COHR

$SIMO Boot drive revenues doubled in Q2 and now represent 30% of overall revenues...and ramping in 2H! SIMO now growing revenues 30%+ sequentially QoQ. Operating margins increasing 5% each quarter this year. On track to print $1B in net income next year. Top and bottom line growing faster than LITE ALAB AAOI MRVL $CIEN $CRDO $VIAV $COHR .... Trades for $8B / 30PE TTM..... WTF.

$CAT kinda surprised this is higher after er beat! Same with $COHR

$ALMU $AXTI $COHR $AAOI Dr. Ken Campman, president and executive officer from Sumitomo Chemical Advanced Technologies, said the company views Aeluma’s technology as a solution to address supply chain constraints in the laser and detector market.