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TTMI · TTM Technologies, Inc.TTM Technologies, Inc.
📝 Identifies winners in optical transceiver PCB bottleneck (SANM, TTMI) and argues laser chokepoints (LITE, SIVE, MTSI, COHR) are more compelling for structural re-rating
low convictionFirst mentioned Dec 1, 2025
Identifies winners in optical transceiver PCB bottleneck (SANM, TTMI) and argues laser chokepoints (LITE, SIVE, MTSI, COHR) are more compelling for structural re-rating.
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$187.79
via cornerstones
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entry Dec 1, 2025
Thesis Lifecycle
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openedDec 1, 2025
Google's TPU v7 Ironwood supply chain analysis highlights key beneficiaries, with Lumentum as primary beneficiary due to OCS optical switching. Initiating a position in LITE on expected scaling of TPU v7 clusters.
source ↗📝
updatedMar 26, 2026-2 conv
Identifies winners in optical transceiver PCB bottleneck (SANM, TTMI) and argues laser chokepoints (LITE, SIVE, MTSI, COHR) are more compelling for structural re-rating.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.