Cory Johnson ⚡️

Applied Optoelectronics pushed its $471M-a-month revenue goal to late 2027 after power delays at its new Texas plant. Is this the Blue Tsunami? instagram.com/p/DfYWiaJMHbn/ $AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Applied Optoelectronics

Applied Optoelectronics guided Q4 revenue to $385M–$420M, about triple a year ago. Shares fell 21% anyway. Here's the disconnect: youtu.be/TKCxluU-zx4 $AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Applied Optoelectronics

Here's one number that tells you all you need to know about Applied Optoelectronics earnings: tiktok.com/@drilldownpod/vid… $AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Applied Optoelectronics

Applied Optoelectronics signed a three-year 1.6T deal with a Tier 1 hyperscaler, worth an expected $1B–$1.5B (with price cuts built in). Why doesn't the market believe it? youtu.be/TKCxluU-zx4 $AAOI 🎙️ @DrillDownPod #DrillDownEarnings #Applied Optoelectronics

The market hates the $LUMN numbers (and a lot else today). But some of the commentary on yesterday's call couldn't have been more bullish, not least the Private Connectivity Format buildout for AI. Says @lumentechco CEO Johnson: "In terms of our PCF deals, I've reiterated this several times, the only edict that we get from the hyperscalers is 'Please go faster.'"

One number that tells you everything about Coherent's quarter 👇 instagram.com/p/DfVzSMSh2cJ/ $COHR 🎙️ @DrillDownPod #DrillDownEarnings #Coherent

Coherent doubled its in-house indium phosphide capacity, yet the mix of internal vs. outsourced lasers hasn’t moved in a year. Margin upside still ahead, or always next year? youtu.be/Oie2emBzRfY $COHR 🎙️ @DrillDownPod #DrillDownEarnings #Coherent

Coherent used $93M in operating cash as inventory hit $3.34B and capex jumped to $776M, yet shares rose 8% after hours. What the market’s missing: tiktok.com/@drilldownpod/vid… $COHR 🎙️ @DrillDownPod #DrillDownEarnings #Coherent

Coherent says calendar 2027 is “basically booked out” and customers are already ordering into 2028. Shares rose 8% after hours -- is that it? youtu.be/Oie2emBzRfY $COHR 🎙️ @DrillDownPod #DrillDownEarnings #Coherent

That may be off. I expect that all these guys are all customers of $SNPS (and possibly $CNDS too). There's no vibe coding semiconductors, not least because of the long term technological partnerships with $TSMC and other fabs. The vibes don't extend that far!

The notion that @Anthropic, or any one else is "vibecoding" semiconductors is ridiculous. No one is vibecoding chips. $ANT #Semiconductors

The new S-1 shows @Anthropic did a LOT of deals in the last four weeks. I.e. in Google’s minimum went up $6.8 billion, to $121.3 billion. Separately, $ANT signed another $100.2 billion of commitments after Sept. 30, mostly data center leases and cloud hosting deals. $GOOG #TheQuietPeriod

Pouring over the $ANT S-1/a. Don't make too much of the return to "losses". They’re back to an operating loss, $567 million, mostly because they paid up for $5 billion of short-term compute and took a $2 billion charge for matching employee donations. @Anthropic #TheQuietPeriod

Lip-Bu Tan says Intel’s priority is supply to meet “extraordinary demand” for Xeon -- but lousy PC sales might rule this day. instagram.com/p/DfGRUrFMYtr/ $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

One number that tells you everything about Amazon.com's quarter 👇 instagram.com/p/DfGRGDwhCph/ $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

Intel's 14A 0.9 PDK just released, the near-final toolkit outside chip designers use to judge its fabs. And yet bad Client Computing print might be all that matters today. youtu.be/MDma9tGHwXc $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

Amazon’s Andy Jassy projects AWS growth “of over 40% both in 2027 and in 2028" is jaw-dropping at this scale. Here's our take: youtu.be/WD0kvqd3R6M $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

Here's one number that tells you all you need to know about Intel earnings: tiktok.com/@drilldownpod/vid… $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel

Amazon's gamble on CapEx shows you just how great the AI opportunity appears to the hyperscalers. Here's our quick one-minute take: tiktok.com/@drilldownpod/vid… $AMZN 🎙️ @DrillDownPod #DrillDownEarnings #Amazon.com

Intel’s data center revenue rose 78% to $7.3B, its fastest growth in 15 years -- does it even matter in the face of lousy PC sales? youtu.be/MDma9tGHwXc $INTC 🎙️ @DrillDownPod #DrillDownEarnings #Intel