Ideas
Damnang
Substack author, Damnang’s Substack
Author explicitly states 'I am still bullish on AMD' and maps it to his five factors: strong chip design talent (#2 in CPUs/GPUs/FPGAs), growing share despite NVIDIA dominance, CEO Lisa Su as key cata
Author explicitly states 'I am still bullish on AMD' and maps it to his five factors: strong chip design talent (#2 in CPUs/GPUs/FPGAs), growing share despite NVIDIA dominance, CEO Lisa Su as key catalyst, and downside floor from diversified products.
Risk: AMD's GPU share may not grow fast enough to absorb demand; NVIDIA remains dominant in accelerators.
Damnang
Substack author, Damnang’s Substack
Author says 'Marvell is another stock I have been analyzing and watching closely... here is why I like it.' He cites custom ASIC expansion with hyperscalers, NVIDIA's equity investment as a catalyst,
Author says 'Marvell is another stock I have been analyzing and watching closely... here is why I like it.' He cites custom ASIC expansion with hyperscalers, NVIDIA's equity investment as a catalyst, and hiring as a lead indicator of growth.
Risk: Custom ASIC programs may not convert to meaningful revenue; competition from Broadcom and others.
Damnang
Substack author, Damnang’s Substack
Author believes 'the change HBM has brought to the memory profit structure is a structural shift' and highlights growing HBM share, US manufacturing policy catalyst, and capacity investment as positiv
Author believes 'the change HBM has brought to the memory profit structure is a structural shift' and highlights growing HBM share, US manufacturing policy catalyst, and capacity investment as positives.
Risk: Memory is cyclical; HBM demand may slow; concentration in single sector reduces theme resilience.
Damnang
Substack author, Damnang’s Substack
Author identifies lasers and InP capacity as a bottleneck relative to AI bandwidth demand, notes NVIDIA investments and purchase commitments as catalysts, and points to diversified laser portfolio (EM
Author identifies lasers and InP capacity as a bottleneck relative to AI bandwidth demand, notes NVIDIA investments and purchase commitments as catalysts, and points to diversified laser portfolio (EML, CW, VCSEL) covering both pluggable and CPO directions.
Risk: Optics sector is single-layer concentrated; technology shift away from current laser types could hurt.
Damnang
Substack author, Damnang’s Substack
Author mentions Coherent alongside Lumentum as a laser/InP bottleneck play with NVIDIA purchase commitments and capacity expansion in manufacturing and R&D.
Author mentions Coherent alongside Lumentum as a laser/InP bottleneck play with NVIDIA purchase commitments and capacity expansion in manufacturing and R&D.
Risk: Same as LITE: concentrated in optics, competitive pressure, technology risk.
Damnang
Substack author, Damnang’s Substack
Author notes Credo 'straddles both sides of the media debate' (copper via AECs and optics via DSPs) so it benefits regardless of interconnect technology outcome, providing a hedge.
Author notes Credo 'straddles both sides of the media debate' (copper via AECs and optics via DSPs) so it benefits regardless of interconnect technology outcome, providing a hedge.
Risk: Small company with unproven stamina between catalysts; volatility high.
This newsletter, published July 11, 2026,
features Damnang
discussing AMD, MRVL, MU, LITE, COHR, CRDO.
6 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Damnang
· Tickers:
AMD,
MRVL,
MU,
LITE,
COHR,
CRDO