Optical Communication Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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11:00
Sep 18
Sep 18
Optical communication crowded; rotate to batteries/nuclear.
Optical communication became crowded as money rotated into Daehan Optical Telecom, RFHIC, KMW and OI Solution. With low market turnover, the sector needs fresh inflows to keep rising; otherwise, selling into strength and rotating to laggards is the better strategy.
MED
13:30
Sep 17
Sep 17
Infrastructure favored by AI, stimulus.
U.S. midterm-related stimulus and AI momentum should favor infrastructure, especially power, electric cables, and optical communication.
MED
01:17
Aug 26
Aug 26
US peers and Nvidia investments boost opticals.
Surges in US peers like Lumentum Holdings and Coherent, along with Nvidia's investments in related industries, are driving strong rotational rallies in domestic optical communication and telecom equipment stocks.
MED
11:10
Apr 14
Apr 14
Semiconductors, power, securities, optical favored
If Kim could invest directly, he would focus on semiconductors with the largest weight, then transformer and power equipment, then securities, and optical communication last, because those are where money and earnings visibility are concentrated.
MED
00:47
Apr 13
Apr 13
Optical communication and telecom equipment strong
Optical communication and telecom equipment remain relatively strong sectors even as the broader market is mixed, and the speaker says they still look okay.
MED
00:52
Feb 11
Feb 11
Machine tools signal robotics, optical, aerospace capex.
January machine-tool orders rose about 25% YoY, led by Chinese export demand, a leading indicator for manufacturing capex; the demand is tied to AI data centers, next-gen communications, robots, and aerospace, so he expects momentum in robotics, optical communications, and aerospace.
MED
About Optical Communication Investor Commentary
Across the available history and selected sources, Buzzberg tracks Optical Communication across 2 sources: 5 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 83% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 1 other directions. Latest voices: Hwang Yoo-hyun, Lee Ji-hwan, Ha Chang-wan.