Serenity (X Mirror) on Nostr: Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. In what appears to be an indirect ...
Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.
In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%".
Rosenblatt TLDR: They've already modeled for this, even though each XPU
[Source:
https://x.com/aleabitoreddit/status/2075645547978084371]
Published at
2026-07-10 20:17:16 CESTEvent JSON
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"content": "Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. \n\nIn what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that \"flattens networks and cuts transceiver TAM 40-50%\".\n\nRosenblatt TLDR: They've already modeled for this, even though each XPU\nhttps://pbs.twimg.com/media/HM4os9Jb0AECclK.png\n\n[Source: https://x.com/aleabitoreddit/status/2075645547978084371]",
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