% $AEHR +7.07% $SOI +6.19% $LITE +4.96% Hope you didn’t sell and try and chase other bottlenecks anon?
@AtlasShrug1 Yeah should have went long when I said $MXL was compelling for scale across lol. Feeling the fomo for sure
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
468M
营收同比
29.7%
毛利率
56.8%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
Filing body read (8-K 2026-05-21) MaxLinear disclosed 2026 annual meeting voting results, including approval of amended equity incentive and ESPP plans, director re-elections, executive compensation advisory approval, and auditor ratification. Material changes: Stockholders approved a new ten-year term for the Amended and Restated 2010 Equity Incentive Plan.; Stockholders approved an increase of 3,204,107 shares reserved under the equity incentive plan.; Stockholders approved the Amended and Restated 2010 Employee Stock Purchase Plan, extending its term until termination.. Risks: Potential shareholder dilution from the increased equity incentive plan share reserve.; Meaningful votes against the equity incentive plan amendment and executive compensation advisory proposal indicate some shareholder opposition.. Next checks: Review Exhibit 10.1 for the full amended equity incentive plan terms.; Review Exhibit 10.2 for the full amended ESPP terms.; Compare the additional 3,204,107 reserved shares against total shares outstanding to estimate potential dilution..
近期推文
立场
中性
价格动量
看多
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR -...
24h / 7天 / 30天
24h
0
7D
0
30D
2
Beta
3.96
敏感度
高 beta
情绪风险
极端
估值风险
高
背景
technology-semiconductors
-
等待 GPT xhigh 分析。
研究问题
背景
technology-semiconductors
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
81
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
2
长周期热度
7日新闻
0
低
30日披露
1
8-K
收入同比
29.7%
改善
Beta
3.96
高 beta
llm · 2026-05-15 19:40
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR -...
I’m so mad… why do I identify $MXL as a great opportunity in specific. Then not go long? Just straight up 300% after I call it out.
@RyanGoldenberg2 Bro I'm mad i didn't long $MXL. I literally called it out in subscribers chat before the entire rally.
@Sopcaja lol still can’t believe $MXL shot up 70% a day later, my timing is pretty uncanny
Photonics go brrr. $MXL +76.2% (lol) $AAOI +15.03% $SIVE +12.69% $AEHR +7.07% $SOI +6.19% $LITE +4.96% Hope you didn’t sell and try and chase other bottlenecks anon?
@AtlasShrug1 Yeah should have went long when I said $MXL was compelling for scale across lol. Feeling the fomo for sure
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
468M
营收同比
29.7%
毛利率
56.8%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-semiconductors
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 892M | - | 52.9% | 7.6% | 4.7% |
| 2022 | 1B | 25.5% | 56.9% | 16.5% | 11.2% |
| 2023 | 693M | -38.1% | 55.2% | -2.3% | -10.6% |
| 2024 | 361M | -48.0% | 53.4% | -46.8% | -68.0% |
| 2025 | 468M | 29.7% | 56.8% | -27.1% | -29.2% |
24h / 7天 / 30天
24h
0
7D
0
30D
2
风险: 极端 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
Filing body read (8-K 2026-05-21) MaxLinear disclosed 2026 annual meeting voting results, including approval of amended equity incentive and ESPP plans, director re-elections, executive compensation advisory approval, and auditor ratification. Material changes: Stockholders approved a new ten-year term for the Amended and Restated 2010 Equity Incentive Plan.; Stockholders approved an increase of 3,204,107 shares reserved under the equity incentive plan.; Stockholders approved the Amended and Restated 2010 Employee Stock Purchase Plan, extending its term until termination.. Risks: Potential shareholder dilution from the increased equity incentive plan share reserve.; Meaningful votes against the equity incentive plan amendment and executive compensation advisory proposal indicate some shareholder opposition.. Next checks: Review Exhibit 10.1 for the full amended equity incentive plan terms.; Review Exhibit 10.2 for the full amended ESPP terms.; Compare the additional 3,204,107 reserved shares against total shares outstanding to estimate potential dilution..
近期披露
beta / 动量 / 主题
Beta
3.96
状态
高 beta
立场
中性
动量
看多
高风险观察 · 高
板块定位
technology-semiconductors